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 J. Rebboah is a Registered Investment Advisor and Certified Trust Professional with over 38 years of investment and fiduciary experience. Prior to founding Enterprise Trust & Investment Company, Mr. Rebboah was President and Chief Executive Officer of Western Capital Management Corporation, a registered investment advisory firm, and Pacific Trust Company, a fiduciary management company, with executive responsibility over total combined assets of $1.3 billion under investment and fiduciary management.

Mr. Rebboah is a graduate of Bellarmine College Preparatory and is the immediate past Chairman of its Board of Trustees. He also served as the Chairman of its Board of Regents and the Development Committee. Mr. Rebboah is a graduate of Santa Clara University, and is an emeritus member of the University's Board of Regents. He is a co-founder of the Bishops "Circle of Excellence" that raises perpetual funding to support the less fortunate within the Diocese of San Jose and served as a cabinet member of

Bishop Patrick J. McGrath's Endowment and Capital Campaign for the Catholic Church of Santa Clara County. Other affiliations, past and present, are the Association of Independent Trust Companies and American Bankers, the Children's Discovery Museum Board of Directors and Legal/Finance Committee, the Santa Clara Valley YMCA Endowment Investment Committee, the San Jose Rotary Endowment Board of Trustees, the Catholic Charities planned giving council and the San Jose Symphony Foundation Board of Trustees.

Margaret McCulloch

Executive Vice President & COO

Margaret serves as the Executive Vice President and Chief Operating Officer for Enterprise Trust & Investment Company. She has 30 years of fiduciary management experience in all areas of trust administration and financial operations. Margaret earned her Bachelor 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).

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 Charter holder and brings over 30 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.

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 25 years of experience, she provides estate management and investment guidance to ETIC's most complex relationships. Jennifer earned her Bachelor of Science in Business Administration from San Jose State University and is a CFA charter holder. Additionally, she graduated with honors from both the Cannon Financial Institute's Trust School (CTFA) and the Retirement Plan Services School (CRSP).

Marc Rebboah

President & CEO

Marc J. Rebboah is a Registered Investment Advisor and Certified Trust Professional with over 38 years of investment and fiduciary experience. Prior to founding Enterprise Trust & Investment Company, Mr. Rebboah was President and Chief Executive Officer of Western Capital Management Corporation, a registered investment advisory firm, and Pacific Trust Company, a fiduciary management company, with executive responsibility over total combined assets of $1.3 billion under investment and fiduciary management. Mr. Rebboah is a graduate of Bellarmine College Preparatory and is the immediate past Chairman of its Board of Trustees. He also served as the Chairman of its Board of Regents and the Development Committee. Mr. Rebboah is a graduate of Santa Clara University, and is an emeritus member of the University's Board of Regents.

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He is a co-founder of the Bishops "Circle of Excellence" that raises perpetual funding to support the less fortunate within the Diocese of San Jose and served as a cabinet member of Bishop Patrick J. McGrath's Endowment and Capital Campaign for the Catholic Church of Santa Clara County. Other affiliations, past and present, are the Association of Independent Trust Companies and American Bankers, the Children's Discovery Museum Board of Directors and Legal/Finance Committee, the Santa Clara Valley YMCA Endowment Investment Committee, the San Jose Rotary Endowment Board of Trustees, the Catholic Charities planned giving council and the San Jose Symphony Foundation Board of Trustees.

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 30 years of fiduciary management experience in all areas of trust administration and financial operations. Margaret earned her Bachelor 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).

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 Charter holder and brings over 30 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.

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 25 years of experience, she provides estate management and investment guidance to ETIC's most complex relationships. Jennifer earned her Bachelor of Science in Business Administration from San Jose State University and is a CFA charter holder. Additionally, she graduated with honors from both the Cannon Financial Institute's Trust School (CTFA) and the Retirement Plan Services School (CRSP).

Melody Po, MBA

Portfolio Manager

Melody T. Po holds a Bachelor's degree and MBA from the Massachusetts Institute of Technology and has 20 years of experience. As Portfolio Manager, Ms. Po provides investment advice for clients and manages their equity and fixed income portfolios. She began her investment career with Loomis Sayles and since then, has held equity research and portfolio management positions with Victoria 1522 Investments, Boston Private Bank and Lyell Wealth Management. Prior to her career in investment finance, Ms. Po spent five years as a pharmaceutical scientist with Shire and GlaxoSmithKline, where she focused on immunology and cancer research. Her past and present affiliations include MIT Educational Council, 100 Women in Finance, Sloan Women in Leadership and the Silicon Valley Association for Financial Professionals. Her community involvement, past and present, include Menlo School, MIT Annual Fund, Project Cornerstone and Montclaire Elementary School.

Pat Wahler

Vice President of Business
Development

Pat serves as the Vice President of Business Development for Enterprise Trust & Investment Company. He has 30 years of development experience and possesses extensive knowledge and expertise working with families on strategic estate planning and investment solutions. Whether taking the lead on settling an estate or assisting ongoing estate management activities, Pat understands that communication, continuity and relationship building are essential.

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. 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 past & present affiliations including, Presentation High School, Cristo Rey San Jose Jesuit High School, St. Lucy Parish School, Santa Clara University, NephCure Kidney International, First Place for Youth, and the American Heart Association.

Jessica Buchholz

Trust & Operations
Officer

Jessica serves as a Trust & Operations Officer for Enterprise Trust & Investment Company with over 14 years of experience in the financial industry, including 13 at ETIC. A graduate of the Cannon Financial Institute as a Certified Trust Operations Professional (CTOP), she provides continuity between trust administration and operations. Jessica also worked at M&I Wealth Management in Milwaukee, Wisconsin. She holds a Bachelor of Business Administration from the Lubar School of Business at the University of Wisconsin-Milwaukee.

Nikki Brooks

Office Manager & Trust Administrator

Nikki serves as the Office Manager & Trust Administrator for Enterprise Trust & Investment Company. She has over 25 years of client services experience and ensures continuity within the trust and investment disciplines of the firm. Nikki's professionalism in managing large teams lends itself to cohesively serving ETIC's clients. Behind the scenes, her skill set in database management, as well as hands-on expertise within the estate settlement/management process, enables Nikki to deliver invaluable support to our clientele and their families.

Melody Po, MBA

Portfolio Manager

Melody T. Po holds a Bachelor's degree and MBA from the Massachusetts Institute of Technology and has 20 years of experience. As Portfolio Manager, Ms. Po provides investment advice for clients and manages their equity and fixed income portfolios. She began her investment career with Loomis Sayles and since then, has held equity research and portfolio management positions with Victoria 1522 Investments, Boston Private Bank and Lyell Wealth Management. Prior to her career in investment finance, Ms. Po spent five years as a pharmaceutical scientist with Shire and GlaxoSmithKline, where she focused on immunology and cancer research. Her past and present affiliations include MIT Educational Council, 100 Women in Finance, Sloan Women in Leadership and the Silicon Valley Association for Financial Professionals. Her community involvement, past and present, include Menlo School, MIT Annual Fund, Project Cornerstone and Montclaire Elementary School.

Pat Wahler

Vice President of Business Development

Pat serves as the Vice President of Business Development for Enterprise Trust & Investment Company. He has 30 years of development experience and possesses extensive knowledge and expertise working with families on strategic estate planning and investment solutions. Whether taking the lead on settling an estate or assisting ongoing estate management activities, Pat understands that communication, continuity and relationship building are essential.

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. 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 past & present affiliations including, Presentation High School, Cristo Rey San Jose Jesuit High School, St. Lucy Parish School, Santa Clara University, NephCure Kidney International, First Place for Youth, and the American Heart Association.

Jessica Buchholz

Trust & Operations Officer
Certified Security Operations Professional (CSOP)

Jessica serves as a Trust & Operations Officer for Enterprise Trust & Investment Company with over 14 years of experience in the financial industry, including 13 at ETIC. A graduate of the Cannon Financial Institute as a Certified Trust Operations Professional (CTOP), she provides continuity between trust administration and operations. Jessica also worked at M&I Wealth Management in Milwaukee, Wisconsin. She holds a Bachelor of Business Administration from the Lubar School of Business at the University of Wisconsin-Milwaukee.

Nikki Brooks

Office Manager & Trust Administrator

Nikki serves as the Office Manager & Trust Administrator for Enterprise Trust & Investment Company. She has over 25 years of client services experience and ensures continuity within the trust and investment disciplines of the firm. Nikki's professionalism in managing large teams lends itself to cohesively serving ETIC's clients. Behind the scenes, her skill set in database management, as well as hands-on expertise within the estate settlement/management process, enables Nikki to deliver invaluable support to our clientele and their families.

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