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Global Trust Company Expands Team to Accelerate Distribution Strategy

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Global Trust Company (GTC) has announced a significant expansion of its business development team with three key executive appointments to drive national growth and strengthen institutional partnerships.

The strategic hires include:

  • Victor Kwitkiwski joins as National Sales Manager from BPAS, bringing 25+ years of experience to lead GTC's national product distribution strategy
  • Jim Nolan, former Citi North American sales leader, becomes Senior Vice President of Strategic Partnerships
  • Dan Roderigues takes role of Vice President of DCIO Distribution, previously heading BPAS fiduciary services

All three executives will contribute to expanding GTC's presence in the institutional marketplace, with focus on Collective Investment Trust platform, alternative investments, and adviser-led solutions. GTC, a BPAS subsidiary, operates as one of the largest third-party non-depository trust companies in the industry, offering directed and discretionary trustee services for institutional investors and retirement plan sponsors.

Global Trust Company (GTC) ha annunciato un'importante espansione del suo team di sviluppo commerciale con tre nomine chiave di dirigenti per guidare la crescita nazionale e rafforzare le partnership istituzionali.

Le assunzioni strategiche includono:

  • Victor Kwitkiwski entra come National Sales Manager proveniente da BPAS, portando oltre 25 anni di esperienza per guidare la strategia di distribuzione del prodotto a livello nazionale di GTC
  • Jim Nolan, ex responsabile vendite Nord America di Citi, diventa Senior Vice President delle Partnership Strategiche
  • Dan Roderigues assume il ruolo di Vice President della Distribuzione DCIO, precedentemente a capo dei servizi fiduciari BPAS

I tre dirigenti contribuiranno ad ampliare la presenza di GTC nel mercato istituzionale, con particolare attenzione alla piattaforma Collective Investment Trust, agli investimenti alternativi e alle soluzioni guidate dai consulenti. GTC, una controllata di BPAS, opera come una delle più grandi società di trust non depositarie terze parti nel settore, offrendo servizi fiduciari diretti e discrezionali per investitori istituzionali e sponsor di piani pensionistici.

Global Trust Company (GTC) ha anunciado una expansión significativa de su equipo de desarrollo comercial con tres nombramientos ejecutivos clave para impulsar el crecimiento nacional y fortalecer las alianzas institucionales.

Las contrataciones estratégicas incluyen:

  • Victor Kwitkiwski se une como Gerente Nacional de Ventas proveniente de BPAS, aportando más de 25 años de experiencia para liderar la estrategia de distribución de productos a nivel nacional de GTC
  • Jim Nolan, ex líder de ventas de Citi en Norteamérica, se convierte en Vicepresidente Senior de Alianzas Estratégicas
  • Dan Roderigues asume el cargo de Vicepresidente de Distribución DCIO, anteriormente a cargo de los servicios fiduciarios de BPAS

Los tres ejecutivos contribuirán a ampliar la presencia de GTC en el mercado institucional, enfocándose en la plataforma Collective Investment Trust, inversiones alternativas y soluciones dirigidas por asesores. GTC, una subsidiaria de BPAS, opera como una de las mayores compañías fiduciarias no depositarias de terceros en la industria, ofreciendo servicios fiduciarios dirigidos y discrecionales para inversionistas institucionales y patrocinadores de planes de retiro.

Global Trust Company (GTC)는 전국적인 성장 촉진과 기관 파트너십 강화를 위해 비즈니스 개발 팀을 대폭 확장하며 세 명의 핵심 임원 임명을 발표했습니다.

전략적 채용 인원은 다음과 같습니다:

  • Victor Kwitkiwski가 BPAS에서 영입되어 전국 영업 관리자(National Sales Manager)로서 25년 이상의 경험을 바탕으로 GTC의 전국 제품 유통 전략을 이끕니다
  • Jim Nolan, 전 Citi 북미 영업 책임자가 전략적 파트너십 담당 수석 부사장(Senior Vice President)으로 임명되었습니다
  • Dan Roderigues는 이전에 BPAS 신탁 서비스 책임자를 맡았으며, DCIO 유통 부문 부사장(Vice President) 역할을 맡습니다

세 임원 모두 Collective Investment Trust 플랫폼, 대체 투자 및 자문 주도 솔루션에 중점을 두어 GTC의 기관 시장 내 입지를 확대하는 데 기여할 것입니다. GTC는 BPAS의 자회사로서, 업계에서 가장 큰 제3자 비예금 신탁 회사 중 하나로 운영되며, 기관 투자자와 퇴직 계획 후원자를 위한 지시형 및 재량형 수탁자 서비스를 제공합니다.

Global Trust Company (GTC) a annoncé une expansion significative de son équipe de développement commercial avec trois nominations clés de cadres pour stimuler la croissance nationale et renforcer les partenariats institutionnels.

Les recrutements stratégiques comprennent :

  • Victor Kwitkiwski rejoint l'entreprise en tant que Directeur National des Ventes, venant de BPAS, avec plus de 25 ans d'expérience pour diriger la stratégie de distribution des produits à l'échelle nationale de GTC
  • Jim Nolan, ancien responsable des ventes en Amérique du Nord chez Citi, devient Vice-Président Senior des Partenariats Stratégiques
  • Dan Roderigues prend le poste de Vice-Président de la Distribution DCIO, ayant auparavant dirigé les services fiduciaires de BPAS

Ces trois cadres contribueront à étendre la présence de GTC sur le marché institutionnel, en se concentrant sur la plateforme Collective Investment Trust, les investissements alternatifs et les solutions pilotées par les conseillers. GTC, une filiale de BPAS, est l'une des plus grandes sociétés de fiducie tierces non dépositaire de l'industrie, offrant des services de fiduciaire dirigés et discrétionnaires pour les investisseurs institutionnels et les sponsors de régimes de retraite.

Global Trust Company (GTC) hat eine bedeutende Erweiterung seines Geschäftsentwicklungsteams mit drei wichtigen Führungskräften angekündigt, um das nationale Wachstum voranzutreiben und institutionelle Partnerschaften zu stärken.

Die strategischen Neuzugänge umfassen:

  • Victor Kwitkiwski kommt als National Sales Manager von BPAS und bringt über 25 Jahre Erfahrung mit, um die nationale Produktvertriebsstrategie von GTC zu leiten
  • Jim Nolan, ehemaliger Vertriebsleiter Nordamerika bei Citi, wird Senior Vice President für Strategische Partnerschaften
  • Dan Roderigues übernimmt die Rolle des Vice President für DCIO Distribution, zuvor leitete er die Treuhanddienste bei BPAS

Alle drei Führungskräfte werden dazu beitragen, die Präsenz von GTC auf dem institutionellen Markt auszubauen, mit Fokus auf die Collective Investment Trust Plattform, alternative Investments und beratergeführte Lösungen. GTC, eine Tochtergesellschaft von BPAS, ist eines der größten Drittparteien-Trust-Unternehmen ohne Einlagen in der Branche und bietet gerichtete sowie diskretionäre Treuhanddienste für institutionelle Investoren und Rentenplan-Sponsoren an.

Positive
  • Strategic expansion with three senior industry veterans strengthens distribution capabilities
  • Victor Kwitkiwski (ex-BPAS) appointed as National Sales Manager to lead product distribution strategy
  • Jim Nolan (ex-Citi North American sales) joins as SVP of Strategic Partnerships to expand institutional relationships
  • Dan Roderigues appointed as VP of DCIO Distribution to scale adviser-led solutions
  • Company positioned as one of the largest third-party non-depository trust companies in the industry
Negative
  • None.

Victor Kwitkiwski, Jim Nolan, and Dan Roderigues join GTC to drive national growth and deepen institutional partnerships

WOBURN, Mass., April 28, 2025 /PRNewswire/ -- Global Trust Company (GTC), a leading provider of institutional trust and investment solutions, announced a strategic expansion of its business development team with the addition of three highly respected industry veterans: Victor Kwitkiwski, Jim Nolan, and Dan Roderigues.

Victor Kwitkiwski has been appointed National Sales Manager and will lead GTC's national product distribution strategy across all market channels. With more than 25 years of experience in the workplace retirement plans and investment space, he joins GTC from BPAS, where he served as Head of Workplace Retirement Plan (WRP) Sales and National Accounts, overseeing national advisor engagement and multi-channel growth strategies. At GTC, he will lead the national product distribution strategy and drive expansion of its Collective Investment Trust (CIT) platform and alternative investment offerings. Kwitkiwski will report to Vincent Manning, GTC Chief Development Officer.

Jim Nolan joins GTC as Senior Vice President of Strategic Partnerships. An experienced executive and senior leader in financial services and institutional distribution, Nolan comes to GTC from Citi, where he led North American sales. At GTC, he will focus on cultivating and expanding relationships with key intermediaries, platforms, and strategic partners to amplify the company's presence in the institutional marketplace. Nolan will also report to Manning.

Dan Roderigues becomes Vice President of DCIO Distribution. With experience in defined contribution investment-only sales, Roderigues was head of BPAS fiduciary services. At GTC, he will lead adviser, consultant, and recordkeeper engagement to elevate the GTC brand among financial intermediaries and scale its adviser-led solutions. Roderigues will report to Victor Kwitkiwski.

"We're thrilled to welcome Victor, Jim, and Dan to the GTC team," said Manning. "Each of these leaders brings a unique blend of experience, insight, and integrity to the organization. Their collective impact will help shape the next chapter of our growth at GTC and help us deliver even greater value to our partners and clients."

GTC, a subsidiary of BPAS, is one of the largest third-party non-depository trust companies in the industry. It delivers a full range of directed and discretionary trustee services and expertise for CITs, Institutional Trust Products, Group Trusts, and Non-Registered Funds. With a unique combination of innovation, customization, and institutional expertise, GTC leverages dynamic portfolio management that adapts to market changes and ensures consistent performance.

"The real strength of GTC is our people," added GTC Chief Executive Officer Freddie Jacobs, Jr. "These appointments mark a pivotal moment as we accelerate our continued commitment to providing forward-thinking, fiduciary-based solutions for institutional investors, retirement plan sponsors, and plan participants. We are looking forward to Victor, John, and Dan joining the team and driving our continued growth, innovation, and client engagement across the retirement and investment marketplace."

About Global Trust Company
Global Trust Company (GTC), a BPAS subsidiary, is a leading independent trust company specializing in sponsoring and administering Collective Investment Trusts (CITs). Recognized for our fiduciary expertise and innovation, GTC partners with asset managers to deliver flexible, cost-efficient CIT solutions for institutional investors. With a full range of directed and discretionary trustee services and expertise for CITs, Institutional Trust Products, Group Trusts, and Non-Registered Funds, we're uniquely positioned to help identify cost-efficient, fiduciary-supported investment solutions that boost investor outcomes. As a trusted industry leader, we provide a proven platform for bringing investment strategies to market with speed, scale, and compliance to support the evolving needs of retirement plans nationwide.

About BPAS
BPAS is a national provider of retirement plans, benefit plans, fund administration, and institutional trust services. We make it our mission to simplify the complicated by delivering benefit-plan services that solve client challenges without the need to engage multiple providers. One company. One call. We support 6,200 retirement plans, $110 billion in trust assets, $1.3 trillion in fund administration, and more than 910,000 participants. BPAS is a subsidiary of Community Financial Systems, Inc. (CFSI, NYSE: CBU)

Services: Workplace Retirement Plans, Actuarial & Pension, Health Benefits Consulting, IRA, VEBA/115 Trusts, Health & Welfare Plans, Fiduciary, Collective Investment Funds, Fund Administration, Institutional Trust, and Advisor Coaching.

Subsidiaries: BPAS Trust Company of Puerto Rico, Global Trust Company, Hand Benefits & Trust, and NRS Trust Product Administration.

Visit bpas.com for more information.

Media Contact: Stephanie Salanger
Director of Communications | Community Financial Systems, Inc. 
stephanie.salanger@cbna.com

Cision View original content:https://www.prnewswire.com/news-releases/global-trust-company-expands-team-to-accelerate-distribution-strategy-302439884.html

SOURCE BPAS Inc

FAQ

Who are the new key executives joining Global Trust Company (GTC) in 2025?

Global Trust Company has appointed three industry veterans: Victor Kwitkiwski as National Sales Manager, Jim Nolan as Senior Vice President of Strategic Partnerships, and Dan Roderigues as Vice President of DCIO Distribution.

What is Victor Kwitkiwski's role and experience at Global Trust Company?

Victor Kwitkiwski joins as National Sales Manager with 25+ years of experience, previously serving as Head of WRP Sales at BPAS. He will lead GTC's national product distribution strategy, focusing on CIT platform and alternative investment offerings.

How will Global Trust Company's new hires impact their business strategy?

The new executives will accelerate GTC's distribution strategy by expanding CIT platform offerings, deepening institutional partnerships, and scaling adviser-led solutions across the retirement and investment marketplace.

What are Jim Nolan and Dan Roderigues' responsibilities at Global Trust Company?

Jim Nolan, former Citi North American sales leader, will focus on expanding key intermediary relationships. Dan Roderigues will lead adviser, consultant, and recordkeeper engagement to elevate the GTC brand among financial intermediaries.

What services does Global Trust Company (GTC) provide in the investment industry?

GTC is one of the largest third-party non-depository trust companies, providing directed and discretionary trustee services for CITs, Institutional Trust Products, Group Trusts, and Non-Registered Funds.
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