Capital First Trust Company logo

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
73

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  • United States Of America
    73

Africa
3

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  • Nigeria
    1
  • Angola
    1
  • Ghana
    1

Asia
1

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  • India
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Capital First Trust Company's Leadership

  • Stylized image of a person
    T. L.
    President
    Phone icon
  • Stylized image of a person
    S. S. R.
    Trust Case Manager
    Phone icon
  • Stylized image of a person
    M. H.
    Processing Manager
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  • Stylized image of a person
    C. N.
    Staff Attorney
    Phone icon
  • Stylized image of a person
    C. M.
    Senior Trust Officer
    Phone icon
  • Stylized image of a person
    P. D.
    Staff Attorney
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  • Stylized image of a person
    S. S.
    Test Officer
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  • Stylized image of a person
    J. S.
    Managing Member
    Phone icon

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 Info
Location
Last Update
  • Stylized image of a person
    T. L.
    President
    Phone icon
    Jul 17, 2025
  • Stylized image of a person
    S. S. R.
    Trust Case Manager
    Phone icon
    Angola
    Mar 25, 2026
  • Stylized image of a person
    M. H.
    Processing Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    C. N.
    Staff Attorney
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    C. M.
    Senior Trust Officer
    Phone icon
    Apr 07, 2023
  • Stylized image of a person
    P. D.
    Staff Attorney
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    S. S.
    Test Officer
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    J. S.
    Managing Member
    Phone icon
    Aug 01, 2026

Frequently Asked Questions

What is Capital First Trust Company known for?

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Capital First Trust Company was founded in 1999 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Capital First Trust Company's company overview page for more information.

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

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Capital First Trust Company employees' email format typically follows the pattern of . 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?

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Capital First Trust Company has approximately 91 employees as of July 2026. These team members are located across 4 continents, including North AmericaAfricaAsia.

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

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

  • President: T. L.
  • Trust Case Manager: S. S. R.
  • Processing Manager: M. H.
  • Staff Attorney: C. N.
  • Senior Trust Officer: C. M.

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