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Denby Added to SNBT Trust Department |
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David H. Denby has joined The Stephenson
National Bank & Trust (SNBT) as Assistant Vice President & Trust Officer
located in the Marinette office at 1820 Hall Avenue. He is responsible
for servicing client relationships by providing investment management,
estate planning, trust, and IRA services. |
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“Adding Dave to our growing team of
financial experts is right in line with our growth strategy, which is
centered around continuing to providing superior investment advice and
personal service to our clients by having the most qualified, deep, and
professional team,” said Greg Salmen, Senior Vice President & Trust
Manager. “Our existing team has worked incredibly hard in recent years
to complete additional schooling, licensing, and earn advanced
professional designations. Dave comes to us with an MBA, over 15 years
of trust and investment experience, and the Certified Trust and
Financial Advisor (CTFA) designation.” |
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Currently, five
members of the SNBT Trust Department have joined the
elite group of just 3,800 CTFAs nationwide.
This advanced designation is awarded to individuals
who meet personal trust experience and education
requirements, as well as pass a rigorous examination
on tax law, investment
management, personal
finance, estate planning, and fiduciary activities.
The individual must also comply with a professional
code of ethics and standards. Once having achieved
the CTFA designation, the individual must complete
specified continuing education credits on an ongoing
basis. |
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“This number of
qualified financial advisors is unmatched in our
region, which makes SNBT stand out as we continue to
deliver world-class investment solutions to our
clients,” noted John Reinke, SNBT president. |
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A Chicago native,
Denby has 15 years of financial services experience,
most recently as Trust Officer with Community Trust
& Investment Co. in Pikeville, Ky. He has extensive
experience in the banking and trust industries from
both large and small organizations across the
country including Lexington, Ky; Flint and Owosso,
Mich.; and Jacksonville, Fla. |
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He earned his
Master’s Degree in Business Administration from the
University of Colorado and his Bachelor’s Degree
from Washington & Lee University. Additionally, he
holds the CTFA designation. His recent community
service includes being an active member of the
Pikeville Rotary and Habitat for Humanity
organizations. He and his wife Kathy live in
Marinette with one son; they also have two grown
children. |
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