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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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Insurance-Based Lending

EASY ACCESS TO THE FUND YOU NEED

Your clients can reach their next financing goal by accessing the cash value of their whole life insurance policy.¹

WE’LL WORK TOGETHER TO FIND THE BEST SOLUTION FOR YOUR NEEDS.

With a variety of personalized options, we’ll provide a line of credit tailored to your unique circumstances.

VARIABLE RATE, REVOLVING DEMAND LINE OF CREDIT

$100K – $499K WSJ PRIME – $500K – $999K – WSJ PRIME bps – $1M+ – QUOTED UPON REQUEST

FIXED RATE, NON-REVOLVING DEMAND LINE OF CREDIT

Fixed rates up to 5-year periods quoted upon request. Converts to variable rate at the end of the fixed rate period.

ACCEPTABLE BORROWERS AND PLEDGORS

Generally, borrowers and owners of the pledged life insurance contracts (Pledgors) are the same for this type of credit facility.

Individuals

Subject to bank review and approval.

Trusts

Revocable / irrevocable.

Entities

Subject to bank review and approval. Corporations, closely held business, etc.

ONE LINE OF CREDIT FOR A VARIETY OF NEEDS

Whatever your goals are, our Insurance-Based Lines of Credit² can provide you with the liquidity you need, right when you need it.

  • Real estate investment or purchase
  • Home improvement
  • Business investment
  • Tax payments
  • Luxury purchase
  • Unexpected expenses
Service Areas

FIND A BANKER NEAR YOU

Our experienced Relationship Managers are ready to tailor financial solutions to suit your individual needs.

Find a Banker

MEET YOUR BANKING PARTNERS

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

OUR PEOPLE

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Ryan Auld
Regional Sales
Private Bank
Rick Bettridge
Senior Vice President
Private Bank
Richard Boyd
Director Key Accounts
Private Bank
Thomas Caulfield
Senior Vice President
Private Bank
Craig Coffey, JD
Senior Vice President
Private Bank
Brandi Dolny
Regional Sales Associate
Private Bank
Christine Ehland
Vice President
Private Bank
Charles C. Fawcett IV
Chief Banking Officer
TriState Capital Bank
Joseph Franks
Regional Sales
Private Bank
Jason Kollar
Regional Sales Representative
Private Bank
Peter Lambesis
Senior Vice President
Private Bank
Taylor Lewand
Regional Sales
Private Bank
Nicholas Maknoon
Regional Sales
Private Bank
Jim Mirasola
Executive Vice President
Private Bank
Ryan Muhl
Regional Sales Representative
Private Bank
Douglas Neese
Senior Vice President
Private Bank
David Paterra
Senior Vice President
Private Bank
Deborah Patterson
Senior Vice President
Private Bank
Marcus Prather
Regional Sales
Private Bank
Sean Quirk
Senior Vice President
Private Bank
Tyler Rodgers
Regional Sales Representative
Private Bank
Justin Sloan
Regional Sales Associate
Private Bank
John Staley
Regional Sales Associate
Private Bank
Ryan Staude
Senior Vice President, Relationship Manager
Private Bank
Robert Stock
Vice President, Inside Sales Manager
Private Bank
Leslie Witt
Inside Sales Manager
Private Bank
Morgan Zanke
Regional Sales
Private Bank
Jeff Zatkoff
Vice President
Private Bank

WE’LL GET YOU THE LIQUIDITY YOU NEED TO FINANCE YOUR GOALS

Get Started

¹Check with carrier to see if eligible.

²An Insurance-based line of credit cannot be used for the purchase of securities or to pay off a margin loan that was used to purchase securities. Policy must be in effect for at least 12 months at the time of credit application. Line of credit is contingent on life insurance policy remaining in good standing. Insurance-based borrowing may not be suitable for everyone. Consult a financial tax professional regarding any potential tax implications.

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TriState Capital Bank
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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