Feb 7, 2023
Exchange Bank’s Trust & Investment Management Expands into Marin County
Santa Rosa, CA – February 7, 2023 – Exchange Bank (OTC: EXSR) announces the expansion of their Trust and Investment Management services into Marin County. Their new office will be located near the Marin Civic Center at 3950 Civic Center Drive in San Rafael and will open this summer. Exchange Bank has been offering full-service Trust and Investment Management services for 60 years in Sonoma County and has one of the largest community bank trust departments in California with over $1.3 billion in assets under administration.
Emily Menjou, vice president, personal trust fiduciary manager, will initially head up the new office, bringing 20 years of experience in trust administration and estate settlement. Menjou is a recent recipient of the American Banking Association’s Under 40 Wealth Management Award, which recognizes wealth management and fiduciary professionals who are committed to the highest standards of achievement at work and in their communities. Exchange Bank plans to expand the team with experienced local professionals in Marin County.
“We are excited to bring our community banking style of fiduciary services and investment management to Marin County,” said Troy Sanderson, Exchange Bank, president and CEO. “We look forward to forging strong relationships with families and businesses in Marin County.”