Who is Midland?

The Midland umbrella of companies is a leading custodial services provider focused on self-directed IRA accounts, 1031 exchanges and private fund custody services. In business since 1994, Midland is focused on providing clients with as many opportunities as possible to defer or eliminate taxes. With thousands of satisﬁed clients and Billions of dollars in assets under administration, Midland possesses the experience and knowledge to assist clients with their ﬁnancial goals.


What is self-direction?

A self-directed IRA is not a type of IRA, but a little-known way to invest through your IRA. Self-direction allows the investor to expand their portfolio from the typical stocks and bonds available with most IRA companies. The IRS allows you to choose your own investments, such as real estate, futures, foreign currency (forex), notes (loans/mortgages), LLCs, precious metals, energy, or even movie deals! The possibilities of self-direction are endless.

Banking

Investment Management

Real Estate

Midland Trust Company

Dave Owens

Lori Hartigan

Cisp Kelsey Dineen

Brandon Hall

Daniel Hanlon

Warren Fountaine

Whitney Ambuter Pope

Joe Stolz

Adam Sypniewski

The Executive Management team at Midland Trust Company is responsible for steering the strategic direction and overall leadership of the company. This team includes high-level executives such as the Founder and CEO, President, Vice Presidents, and Senior Vice Presidents, who collectively manage major decisions, financial planning, organizational development, and client relations. Their goal is to ensure that Midland remains a leading provider in custodial services while maximizing opportunities for clients to defer or eliminate taxes effectively.

Executive Management

Leadership Team

Client and Business Development

Executive Management

About

Team members

Other teams at Midland Trust Company

Leadership Team

Client and Business Development