Our Growing Team
Parkside most recently welcomed these exceptional employees in Q1 2024:
Trust & Family Office Coordinator
Katie Adams exhibits a commitment to delivering exceptional service to Parkside’s Family Office clients. With an acute focus on organizational efficiency and attention to detail, she oversees the coordination of meetings, maintaining thorough documentation, and facilitating financial transactions. Before joining Parkside, she served as an Onboarding Specialist with Worth Clark Realty as well as a Client Care Specialist and Coordinator for various realty firms. Despite this being her first venture into the wealth management industry, Katie brings an abundance of transferable skills and a fresh perspective to her role.
Trust & Family Office Analyst/Coordinator
Tristan Sobey excels in adapting to evolving advisor needs and facilitating the smooth execution of client engagements. He combines a passion for analytics, economics, and capital markets with a commitment to delivering exceptional customer service. In his role, Tristan is tasked with preparing materials for client meetings, drafting financial projections, and analyzing investment performance. His wealth of experience in wealth management includes a tenure as a Private Wealth Management Analyst as well as a Registered Client Service Associate and Portfolio Management Associate.
Working at Parkside
Headquartered in St. Louis, with a growing team in Denver, Parkside offers a wealth of opportunity for smart, likeable, entrepreneurial and dependable professionals.
Check out our available opportunities here.
Parkside Financial Bank & Trust is a privately held institution with a uniquely fresh perspective on banking, commercial lending, trust, and family office services–one focused on creating unparalleled simplicity in today’s increasingly complex financial environment.