ROLL CALL: 2019 TEPs STEP is delighted to announce that over 600 of our members achieved TEP status in 2019. Full Member status – achievable via three routes – allows exclusive use of the TEP designation and STEP logo, enhancing members’ profile in the industry and promoting their specialist knowledge to both clients and colleagues. NAME BRANCH ORGANISATION Carey Abma Abma STEP Toronto MD Financial Management Camila Abreu STEP Brazil Emma Adkins STEP East Midlands Sarah-Jane Adkins STEP Bristol CVC Solicitors Marwa Akef STEP Montreal Stephen Alexander STEP Jersey Mourant Samera Ali STEP Scotland Miller Hendry Edward Allanby STEP Bermuda Leman Management Limited Hannah Allen STEP Yorkshire Helen Allen STEP Northern Ireland GMcG Group David Allen STEP East Midlands Tinn Criddle Solicitors Jose Alvarez STEP Miami Nicola Alvaro STEP Italy Generali Luxembourg S.A. Ivan Ang STEP Singapore Marisa Anggoro STEP Singapore Sequent Singapore Ltd Marie Antoine STEP Geneva Reliance Trust Company SA Ruth Appleton STEP Gloucestershire and Wiltshire Tayntons (LS) Ltd Gerard Aquilina STEP London Central Cone Marshall Ltd Carlos Arazoza STEP Miami Arazoza & Fernandez-Fraga, PA David Arellano De Figueiredo STEP Curacao Corporate Agents N.V (Corpag Group) Karin Arvidsson STEP Geneva EFG Bank Geneva Kristina Ash STEP Seattle/Pacific Northwest Smith & Zuccarini, PS Fiona Ashmead STEP Suffolk and North Essex Aliah Ashraf STEP Scotland Mitchells Roberton Jacqueline Ashton STEP Yorkshire LCF Barber Titleys Michel Assouad STEP Montreal Josephine Attwood STEP Guernsey Saffery Champness Charlotte Baden-Powell STEP London Central Streathers LLP (Hampstead) Birgit Badke STEP Okanagan BMO Private Banking The Society of Trust and Estate Practitioners is a company limited by guarantee incorporated in England and Wales. Registered number: 2632423. Registered Office: Artillery House (South), 11-19 Artillery Row, London SW1P 1RT United Kingdom. ROLL CALL: 2019 TEPs Page 2 NAME BRANCH ORGANISATION Marc Badoud STEP Geneva UBS Switzerland AG Julie Baldey STEP West of England Philip Ian Baldwin STEP Birmingham Bray & Bray Solicitors Luq Balogun STEP Toronto Pardeep Bancil STEP Surrey Vanessa Banks STEP Bristol NewLaw Solicitors James Barber Lomax STEP London Central PraxisIFM Matthew Barnett STEP Vancouver McAvoy Rule & Co Caroline Barrett STEP Cheshire Bennett Brooks & Co Ltd Jodie Barwick-Bell STEP Yorkshire Deloitte Mark Baxter STEP East Midlands Giles Baxter STEP Jersey RBC Wealth Management Jason Bayliss STEP New Zealand Perpetual Guardian Michel Beauchamp STEP Montreal Beauchamp et Gilbert, notaires inc. Sabrina Beaudoin STEP Vancouver Ciccone McKay Financial Group Jennifer Bell STEP North East and Cumbria David Auld & Co Annika Bell STEP Surrey Joshua Bell STEP London Central Jamel Ben Rejeb STEP Geneva Edelweiss Trust & Corporate Service Justin Bender STEP Toronto PWL Capital Inc. Madeleine Beresford STEP Surrey TWM Solicitors LLP Connor Bergset STEP Jersey IQ EQ (Jersey) Ltd Marco Bertoncello STEP Lugano Centre Capital Trustees AG ? Lugano Branch office Julia Bialek STEP New York No employer given Ashley Bidmead STEP Jersey Viberts Natalie Bird STEP Scotland Gerardo Biritos STEP South America Cueto Rua, Mercau Saavedra & Biritos Niccolo Bisceglia STEP Italy BDO Italy Monica Bity STEP Brazil Eskenazi Pernidji Advogados Irina Blin STEP Guernsey Intertrust (Guernsey) Marc Blumenfeld STEP Zurich Centre Alithis AG Megan Boldison STEP Yorkshire Gordons LLP Willem Bon STEP Benelux Loyens & Loeff Dilmini Bonas STEP Toronto Sara Bond STEP Toronto Monika Bone STEP Yorkshire Harrowells Limited Victoria Boothman STEP Surrey Mackrell Turner Garrett Henno Boshoff STEP British Virgin Islands Harney Westwood & Riegels Joshua Boughton STEP City of London Bryan Cave Leighton Paisner LLP Emma Bourgaize STEP Guernsey PraxisIFM Trust Ltd Samira Boussarie STEP Geneva Overseas Management Company The Society of Trust and Estate Practitioners is a company limited by guarantee incorporated in England and Wales. Registered number: 2632423. Registered Office: Artillery House (South), 11-19 Artillery Row, London SW1P 1RT United Kingdom. ROLL CALL: 2019 TEPs Page 3 NAME BRANCH ORGANISATION Luke Bowyer STEP West of England PKF Francis Clark David Boyce STEP New Zealand Robert Boyd STEP Toronto Elizabeth Bozek STEP Toronto BMO Financial Group Amelia Brackley STEP Guernsey Mourant Victoria Brackstone STEP Thames Valley Justin Bradford STEP London Central Tilney Lindsey Brady STEP Cayman Islands Tanya Brady STEP Ireland Maria Ines Brandt STEP South America Marval, O'Farrell & Mairal Shawna Bratin STEP Montreal RSW Accounting + Consulting Tom Breslin STEP Guernsey Rawlinson & Hunter Ltd Ghislain Brissette STEP Montreal Mark Bristowe STEP Guernsey Joseph Brodecki STEP Mid Atlantic Bernstein Global Wealth Management Keith Brown STEP Vancouver Financial Confidence Advisors Inc. Phil Brown STEP Jersey Rawlinson & Hunter Genevieve Brunner STEP Singapore OCBC Bank Laura Brydon STEP North East and Cumbria James Burns STEP Orange County The Burns Firm Jack Burroughs STEP Cambridge Ashtons Legal (Cambridge) Jeffrey Callahan STEP New York Bederson LLP Robyn Campbell STEP Vancouver David Canaday STEP Orange County Nicola Cannell STEP Essex David Morgan Jones Angelo Cardinale STEP Italy Jessica Carridge STEP Isle of Man Ocorian Emma Carter STEP Cambridge Hegarty LLP Lydia Carter STEP Jersey Bedell Cristin Joanne Carusi STEP Queensland Julie Carvey STEP Wales Huttons Giancarlo Cereghetti STEP Geneva Susan Chan STEP Hong Kong GIL Trust Limited Koon Yuen Windaus Chan STEP Hong Kong Keith Lam Lau & Chan Lo Sze Chan STEP Hong Kong Dayna Charlebois STEP Ottawa RBC Royal Trust Claire Charman STEP Yorkshire Stamp Jackson & Procter LLP Jonathan M. Charron STEP Montreal Blue Bridge Wealth Management Inc. Richard Chartrand STEP Ottawa Judith Chatoo STEP Geneva Arseniy Chazov STEP Toronto TD Canada Wealth Private Trust The Society of Trust and Estate Practitioners is a company limited by guarantee incorporated in England and Wales. Registered number: 2632423. Registered Office: Artillery House (South), 11-19 Artillery Row, London SW1P 1RT United Kingdom. ROLL CALL: 2019 TEPs Page 4 NAME BRANCH ORGANISATION Helen Cheng STEP San Diego Withers Bergman LLP Ilona Cherevkova STEP Zurich Centre swisspartners Marcuard Heritage AG Yip Wah Cheung STEP Hong Kong Stephen Chilcott STEP London Central Truly Independent Limited Rowena Chow STEP Hong Kong HSBC Trustee Ltd Lauren Christian STEP Isle of Man Remi Christien STEP London Central Melanie Christodoulou STEP Kent Furley Page LLP Suk Ha Chu STEP Hong Kong Bank of Communications Trustee Limited Rebecca Cicco STEP Toronto Emma Cladi STEP West of England Beers Llp Tiffany Clare STEP Bahamas Deltec Bank & Trust Ltd Kirsty Claridge STEP Sussex Phoebe Codling STEP New South Wales Brian Codyre STEP Ireland Simone Coetzee STEP Johannesburg Howard Cohen STEP Yorkshire Winston Solicitors Michelle Coleman STEP Edmonton MNP LLP Pierre Connolly STEP Cayman Islands Crestbridge Siobhan Corbett STEP Ireland Matheson Maeve Corr STEP Ireland Crowe Horwarth Elizabeth Cotton STEP Wales Capital Law LLP Raine Cozens STEP Essex Gepp & Sons Solicitors Tom Creed STEP Guernsey Louvre Group Ltd Laura Cullinane STEP London Central Boodle Hatfield LLP Stefano Curzio STEP Italy Private Trust Company S.r.l. Claire Cutts STEP Yorkshire HartLaw LLP Solicitors & Notaries Russell Dalby STEP Birmingham Bray & Bray Sianead Daly STEP East Midlands Simpson Solicitors Massimo D’Anna STEP Jersey Kate Davies STEP Sussex Cats Protection Victoria Davies STEP Surrey Amanda Davy STEP Scotland Burness Paull LLP (Edinburgh) Grant Dawes STEP Toronto Northland Wealth Management Inc Cristina De Alba STEP Panama Aleman, Cordero, Galindo & Lee Joshua de Kooker STEP Guernsey Samantha de la Haye STEP Jersey Laure de Rocquigny STEP Geneva Intertrust (Geneva) Tatiana De Sousa STEP Jersey Stonehage Fleming (Jersey) Orazio Decillis STEP City of London B&K UK Ltd Sophie Denman STEP Guernsey Mourant The Society of Trust and Estate Practitioners is a company limited by guarantee incorporated in England and Wales. Registered number: 2632423. Registered Office: Artillery House (South), 11-19 Artillery Row, London SW1P 1RT United Kingdom. ROLL CALL: 2019 TEPs Page 5 NAME BRANCH ORGANISATION Georgia Denziloe STEP Guernsey Gabrielle Dewes STEP London Central Boodle Hatfield LLP Maurizio Di Salvo STEP Italy Andersen tax & Legal Megan Diamond STEP Guernsey Butterfield Trust (Guernsey) Ltd Adriano Dib STEP Brazil Advocacia Adriano Dib Danielle Doan STEP Winnipeg Ashley Doidge STEP Toronto Devry Smith Frank LLP Beltran Domecq STEP Miami Citibank NA (Miami) Keane Donaldson STEP Calgary MNP LLP Caitriona Dooley STEP Isle of Man Cains Corporate Services Limited Kunal Doshi STEP India Veritas Legal Frank Doti STEP Orange County Caroline Doyle STEP London Central Charles Russell Speechlys LLP Gianluca Drago STEP Italy Hager & Partmers Wanda Drysdale-Melin STEP Calgary RBC Royal Trust Janice Dubiansky STEP Toronto Westcourt Capital Corporation Elin Dukes STEP Sussex Christopher Duncan STEP Cayman Islands Carey Olsen Eunice Duncombe STEP Bahamas Rebekah Dunsmore STEP Toronto The Miller Law Group Jennifer Duong STEP Vancouver MD Private Trust Company Roger Durimel STEP Geneva CJC Advisors SA Sandra Dyck STEP Toronto RBC Royal Trust Lynne Dyer STEP Jersey Pentera Trust Company Ltd Jeana Ebanks STEP Cayman Islands Andrew Eddy STEP Gloucestershire and Wiltshire Goughs Laverne Edee STEP Bahamas Shael Eisen STEP Toronto Shael Eisen Professional Corporation