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Trust & Family Office

Matthew J. Fairbairn

Matthew J. Fairbairn

Associate, Trust and Family Office. Matt assists the family office team with managing new and existing client relationships. Previously he was a financial analyst at Parkside Financial. Matt received his bachelor’s degree in finance at the University of Illinois at Urbana-Champaign.

Adam Goldstein

Adam G. Goldstein, J.D., LL.M

Assistant Vice President. Adam’s areas of focus fall into three realms – estate planning, tax planning and wealth planning. Prior to joining Parkside, Adam was a trust officer at Commerce Trust Company. After earning his undergraduate degree at the University of Missouri-Columbia, Adam attended Saint Louis University, where he earned his JD and Washington University in St. Louis, where he received his LL.M. in taxation.

Jim Hannon

James P. Hannon

Executive Vice President, Operations. Jim came to Parkside from Missouri State Bank where he served as Vice President of Operations. Jim keeps his focus on the day-to-day operations and technological requirements of the entire organization. He received his undergraduate degree at the University of Missouri-Columbia.

Ted McNulty

Ted P. McNulty

Vice President, Director of Investments. Ted’s primary role at Parkside is to serve as our top investments advisor in our family office division as well as to act as lead advisor for his individual clients. Prior to joining Parkside, he was the Director of Investments for First Bank. He received his bachelor’s degree from Tulsa University.

Janelle D. Pidcock

Janelle D. Pidcock, CTFA

Associate. Janelle joined Parkside from Wells Fargo, where she served as Assistant Vice President and trust advisor. Currently, her primary focus is in our family office division, as well as trust administration. Janelle received her certification as a trust and financial advisor from Cannon Financial after graduating from Truman State University.

Kelly Richert

Kelly A. Richert, J.D., CFP®, CTFA

Executive Vice President, Trust Counsel. Kelly is responsible for the management of Parkside’s corporate trustee services as well as assisting high net worth families with their investment, risk and tax and estate planning needs. Most recently, she served as Executive Vice President at HM Capital Management. She was also a Vice President at Enterprise Bank & Trust for many years. Kelly received her JD and MBA from Saint Louis University, and her bachelor’s degree from University of Missouri-Columbia.

Matt Wagner

Matthew A. Wagner, CFP®, CTFA

President, Trust and Family Office and Co-Founder. Prior to starting Parkside, Matt was employed by Enterprise Bank & Trust, where most recently he opened and managed a new office for Enterprise Trust in Kansas City, Missouri. Matt has nearly two decades of experience helping families and institutions achieve their financial goals. He is currently a member of the EO St. Louis Board, Saint Louis University Department of Finance Advisory Board and Ronald McDonald House Planned Giving Committee. In addition to being a CFP and a graduate of the College for Financial Planning, Matt received a BSBA in finance from the University of Dayton in Ohio.