Concord Trust Company (CTC) is a state-chartered and regulated non-depository trust company. The company focuses on helping wealthy families and their trusted advisors realize the many benefits of locating their trusts in New Hampshire. Conveniently located in the state capital of Concord, Concord Trust Company is the leading provider of open-architecture directed trust administration. Concord Trust Company offers no banking or investment management services. This singular focus on providing the best trust administration services available allows Concord Trust Company's clients to benefit from the Granite State's unique legal, tax and regulatory environment without disrupting their established, professional relationships or having to relocate to New Hampshire. Our close proximity to the major wealth centers of the northeast, combined with our deep understanding of the opportunities available in New Hampshire and our flexible pricing model, make doing business with us convenient and cost-efficient.
Chip has over fifteen years of client management and business leadership experience with both private and public companies. His responsibilities at CTC include technology platforms, trust operations, marketing and strategic initiatives. Prior to co-founding CTC, Chip was a part of the senior management team at Bottomline Technologies, a publicly-traded company based in Portsmouth, New Hampshire that provides software solutions to the financial services industry. He holds a degree in economics, cum laude, from Dartmouth College and an MBA from Harvard University. A three-time All-American ski racer, Chip remains active in the sport as a coach and mentor to many young athletes. He is also a board member of the Seacoast Chapter of Big Brothers Big Sisters. He lives in Portsmouth with his wife, Hope, and their two children.
Andrew has over fifteen years of leadership experience in finance, operations and corporate strategy. His responsibilities at CTC include trust operations, financial planning & analysis and strategic development. Prior to joining CTC, Andrew was a strategy consultant with Putnam Associates, a leading boutique strategy firm focused on the life sciences industry. Andrew's professional experience also includes several years with a private investment firm where he engaged in numerous projects encompassing commercial due diligence, valuation, strategic development and detailed business planning. He holds a BA in mathematics from Hamilton College, an MA in mathematics from the University of Maine, and an MBA from Columbia University. Andrew lives in Portsmouth with his wife, Nicole, and their son.
Concord Trust Company is supported by its Founders who all currently serve on the company's Board of Directors:
Amy is a co-founder of both CTC and McDonald & Kanyuk, PLLC. She provides strategic oversight as one of CTC's independent directors. Amy concentrates her law practice in the areas of estate, gift and generation-skipping planning for high net worth individuals and families. She holds the highest rating of A-V from Martindale-Hubbell and is a Fellow of the American College of Trust and Estate Counsel. Attorney Kanyuk has been selected numerous times by her peers for inclusion in Woodward and White's Best Lawyers in America.
Amy received her bachelor of science in finance, with highest distinction, from Penn State University. She earned both her law degree and MBA from Boston College. She serves on the Board of Editors of the New Hampshire Bar Journal and is a member of the New Hampshire Estate Planning Council and the New Hampshire Bar Association. Amy also serves as a consultant for several local charitable organizations regarding planned giving strategies and as a co-chair of the New Hampshire Bar Association's committee that reviews and promotes cutting-edge trust and estate legislation, testifying many times before the state legislature in this capacity. Amy lives in Concord with her husband, Matt, and their two children.
Ray has over twenty-five years in the trust industry, including senior positions at State Street Bank, Shawmut and New Hampshire Savings Bank. He holds a degree in economics from the University of New Hampshire. Ray is a long-time resident of New Hampshire and is an active participant in his community. He has served as Chairman of the local chapter of the American Red Cross and is currently the Town Moderator in Warner, where he lives with his wife, Nancy.
Joe is a founder of CTC and provides strategic oversight as an independent director. He is a co-founder and member of McDonald & Kanyuk, PLLC, a trusts and estates law firm in Concord, New Hampshire. Joe is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and holds the highest rating of A-V from Martindale-Hubbell. He has been listed in Woodward and White's Best Lawyers in America in the field of trusts and estates for over ten years.
Joe has had an important role in formulating New Hampshire's trust laws and has written and lectured extensively on the topics of asset protection, business succession and sophisticated wealth transmission planning. His articles have appeared in several publications, including the New Hampshire Bar Journal and Trusts & Estates magazine. In his prior professional life Joe was the chair of the trusts and estates department of Cleveland, Waters and Bass, P.A., and was part of the management team of New London Trust Company's Trust Division. Joe earned a bachelor's degree from Saint Anselm College, his law degree from Suffolk University and a master's degree in taxation from Boston University School of Law. He has served on several charitable and civic boards, including the New Hampshire State Arts Council, Concord Hospital and the Concord Area Chapter of the American Red Cross. Joe lives in Bow with his wife, Laurie.
Using Concord Trust Company to domicile your trust or Family Trust Company means that your family does not need to move to New Hampshire, it can simply move the administration of its financial assets, such as cash, marketable securities and closely held business interests here.