In this episode, visit BerryDunn in Portland, Maine. We share our roundtable discussion with BerryDunn's Seth Webber (Principal, CFA,...

In this episode we share Jeannine Pendergast of Spinnaker Trust Company, Bret Keisling, Nannu Nobis of Nobis Engineering, and Cindy...

In this episode, we share "Can ESOPs Do That? When Business Decisions Affect Value Level " presented at The ESOP Association PA/DE...

In this episode, we share "Best Practices to Help Trustees Sleep at Night" presented at The ESOP Association PA/DE Chapter & NY/NJ...

The Capital Trustees team answers your ESOP questions.

Capital Trustees’ Co-Managing Director Bret Keisling and Client Relations Associate Brian Keisling take a deep dive into what happens...

In this week's episode of the ESOP podcast, Bret Keisling, Rich Heeter and Brian Keisling kick off the 2018 summer season -- which in the...

CEO Bob Whalen describes how HB Global creates both a positive current working environment today and a retirement vehicle for the future.

We kick off this episode of The ESOP Podcast with a conversation with Peter Alifaris of Pendo Advisors, LLC. He shares our goals in...

This episode of The ESOP Podcast begins with an introduction to George Raftopoulos, principal at ROI Cubed a boutique consulting firm...

This episode of The ESOP Podcast is a recording of the "Improving the Bottom Line: A Technical Look at Culture & Value" presentation...

This episode of The ESOP Podcast is a recording of the "Communicating Value to Participants" presentation given at the New Jersey/New...

In this week's episode of the ESOP podcast, Bret Keisling is joined by Capital Trustees’ Client Relations Associate, Brian Keisling, to...

In this updated version of our popular “ESOP 101” presentation, Robert C. Hilton Jr., ASA, at South Park Advisors [southparkval.com],...

In this week's episode of the ESOP podcast, recorded on Groundhog Day, February 2nd, 2018, Capital Trustee's partners Bret...

Our guest is Martin Staubus, Executive Director of The Beyster Institute at The Rady School of Management, University of California San...

Our guest is Pete Jones of ESOP Plus, Schatz Brown Glassman LLP, an industry-leading boutique law firm solely focused on employee...

Our guest is Howard Kaplan of Kaplan Fiduciary Group; he has over 30 years in the trust and financial services industry and currently...

Our guest is Scott Stitt, an ERISA (Employee Retirement Income Security Act) Attorney at Tucker Ellis LLP's Columbus Ohio office. He has...

Our guest is Kevin Spall, CEO of Thomson-Shore, a 100 percent employee-owned full-service book manufacturing, printing, publishing,...