Matthew Santangelo Joins Lorenz Private Trustees of New Hampshire

Lorenz Private Trustees Expands its NH Office with New Appointment

PORTSMOUTH, N.H.--(BUSINESS WIRE)-- Lorenz Private Trustees is pleased to announce the appointment of Matthew Santangelo as the second Private Trustee located in our Portsmouth, New Hampshire office. With his extensive experience and a distinguished career in fiduciary services, Matt brings a wealth of expertise that will enhance our team and the services that we provide to our clients.

In his new role as Private Trustee, Matt will be serving as a professional, individual trustee and will be partnering with our other New Hampshire trustee, Noah Benton.

Marguerite Lorenz, Managing Partner of Lorenz Private Trustees, stated, “We are thrilled to welcome Matt Santangelo as our sixth private trustee. His proven track record and dedication to client service align perfectly with our tradition of excellence. The addition of Matt to our team reaffirms that Lorenz Private Trustees is committed to attracting top talent in the industry, and growing our New Hampshire practice.”

Matt is a Registered Trust and Estate Practitioner (TEP) and is a graduate of the National Graduate Trust School where he earned the Certified Trust Fiduciary Advisor (CTFA) designation.

Prior to joining Lorenz Private Trustees, Matt served as a trust and wealth advisor for over thirty years for ultra-high-net-worth families and their family offices at The Bank of New York Mellon, Northern Trust, Merrill Lynch Trust and Bessemer Trust. Prior to his career as a trust and wealth advisor, Matt served in the US Navy as a Surface Warfare Officer onboard a guided missile destroyer and other commands.

“I am excited to join Lorenz Private Trustees and look forward to serving as a Private Trustee in collaboration with my clients’ existing investment managers, legal counsel and tax advisors. I am eager to begin working with my new partner, Noah Benton, to provide my clients and their advisors with the highest standard of integrity and personal attention,” said Santangelo.

About Lorenz Private Trustees

Lorenz Private Trustees was founded in 1975 by Jane Lorenz, CPA, and established its NH affiliate in 2023. For 50 years, the professional, individual fiduciaries at Lorenz Private Trustees have been honored to serve multiple generations of families in close partnership with their existing investment, tax and legal advisors.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250501424582/en/

Matthew Santangelo, Private Trustee
603-531-3270
[email protected]

Lorenz Private Trustees (New Hampshire)
1 New Hampshire Ave. Suite 125
Portsmouth, NH 03801

https://nh.mytrustee.net

Source: Lorenz Private Trustees

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