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  Thao Tran

 

Thao Tran Thao Tran is a Vice President of Finance & Investor Reporting for NewTower Trust Company. In this role, Ms. Tran manages NewTower’s administrative and fiduciary responsibilities for the Trust’s nearly 400 institutional investors in MEPT, Edgemoor, and the Bentall Kennedy Daily Value Fund. This includes the accurate and timely execution of quarterly client investment activity, investor performance reporting, annual client related audit and regulatory reporting support, and general client relations customer support services. In addition, Ms. Tran manages various aspects of NewTower’s quarterly and annual regulatory and financial reporting requirements.

Ms. Tran has been with NewTower Trust Company since its inception in 2005, serving in various roles and functions. Prior to joining NewTower, Ms. Tran worked at Riggs Bank for eight years and was responsible for managing the accounting system, property financial reporting, and performance reporting functions for MEPT. Previously, Ms. Tran also served as an Assistant Controller at a property management firm. Ms. Tran has a B.S. degree in Accounting from George Mason University. She is also a member of the National Council of Real Estate Investment Fiduciaries (NCREIF).

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