Angelo Marroquin, J.D., CFP®, CTFA
Angelo Marroquin is a Trust Officer with Covenant Trust. He joined the company in December 2022 bringing more than 10 years of fiduciary experience to the organization.
In his role, Angelo is responsible for managing client accounts, client care, account maintenance, and working cross-functionally with the Portfolio Managers and the Financial Services Representatives to achieve client goals.
Prior to Covenant Trust, Angelo managed trust and estate administration with both large national and community banks in the Chicagoland area where he handled retirement accounts and charitable trusts as well as trusts and estates, including multi-generational relationships. Angelo holds a bachelor’s degree in Finance and Economics from Elmhurst College located in Elmhurst, Illinois and a Juris Doctor from UIC Chicago School of Law in Chicago, Illinois. He is also a Certified Trust and Financial Advisor (CTFA) and a Certified Financial Planner (CFP®).
Angelo resides in Bartlett, IL, with his fiancé and daughter. In his free time, he is active in his daughter’s sporting events and enjoys golfing and snowboarding.