CitizensTrust Team

 

R. Daniel Banis

Executive Vice President and Head of CitizensTrust

R. Daniel Banis brings over 39 years of financial services industry experience to his role as Head of CitizensTrust. He has worked in leadership roles for Security Pacific National Bank, Bank of America, Fidelity Investments, First American Trust, and MullinTBG/Prudential Retirement. Mr. Banis earned his Master of Business Administration and his Bachelor of Arts Degree in Business Administration with an emphasis in Finance from California State University at Los Angeles.

 

Thomas L. Trine

Senior Vice President and Trust Services Manager

Thomas L. Trine has more than 40 years of experience in the Trust and Wealth Management industry. Prior to joining CitizensTrust, he was a Director at Hitachi Consulting, where he served as program manager for trust, brokerage, and banking system implementations. Mr. Trine served on the ABA National Trust School’s Board of Advisors and holds a Bachelor of Art Degree from University of California, Los Angeles and a Master of Business Administration from California State University, Fullerton.

 

Stephen E. Hill

Senior Vice President and Private Client Advisor

Stephen Hill has a professional career spanning more than 24 years providing wealth management and financial services to wealthy individuals and family owned businesses. Mr. Hill is a graduate of the University of Colorado where he earned a Bachelor of Arts Degree in Economics.

 

Suzanne Hart

Vice President and Private Client Advisor

Suzanne Hart has over 30 years of experience in providing banking, lending, investing, trust and related wealth management services for wealthy individuals, families and business owners.  Ms. Hart graduated from Hartnell College.  She is actively involved in the local community serving several non-profit organizations.

 

Susan Sayer

Vice President and Investment Manager

Susan Sayer has over 27 years of experience working with trusts, wealth management, investments, and portfolio management. Her experience includes both portfolio and relationship management roles, as well as domestic equities research. Ms. Sayer earned her Bachelor of Arts Degree in Mathematics and Economics from the University of California, Santa Barbara. She is also a member of the CFA Society of Los Angeles.

 

Timothy Blastek

Vice President and Investment Analyst

Timothy Blastek has over 25 years of investment industry experience. Prior to joining CitizensTrust, he worked as the head of trading for 300 North Capital where he was responsible for executing trading strategies utilizing futures, equities, and options. Mr. Blastek was also a senior member of the investment committee. He received his BS in Finance with a minor in Economics from the University of Montana

 

Ing Zhang

Vice President and Performance & Client Reporting Manager

Ing Zhang brings over 18 years of investment industry experience to her role as performance and client reporting manager. Prior to joining CitizensTrust in May of 2018, she held various roles including portfolio accountant, and senior performance analyst with strong background in composite, benchmark and fund accounting for investment firms including Oaktree Capital Management, Western Asset Management and Allegiance Capital.  Ms. Zhang earned her Bachelor of Arts in Finance from California State University, Fullerton.

 

Joel Napalan

CTFA, Vice President and Senior Trust Officer

Joel Napalan is a Certified Trust and Financial Advisor with over 27 years of experience in trust administration. He works with other wealth management associates to provide personal trust, estate, and investment management services. Mr. Napalan is a Board Member of the Long Beach Community Hospital, associate member of the Orange County Bar – Trust and Estate section, and a member of the Estate Planning & Trust Council of Long Beach.

 

Marimil de la Sierra

CRSP, Vice President and Senior Trust Officer

Marimil De La Sierra is a Certified Retirement Services Professional with more than 32 years of experience in the employee benefit arena. Prior to joining CitizensTrust in 1998, she worked with the Special Fiduciary Services Division of U.S. Trust Company of California, N.A. She also served on the Board of the Western Pension & Benefit Conference, Los Angeles Chapter from 2006 through 2010.

 

Donald E. Evenson

CFA, Senior Vice President and Chief Investment Officer

Donald E. Evenson brings more than 27 years of investment industry experience to his role as Chief Investment Officer for CitizensTrust. Prior to joining CitizensTrust, he managed funds and advised on strategy at AVR Asset Management, Trust Company of the West (TCW), and Provident Investment Counsel. Mr. Evenson received his Master of Business Administration with a concentration in Finance from the University of Southern California and earned his Bachelor of Science Degree in Business Administration from St. Mary’s College of California.

 

Rhonda Malone

CSOP, Vice President and Trust Client Services & Operations Manager

Rhonda Malone joined CitizensTrust in 2005. She began her career at Hibernia National Bank in New Orleans, Louisiana and has worked in the trust operations field since 1984. Ms. Malone received her designation as a Certified Securities Operations Professional (CSOP) from the Cannon Financial Institute. She also serves on the board of the FIS Trust User Group.

 

Richard McDonald

CFA, Vice President and Investment Manager

Richard McDonald has over 21 years of industry experience. He is responsible for leading the fixed-income process for CitizensTrust and serves on the CitizensTrust Investment Policy Committee. Mr. McDonald worked previously as a security analyst at Eakle Associates, Inc. He holds the Chartered Financial Analyst (CFA) designation and serves as a member of the CFA Institute and its member societies in Los Angeles and New York.

 

John B. Zarchen

Vice President and Private Client Advisor

John Zarchen brings over 23 years of comprehensive wealth management experience to his role with CitizensTrust. He uses a planning based approach to provide wealth management solutions for individuals, families, family owned businesses and non-profit organizations. Mr. Zarchen earned his MBA from Loyola Marymount University and a BA degree from Denison University. He is also active in community organizations including Alzheimer’s Greater Los Angeles.

 

Seamus Sullivan

Vice President and Investment Analyst

Seamus Sullivan brings more than 11 years of investment industry experience, primarily in global value investing to his role as Investment Analyst.  Prior to joining CitizensTrust, he worked as a Research Associate for Kopernik Global Investors, which has $3.5 billion in AUM, where he helped analyze companies globally for the fund. Mr. Sullivan received his BA degree from Cal Poly Pomona and an MBA with concentration in Finance from the University of Southern California.  He is also a CFA Level I candidate.

 

Lisa Harwood

CTFA, Vice President and Senior Portfolio Manager

Lisa Harwood delivers distinctive wealth management services to prominent families, business owners, individuals, and foundations. Drawing on an extensive trust and investment management background, including specialized knowledge of estate planning, tax, financial consulting, and banking, Ms. Harwood supports her clients’ complex financial and personal needs. She earned both a Master of Business Administration Degree with emphasis in Finance and a Bachelor of Science Degree in Electrical Engineering from the University of Southern California.

 

Michael G. Gardner

CFA, Vice President and Senior Portfolio Manager

Michael Gardner has more than 25 years of investment industry and banking experience.  Prior to joining CitizensTrust he was the Director of Global Research at William O’Neil + Company and held a number of executive roles with Wedbush Securities.  Earlier in his career he worked for Security Pacific National Bank and the First National Bank of Boston.  Mr. Gardner received an MBA (Strategic Management) and an MS in Information Systems from the Claremont Graduate University and a BS in Business Administration (Finance) from Salem State University in Massachusetts.

 

Linda Verburgt

CTFA, Vice President and Senior Trust Officer

Linda Verburgt is a Certified Trust and Financial Advisor with over 34 years of experience in trust administration. Her specialization includes Special Needs Trust administration and Settlement Trust management. Ms. Verburgt is a past President of the Citrus Estate Planning Council and past Chairperson of the Board of Community Senior Services, Claremont, California.