March 22, 2018 8:30 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





Key Executives for Equity Trust Company

Chief Executive Officer
Founder and Chairman
Age: 76
Co-Founder and Director
Chief Financial Officer
Compensation as of Fiscal Year 2017.

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.

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