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Press Release


Equity Trust Company Appoints Chief Financial Officer, Chief Information Officer

Matt Gardner and Frank Flanagan each bring more than 20 years’ experience to the leading financial services company.



Equity Trust Company, a leading financial services company offering retirement accounts and alternative asset custody for individuals and financial professionals, today announced the appointment of Matt Gardner and Frank Flanagan as Chief Financial Officer and Chief Information Officer, respectively.

“I’m thrilled to welcome Matt and Frank to the organization,” said Equity Trust CEO George Sullivan. “Both executives bring expertise that will allow us to continue to provide a superior client experience, while also focusing on company growth and expanding our industry-leading technology-backed solutions.”

In the CFO capacity, Mr. Gardner collaborates with the business’ leaders to drive current and future financial results, providing strategic insights to improve business profitability and performance. Prior to joining Equity Trust, he spent the last 23 years of his career at Key Bank, with roles of increasing responsibility in Finance, Corporate Treasury, and Investor Relations. His most recent role was Executive Vice President and Chief Financial Officer of Key’s Corporate Bank, a full-service corporate and investment bank focused principally on serving the needs of middle market clients in seven industry sectors. Mr. Gardner is a graduate of Miami University, where he earned both a Bachelor and Master of Arts in Economics.

Bringing over 20 years of IT leadership experience from OfficeMax and JOANN Fabric and Craft Stores, Mr. Flanagan will lead the company’s information technology organization into the next phase of product innovation and company growth. His most recent role was Director, Enterprise Systems for Flynn Restaurant Group. Mr. Flanagan is a graduate of Bowling Green State University, where he earned a Bachelor of Science in Business Administration specializing in Management Information Systems.

About Equity Trust Company

Equity Trust Company is a financial services company that enables individual investors and financial professionals to diversify investment portfolios, using alternative asset classes such as real estate, tax liens, private equity, and precious metals. The Equity Trust family of companies offers custodial services for alternative investments and back-office solutions for RIAs, brokerage services, directed trustee services and more. Equity Trust Company is the trusted custodian and administrator of $25 billion in assets on behalf of more than 170,000 clients (as of 12/31/18). For more information, visit


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