FARMINGTON HILLS, MI – April 10, 2023
As it continues to grow its trust and fiduciary business throughout Michigan and beyond, Credit Union Trust is expanding its trust team with the addition of Jami M. Catalfio as Vice President, Senior Trust Advisor, effective immediately. She will be located in the headquarters in Farmington Hills.
Catalfio brings nearly 20 years of trust and wealth management experience, including time in the Ann Arbor, San Diego, and Detroit offices of a large regional bank. She is a National Trust School Graduate of Pepperdine University and also holds a Bachelor of Business Administration.
“I have watched Credit Union Trust grow since its inception and strongly believe in its trust business model,” said Catalfio. “I look forward to applying my knowledge and experience, providing a valuable service to our clients, and contributing to the continued growth and success of the organization.”
“Jami is a great addition to our team,” said Jordan Summers, President and CEO. “Her extensive experience and dedication to delivering an exceptional client experience will further enhance our capacity to serve our clients—current and prospective. Jami brings significant background in partnering with advisors across the country to provide a dedicated professional fiduciary option.”
Credit Union Trust is a limited purpose bank with a mission to provide reasonable, reliable, and accessible trust and fiduciary services for a broader range of people, helping them protect assets, build desired legacies, and enjoy peace of mind. Originally established by seven Michigan credit unions, CU Trust offers trust and investment management services to individuals and families, as well as charitable organizations, including foundations and endowments.