While there are many fiduciary roles, the key concept to grasp is the difference between a discretionary trustee and a directed trustee. If you can understand this distinction, you should be able to help turn fiduciary confusion into fiduciary clarity. There are five things you need to know....
Melissa Geertz is the Marketing Director for Unified Trust Company. She joined Unified Trust in 2011 and has nearly 20 years of experience in the field of marketing.
Mrs. Geertz received her B.A. in Journalism from the University of Rhode Island. She was awarded the Accredited Investment Fiduciary® designation from Fi360 in 2017.
In her role, Mrs. Geertz is responsible for the development, oversight and execution of the firm’s marketing strategy including campaigns, advertising, brand management, digital experience, public relations, corporate communications and the execution of over 50 events annually. She reports to the Chief Executive Officer and serves as a member of Unified Trust Company's Trust Executive Committee.
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