Stacy Libbey, CTFA
Senior Trust Officer
Stacy Libbey, CTFA
Senior trust officer
Stacy has over twenty years of experience in personal trust and trust operations.
Education: She received her Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers (ICB), a subsidiary of the American Bankers Association.
Cheree Boulding, CTFA
Senior Trust Officer
Cheree Boulding, CTFA
Senior Trust Officer
Cheree has 35 years of experience in Trust Relationship Management.
Education: Cheree has a B.A. in Business Administration.
Mary Tallent-Stewart
Vice President/Trust Officer
Mary Tallent-Stewart
vice President/Trust Officer
39 years combined experience in the personal and corporate trust industries, 5 years in commercial lines insurance.
Education: Attended University of Nevada Reno, Graduate of Cannon Financial Institute’s Personal and Corporate Trust Schools, American Institute of Banking Trust School.
Kathy Klein, CISP
Trust Officer
Kathy Klein, CISP
Trust Officer
Kathy has over sixteen years of experience in IRA operations, custodial and administrative services including working with those individuals who desire to Self-direct the investment of retirement funds into alternative assets. She is currently the head of the IRA department at Premier Trust.
Education: Kathy received her Certified IRA Services Professional Certification (CISP) designation from the Insitute of Certified Bankers (ICB), a subsidiary of the American Bankers Association.
Richard Smith
Trust Officer
Richard Smith
Trust Officer
Richard started his career in the banking industry, on the Isle of Man. He transitioned to the Trust & Company Management industry in 2004. He has been with Premier Trust since 2020 after moving to the United States in 2019.
Education: Richard obtained his Certificate in International Trust Management through the Society of Trust & Estate Practitioners. He has also completed multiple anti-money laundering courses through the Financial Crime Unit, Isle of Man.
Joseph Blaylock
Trust Officer
Joseph Blaylock
Trust Officer
Joseph has over twenty years of experience in the administration of personal and charitable trusts.
Education: Joseph received his B.S. from the University of Texas at Austin. He is currently working towards obtaining his CFTA designation from Cannon Financial Institute.
Christopher Hori
Trust Officer
Christopher Hori
Trust Officer
Christopher has been in Trust Administration for two years, after spending nine years in the financial services industry both as a Financial Advisor and Analyst.
Education: University of Nevada Las Vegas, Journalism. Previously Held: Series 7 and 66 licenses.
Paul Di Carlo
Trust Officer
Paul Di Carlo
Trust Officer
Paul has over 30 years of experience in Trust Administration and Wealth Management.
Education: Paul has a B.S. in Business Administration with concentration in International Business from University of the Pacific.
Janelle Battenberg
Trust Officer
Janelle Battenberg
Trust Officer
Janelle started her career in the financial industry in 2008 and made the move to Trust Administration in 2019.
Education: Graduate of Wealth and Trust School Levels I & II. Janelle is currently working on obtaining her CTFA designation.
