STRATA Trust Company is a top-tier national IRA custodian specializing in alternative investments.

Finance

Venture Capital

STRATA Trust Company

STRATA Trust Company's headquarters in Waco, TX, United States

Kelli Click

Gail Hamilton

Michele Maruri

Jeff Thompson

The Management Team at STRATA Trust Company oversees and coordinates various aspects of the company's operations, ensuring the accuracy of data, smooth onboarding processes, exceptional client services, timely investment updates, effective compliance, robust trust accounting, and overall client satisfaction. Each manager specializes in their respective area, collectively working to maintain STRATA's reputation as a top-tier IRA custodian and enhance the client experience.

Management Team

The Leadership Team at STRATA Trust Company is responsible for setting the strategic direction and vision of the organization. This collaborative group provides oversight on key operational areas, including marketing, client experience, finance, and technology, ensuring that the company effectively supports its mission of facilitating alternative investments for its clients. Their unified leadership drives innovation, fosters growth, and enhances the overall client experience within the IRA custodian space.

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STRATA Trust Company

Org chart

Teams

Management Team

Leadership Team

Offices

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STRATA Trust Company

Org chart

Teams

Management Team

Leadership Team

Offices

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