Research & Market Insights

08.06 2015
Venita Zavidny

Venita Zavidny

Venita is a Senior Vice President and Relationship Manager with Kanaly Trust. In this role, she manages the long-term personal financial needs of clients and their families. This work entails developing a deep understanding of the specific financial condition of her clients and their long-term goals including legacy objectives. Once she has mastered the scope…

Read More
08.06 2015
Gary Williams

Gary Williams

Gary is a Senior Vice President and Relationship Manager with Kanaly Trust. He delivers advanced wealth advisory services to individuals and families involved in complex financial, legal and tax matters. He works together with his team and other outside professionals in providing appropriate recommendations to clients and coordinating their implementation. Gary joined Kanaly in 1998…

Read More
08.06 2015
Susan Travis

Susan Travis

Susan is a Senior Vice President and Relationship Manager with Kanaly Trust. In her position, she manages the long-term investment strategies and personal financial programs of her clients. The personal financial program entails the development and administration of personal and family investment management, IRAs and trust accounts. Susan specializes in multi-generational wealth management issues, where…

Read More
08.06 2015
Laura Rowley

Laura Rowley

Laura is a Vice President and Relationship Manager serving the needs of Kanaly client families. In her position, she manages the long-term personal financial needs of clients and their families. This work entails developing a deep understanding of clients’ specific financial situations. She works with her team to identify clients’ needs, make personal financial recommendations,…

Read More
08.06 2015
Kamden Kanaly

Kamden Kanaly

Kamden is a Vice President and Relationship Manager for Kanaly Trust. He coordinates and directs comprehensive and tailored wealth management programs for his clients. The process begins with a series of meetings where Kamden, along with a team of professionals, gains a thorough understanding of their full financial situation. After a careful review and analysis,…

Read More
08.06 2015
Peter Ip

Peter Ip

Peter is a Senior Vice President and Relationship Manager with Kanaly Trust and has been with the firm since 1988. As a Relationship Manager, Peter is committed to providing wealth management advisory services to his clients and building long-lasting, multi-generational family relationships. With his extensive knowledge and experience in wealth management, he actively and proactively…

Read More
06.24 2015
Drew Kanaly

Drew Kanaly

Drew is Chairman and President of Kanaly Trust and is responsible for all client service and business development firm-wide. In addition to his leadership position, he continues to manage the ongoing investment strategies and personal wealth management programs of several family relationships. Drew directs the development and administration of personal and family trust accounts including…

Read More

Subscribe To Our Blog

Get the latest research and market insights from Kanaly Trust.