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TriState Capital Bank
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  • Our People
  • Lending
    • Commercial Real Estate
    • Equipment Finance
    • Financial Advisor Solutions
    • 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
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    • Financial Advisors – Digital Lending Platform
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    • Treasury Management – AdvantageTSC Direct
    • Treasury Management – Escrow Services
    • eStatements (only)

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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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Advisor Transitions

Prepare for a Successful Transition

As an advisor-centric bank, we serve as a trusted partner for thousands of wealth managers and financial advisors as they transition.

WE SPECIALIZE IN TRANSITIONS

As pioneers in securities-based lending, TriState Capital Bank has the experience and
knowledge to assist advisors through transition. We have supported hundreds of advisors
and teams in transitioning tens of billions of dollars of assets under management to their
new fi rms. Advisors know they can expect unmatched levels of expertise and service from
TriState Capital Bank.

Experts

in advisor transitions/ACATs

On-site assistance

during your transition

Confidence in execution

via dedicated TriState Capital Bank teams

Capabilities

span most major custodial platforms

24/7 secure online access

for LOC application and management

Fully integrated collateral management

(no statement mailing)

EXCEEDING EXPECTATIONS

Our state-of-the-art digital platform and customized processes are built to serve the specialized
needs of advisors. Our talented team delivers the highest level of communication and support.

  • Customized pricing for your portfolio
  • Dedicated support teams (service, sales, legal) throughout the process
  • Dedicated “Transition Lead” primary point of contact
  • Kickoff call to establish requirement
  • Twice-weekly status reports
  • Remote demos and training on our digital lending platform
  • On-site support available during your transition

MEET YOUR TRANSITION SPECIALISTS

Our transition specialists are dedicated to making sure you have access to the best solutions for you and your clients.

OUR PEOPLE

01
02
03
Jameson Keevican
Vice President, Transition Manager
Private Bank
Corey Martinez
Vice President, Transitions Manager
Private Bank
Jim Mirasola
Executive Vice President
Private Bank

Expect unmatched levels of expertise and service with TriState Capital Bank.

Get Started

Recent Advisor Transition Transactions

Review details of our advisor transition solutions in action.

Large Wirehouse team goes independent

Transaction Amount
$105,000,000

TriState works with team to custom structure deals and pricing to assist in transition.

Fast exits from banking crisis

Transaction Amount
$10,000,000

TriState steps in during banking crisis to assist teams who fled from crisis bank to quickly refinance 11 client SBLOCs.

Custodian chooses new SBLOC banking partner

Transaction Amount
$80,000,000

National custodian parts ways with an old SBLOC lender and selects TriState to become new partner and replace 108 existing loans.

Former Private Banking Team launches Multi Family Office

Transaction Amount
$70,000,000

TriState helped facilitate a $40MM SBLOC loan payoff, to allow for $70+MM of AUM transfer.

View All Tombstones

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TriState Capital Bank
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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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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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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.
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

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