- Self-Directed Accounts
- Investment Types
- Why Equity Trust
- Institutional Solutions
As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account you hold.
With an Equity Trust account you have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, you can invest in traditional assets such as stocks and mutual funds – all through a single custodian.
As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.
As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry.
Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.
Over 200,000 Properties Bought, Sold, and Funded
#1 Custodian for Real Estate Investors
Richard Desich founds a brokerage company, the business that will ultimately become Equity Trust Company
The predecessor business is approved as a non-bank directed custodian for retirement by the IRS
The first self-directed IRA real estate transaction is completed
Equity Trust Company is formed and obtains its Trust charter
Equity Trust Company acquires accounts from Texas-based Sterling Trust, the beginning of what is now known as Equity Institutional
Equity Advisor Solutions is formed to serve the financial services industry
Equity Trust Company acquires accounts from Delaware-based Principal Trust Company and Utah-based American Pension Services
Equity Trust Company launches industry-leading online account management system myEQUITY. Innovative Digital Asset Platform launches, allowing Equity Trust clients to invest in cryptocurrency using their IRAs
Founder and Chairman of the Board
Richard Desich has been involved in the securities industry for over 40 years. He is nationally recognized as a preeminent authority on commercial and residential real estate, oil and gas investing, as well as non-traditional investing in IRAs and qualified plans. Richard is the author of the informative book, “Self-Directed IRAs: Building Retirement Wealth through Alternative Investing.” He has published numerous articles regarding the use of self-directed IRAs to invest in real estate, notes, and mortgages, and he has spoken to thousands of investors throughout the country on these topics. Richard has volunteered his time on the board of several other organizations, including more than 30 years on the Board of Trustees at Lorain County Community College in Ohio.
Executive Vice Chair
Jeffrey Desich has worked in the financial services industry his entire career. Since joining Equity Trust Company, he has helped guide the firm through a period of rapid change – incorporating multiple acquisitions as well as organic growth. During his tenure, he has served as Director of Operations and Client Services, Vice President of Operations and Client Services, President of Equity Administrative Services, and most recently CEO of Equity Trust Company. Currently, he serves as a director for a number of private companies. Jeffrey also volunteers as a member of the Board of Trustees at Lorain County Community College. He earned his bachelor’s degree in business administration with an emphasis in finance and marketing at The Ohio State University.
Richard Desich, Jr. has served as Chief Information Officer, Director of Compliance/Risk Mitigation, and Director of Marketing of Equity Trust. He is a past President of the Retirement Industry Trust Association (RITA), the trade organization representing the self-directed retirement industry. Richard is also an active real estate investor and has traveled across the country educating investors on the advantages of self-directed IRAs and other retirement strategies. He has co-authored numerous articles, books, and educational materials on the topic of retirement planning. He is a graduate of Culver Military Academy and The Ohio State University. Richard also volunteers as a member of the Board of the Boys & Girls Clubs of Lorain County in Ohio.
Chief Executive Officer
As CEO, George Sullivan brings more than 30 years of experience in the financial services industry. He was formerly the Executive Vice President, Global Head of State Street Corporation’s Alternative Investment Solutions group, where he was a member of the firm’s management committee –the senior strategy and policy-making body of the bank. In this role, George oversaw strategic direction, global sales, client relationship management, product structuring, and operations of State Street’s hedge, private equity, and real estate fund administration businesses worldwide. George sits on the Board of Directors at the MetroHealth Foundation as well as the American Heart Association of Greater Cleveland and is Chair of the American Heart Association’s 2021 Greater Cleveland and Lorain Heart Walks. He earned his Bachelor’s degree in economics from Boston College.
Chief Operating Officer
Mark Furmanek is responsible for driving the strategy to create faster, cost-effective operations that deliver an exceptional client and associate experience. Most recently, Mark served as Chief Operations and Technology Officer with Dillon Gage, where he planned and executed multiple software conversions. Before that, he worked as Executive Vice President and Chief Operating Officer with New Direction IRA. Mark began his career as a commodity broker at DEVO Capital Management before serving as a Branch Manager with Scottrade. He graduated from Eastern Illinois University with a bachelor’s degree in economics.
Chief Legal Officer, Chief Administrative Officer
Beth Jerdonek, who joined Equity Trust Company in 2013, serves as the Chief Administrative Officer and General Counsel to the trust company and its affiliate businesses, counseling on risk items across all business lines and support functions. She is responsible for oversight and implementation of the company’s compliance program. Previously, Beth held roles as Director and Counsel for UBS Financial Services Inc., as well as Associate and Partner at Ulmer Berne LLP. She earned her undergraduate degree at Baldwin Wallace University and her law degree at Cleveland Marshall College of Law.
Chief Financial Officer
As CFO, Matt 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, Mr. Gardner 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. He is a graduate of Miami University, where he earned both a Bachelor and Master of Arts in Economics.
Chief Product and Strategy Officer
As Chief Product and Strategy Officer, Renee Albert leads the integrated effort to define Equity Trust’s strategic direction, cross-organizational business decisions, future growth opportunities, and product strategy. Renee is highly engaged in Equity’s strategic client-centricity efforts, working closely with business leaders to ensure enterprise-wide alignment on strategic investments, success measures, and supporting efforts to digitally transform the business. Renee joined Equity Trust in 2014 to lead the Innovation and Strategy team and has held several roles focused around strategy and client experience (VP, Client Analytics & Product Management, and SVP, Strategy and Product Management, and Chief Product & Strategy Officer). Prior to joining Equity Trust, Renee held several leadership roles in product management, innovation, and strategy at companies including STERIS, Ridge Tool Company (RIDGID), and TTI (Dirt Devil). She received her undergraduate degree from Cleveland State University and her MBA from Baldwin-Wallace.
Chief Business Development Officer
Casey L. Roberts is Equity Trust’s Chief Business Development Officer. In this capacity, he leads the organization’s sales and marketing efforts. In his over 25 years of financial services experience, he has been responsible for leading sales organizations and developing integrated marketing programs designed to foster referral generation within retail investment services organizations such as BankBoston, Santander, and Citizens Bank. Casey earned his bachelor’s degree from Boston College.
Chief People and Human Resources Officer
As Chief People and Human Resources Officer at Equity Trust Company, Amy Hall helps attract, grow, and develop associates at Equity Trust. She oversees various initiatives including attracting top talent, training, compensation and benefits analysis, and the Diversity, Equity, and Inclusion Task Force. Amy has over 17 years of human resources and business experience on a global scale. Most recently, she served as the Senior Vice President of Human Resources North America at AmTrust Financial where she was responsible for talent acquisition, human resources operations, employee relations, and mergers and acquisitions. Prior to her AmTrust role, she worked in various human resources capacities for Staples Corporation from 2010 until 2015, including assignments in The Netherlands and the United Kingdom. Amy received her Bachelor of Science degree in Business Administration with a major in Management from the University of Denver and a Master of Business Administration with a concentration in Human Resources from John Carroll University.
Chief Information Officer
John Kish brings over 20 years of executive experience to the role of Chief Information Officer, in which he supports the company’s ever-evolving business needs with technology advancements. Before joining Equity Trust, John served as the EVP and CIO of Medical Mutual of Ohio, where he was responsible for all aspects of Information Technology and Transformation. Prior to that, John was the CIO at Safe Auto Insurance Company, leading information technology and analytics advancement. Prior to Safe Auto, John has also held several roles at Progressive Insurance and was a Partner at Accenture, a Global 500 consulting firm. He received his undergraduate degree in computer information systems from The Ohio State University and his MBA from The University of Chicago’s Booth School of Business.
To better serve our clients in a universal way, we will…
BE BOLD & CREATIVE
BECOME THE EXPERT
Equity Trust Company and its affiliates understand the importance of embracing diversity and inclusion to enrich the culture of our workplace. We strive to leverage the benefits of a diverse work environment by understanding and respecting the differences among all associates; thus, optimizing creativity, and allowing our workforce to thrive from one another’s unique perspectives.
We recognize that diversity is not only a reality of our global economy, it is a distinct advantage that we value and welcome. Understanding and respecting the experiences and realities of all associates allows us to broaden our perspectives of our colleagues, our clients, and ourselves. It is our commitment to provide exceptional customer service to our diverse client base by nurturing and retaining a workforce that reflects the world in which we live.
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