Newly named regional managing directors bring ‘demonstrated leadership’
to fresh roles ensuring ongoing ‘service excellence’
ATLANTA – Ronald Blue Trust has named three of its managing directors to newly created regional managing director roles, to support its continued growth in helping clients make financial decisions in keeping with their faith and values.
Effective Jan. 1, 2018, the appointments overseeing operations in 13 offices in the Eastern, Central and Western U.S. regions were announced by Brian Shepler, president and executive vice president of client services for Ronald Blue Trust.
“As our business continues to expand, it has become clear that we need to ensure that we remain positioned to deliver the kind of service excellence we have become known for,” said Shepler. “Introducing these new regional leadership roles will help facilitate that.
“Our new regional managing directors have demonstrated leadership in their existing offices and in multiple enterprise-wide roles and we are thankful for their willingness to serve in broader capacities going forward.”
Greg Gilbert is the new managing director for the eastern U.S. region. , Based in Atlanta, he will also lead teams in Baltimore; Charlotte, NC; Montgomery, Ala.; and Orlando, Fla. A managing director in the private wealth division, he is a certified investment management analyst with more than 20 years’ experience in the field of investment management and financial advisement.
Aaron Klopfenstein is the new managing director for the central U.S. region. Based in Indianapolis, he will also be responsible for offices in Chicago; Holland, Mich.; and Nashville, Tenn.; A managing director in the private wealth division, he is a licensed certified financial planner, and received the Gene B. Glick MBA Award from Indiana University’s Kelley School of Business.
Derek Irish is the new managing director for the western U.S. region. Based in Houston, he will also oversee offices in Phoenix; Seattle; and Orange County, Calif. A managing director in the private wealth division, he was previously a senior manager with Accenture, serving clients on large-scale corporate re-engineering projects.
One of two divisions of Thrivent Trust Company, Ronald Blue Trust provides wealth management strategies and trust services based on biblical principles. The division serves individuals and families with complex financial needs across generations, helping them enjoy a healthier relationship with money and be inspired to live more generously.
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Ronald Blue Trust
Ronald Blue Trust (www.ronblue.com)is a division of Thrivent Trust Company, which is a wholly owned subsidiary of Thrivent Financial (www.thrivent.com). Ronald Blue Trust serves individuals and families across generations with complex financial needs and helps them to enjoy a healthier relationship with money and be inspired to live more generously. Thrivent Trust provides trust and estate settlement services, as well as investment management solutions through Thrivent Financial representatives who serve individuals across the United States.
Trust and investment management accounts and services offered by Ronald Blue Trust, a division of Thrivent Trust Company, are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested.
Trust and investment management accounts and services are offered by Thrivent Trust Company, a wholly owned subsidiary of Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI, and an affiliate of Thrivent Investment Management, Inc. Neither Thrivent Investment Management, a FINRA member, nor its associated person(s) is offering any product hereby. Certain Thrivent Investment Management associated persons refer prospective clients to Thrivent Trust Company.