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TriState Capital Bank
  • Our People
  • Lending
    • Our Lending Solutions
      • Commercial Real Estate
      • Equipment Finance
      • Financial Advisor Solutions
      • Fund Finance
      • Insurance-Based Lending
      • Middle Market Solutions
      • Securities-Based Lending
  • Liquidity Solutions
    • Our Liquidity Solutions
      • Family Offices Financial Services
      • National Deposits
      • Treasury Management
  • About
    • Our Story
    • Management Team
    • Investor Relations
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  • Contact Us
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  • Our People
  • Lending
    • Commercial Real Estate
    • Equipment Finance
    • Financial Advisor Solutions
    • Fund Finance
    • Insurance-Based Lending
    • Middle Market Solutions
    • Securities-Based Lending
  • Liquidity Solutions
    • Family Offices Financial Services
    • National Deposits
    • Treasury Management
  • About
    • Our Story
    • Management Team
    • Investor Relations
  • Careers
  • Contact Us
  • Logins
    • Financial Advisors – Digital Lending Platform
    • Personal Banking – Loan & Deposit Clients
    • Treasury Management – AdvantageTSC Direct
    • Treasury Management – Escrow Services
    • eStatements (only)

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By clicking CONTINUE, you’ll be leaving the TriState Capital Bank website and be directed to a third-party site. If you’d like to return to the previous page,  just click CANCEL.

Note: If you are accessing your deposit statement via this link DO NOT use your TSC Online Banking user name and password. You will need to create a new user ID and password that will be specific to eStatements. (If you have online banking access, you can always log on directly through online banking via the homepage to also obtain your eStatements.)

Reach out with questions anytime, Monday through Friday, 8am to 5pm ET at 1-866-680-8722, option 2, or email us directly at [email protected].

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Family Offices Financial Services

CUSTOM DEPOSIT SOLUTIONS

Our team has the experience, expertise, and desire to analyze complex situations and build personalized deposit solutions. We focus exclusively on significant family office relationships.

PROUDLY SERVING FAMILY OFFICES & ADVISORS

We focus on Single Family Offices (SFOs) and select Multi-Family Offices (MFOs). Every client receives undivided team attention for mutual success.

NEW CLIENT INTAKE

  • Limited annually by design

FOCUS

  • Private bank deposits solutions
  • Seasoned, experienced bankers
  • Full command of Family Office planning issues

EXECUTION

  • Personalized solutions for Family Offices
  • Integration with data aggregators
  • Custom treasury management services

ATTENTION

  • Dedicated Private Bank Service Team
  • Top-of-house relationships
  • Selective growth to preserve service resources

FLEXIBLE, PERSONALIZED DEPOSIT SOLUTIONS NATIONWIDE

We are the preferred partner for family offices and advisors that demand an uncommon degree of expertise, focus, stability and service.

STRONG CAPITAL MANAGEMENT

Profitability of the Company’s bank and investment management subsidiaries self-generates capital for TriState Capital Private Bank.

LIQUIDITY AND TREASURY MANAGEMENT GROWTH

Dedicated team of experienced professionals serving relationships nationwide with sophisticated, high-touch service.

PRIVATE BANKING

We are the nation’s leading provider of deposit solutions and marketable securities-based loans for family offices, advisors, and their clients.

Treasury Management Services

Our wide range of cash management products includes a full suite of treasury management
services. Our sophisticated treasury management solutions are designed to address your specific needs.

Treasury Management

THE PARTNER YOU DESERVE

FIND THE TEAM THAT COVERS YOUR AREA

Our expert relationship managers are ready to tailor financial solutions to suit you and your clients’ needs.

Find a Banker

MEET YOUR BANKING PARTNERS

Our bankers are dedicated to making sure you have access to the best solutions for your needs.

OUR PEOPLE

01
02
03
04
Troy Elphinstone
National Deposit Sales Associate
Deposits
Karla Villatoro De Friedman
Executive Vice President – Chief Administrative Officer, General Counsel / Corporate Secretary
Deposits
Jesse Levitt, CTP
Senior Vice President, National Deposit Sales Manager
Deposits
James Sekel
Senior Vice President, National Deposit Sales Officer
Deposits

GET THE PRIVATE BANKING SERVICE YOU DESERVE

Contact Us

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TriState Capital Bank
Member FDIC Equal Housing Lender

© 2023 TriState Capital Bank. All Rights Reserved.

You are about to leave the TriState Capital Bank website.

By clicking CONTINUE, you’ll be directed to investors.tristatecapitalbank.com. If you’d like to return to the previous page, just click CANCEL.
A quick note: If you’re accessing your deposit statement through this link, don’t use your TSC Online Banking username and password. You’ll need to create a new user ID and password that will be specific to eStatements. (If you have online banking access, you can also log in directly through online banking from the homepage to obtain your eStatements.) Reach out with questions anytime, Monday through Friday, 8am to 5pm ET at 1-866-680-8722, option 2, or email us directly at [email protected].
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You are about to visit Chartwell Investment Partners website.

By clicking CONTINUE, you’ll be leaving the TriState Capital Bank website and be directed to chartwellip.com. If you’d like to return to the previous page, just click CANCEL.
A quick note: If you’re accessing your deposit statement through this link, don’t use your TSC Online Banking username and password. You’ll need to create a new user ID and password that will be specific to eStatements. (If you have online banking access, you can also log in directly through online banking from the homepage to obtain your eStatements.) Reach out with questions anytime, Monday through Friday, 8am to 5pm ET at 1-866-680-8722, option 2, or email us directly at [email protected].
Continue