vR Ludlow Customers
WILMINGTON, Del.–(BUSINESS WIRE)–Arden Trust Company is pleased to announce the appointment of vR Ludlow Customers as Chief Operating Officer. In this role, Ludlow will play a vital role in providing leadership and vision to ensure the limited purpose trust company owned by Kestra Holdings continues to deliver top-notch customer service and build on its strong track record. of growth.
Ludlow brings more than 20 years of experience in the financial services industry, most recently as Executive Vice President of Operations and Technology at Continuum Advisory. With a strong background in business development, relationship building and operational acumen in wealth management, Ludlow’s pedigree brings strategic know-how to drive revenue and growth for the business. During his tenure in the industry, he also held positions at Triad Advisors and Fidelity, where he spent time supporting multi-level relationships with key decision makers and influencers and overseeing back-office operations. .
“Kiliaen brings a wealth of experience to Arden Trust that will allow us to continue to support and align our values, culture, platform and organic growth,” said Doug Sherry, Chairman of Arden Trust. “His appointment as COO is part of our continued commitment to providing the best possible service to our customers.”
Among other responsibilities, Ludlow will be responsible for creating and designing the company’s future operations, leveraging appropriate technology solutions that will ensure efficiency, alignment, scale and organic growth. He will work closely with the President and C-suite on strategy and overall organizational structure.
“I am delighted to join Arden Trust at this important time in the company’s development,” said Ludlow. “Arden’s holistic approach to customer service has attracted me to the company and I look forward to working with the team on financial, technology and operational initiatives to increase efficiency, scale the business and provide even better service.”
For more information about Arden Trust Company, please visit www.ardentrust.com.
About Arden Trust Company
Arden Trust Company (Arden Trust) is a Wilmington, Delaware-based trust company with nearly $10 billion in assets under administration. Arden Trust has over 110 employees across seven locations and accepts appointments as Trustee Agent/Guardian/Executor, Co-Trustee, Custodian, Discretionary Trustee and Directed Trustee for all types of personal trust accounts. Arden Trust partners with financial advisors to offer trust services that preserve the advisor/client relationship, administering more than 5,000 trust accounts, including private foundations and trusts with special needs.
About Kestra Holdings
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the consulting industry through superior service, cutting-edge technology and the preeminent resources that every finance professional needs to succeed in the world. market today and in the years to come.
Kestra Holdings companies collectively manage $146 billion in assets under administration (AAU) and support more than 2,400 independent finance professionals across the country in providing comprehensive securities, trust and investment advisory services. investment to their customers.
Kestra Holdings is the direct or indirect parent of Arden Trust Company, Bluespring Wealth Partners, LLC (including its investment advisor and wealth management company subsidiaries), Kestra Investment Services, LLC, Member FINRA/SIPC, Grove Point Investments, LLC, member FINRA/SIPC, as well as Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, Grove Point Advisors, LLC and Kestra Institutional Services, LLC, all federally registered investment advisers.
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