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Meet Our Team

 

Management Team


John Mackey|Senior Vice President and Managing Director of Investment and Fiduciary Services

John Mackey

John’s background includes previously serving as senior executive of Wealth Management and president for several prominent banks. He has a bachelor’s degree from California State University at Sacramento and an MBA from Golden Gate University. He is a board member of the Green Music Center at Sonoma State University and a graduate of Leadership Santa Rosa’s class 33. John’s mission is to help clients achieve their individual goals of preserving, growing and transferring wealth from one generation to the next.

 

Matt Kelman|Vice President and Institutional Trust Fiduciary Manager

Matt Kelman

Matt is a qualified 401(k) administrator and is a member of the American Society of Pension Professionals and Actuaries. He earned his bachelor’s degree from Pennsylvania State University and completed Level I of the Chartered Financial Analyst Examination Series. He manages both the Institutional Trust and Investment teams. Matt is committed to meeting the personal financial goals of his clients. He believes that the financial services industry should enrich the investor, not the individuals and firms that are selling investment products.

 

Emily Menjou|Vice President and Personal Trust Fiduciary Manager

Emily Menjou

Emily is a certified trust and financial advisor. She has a bachelor’s degree from Sonoma State University and has completed graduate level courses in Tax and Estate Planning at Golden Gate University. Emily is a past president and member of the Redwood Empire Estate Planning Council, board Vice President for Community Matters, and a current member of Leadership Santa Rosa's class 36. Emily manages the Personal Trust team, focusing on areas of Trust Administration and Estate Settlement. Emily finds motivation in forming connections, solving problems and helping clients achieve financial success.

 

Renee Pilkenton|Trust Operations & Compliance Manager

Renee Pilkenton

Renee is a certified trust and financial advisor. She is a graduate of the Institute of Certified Bankers, Cannon Financial Institute. Renee manages the Operations team and takes pride in managing the behind the scenes functions to ensure a smooth and positive experience for our clients.

 


Personal Trust


Diana Angell|Vice President and Personal Trust Officer

Diana Angell

Diana is a certified trust and financial advisor and an accredited estate planner. She earned her bachelor’s degree from Sonoma State University, is a member of the Redwood Empire Estate Planning Council and board treasurer of the Wine Country Arabian Horse Association. Diana is passionate about building relationships with her clients and assisting them through the many milestones in their lives.

 

Andriy Lesyshyn|Assistant Vice President and Personal Trust Officer

Andriy Lesyshyn

Andriy is a certified trust and financial advisor. He earned his bachelor’s degree from the Southern Oregon University, and is a member of the Redwood Empire Estate Planning Council. Andriy finds the trust placed in Exchange Bank by our clients to be both humbling and rewarding. For Andriy, helping clients achieve their financial goals and carrying out their final wishes serves as a moral compass and a reminder of what it means to be a fiduciary.

 

Mary Chapot|Assistant Vice President and Personal Trust Officer

Mary Chapot

Mary is a licensed professional fiduciary. She earned an MS degree in Managerial Accounting from University of Phoenix and an MA degree from Sonoma State University and San Francisco University, and serves on the board of the Santa Rosa Symphony. As a member of Exchange Bank’s Trust & Investment Management team, Mary values the opportunity to be a positive force in our community.

 

Alysia Corell|Vice President and Personal Trust Officer (Roseville)

Alysia Corell

Alysia is a certified trust and financial advisor servicing the Sacramento metropolitan area. She earned her bachelor’s degree in Communications from San Diego State University and is the past president and current member of the Sacramento Estate Planning Council. Alysia enjoys building relationships and helping clients implement their estate planning goals.

 

Tiffany Terrell|Assistant Vice President and Personal Trust Officer (Roseville)

Tiffany Terrell

Tiffany is a graduate of Cannon Financial Institute and a member of the South Placer Estate Planning Council, servicing the Sacramento Metropolitan area. Tiffany has a genuine interest in getting to know her clients, incorporating a blend of efficiency, compassion and positivity to meet their needs.

 

Cathy Colgan|Vice President and Personal Trust Officer (Silicon Valley)

Cathy Colgan

Cathy is a Certified Financial Planner servicing the Silicon Valley Region. She earned her bachelor’s degree from San Jose State University and serves on the board of the El Camino Hospital Planned Giving Council. Cathy leverages her years of experience and depth of knowledge in supporting her clients, and enjoys helping them achieve financial success.

 

 

Institutional Trust/Retirement Services

 

Susan Preston|Assistant Vice President and Employee Benefit Trust Officer

Susan Preston

Susan is a certified retirement services professional and a certified public accountant. She has a bachelor’s degree from Sonoma State University. Working at Exchange Bank Trust & Investment Management provides Susan with the opportunity to help people, particularly in understanding retirement and how to plan for it.

 

Karly Seitzer|Employee Benefit Trust Officer

Karly Seitzer

Karly is an individual retirement account specialist. She is pursuing a bachelor’s degree in Economics at the Santa Rosa Junior College and Sonoma State University. For Karly, the best part of her job is working with her clients to help them understand their options and to use their retirement accounts to meet their needs.

 

 

Investment Management

 

William Sullivan|Vice President and Investment Officer

William Sullivan

Bill is an accredited investment fiduciary. He has a bachelor’s degree from California State University East Bay, and serves as a board member of the Petaluma Kiwanis. He is also a member of the Redwood Empire Estate Planning Council. For Bill, being able to make a substantive impact on his clients’ lives drives him and brings him fulfillment.

 

David Rapoport|Vice President and Investment Officer

David Rapoport

Dave is a certified trust and financial advisor, an accredited wealth management advisor and a chartered mutual fund counselor. He earned both his bachelor degree and MBA from the University of California Los Angeles. Dave strives to empower his clients by explaining investments and their uses in plain language and with thoughtful visual aids.

 

Joe Williams|Assistant Vice President and Investment Officer

Joe Williams

Joe has an associate’s degree from Santa Rosa Junior College and is currently pursuing a bachelor’s degree in Finance from Sonoma State University. What Joe values most about his position within Trust & Investment Management is the opportunity to help others.

 

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