Enterprise Trust & Investment Company serves one purpose - to act in the sole best interest of our clients, giving them personalized attention and peace of mind.

"Enterprise Trust & Investment Company serves one purpose - to act in the sole best interest of our clients, giving them personalized attention and peace of mind."
- Marc J. Rebboah
President & CEO

Serving families in Los Gatos, Saratoga, Monte Sereno, San Jose, and the Bay Area since 1995

Our History

Following the acquisition of Pacific Trust Company and Western Capital Management by Comerica Bank, Enterprise Trust & Investment Company President and CEO Marc Rebboah, sought to create something new - a local independent trust company that would deliver quality investment management and fiduciary services to high-net worth individuals and their families.

Marc envisioned that the integration of those services would be the foundation of providing individualized attention, all at the highest professional level with a non-product, non-commission orientation.

On September 12, 1995, Enterprise Trust & Investment Company received its independent trust company charter from the California Department of Business Oversight. Today, ETIC continues to operate under that same governance and is authorized to conduct business under banking law.

Our History

Following the acquisition of Pacific Trust Company and Western Capital Management by Comerica Bank, Enterprise Trust & Investment Company President and CEO Marc Rebboah, sought to create something new - a local independent trust company that would deliver quality investment management and fiduciary services to high-net worth individuals and their families.

Marc envisioned that the integration of those services would be the foundation of providing individualized attention, all at the highest professional level with a non-product, non-commission orientation.

On September 12, 1995, Enterprise Trust & Investment Company received its independent trust company charter from the California Department of Business Oversight. Today, ETIC continues to operate under that same governance and is authorized to conduct business under banking law.

Serving families in Los Gatos, Saratoga, Monte Sereno, San Jose, and the Bay Area since 1995

Serving families in Los Gatos, Saratoga, Monte Sereno, San Jose, and the Bay Area since 1995

Your Legacy

Enterprise Trust & Investment Company strikes the perfect balance between high-net worth investment management and the relationship driven services of a private trust company. Our team of professionals possess the skills and experience to assist with the long-term preservation of your family wealth.

Marc Rebboah, President & CEO

Key Professionals

 
Marc Rebboah

President & CEO

Marc serves as the President and Chief Executive Officer of Enterprise Trust & Investment Company. He has 35 years of investment and fiduciary experience. Prior to ETIC, Marc served as the CEO of Western Capital Management Corporation and Pacific Trust Company where he had executive responsibility for over $1.3 billion in combined assets.

Raised in San Jose, Marc is a dedicated advocate of education in the community; he serves on the boards at Bellarmine College Preparatory and Santa Clara University.

Marc was born in Algiers, Algeria, a French Colony. During the Algerian Revolution, Marc's family fled back to France before relocating to the United States. In 1965, his family settled in San Jose, Calif., rooting him in the local community at a very young age. As a Jesuit educated immigrant, his experiences at Bellarmine College Preparatory and Santa Clara University began a lifelong passion of supporting education. Marc currently serves as a member of the Board of Trustees at Bellarmine College Preparatory. Previously, he served as the school's Chairman of the Board of Trustees, Chairman of the Board of Regents, as well as the Chairman of the Development Committee.

Marc is an active member of Santa Clara University's Board of Regents and President's Athletic Commission. Additionally, he serves his community through continued involvement and support of the Diocese of San Jose. He is a co-founder of Bishop Patrick J. McGrath's "Circle of Excellence," a group created to support the less fortunate within the Diocese. Marc also served as a cabinet member for the Diocese's Capital Campaign. Other affiliations, past and present, include: the Association of Trust Organizations and American Bankers, the Children's Discovery Museum Board of Directors and Legal & Finance Committee, the Santa Clara Valley YMCA Endowment Investment Committee, the S.J. Rotary Endowment Board of Trustees, the Catholic Charities Planned Giving Council, and the S.J. Symphony Foundation Board of Trustees.

Troy R. Jones, CFA

Executive Vice President &
Senior Portfolio Manager

Troy serves as an Executive Vice President and Senior Portfolio Manager for Enterprise Trust & Investment Company. He is a CFA Charterholder and brings over 25 years of portfolio management and securities trading experience. Troy began his investment career on Wall Street with E.F. Hutton & Company, before joining Western Capital Management Company where he was responsible for actively managing $500 million. He is a member of The Securities Analyst Society of San Francisco and The CFA Institute, and has served on the Finance councils of The United Way of Santa Cruz and the Diocese of San Jose. Troy has also served on the boards of Boys and Girls Club of Silicon Valley and the San Jose Rotary Club, where he served two terms as Treasurer. Troy received his Bachelor of Business Administration in Finance from the Lundquist College of Business at the University of Oregon.

Margaret McCulloch

Executive Vice President & COO

Margaret serves as the Executive Vice President and Chief Operating Officer for Enterprise Trust & Investment Company. She has over 26 years of fiduciary management experience in all areas of trust administration and financial operations. Margaret earned her Bachelor's of Science in Business Administration from San Jose State University. Additionally, Margaret graduated from both the Cannon Financial Institute's Trust School (CTFA) and the Retirement Plan Services School (CRSP).

Marc Rebboah

President & CEO

Marc serves as the President and Chief Executive Officer of Enterprise Trust & Investment Company. He has 35 years of investment and fiduciary experience. Prior to ETIC, Marc served as the CEO of Western Capital Management Corporation and Pacific Trust Company where he had executive responsibility for over $1.3 billion in combined assets.

Raised in San Jose, Marc is a dedicated advocate of education in the community; he serves on the boards at Bellarmine College Preparatory and Santa Clara University.

Read More

Marc was born in Algiers, Algeria, a French Colony. During the Algerian Revolution, Marc's family fled back to France before relocating to the United States. In 1965, his family settled in San Jose, Calif., rooting him in the local community at a very young age. As a Jesuit educated immigrant, his experiences at Bellarmine College Preparatory and Santa Clara University began a lifelong passion of supporting education. Marc currently serves as a member of the Board of Trustees at Bellarmine College Preparatory. Previously, he served as the school's Chairman of the Board of Trustees, Chairman of the Board of Regents, as well as the Chairman of the Development Committee.

Marc is an active member of Santa Clara University's Board of Regents and President's Athletic Commission. Additionally, he serves his community through continued involvement and support of the Diocese of San Jose. He is a co-founder of Bishop Patrick J. McGrath's "Circle of Excellence," a group created to support the less fortunate within the Diocese. Marc also served as a cabinet member for the Diocese's Capital Campaign. Other affiliations, past and present, include: the Association of Trust Organizations and American Bankers, the Children's Discovery Museum Board of Directors and Legal & Finance Committee, the Santa Clara Valley YMCA Endowment Investment Committee, the S.J. Rotary Endowment Board of Trustees, the Catholic Charities Planned Giving Council, and the S.J. Symphony Foundation Board of Trustees.

Troy R. Jones, CFA

Executive Vice President & Senior Portfolio Manager
Chartered Financial Analyst (CFA)

Troy serves as an Executive Vice President and Senior Portfolio Manager for Enterprise Trust & Investment Company. He is a CFA Charterholder and brings over 25 years of portfolio management and securities trading experience. Troy began his investment career on Wall Street with E.F. Hutton & Company, before joining Western Capital Management Company where he was responsible for actively managing $500 million. He is a member of The Securities Analyst Society of San Francisco and The CFA Institute, and has served on the Finance councils of The United Way of Santa Cruz and the Diocese of San Jose. Troy has also served on the boards of Boys and Girls Club of Silicon Valley and the San Jose Rotary Club, where he served two terms as Treasurer. Troy received his Bachelor of Business Administration in Finance from the Lundquist College of Business at the University of Oregon.

Margaret McCulloch

Executive Vice President & COO
Certified Trust & Financial Advisor (CTFA)
Certified Retirement Services Professional (CRSP)

Margaret serves as the Executive Vice President and Chief Operating Officer for Enterprise Trust & Investment Company. She has over 26 years of fiduciary management experience in all areas of trust administration and financial operations. Margaret earned her Bachelor's of Science in Business Administration from San Jose State University. Additionally, Margaret graduated from both the Cannon Financial Institute's Trust School (CTFA) and the Retirement Plan Services School (CRSP).

Jennifer R. Elmenhurst, CFA

Vice President & Fiduciary Manager

Jennifer serves as a Vice President and the Fiduciary Manager for Enterprise Trust & Investment Company. With over 20 years of experience, she provides estate management and investment guidance to ETIC's most complex relationships. Jennifer earned her Bachelor's of Science in Business Administration from San Jose State University and is a CFA charterholder. Additionally, she graduated with honors from both the Cannon Financial Institute's Trust School (CTFA) and the Retirement Plan Services School (CRSP). Jennifer is currently a member of the Silicon Valley Bar Association.

Patrick J. Wahler

Vice President of Business
Development

Pat serves as the Vice President of Business Development for Enterprise Trust & Investment Company. He has over 25 years of development experience and possesses extensive knowledge of strategic planning. Before joining ETIC, Pat served as the Director of Development at Bellarmine College Preparatory where he earned a reputation for his professionalism, integrity, and stewardship of the school's development programs. His efforts were integral in helping raise over $170 million, thereby giving rise to a new physical plant and an enhanced endowment. Pat is a graduate of both Bellarmine College Preparatory and Santa Clara University. He is dedicated to advancing long-term needs of individuals and their families, serving his community with affiliations to Presentation High School, Cristo Rey San Jose Jesuit High School, St. Lucy Parish School, Santa Clara University, and the American Heart Association.

Todd M. Duncan, CFA

Portfolio Manager

Todd serves as a portfolio manager for Enterprise Trust & Investment Company. As a CFA charterholder, he has over a decade of experience in the investment management industry across all areas of economic analysis, investment selection, and portfolio management. While an analyst, Todd has provided fundamental and technical research covering various asset classes, industries, and securities. He is a graduate of Bellarmine College Preparatory and San Jose State University, where he earned both his Bachelor's of Science in Business Administration and a Master's degree in Business Administration (MBA).

Jessica Buchholz

Trust & Operations
Officer

Jessica serves as a Trust & Operations Officer for Enterprise Trust & Investment Company with over eight years of experience in the financial industry, including seven at ETIC. A graduate of the Cannon Financial Institute as a Certified Security Operations Professional (CSOP), she provides continuity between trust administration and operations. Jessica also worked at M&I Wealth Management in Milwaukee, Wisconsin. She holds a Bachelor's of Business Administration from the Lubar School of Business at the University of Wisconsin-Milwaukee.

Jennifer R. Elmenhurst, CFA

Vice President & Fiduciary Manager
Chartered Financial Analyst (CFA)
Certified Trust & Financial Advisor (CTFA)
Certified Retirement Services Professional (CRSP)

Jennifer serves as a Vice President and the Fiduciary Manager for Enterprise Trust & Investment Company. With over 20 years of experience, she provides estate management and investment guidance to ETIC's most complex relationships. Jennifer earned her Bachelor's of Science in Business Administration from San Jose State University and is a CFA charterholder. Additionally, she graduated with honors from both the Cannon Financial Institute's Trust School (CTFA) and the Retirement Plan Services School (CRSP). Jennifer is currently a member of the Silicon Valley Bar Association.

Patrick J. Wahler

Vice President of Business Development

Pat serves as the Vice President of Business Development for Enterprise Trust & Investment Company. He has over 25 years of development experience and possesses extensive knowledge of strategic planning. Before joining ETIC, Pat served as the Director of Development at Bellarmine College Preparatory where he earned a reputation for his professionalism, integrity, and stewardship of the school's development programs. His efforts were integral in helping raise over $170 million, thereby giving rise to a new physical plant and an enhanced endowment. Pat is a graduate of both Bellarmine College Preparatory and Santa Clara University. He is dedicated to advancing long-term needs of individuals and their families, serving his community with affiliations to Presentation High School, Cristo Rey San Jose Jesuit High School, St. Lucy Parish School, Santa Clara University, and the American Heart Association.

Todd M. Duncan, CFA

Portfolio Manager
Master of Business Administration (MBA)
Chartered Financial Analyst (CFA)

Todd serves as a portfolio manager for Enterprise Trust & Investment Company. As a CFA charterholder, he has over a decade of experience in the investment management industry across all areas of economic analysis, investment selection, and portfolio management. While an analyst, Todd has provided fundamental and technical research covering various asset classes, industries, and securities. He is a graduate of Bellarmine College Preparatory and San Jose State University, where he earned both his Bachelor's of Science in Business Administration and a Master's degree in Business Administration (MBA).

Jessica Buchholz

Trust & Operations Officer
Certified Security Operations Professional (CSOP)

Jessica serves as a Trust & Operations Officer for Enterprise Trust & Investment Company with over eight years of experience in the financial industry, including seven at ETIC. A graduate of the Cannon Financial Institute as a Certified Security Operations Professional (CSOP), she provides continuity between trust administration and operations. Jessica also worked at M&I Wealth Management in Milwaukee, Wisconsin. She holds a Bachelor's of Business Administration from the Lubar School of Business at the University of Wisconsin-Milwaukee.

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