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
62

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  • United States Of America
    62

Africa
4

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  • Nigeria
    2
  • Angola
    1
  • Ghana
    1

Asia
2

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  • India
    2

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Capital First Trust Company's Leadership

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    K. B.
    Chief Financial Officer And Hr Director
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    E. L.
    Chief Fiduciary Officer
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    D. A.
    Vice President Of Trust Operations
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    C. F.
    President
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    T. L.
    President
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    A. S.
    Senior Vice President
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    D. E.
    Sr. Vice President Of Business Development
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    R. G.
    Executive Vice President
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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
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    W. Z.
    Senior Trust Officer
    Phone icon
    United StatesWisconsin
    Jan 28, 2026
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    J. K.
    Senior Trust Officer
    Phone icon
    United StatesWisconsin
    May 31, 2026
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    J. S.
    Senior Trust Officer
    Phone icon
    United StatesWisconsin
    Sep 12, 2025
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    C. M.
    Senior Trust Officer
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    Apr 07, 2023
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    D. N.
    Trust Development Officer
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    United StatesMississippi
    Apr 15, 2026
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    L. D.
    Marketing Officer
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    United StatesWisconsin
    Oct 21, 2025
  • Stylized image of a person
    D. G.
    Mgmr
    Phone icon
    United StatesFlorida
    Feb 18, 2026
  • Stylized image of a person
    S. S.
    Trust Officer
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    United StatesWisconsin
    May 31, 2026
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    C. P.
    Assistant Trust Officer
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    United StatesWisconsin
    Sep 11, 2025
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    C. T.
    Trust Officer
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    United StatesWisconsin
    May 31, 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. The company's main headquarters is located in 700 West Virginia Street Milwaukee, Wisconsin 53204 United States; 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 89 employees as of May 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 May 2026, Capital First Trust Company's key employees include:

  • Chief Financial Officer And Hr Director: K. B.
  • Chief Fiduciary Officer: E. L.
  • Vice President Of Trust Operations: D. A.
  • President: C. F.
  • President: T. L.

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