President, CEO, Enterprise Trust
President, CEO, Enterprise Trust
Joined Enterprise
1995
Homebase
Los Gatos, CA
Professional Focus
Delivering high quality, comprehensive fiduciary expertise and trust services with a commitment to our clients, their families, and the community.
Previous Work Highlights
Prior to founding Enterprise Trust & Investment Company in 1995, Marc was President and Chief Executive Officer of Western Capital Management Corporation, and Pacific Trust Company, a fiduciary management company with executive responsibility of over $1.3 billion in total assets under investment and fiduciary management.
Education
BA, History/Political Science, Santa Clara University
Personal Facts
Passionate about the academic advancement of youth, Marc has chaired numerous academic boards and is the recipient of several Santa Clara County Board of Supervisors Distinguished Volunteer Awards.
Connect with Marc
Delivering high quality, comprehensive fiduciary expertise and trust services with a commitment to our clients, their families, and the community.
Mikkela spearheads Enterprise’s growth and operational development. She also brings a strong skill set anchored in Trust Administration, Taxation, Estate Planning, and Business Succession Planning.
At her core, Kelly is passionate about people. Her clients are her biggest motivation professionally, and she believes in meeting them where they are and helping them achieve their goals. Kelly focuses on simplifying the complexities of financial services and supports families as they navigate the challenges that come with their wealth.
Margaret has 37 years of fiduciary management experience in all areas of trust administration and financial operations. She is committed to serving clients and their families with personalized comprehensive fiduciary expertise.
Jennifer manages the California Trust Team focusing on areas of Client Relationship Management, Trust Administration and Estate Settlement. Developing long term relationships motivates Jennifer in her quest for providing an unparalleled client experience.
Troy is responsible for managing estate assets during the settlement period, as well as seeking to ensure growth and liquidity for ongoing trust obligations.