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Capital First Trust Company Employee Directory

Financial ServicesWisconsin, United States51-200 Employees

Capital First Trust Company is an independent, South Dakota-chartered trust company operating in the financial services sector. It acts as trustee and trust administrator for Settlement Trusts and Advisor Friendly Trusts, with a portfolio of more than 2,500 trusts, including more than 600 Special Needs Trusts, across the United States. The firm emphasizes specialized trust administration and customer service, assigning a dedicated Trust Officer to each beneficiary to foster a personal relationship and tailored service.

The company is based in Milwaukee, Wisconsin, and is described as a mid-sized firm. In early 2023, the company added Adam Stern as Senior Vice President-Trust Officer. The company’s client base includes beneficiaries and trusts nationwide, suggesting a nationwide service footprint.

Find Capital First Trust Company employees' phone numbers or email addresses

Capital First Trust Company Global Highlights

Location
Employees

North America
75

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  • United States Of America
    75

Asia
16

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  • India
    16

Africa
4

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  • Nigeria
    2
  • Angola
    1
  • Ghana
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Capital First Trust Company's Leadership

  • President at Capital First Trust Company
    T. L.
    President
    Mobile Phone
  • Managing Member at Capital First Trust Company
    J. S.
    Managing Member
    Mobile Phone
  • Trust Case Manager at Capital First Trust Company
    S. S. R.
    Trust Case Manager
    Mobile Phone
  • Processing Manager at Capital First Trust Company
    M. H.
    Processing Manager
    Mobile Phone
  • Staff Attorney at Capital First Trust Company
    C. N.
    Staff Attorney
    Mobile Phone
  • Senior Trust Officer at Capital First Trust Company
    C. M.
    Senior Trust Officer
    Mobile Phone
  • Staff Attorney at Capital First Trust Company
    P. D.
    Staff Attorney
    Mobile Phone
  • Test Officer at Capital First Trust Company
    S. S.
    Test Officer
    Mobile Phone

Capital First Trust Company Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Human Resources
  • Accounting
  • Business
  • Other
  • Business Development

Contact profiles from Capital First Trust Company

Name
Title
Contact
Location
Last Update
  • President at Capital First Trust Company
    T. L.
    President
    Mobile Phone
    Jul 17, 2025
  • Managing Member at Capital First Trust Company
    J. S.
    Managing Member
    Mobile Phone
    Aug 01, 2026
  • Trust Case Manager at Capital First Trust Company
    S. S. R.
    Trust Case Manager
    Mobile Phone
    Angola
    Mar 25, 2026
  • Processing Manager at Capital First Trust Company
    M. H.
    Processing Manager
    Mobile Phone
    Oct 22, 2024
  • Staff Attorney at Capital First Trust Company
    C. N.
    Staff Attorney
    Mobile Phone
    Oct 18, 2024
  • Senior Trust Officer at Capital First Trust Company
    C. M.
    Senior Trust Officer
    Mobile Phone
    Apr 07, 2023
  • Staff Attorney at Capital First Trust Company
    P. D.
    Staff Attorney
    Mobile Phone
    Oct 18, 2024
  • Test Officer at Capital First Trust Company
    S. S.
    Test Officer
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Capital First Trust Company known for?

Minus sign iconPlus sign iconCapital First Trust Company was founded in 1999 and operates in the Financial Services industry. You can contact Capital First Trust Company's main corporate office by phone at
+1-800-521-****
. Explore Capital First Trust Company's company overview page for more information.

What is Capital First Trust Company's most common email format?

Minus sign iconPlus sign iconCapital First Trust Company employees' email format typically follows the pattern of FLast@capitalfirsttrust.com. Trying to find reliable and up-to-date employee contact data? Find more Capital First Trust Company email formats with LeadIQ.

How many employees does Capital First Trust Company have currently?

Minus sign iconPlus sign iconCapital First Trust Company has approximately 93 employees as of August 2026. These team members are located across 4 continents, including North America, Asia and Africa.

Who are Capital First Trust Company's key employees and leadership?

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As of August 2026, Capital First Trust Company's key employees include:

  • President: T. L.
  • Managing Member: J. S.
  • Trust Case Manager: S. S. R.
  • Processing Manager: M. H.
  • Staff Attorney: C. N.

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