Corporate Trust Services

UMB has been a dependable provider of corporate trust services for more than 60 years and administers over $55 billion in debt with over 6,300 debt and escrow transactions. UMB holds approximately $12 billion in assets under administration in our trustee and agency appointments.

Since 2007 we’ve consistently been ranked as the fourth largest municipal trustee and paying agent nationally in terms of transactions.

With offices in Kansas City, St. Louis, Denver, Oklahoma City, Wichita and Minneapolis, and more than 55 corporate trust professionals, we are uniquely structured to meet the needs of the Midwest, Rocky Mountain and national municipal and corporate marketplaces.

Types of Services Provided at UMB

Traditional Municipal Services

Non-Traditional Municipal Services

Why UMB for Corporate Trust & Escrow Services?

UMB’s commitment to superior customer service and support has drawn industry-wide recognition. Our vision is “to be recognized for the unparalleled customer service experience” and create an environment that consistently exceeds the expectations of our customers.

Our People

We have built an administrative team that is among the best in the business and that allows us to deliver the most comprehensive corporate trust services available. Our service levels and attention to detail are second to none!

We “Live” Here

UMB’s historical ties to our marketplace and our continuing support of local communities throughout the Midwest and nationally resonate with our corporate trust clients.

Keeping Pace with Technology

We offer a suite of technology offerings to clients that are competitive and we continue to explore new advancements that allow us to provide the best services to our clients.

Our promise to you

  • Professional and courteous service to address your business needs from the most knowledgeable corporate trust professionals in the business.
  • Extremely responsive and detail oriented service from our excellent staff.
  • Taking care of your business needs from start to finish ensuring that you or your clients reach their transactional and financial goals.

How to contact us?

Regional Contacts
St. Louis: Victor Zarrilli
victor.zarrilli@umb.com or 314.612.8044

Kansas City & Oklahoma City: Randy McPhail
randy.mcphail@umb.com or 816.860.3016

Denver: Ken Buckius
kenneth.buckius@umb.com or 303.839.2283

National Contacts
Eastern Region: Randy McPhail
randy.mcphail@umb.com or 816.860.3016

Western Region: Casey Gunning
casey.gunning@umb.com or 303.839.2292

Default Administration
Kansas City: Mark Flannagan
mark.flannagan@umb.com or 816.860.3009

Minneapolis: Lorna Gleason
lorna.gleason@umb.com or 816.213.4546

Division Contact
Todd Duncan
todd.duncan@umb.com or 816.860.3015