Equity Institutional Employee Directory

Financial Services201-500 Employees

Equity Institutional (through Equity Trust Company) offers IRAs, qualified retirement plans and non-qualified custodial accounts for alternative and traditional assets. We service RIAs, registered reps, broker-dealers, investment sponsors, precious metals dealers and other financial professionals. Equity Trust Company is one of the oldest and largest custodians of alternative assets. We service 300,000+ accounts that total more than $30 billion under custody and administration. Our goal is to make alternative investing easy so that your clients can achieve the diversification they are seeking. In addition to traditional asset categories you can hold in IRAs, Qualified- and Non-Qualified Retirement Plans, you can also hold a wide array of alternative investments such as: · Real Estate Investment Trusts (REITs) · Private Equity/Private Debt · Public Entities (LPs, LLCs) · Hedge Funds · Gold, Silver, Platinum and Palladium (which meet minimum fineness requirements) · Oil and Gas · Residential and Commercial Real Estate · Undeveloped or Raw Land · Promissory Notes and Corporate Debt · Managed Futures, FOREX · Tax Lien Certificates · And much more For more information, please visit www.EquityInstitutional.com. Equity Institutional Sales: 855-871-ALTS (2587) | EISales@equityinstitutional.com Disclosure: Equity Institutional services institutional clients of Equity Trust Company. Equity Trust Company is a passive custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Institutional is for educational purposes only and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with a licensed investment, legal, tax or accounting professional.

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Equity Institutional Global Highlights

North America
18

United States Of America
18

Equity Institutional's Leadership

R. A.
Director Of Innovation And Strategy
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A. D.
Relationship Manager
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D. M.
Business Development Manager
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E. H.
Relationship Manager
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A. C.
Client Service Representative
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C. C.
Office Clerk
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K. D.
Operations Associate
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K. P.
Employee Relations Specialist
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Equity Institutional Employee Metrics

100%

50%

0%

2024

2023

Operations
Business Development
Administrative
Analytics
Customer Success
Other
Solutions Engineering
Marketing

Contact profiles from Equity Institutional

Name

Title

Contact Info

Location

Last Update

R. A.
Director Of Innovation And Strategy
✕
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Email
Oct 16, 2024
A. D.
Relationship Manager
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Email
United StatesOhio
Oct 21, 2024
D. M.
Business Development Manager
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United StatesOhio
Oct 22, 2024
E. H.
Relationship Manager
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Email
Oct 22, 2024
A. C.
Client Service Representative
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Email
United StatesOhio
Oct 23, 2024
C. C.
Office Clerk
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Email
United StatesTexas
Oct 16, 2024
K. D.
Operations Associate
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Email
Oct 16, 2024
K. P.
Employee Relations Specialist
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Email
UNITED STATES
Oct 23, 2024
L. D.
Operation Associate
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Email
United StatesOhio
Oct 22, 2024
M. G.
Supervisor
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Email
United StatesOhio
Oct 22, 2024

Frequently Asked Questions

What is Equity Institutional known for?

Equity Institutional operates in the Financial Services industry. Explore Equity Institutional's company overview page for more information.

What is Equity Institutional's most common email format?

Equity Institutional employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Equity Institutional email formats with LeadIQ.

How many employees does Equity Institutional have currently?

Equity Institutional has approximately 201 employees as of November 2024. These team members are located across 1 continents, including North America.

Who are Equity Institutional's key employees and leadership?

As of November 2024, Equity Institutional's key employees include:

Director Of Innovation And Strategy: R. A.
Relationship Manager: A. D.
Business Development Manager: D. M.
Relationship Manager: E. H.
Client Service Representative: A. C.

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