About Us

Our team of dedicated professionals has more than 25 years of experience providing world-class trust services.

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Confidence Where It Counts

As a professional trustee, we offer a depth of experience, technology and resources to handle trusts effectively. From administration to compliance, our team manages all the intricate details to give clients peace of mind for the life of their trust.

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Working Toward a Common Goal

Arden Trust Company has a tradition of providing personal trust services both directly to beneficiaries and in partnership with financial advisors and other trustees. We recognize the importance of our clients' established financial relationships, so we work as a part of this team to protect the assets in trust.

Management Team

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Michael Roberts, JD, LL.M.

President

Michael Roberts directs all personal trust operations and contributes to the strategic development of the wealth management activities for Arden Trust Company. In addition, he works closely with senior leadership to advance the company's long-term initiatives and programs. He has more than 30 years of financial services experience.

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Adriane Baker, CTFA

SVP, Compliance Manager, Operations Manager & Team Lead

Adriane Baker is the team lead for our Georgia office. She also oversees the compliance and operations for trust administration in our offices nationwide. Adriane has more than 15 years of experience in the financial and banking industries.

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Rosemary Crowley

VP, Senior Sales Executive & Wilmington Branch Manager

Rosemary Crowley is a vice president, senior sales executive and our Wilmington branch manager. Leveraging her more than 37 years of investment and trust experience, Rosemary works to identify personal trust business opportunities and partners with in-house counsel and portfolio managers to prequalify new business and cultivate new opportunities.

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Ferenc Deniflee, JD

SVP, Branch Manager

Ferenc Deniflee is a senior vice president and branch manager for the Jersey City office. With more than thirty-five years of experience in trust banking, wealth management and legal services and 20 years in private legal practice, he leads his team in identifying trust opportunities with financial advisors and their clients.

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Donald Deyo

SVP, Investment Strategy Executive, Asset Management

Donald Deyo is a senior vice president and investment strategy executive in our asset management division. He also leads the delegated business solutions initiative for Arden Trust Company. Don and his portfolio management team work with the firm's alliance partners to provide allocation and asset management for fiduciary accounts. Don joined us in 2015, following 10 years as chief investment officer for UBS Trust Co.

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Marilyn Hearnen, CTFA

SVP, Branch Manager & Team Lead, Senior Trust Relationship Manager

Marilyn Hearnen is a senior vice president, branch manager and team lead in our Scottsdale office. She is also responsible for business development, is a specialist in trust estate settlement and acts as a resource to her clients for elder-care services. Marilyn has more than 30 years of experience in personal trust and estate administration and estate planning.

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Heather L. Katzenstein, MBA, CTFA

SVP, Branch Manager

Heather Katzenstein is a senior vice president, trust relationship manager and the branch manager for the Los Angeles office. She is involved in the fiduciary management of trust and estate accounts, as well as business development. Heather has more than 14 years of trust experience and joined Arden in 2019.

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Karen Savage

SVP, Senior Branch Manager & Team Lead

Karen Savage is a senior vice president, senior branch manager and team lead at our Florida office in Palm Beach Gardens. Karen is also a specialist in trust and estate settlement, serving as a business liaison resource. She has more than 30 years of trust experience.

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Michael B. Sohmer

Chief Operating Officer

Michael Sohmer is the chief operating officer for Arden Trust Company. He has more than 14 years of experience in personal trust administration and over 20 years of experience within the financial services industry.

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C. Annette Whitted, CTFA

SVP, Branch Manager

Annette Whitted is a senior vice president, trust relationship manager and the branch manager for our Dallas branch. She is involved in the fiduciary management of trust and estate accounts, as well as business development. Annette has more than 28 years of trust experience and joined our team in 2013.

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C. Christian Wooten

SVP, Sales Manager

Chris Wooten is a senior vice president, sales manager who leads Arden's national sales team. He helps identify the strategic need for personal and institutional trust services, with a focus on home office engagement and high net worth financial advisor and client relationships. Chris has over 19 years' experience in the trust and wealth management business and joined Arden in 2019.

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