Conozca al equipo de Aegis

Rob has been practicing law for over 35+ years. For 30+ years, he has focused his practice on representing company sponsors and institutional trustees of ESOPs. During that time, he has participated in over 500+ ESOP transactions. Because of his experience defending trustees before the Department of Labor (DOL), Rob fully understands the processes the DOL requires ESOP trustees to follow in exercising their fiduciary duties. Specifically, Rob played a key role in negotiating and developing with the Department of Labor the Sierra Aluminum Guidelines, the protocols to which all ESOP trustees should adhere.

Rob received his BA in Humanistic Studies from Johns Hopkins University and his law degree from the University of California, Los Angeles. Rob co-founded Aegis with the express purpose of utilizing his vast ESOP experience to protect and advance the interests of ESOP participants.

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Prior to joining Aegis, Maureen served as Senior Vice President for a large institutional trustee. She has 25 years+ of experience as a valuation professional. She served as the Managing Director of ESOP Advisory Services at a regional CPA firm and is constantly in front of current issues the ESOP community faces.

Maureen holds a BA in Mathematics from Central Connecticut State University.

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Alfredo J. Perez (Alfred) is an attorney licensed to practice law in Florida. He founded the Law Offices of Alfredo J. Perez, P.A., where he had a distinguished career as a litigator. Alfred is General Counsel for Aegis and participates in the negotiation and implementation of ESOPs for our clients. He also serves on Aegis’s fiduciary committee.

Alfred is admitted to practice in all Florida courts as well as the United States Court of Appeals for the 11th Circuit, United States Court of Appeals for the Armed Forces, United States District Court/Southern District of Florida. He also has been a member of the American Bar Association, Association of Trial Lawyers of America, Cuban American Bar Association, and the Dade County Bar Association.

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Mr. Giannattasio is a Certified Public Accountant and partner of Seligson & Giannattasio, LLP. His experience includes audit and forensic services, business consulting, corporate and individual tax planning, estate planning, and financial planning. In addition to his CPA credentials, Donald earned a Series 66 Certification.

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Jeremy has nearly 15 years of experience in transactional M&A, finance, and business transactions, including extensive expertise in ESOP transactions—having participated in over 150 ESOP deals throughout his career. Early in his career, he gained exposure to traditional M&A while working on casino transactions in Las Vegas. Jeremy previously served as Aegis’s General Counsel for seven years and was a member of Aegis’s Fiduciary Committee. Before joining Aegis, he provided legal counsel to multiple companies, advising on a wide range of corporate, transactional, and regulatory matters.

Jeremy obtained his BA from the University of Miami and his JD from the George Washington University School of Law. He is currently admitted to practice in the states of California, New Hampshire, and the District of Columbia.

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Susan has an extensive background in the creation and implementation of audit programs for all facets of retail operations. Susan’s background includes working as a regional loss prevention manager, with a focus on developing, implementing, training and enforcing procedures to reduce inventory shortages. As our Compliance Officer, Susan will continue to review and refine our internal processes, and ensure that these processes are adhered to in all of our client transactions. Susan has a Bachelor of Arts from Fairfield University and a Certificate from Meredith’s Post-Baccalaureate Paralegal Program.

Susan is a seasoned professional with over 25 years of experience in retirement plan trust administration. Before joining Aegis in 2018, she held Vice President positions at several institutional trustees. Susan manages trust administration, including plan conversion, onboarding new plans, and providing expertise to clients on plan administration. She collaborates with plan record keepers and auditors, conducts annual trust accountings, and produces certified trust statements.

Susan holds a BS in Business Administration from the University of Southern Mississippi, is a Certified Retirement Services Professional, and has completed the ASPPA Employee Stock Ownership Plan Administration Course. She is a member of both the NCEO and TEA.

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Julie has participated in approximately 125 ESOP transactions over the past 14 years. She is a member of Aegis’s fiduciary committee and is a Client Relationship Manager serving Aegis’s clients located throughout the country. Julie serves as a committee member of the Southeast Chapter of the ESOP Association.

Prior to joining Aegis, Julie worked for eight years as a legal assistant at a law firm that represented both ESOP plan sponsors and institutional trustees.

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Ginny is a Client Relationship Manager at Aegis Trust Company, having 35 years in institutional retirement services and consulting and previously spent 24 years as an institutional corporate trustee. She is responsible for maintaining relationships for Aegis’s ongoing ESOP clients throughout the country. At her prior firm, Ginny served on the ESOP Fiduciary and Management committees and currently serves on Aegis’s fiduciary committee. 

Ginny holds a Bachelor of Science - Finance degree from the University of Delaware and is a member of both the ESOP Association and National Center for Employee Ownership.  She has also held a membership in the American Society of Pension Professionals & Actuaries.

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Laura started career with a regional accounting firm. She has extensive experience valuing both privately held entities as well as publicly traded companies as a portfolio analyst in the hedge fund industry. Most recently she started and sold a business in the portable storage industry.

Laura holds a Bachelor of Science-Finance degree from the University of Maine.

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Brandon is a valuation and transaction professional with extensive experience in ESOPs, accounting, and business valuation. He has been a CPA since 2011 and is licensed in both Virginia and Oregon. He is also a CFA charterholder and holds the Accredited in Business Valuation (ABV) credential.

Before joining Aegis, Brandon spent nearly five years with a sell-side ESOP advisory firm, providing valuation and transaction support to companies across diverse industries. He previously owned and operated an independent valuation practice and later joined a regional accounting firm’s valuation group.

Brandon earned his Master of Accounting and dual bachelor’s degrees in Spanish and Finance from Virginia Tech. He serves on the board of the Central Virginia Employee Benefits Council.

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As Aegis’s VP of Marketing, Ellen oversees all marketing initiatives and works to enhance the company's brand visibility. She is responsible for business development and the day-to-day marketing operations to meet strategic objectives. Before joining Aegis, she worked in business development for an acquisitions and divestitures consulting firm.

Ellen also has experience as a Senior Producer on a solutions-driven fully branded entertainment national talk show. She was responsible for identifying appropriate partners for content development and brand integration within the programming calendar.

Peter brings 20 plus years of financial services experience working with wealth management client relationships and retirement services.  He has focused in working with high net individuals and providing investment, portfolio, operational and trust administration support for institutional and private investment advisers.

As a Senior Trust Officer, Peter is responsible for managing and administering trusts in accordance with legal, fiduciary obligations and client directives.

Peter holds a Bachelor of Arts Degree in Business Management from Boston College.

David has over 25 years of experience in the retirement plan industry. Skilled in retirement plan administration, design, consulting, and compliance, he works with plan sponsors and business partners to deliver exceptional client service.

David has held positions with several financial services firms including bank trust organizations and insurance companies providing institutional corporate trustee, custodial, investment management, and recordkeeping services. In addition to 401(k) plans, defined contribution plans, defined benefit pension plans, and ESOPs, he has experience working in human resources and benefit administration firms handling many types of employee benefit plans.

David holds a BBA in Business Management from Athens State University. He earned the Certified Retirement Services Professional (CRSP) designation from The Institute of Certified Bankers and the Accredited Investment Fiduciary (AIF®) designation from Fi360. He has also completed the Employee Stock Ownership Plan Administration (ESOP-A) Course through the American Society of Pension Professionals & Actuaries (ASPPA).

As a Trust Administrator, Erik is responsible for managing and administering trusts in accordance with legal and fiduciary obligations. He has 30 years of experience as a financial regulator in California’s gambling industry. His experience includes large international background investigations and compliance in a highly regulated environment. Erik is passionate about financial stewardship and ethical leadership, ensuring that resources are used effectively to maximize the financial objectives of our clients.
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Erik holds a Bachelor of Science degree in Business Administration with an emphasis in Accounting from San Diego State University. He is a Certified Trust Administrator and a Certified Fraud Examiner. Erik has built a career uncovering financial misconduct and ensuring fiscal transparency across the gaming industry in California.

Before joining Aegis in 2024, Gwendolyn held Vice President positions at several large institutional firms.  She has over 25 years of experience working in the financial services industry with a major focus in trust and custody administration and client servicing.  She has collaborated with various plan sponsors, third party administrators and auditors to provide trust administration and meet client servicing needs.   

Gwendolyn holds a BS in Business Administration from American International College.  She joins the Trust Administration team with Aegis and brings her background in client service, trust accounting, plan conversions and knowledge of working with various stakeholders. 

As Chief Technology Officer at Aegis Trust, Marcos brings a unique blend of financial expertise and technological leadership to drive innovation and operational efficiency.  With a strong foundation in finance, he transitioned into technology, setting up and maintaining the IT systems for many companies in various industries while working for Seligson & Giannattasio, LLP.  Mr. Orozco has a Master’s Degree in Business Administration. As CTO for Aegis Trust, he will focus on building and improving secure systems to help the company grow and stay ahead in a digital world.

Lena is a Client Relationship Manager serving Aegis’s clients located throughout the country and is a member of Aegis’s fiduciary committee.

Lena received her Bachelor of Business Administration in Marketing and Finance from Georgia Southern University in 2023.

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Kristina has over 25 years’ experience in the area of corporate finance and operations. Before joining Aegis, she held a position as the controller of a multi-location retail business for 10 years. Prior to that, she spent 16 years in the role of a senior buyer. Kristina brings a valuable employer-based perspective to the Trust Administration team with her accounting, customer service, and human resources background.

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Sales professional with 20+ years in consumer products, specializing in B2B/B2C sales and account management, known for driving revenue growth, expanding market share, and building strong customer and retail partnerships. Motivated resourceful and committed to continuous professional growth.

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As a transaction team member at Aegis, Wolfgang provides support services to the relationship manager team. He also assists in the due diligence effort for companies that retain Aegis as transaction trustee. Wolfgang has over 15 years’ experience in customer service involving the management of multiple companies. He also formerly served as lead supervisor for a multiple crew construction company. Prior to joining Aegis, Wolfgang worked for three years providing customer service support for an ESOP-owned company.

Gina is the Administrative Assistant at Aegis Fiduciary Services, LLC. She previously worked at a law firm for over 20 years serving as an administrative assistant and a paralegal.  

Aside from her clerical duties, Gina assists in Aegis’s due diligence process in connection with ESOP transactions.

Williams brings a wealth of experience in corporate law, particularly in the due diligence effort and transaction closings. With over 20 years of combined experience in various legal roles, Williams's expertise makes her a valuable asset to the Aegis team in providing comprehensive support to clients in ensuring timely closings. Prior to joining Aegis, Williams worked more than ten years with a global manufacturing company providing support and compliance guidance in the area of marketing.

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Jaida provides support to our Client Relationship Managers and performs administrative tasks.  

She attended Georgia State University studying Business Administration.

Danielle provides financial analysis support to Aegis’s client relationship managers and assists in the due diligence effort for companies that retain Aegis as a transaction trustee.

Prior to joining Aegis, Danielle owned a bakery for ten years and was a bank manager for over twenty. Danielle also attended Manor College for Early Childhood Education in 1993.

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