Leading Custodian
of Alternative Assets

Our Family of Companies

Whether you’re an entrepreneurial investor or an experienced financial professional,
Equity Trust Company can help you.

About

Equity Trust is a financial services company that enables individual investors to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals. Our tax-advantaged, self-directed investment accounts appeal to entrepreneurial investors who want to take control of their wealth. We offer clients a robust account management system, online investor community and wealth-building education, which enable them to grow their knowledge and complete transactions with ease.

About

Equity Trust is a financial services company that enables individual investors to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals. Our tax-advantaged, self-directed investment accounts appeal to entrepreneurial investors who want to take control of their wealth. We offer clients a robust account management system, online investor community and wealth-building education, which enable them to grow their knowledge and complete transactions with ease.

About

Equity Institutional (through Equity Trust Company) offers IRAs, qualified retirement plans and non-qualified custodial accounts for alternative and traditional assets. We service RIAs, registered reps, broker-dealers, investment sponsors, precious metals dealers and other financial professionals. Equity Trust Company is one of the largest custodians of alternative assets with the goal to make alternative investing easy so that your clients can achieve the diversification they are seeking. Perhaps the best reason to choose Equity Institutional is that we handle administrative details so that your focus can remain where it should be - on your clients.

About

Equity Advisor Solutions provides custom technology and back-office solutions to Registered Investment Advisors and Broker Dealers. Our open-architecture structure allows advisors to custody their client assets on one custodial platform with Equity Trust Company, including: alternative investments (REITs, real estate, private equity), mutual funds, stocks, ETFs and more. We help advisors make their practice more efficient while enhancing the client experience. We provide a customized client portal, mobile app, billing support, performance reporting capabilities and other back-office solutions. Our sophisticated trading technology allows advisors to trade at the individual, global or model level. Equity Advisor Solutions is an affiliate of Equity Trust Company.

About

UBIT Professional, an affiliate of Equity Trust Company, specializes in Unrelated Business Income Tax (UBIT) for IRAs and other tax-advantaged retirement accounts investing in alternative assets. We provide comprehensive education and tax preparation services for individual investors, CPAs, RIAs, broker-dealers, investment sponsors and other financial institutions and professionals.

Careers

We are growing and eager to find individuals to contribute to our success.

  • Opportunity – an extensive range of employment options
  • Growth – quality employment opportunities to help you expand your career
  • Recognition - we value our employees and recognize them through award programs

Executive Team

Jeffrey Desich
Jeffrey Desich,
Vice Chair

Jeff Desich, Vice Chair at Equity Trust Company, has worked in the financial services industry for his entire career. Since joining Equity Trust Company, he has helped guide the firm through a period of rapid change – incorporating multiple acquisitions as well as organic growth. During his tenure, he has served as Director of Operations and Clients Services, Vice President of Operations and Client Services and President of Equity Administrative Services before being named CEO in 2008.

Mr. Desich holds Series 7 and 27 licenses with FINRA. Additionally, he serves as a director for a number of private companies. He is a graduate of The Ohio State University, where he received a Bachelor of Science Degree in Business Administration with an emphasis on finance & marketing.

Richard A. Desich
Richard A. Desich,
Co-Founder, Executive Director

Richard Desich, Jr., Executive Director, is a co-founder of Equity Trust Company and served as its former Chief Information Officer, Director of Compliance/Risk Mitigation and Director of Marketing. He is the past President of the Retirement Industry Trust Association (RITA), the trade organization representing the self-directed retirement industry.

Mr. Desich is also an active real estate investor and has traveled across the country educating investors on the advantages of self-directed IRAs and other retirement strategies. He has co-authored numerous articles, books and educational materials on the topic of retirement planning. He holds Series 7, 24, 55, and 63 licenses with FINRA. He is a graduate of Culver Military Academy, and The Ohio State University, where he received a Bachelor of Arts degree.

Mike Dea
Mike Dea,
President

Mike Dea is President of Equity Trust Company and served as Chief Financial Officer for the last 7 years.

Mr. Dea has over 30 years of experience in the financial services industry. He has held multiple leadership positions at a number of banking institutions, most notably at Key Bank, where he was Commercial Real Estate Group Managing Director, Chief Financial Officer of the Corporate and Investment Banking Group, and Senior Vice President of Corporate and Investment Banking. Mike earned a BS in Accounting and an MBA from Kent State University.

Jeff Kelly
Jeff Kelley,
Senior Vice President, Equity Institutional

Jeff Kelley has over 20 years of experience in financial services operations management, and was named President and Chief Operating Officer of Sterling Trust in 2008. Jeff joined Equity Trust in 2009 when Sterling was acquired by the firm and has since served as Senior Vice President of Equity Institutional. He has contributed to and been quoted in numerous industry articles on topics relevant to alternative investment custody and industry trends, including articles in US News & World Report, Investment News, Financial Advisor Magazine, ThinkAdvisor and RIABiz. Jeff began his career with Sterling Trust in 1999 and prior to that was employed by Academy Capital Management as a Registered Investment Advisor, where he served for eight years as the Manager of the Operations and Trading Departments. Jeff earned a BBA in Finance/Management from Baylor University.

Sean Gultig
Sean Gultig,
President, Equity Advisor Solutions

Sean Gultig is President of Equity Advisor Solutions and has over 20 years of experience in financial services. Prior to joining Equity Advisor Solutions, he served as Vice President of Advisor Services at Fiserv Investment Support Services, a Fortune 500 Company. Mr. Gultig has published numerous articles on best business practices for advisors and is often quoted in leading financial magazines, such as Investment News and Financial Advisor. Sean has a Bachelor’s degree from the University of Natal in South Africa.