March 01, 2017 1:15 PM ET

Capital Markets

Company Overview of Equity Trust Company

Company Overview

Equity Trust Company operates as a financial services company which provides a platform for investing in alternative asset classes, including real estate, tax liens, private equity, and precious metals. It offers self-directed and real estate individual retirement account (IRA) custodial services. Additionally, the company provides account management system, online investor community, and wealth-building education services. It caters to individual investors, financial professionals, and institutions. The company was formerly known as Mid-Ohio Securities Corp. and changed its name to Equity Trust Company in March, 2003. Equity Trust Company was founded in 1974 and is based in Westlake, Ohio.

1 Equity Way

Westlake, OH 44145

United States

Founded in 1974

Phone:

844-331-5252

Fax:

440-366-3750

Key Executives for Equity Trust Company

Chief Executive Officer
President
Founder and Chairman
Age: 75
Co-Founder and Director
Chief Financial Officer
Compensation as of Fiscal Year 2016.

Equity Trust Company Key Developments

Equity Trust Company Appoints Mike Smyth as Chief Financial Officer

Equity Trust Company announced the appointment of Mike Smyth to the position of Chief Financial Officer. Smyth joins Equity Trust with more than 20 years of experience in senior financial leadership positions. Most recently, he was CFO of BMO Harris Financial Advisors, where he led the integration of BMO Harris and M&I Bank to form the broker-dealer. Prior to being named CFO, Smyth was the Director of Finance for the U.S. commercial banking unit of BMO Financial Group, overseeing the realignment of the investment and corporate bank divisions. He also served as CFO of Harrisdirect for seven years. For the past seven years Mike Dea has served as both CFO and President of Equity Trust. In order to enable Mr. Dea to enhance and grow general business operations, he has relinquished his CFO role.

Equity Trust Company Appoints Matt Wilson as Chief Executive Officer

Equity Trust Company announced that it has appointed Matt Wilson as chief executive officer. Wilson`s predecessor, Jeff Desich, will continue to serve the company as executive vice chair. Wilson has nearly 20 years of experience working in brokerages and financial services companies. Formerly CEO of Scottrade Inc, Wilson joined Equity Trust as COO in November 2015. During his tenure at Scottrade, he grew the firm's assets under management by more than 40%, successfully launched two new business lines and strengthened the firm's leadership team.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States
123Jump.com, Inc. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Bloomberg L.P. United States
The Advertising Council, Inc. United States
Rush University United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Equity Trust Company, please visit www.trustetc.com. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.