Exchange Bank’s Trust & Investment Management Expands into Marin County
SANTA ROSA, Calif., February 07, 2023--(BUSINESS WIRE)--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 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 replicate our style of community banking in Marin County and look forward to forging strong connections," said Troy Sanderson, Exchange Bank, president and CEO. "We are very committed to serving the needs of local clients and local communities."
About Exchange Bank
Headquartered in Sonoma County and founded in 1890, Exchange Bank is a full-service community bank with assets of $3.33 billion. Exchange Bank provides a wide range of personal, commercial and trust and investment management services with 16 retail branches in Sonoma County, a commercial branch in Roseville and Trust & Investment Management offices in Santa Rosa, Roseville and Silicon Valley. The Bank’s legacy of financial leadership and community support is grounded in its core values of commitment, respect, integrity and teamwork. Exchange Bank is known for its people who care about their customers, their company and the communities where they live and work. Exchange Bank is a 17-year winner of the North Bay Business Journal’s Best Places to Work survey and the 2022 San Francisco Business Times Corporate Philanthropy Award. Exchange Bank was named Best Consumer Bank by the NorthBay biz Magazine’s Best of the North Bay readers’ poll. The Petaluma Argus Courier People’s Choice Awards named Exchange Bank Best Local Bank 2022 and the Bohemian Magazine’s Best of the North Bay 2022 named Exchange Bank Best Business Bank and Best Consumer Bank. www.exchangebank.com.
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Carolyn Cole-Schweizer, Marketing Services Manager