Equity Trust Company:
A Leading Westlake, OH Based Individual Retirement Account Custodian
Recently Released!!!
Date Published: February 10, 2025
Summary PowerPoint Deck: 43 Slides
Reference PowerPoint Deck: 43 Slides
Equity Trust Company was founded as Equity Securities Corporation by Richard Desich in 1974. Equity Trust Company is based in Westlake, OH. Equity Trust Company is led by its Executive Vice Chairman Jeffrey Desich, CEO George Sullivan, and Chief Operating Officer John Kish. Equity Trust Company has four offices, 553 employees, & $58.0 billion assets under management. Equity Trust Company is privately owned. Its website can be found at www.trustetc.com.
This research addresses the key historical phases of Equity Trust Company , including:
Its profile includes detailed outlines of its core businesses, including:
Date Published: February 10, 2025
Summary PowerPoint Deck: 43 Slides
Reference PowerPoint Deck: 43 Slides
Equity Trust Company was founded as Equity Securities Corporation by Richard Desich in 1974. Equity Trust Company is based in Westlake, OH. Equity Trust Company is led by its Executive Vice Chairman Jeffrey Desich, CEO George Sullivan, and Chief Operating Officer John Kish. Equity Trust Company has four offices, 553 employees, & $58.0 billion assets under management. Equity Trust Company is privately owned. Its website can be found at www.trustetc.com.
This research addresses the key historical phases of Equity Trust Company , including:
- Equity Securities Corporation Phase
- Equity Trust Company Phase
- George Sullivan Phase
Its profile includes detailed outlines of its core businesses, including:
- Universal IRA
- Self-Directed IRA
- Real Estate Checkbook
- 1031 Exchange
- 990-T Tax Preparation
- Self-Clearing Retirement Solutions
- Wealthbridge Investment Portal
- Investment District Marketplace
And its profile concludes with the highlights of its organizational structure & ownership.
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Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
