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Trust Management Group

  • 62
    Kathleen C. Wallace
    Kathleen C. Wallace, CTFA, CFP®
    Managing Director
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    Kathleen C. Wallace, CTFA, CFP®
    Managing Director
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    Kathleen C. Wallace is a Managing Director and shareholder at RINET. She leads the firm’s Trust Management Group. Kathleen oversees all areas of trust administration, including: beneficiary distributions, maintenance of the trust accounting system, quarterly reporting, preparation of fiduciary income tax returns, and trust income and expense projections. She administers the private foundations established by RINET’s clients, which includes grant disbursements, tax payments and overall compliance with IRS rules. Kathleen helps clients manage their financial affairs with family office services such as bill paying, income collecting, household accounting, and wages and reporting for household employees. Her group prepares the quarterly financial reports for Family Limited Partnerships as well as other client partnerships. Kathleen also supports relationship managers with estate settlement and funding of new trusts as appropriate.  

    Prior to joining RINET in 1998, Kathleen held various trust taxation and administration roles at BankBoston, Boston Safe Deposit & Trust Company, and State Street Bank.

    Kathleen holds a Bachelor of Science in Management Science from Bridgewater State College, and a Master of Science in Taxation from Bentley College. She successfully completed the two-year program of the National Graduate Trust School, sponsored by the American Bankers Association at Northwestern University. She is a Certified Financial PlannerTM and Certified Trust and Financial Advisor (CTFA). Kathleen is the former President of the Big Sister of Greater Boston Alumnae Association, and served on the board of Big Sister of Greater Boston. She is a member of the Boston Club, a community of women executives and leaders. Kathleen lives in Billerica, MA and enjoys travel, photography, reading, and spending time with her large extended family.

  • 92
    Annmarie R. Cottage
    Annmarie R. Cottage
    Senior Trust Advisor
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    Annmarie R. Cottage
    Senior Trust Advisor
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    Annmarie R. Cottage is a Senior Trust Advisor at RINET.  She is a member of the Trust Management Group and is responsible for facilitating trust beneficiary distributions and quarterly reporting.  She also helps clients manage their financial affairs with family office services such as bill paying and household accounting.

    Prior to joining RINET in 2012, Annmarie worked at Tax Time, Inc., where she performed bookkeeping, tax preparation and payroll functions.  She started her career at State Street Bank and Trust Company as a Global Portfolio Accountant. She then moved to State Street Global Advisors where she began as an associate in non-US Passive Equity Accounting Operations before taking on new roles as non-US Passive Equity Accounting Operations Manager, and Principal and Audit/Tax Support Accounting Operations Manager.

    Annmarie holds a Bachelor of Science in Finance from Boston College.  She lives in Mansfield, MA with her husband and two children.

     

  • 93
    Anne E. Sergi
    Anne E. Sergi
    Senior Trust Advisor
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    Anne E. Sergi
    Senior Trust Advisor
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    Anne E. Sergi is a Senior Trust Advisor at RINET.  She is a member of the Trust Management Group and is responsible for facilitating trust beneficiary distributions and quarterly reporting.  Anne also helps clients manage their financial affairs with family office services such as bill paying and household accounting. She has over 40 years of trust and estate administration experience.

    Prior to joining RINET in 2005, Anne served as Trust Supervisor at a law firm for 10 years.  Earlier in her career, she was a portfolio administrator investing and redeeming cash for a variety of pension funds, settling trades, and reconciling assets, dividends and interest.  She is also experienced in bank account problem resolution.

    Anne holds a Bachelor of Arts in Economics from Boston University and completed the Financial Planning program at the College of Financial Planning.

  • 165
    Leah E. Brown
    Trust Advisor
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    Leah E. Brown
    Trust Advisor
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    Leah E. Brown is a Trust Advisor at RINET.  She is a member of the Trust Management Group and is responsible for facilitating trust beneficiary distributions and quarterly reporting.  Leah also helps clients manage their financial affairs with family office services such as bill paying and household accounting.

    Prior to joining RINET in 2016, Leah served as an asset review coordinator at Family Estate Planning Law Group where she managed asset maintenance for her clients.

    Leah holds a Bachelor of Arts in Business Administration from Gordon College.  She is a Notary Public and is a member of the Malden Kiwanis Club. Leah lives in Danvers, MA.  She enjoys reading and spending time with her family and friends.