Kendra Epley Trust Advisor
Joined Northern Trust
Credentials
- Certified Trust and Financial Advisor (CTFA) designation
Expertise
Kendra has over 25 years of experience working with individuals, families, business owners, private foundations and charitable organizations to provide private banking solutions and comprehensive wealth management and advisory services. As a Trust Advisor, she is responsible for administering a broad portfolio of trust relationships and investment management accounts for affluent individuals and families.
Experience
Having joined Northern Trust in 1994, Kendra has a focused knowledge of the firm’s banking and advisory capabilities, and the ability to tailor solutions to clients needs.
Community Involvement
Kendra currently serves on the Board of the Santa Barbara Estate Planning Council, is a member of the Finance Committee of the Santa Barbara Museum of Natural History, and is Treasurer of Friends of the Montecito Library. She is the Chapter Leader and a founding member of the Santa Barbara Literary Society. Active in her son’s school, she serves on the board of the Vieja Valley PTA and volunteers with the Hope School District Education Foundation. She also serves on the Hope Elementary School District Bond Oversight Committee and on the Planned Giving Committee of the Santa Barbara Education Foundation.