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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
  • 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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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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Securities-Based Lending

LIQUIDITY WITHOUT LIQUIDATION

Talk with your advisor about getting financing and liquidity solutions without disrupting your investment portfolio.

SECURITIES-BASED LINES OF CREDIT

Our SBLOCs allow you to quickly and easily pledge your investments as collateral to meet many liquidity needs.¹

COMPETITIVE RATES

Both SOFR-based variable rate and fixed rate options are available.

SPEED

Our streamlined process enables us to deliver loan documents promptly.

VALUE

Provides access to liquidity without the immediate sale of securities.

FLEXIBILITY

Multiple portfolios can be used as collateral for individuals, entities, and trusts.

ACAT TRANSFERS

Facilitate the transfer of investment accounts by paying off existing loans.

A TRUE PARTNER

We build strong partnerships through exceptional, personalized service.

SMART SOLUTIONS FOR MANY NEEDS

Not only do our SBLOCs provide quick liquidity access without disrupting your portfolio, they can be used for a wide range of liquidity needs,¹ including:

Real Estate Purchases
New Business Investments
Home Renovations
Tax Bills
Debt Consolidation
Luxury Purchases
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 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
Play Video

OUR DIGITAL LENDING PLATFORM

Our Digital Lending Platform features 24/7 access, loan origination, loan servicing, and real-time relationship visibility. Our Financial Advisors and their clients can access our Private Bank services wherever, whenever you choose. Just watch this brief video to learn more.

ACCESS TO LIQUIDITY MADE EASY

Contact your financial advisor or speak with one of our bankers about finding the best liquidity solution for you.

Get Started

¹Securities-based lending is a non-purpose margin loan secured by eligible, marketable securities. It is non-purpose because the proceeds of the line of credit cannot be used to purchase securities. Securities-based lending has special risks and is not suitable for all investors. The risk of securities-based lending include: (i) market fluctuations that may cause the value of pledged assets to decline, (ii) a decline in the value of the pledged securities that could result in selling the securities to maintain equity, and (iii) possible adverse tax consequences as a result of selling securities.

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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].
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