Asset Manager

Updated:

Enterprise Bank & Trust

Enterprise Bank & Trust is a financial services firm headquartered in Clayton, Missouri, operating over 50 branch offices across Arizona, California, Florida,...

Enterprise Bank & Trust

Enterprise Bank & Trust is a financial services firm headquartered in Clayton, Missouri, operating over 50 branch offices across Arizona, California, Florida, Kansas, Missouri, Nevada, and New Mexico. The firm provides business and personal banking services, wealth management services, and specialized banking services, focusing on serving the lifetime financial needs of privately held businesses and families. Its parent company, Enterprise Financial Services Corp, is publicly traded on Nasdaq under the symbol EFSC.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Clayton

Corporate office

Cedar Rapids, IA; Newport Beach, CA; Little Rock, AR; Overland Park, KS, United States

Principals

Jim Lally

President & CEO

Sector focus

BankingWealth Management

Frequently asked questions

What types of credit facilities does the bank typically provide?

Enterprise Bank & Trust originates senior secured credit facilities for operating businesses, including revolving lines of credit, equipment term loans, and owner-occupied commercial real estate mortgages. It also offers treasury management services, deposit accounts, and fraud prevention tools. The specific mix of asset classes deployed in any given period is not broken out in available sourcing.

Who oversees credit decisions and investment strategy at Enterprise Bank & Trust?

Jim Lally serves as President and CEO of Enterprise Bank & Trust. The bank's credit activities are overseen by its executive management team under the governance of the parent company's board of directors. Specific credit committee members or external investment advisors are not named in the available firm disclosures.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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