Partners
Shalia McPherson
President & CEO
Shalia has more than 30 years experience in the banking and trust industries. She was previously a trust systems manager and trust officer at Commerce Bank of Kansas City, and an analyst in the bond investment division at United Missouri Bank. Prior to co-founding Investors Independent Trust Company in 1996 and TSS, LLC., she was at SEI where she was the project leader converting and integrating large trust accounts into SEI’s systems. She was also a product manager for Securities Lending and SEI’s outsourced trust operations business. Shalia’s institutional sales/service experience from large corporations is a good foundation for our client’s TSS services. With a B.S. degree in mathematics from William Jewell College, Shalia has demonstrated a high level of client concern, technical competence and operational and sales knowledge. She is active in her local church and has served on various community boards.
email: Shalia@trustops.com
Brad Bergman
Partner
Brad received a Bachelor of Science degree from Illinois State University and a Juris Doctorate from Washburn University. He is a member of the Kansas and Missouri Bar, the Estate Planning Society of Kansas City and is a Certified Financial Planner. He serves as trustee or advisor for many civic, professional and charitable organizations. He is a frequent speaker before professional and civic groups.
Professional Resources
Proxy Trust
Serving the trust community for 15 years, Proxytrust customers benefit from comprehensive proxy voting and strategic partner solutions including capital changes, cost basis calculator and policy voting. Strict focus on the trust market, consultative relationship management and extensive industry experience adds significant value to customers through greater operational efficiency and increased compliance. For more information please visit www.proxytrust.com.
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