Arden Trust

We're With You Always

Our primary mission is to ensure our clients' vision is met and their needs are fulfilled. Every member of our team is dedicated to presenting expertise and resources in the spirit of collaboration -nurturing a relationship that strengthens their trust.

Management Team

Michael Roberts

Michael Roberts , JD, LL.M.

President

Michael Roberts directs all personal trust operations and contributes to the strategic development of the wealth management activities for Arden Trust Company. In addition, he works closely with senior leadership to advance the company's long-term initiatives and programs. He has more than 30 years of financial services experience.

Adriane Baker

Adriane Baker , CTFA

Chief Compliance Officer

Adriane Baker is the team lead for our Georgia office. She also oversees the compliance and operations for trust administration in our offices nationwide. Adriane has more than 15 years of experience in the financial and banking industries.

rosemary_crowley

Rosemary Crowley

SVP, Wilmington, DE Branch Manager

Rosemary Crowley is a vice president, senior sales executive and our Wilmington branch manager. Leveraging her more than 37 years of investment and trust experience, Rosemary works to identify personal trust business opportunities and partners with in-house counsel and portfolio managers to prequalify new business and cultivate new opportunities.

ferenc_deniflee

Ferenc Deniflee, JD

SVP, Jersey City, NJ Branch Manager

Ferenc Deniflee is a senior vice president and branch manager for the Jersey City office. With more than thirty-five years of experience in trust banking, wealth management and legal services and 20 years in private legal practice, he leads his team in identifying trust opportunities with financial advisors and their clients.

donald_deyo

Donald Deyo

SVP, Chief Investment Officer

Donald Deyo is a senior vice president and investment strategy executive in our asset management division. He also leads the delegated business solutions initiative for Arden Trust Company. Don and his portfolio management team work with the firm's alliance partners to provide allocation and asset management for fiduciary accounts. Don joined us in 2015, following 10 years as chief investment officer for UBS Trust Co.

marilyn_hearnen

Marilyn Hearnen , CTFA

SVP, Scottsdale, AZ Branch Manager

Marilyn Hearnen is a senior vice president, branch manager and team lead in our Scottsdale office. She is also responsible for business development, is a specialist in trust estate settlement and acts as a resource to her clients for elder-care services. Marilyn has more than 30 years of experience in personal trust and estate administration and estate planning.

heather_katzenstein

Heather L. Katzenstein, MBA, CTFA

SVP, Los Angeles, CA Branch Manager

Heather Katzenstein is a senior vice president, trust relationship manager and the branch manager for the Los Angeles office. She is involved in the fiduciary management of trust and estate accounts, as well as business development. Heather has more than 14 years of trust experience and joined Arden in 2019.

karen_savage

Karen Savage

SVP, West Palm Beach, FL Branch Manager

Karen Savage is a senior vice president, senior branch manager and team lead at our Florida office in Palm Beach Gardens. Karen is also a specialist in trust and estate settlement, serving as a business liaison resource. She has more than 30 years of trust experience.

michael_sohmer

Michael B. Sohmer

SVP, Chief Operations Officer

Michael Sohmer is the chief operating officer for Arden Trust Company. He has more than 14 years of experience in personal trust administration and over 20 years of experience within the financial services industry.

annette_whitted

C. Annette Whitted, CTFA

SVP, Dallas, TX Branch Manager

Annette Whitted is a senior vice president, trust relationship manager and the branch manager for our Dallas branch. She is involved in the fiduciary management of trust and estate accounts, as well as business development. Annette has more than 28 years of trust experience and joined our team in 2013.

christian_wooten

C. Christian Wooten

SVP, Sales Manager

Chris Wooten is a senior vice president, sales manager who leads Arden's national sales team. He helps identify the strategic need for personal and institutional trust services, with a focus on home office engagement and high net worth financial advisor and client relationships. Chris has over 19 years' experience in the trust and wealth management business and joined Arden in 2019.

Executive Leadership Team

Michael Roberts

Michael Roberts , JD, LL.M.

President

Michael Roberts directs all personal trust operations and contributes to the strategic development of the wealth management activities for Arden Trust Company. In addition, he works closely with senior leadership to advance the company's long-term initiatives and programs. He has more than 30 years of financial services experience.

Adriane Baker

Adriane Baker , CTFA

Chief Compliance Officer

Adriane Baker is the team lead for our Georgia office. She also oversees the compliance and operations for trust administration in our offices nationwide. Adriane has more than 15 years of experience in the financial and banking industries.

rosemary_crowley

Rosemary Crowley

SVP, Wilmington, DE Branch Manager

Rosemary Crowley is a vice president, senior sales executive and our Wilmington branch manager. Leveraging her more than 37 years of investment and trust experience, Rosemary works to identify personal trust business opportunities and partners with in-house counsel and portfolio managers to prequalify new business and cultivate new opportunities.

ferenc_deniflee

Ferenc Deniflee, JD

SVP, Jersey City, NJ Branch Manager

Ferenc Deniflee is a senior vice president and branch manager for the Jersey City office. With more than thirty-five years of experience in trust banking, wealth management and legal services and 20 years in private legal practice, he leads his team in identifying trust opportunities with financial advisors and their clients.

donald_deyo

Donald Deyo

SVP, Chief Investment Officer

Donald Deyo is a senior vice president and investment strategy executive in our asset management division. He also leads the delegated business solutions initiative for Arden Trust Company. Don and his portfolio management team work with the firm's alliance partners to provide allocation and asset management for fiduciary accounts. Don joined us in 2015, following 10 years as chief investment officer for UBS Trust Co.

marilyn_hearnen

Marilyn Hearnen , CTFA

SVP, Scottsdale, AZ Branch Manager

Marilyn Hearnen is a senior vice president, branch manager and team lead in our Scottsdale office. She is also responsible for business development, is a specialist in trust estate settlement and acts as a resource to her clients for elder-care services. Marilyn has more than 30 years of experience in personal trust and estate administration and estate planning.

heather_katzenstein

Heather L. Katzenstein, MBA, CTFA

SVP, Los Angeles, CA Branch Manager

Heather Katzenstein is a senior vice president, trust relationship manager and the branch manager for the Los Angeles office. She is involved in the fiduciary management of trust and estate accounts, as well as business development. Heather has more than 14 years of trust experience and joined Arden in 2019.

karen_savage

Karen Savage

SVP, West Palm Beach, FL Branch Manager

Karen Savage is a senior vice president, senior branch manager and team lead at our Florida office in Palm Beach Gardens. Karen is also a specialist in trust and estate settlement, serving as a business liaison resource. She has more than 30 years of trust experience.

michael_sohmer

Michael B. Sohmer

SVP, Chief Operations Officer

Michael Sohmer is the chief operating officer for Arden Trust Company. He has more than 14 years of experience in personal trust administration and over 20 years of experience within the financial services industry.

annette_whitted

C. Annette Whitted, CTFA

SVP, Dallas, TX Branch Manager

Annette Whitted is a senior vice president, trust relationship manager and the branch manager for our Dallas branch. She is involved in the fiduciary management of trust and estate accounts, as well as business development. Annette has more than 28 years of trust experience and joined our team in 2013.

christian_wooten

C. Christian Wooten

SVP, Sales Manager

Chris Wooten is a senior vice president, sales manager who leads Arden's national sales team. He helps identify the strategic need for personal and institutional trust services, with a focus on home office engagement and high net worth financial advisor and client relationships. Chris has over 19 years' experience in the trust and wealth management business and joined Arden in 2019.

Locations

Delaware

2751 Centerville Rd., Suite 400
Wilmington, DE 19808

P: 302.246.5400 / Toll Free: 888.803.7466

Branch Manager:

Rosemary Crowley
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Arizona

8777 N. Gainey Center Dr., Suite 125
Scottsdale, AZ 85258

P: 480.666.9800 / Toll Free: 855.291.1798

Branch Manager:

Marilyn Hearnen
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California

444 S. Flower Street, Suite 2650
Los Angeles, CA 90071

P: 213.481.6222 / Toll Free: 855.583.7208

Branch Manager:

Heather L. Katzenstein
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Florida

250 South Australian, Suite 600
West Palm Beach, FL 33401

P: 561.515.5650 / Toll Free: 855.293.9102

Branch Manager:

Karen Savage
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Georgia

1360 Peachtree St NE, Suite 1300
Atlanta, GA 30309

P: 470.704.7050 / Toll Free: 877.403.8030

Branch Manager:

Michael B. Sohmer
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Arden Trust New Jersey

New Jersey

Harborside 5, 185 Hudson St, Ste 2920
Jersey City, NJ 07311

P: 201.616.7556 / Toll Free: 855.550.3921

Branch Manager:

Ferenc Deniflee
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Texas

13355 Noel Road, Suite 1370
Dallas, TX 75240

P: 469.804.0274 / Toll Free: 844.512.3770

Branch Manager:

C. Annette Whitted
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Ardent Trust Wisconsin

Wisconsin

330 E Kilbourn Ave, Suite 809
Milwaukee, WI 53202

P: 414.626.1050 / Toll Free: 888.314.6020

Branch Manager:

C. Annette Whitted
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