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TriState Capital Bank
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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
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    • 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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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
04
05
Richard Boyd
Director Key Accounts
Private Bank
Jameson Keevican
Vice President, Transition Manager
Private Bank
Corey Martinez
Transitions Manager – Key Accounts
Private Bank
Jim Mirasola
Executive Vice President
Private Bank
Tom Peter
Director of Transitions, Senior Vice President
Private Bank

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

Get Started

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TriState Capital Bank
Member FDIC Equal Housing Lender

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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