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 Technology Team at Midland Trust Company is responsible for developing and maintaining the technological infrastructure that supports the company’s custodial services. This includes designing custom software solutions, managing IT systems, ensuring data security, and optimizing platforms such as Salesforce to enhance operational efficiency and client service. This team's efforts enable Midland to offer seamless and effective self-directed IRA account management, 1031 exchanges, and private fund custody services.

Technology Team

Leadership Team

Executive Management

Client and Business Development

Technology Team

About

Team members

Other teams at Midland Trust Company

Leadership Team

Executive Management

Client and Business Development