The Massmutual Trust Company (Enfield)

Name: The Massmutual Trust Company
Address: 100 Bright Meadow Boulevard, Enfield, CT, 06082
Telephone: 860-562-2720

The Massmutual Trust Company is a large advisory firm based in Enfield. It manages $560.2 million of regulatory assets for 639 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, California, Colorado, and 27 other states.

The Massmutual Trust Company provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Massmutual Trust Company: assets under management

The assets under management (AUM) of The Massmutual Trust Company is $560.2 million. The firm's AUM has grown by 106% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $327.65 million in discretionary accounts and $232.55 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $639.94 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.83 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Massmutual Trust Company for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Massmutual Trust Company

Michal Lawrence Bobryk has been acting as President since 1 Jan 2001. Mary Hendricksen joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Carol Ann Callahan	Senior vp & trust operations officer	1 Jan 2000	Other	1250223
Patricia Ann Futter Lomeli	Director	1 Jan 2000	Other	1969055
Stuart David Meyers	Director	1 Jan 2000	Other	4387171
R. Lyman Wood	Director	1 Jan 2000	Other	4387172
Massachusetts Mutual Life Insurance Company	Parent company	1 Jan 2000	75% - 100%	04-1590850
Michal Lawrence Bobryk	President	1 Jan 2001	Other	4387170
David Joseph Sheehan	Trust counsel and compliance officer	1 Mar 2001	Other	4387173
Debra Lillian Anderson	Vice president	1 Mar 2001	Other	4387422
Matthew Evan Winter	Director	1 Mar 2001	Other	2598136
Kennedy Ward Lane	Cfo and controller	1 Mar 2001	Other	4389056
Sally Fortier Murphy	Secretary	1 Mar 2001	Other	4390457
Daniel Philip Kulakofsky	Chief compliance officer	1 Nov 2004	Other	2921678
David William Oleary	Director	1 May 2005	Other	2572743
Rodney Joe Dillman	Director	1 Jan 2006	Other	5097962
Daniel Scott Mclaughlin	Cfo	1 May 2006	Other	5123152
Mary Hendricksen	Chief compliance officer	1 Sep 2006	Other	3275243

Based in Enfield

The principal office where The Massmutual Trust Company performs its advisory services is located at 100 Bright Meadow Boulevard, Enfield, CT 06082, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860-562-2720 or by fax 860-562-2667. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at www.massmutualtrust.com.