Jacqueline J. Sarte

Jacqueline
J. Sarte

Managing Director of Trust Operations

Jacqueline J. Sarte, CTFA
Managing Director of Trust Operations

Jacqueline Sarte, CTFA is Sunstone Trust Company’s Managing Director of Trust Operations. With over 20 years of experience as a Senior Trust Officer for Wealth Management and Trust Companies such as Union Bank, Wells Fargo, Wells Fargo Private Bank, and Northern Trust, she brings deep fiduciary knowledge, advanced skills, and a distinguished track record of working with high-net-worth individuals and families to Sunstone Trust. Her responsibilities include overseeing a wide range of day-to-day Operations, Trust and Client Administration, Policy Development, and Client Development.

Prior to joining Sunstone Trust Company, Ms. Sarte was a Vice President and Relationship Manager at Wells Fargo Bank in Long Beach, California. Previously, she was Vice President and Senior Trust Officer at Union Bank in Los Angeles, where she served as relationship manager and trust advisor. Preceding that, she held a similar position at Wells Fargo Bank, where she managed a sizable portfolio of clients and handled complex trust administration and sophisticated estate planning. Ms. Sarte also served as an Assistant Vice President and Trust Officer at Wells Fargo Private Bank in Newport Beach, California. She began her career as a Trust Officer at Northern Trust, also in Newport Beach.

A graduate of St. Paul College in the Philippines with a B.S. in Business Administration, she has also completed a National Fiduciary Graduate Program with the American Bankers Association. She holds the Certified Trust and Fiduciary Advisor (CTFA) designation and has been a member of Orange County Estate Planning Council (OCEPC).

Ms. Sarte looks forward to connecting with Sunstone Trust Company’s clients and their families. She will concentrate on expanding and growing existing client relationships. She feels truly fortunate to work with a world-class enterprise that offers innovative services and focuses on its clients’ financial needs.

A Message From Leadership.

Our team members have been carefully selected to ensure that you can trust us and rely on us for the highest quality of service. We are committed to being a true industry leader by providing an exclusive blend of trustee services, language services, and unequalled customer service to our clients in the U.S., Asia, and beyond.

We would consider it an honor to speak with you personally about your family’s goals and how we can help. Please call or email us anytime to discuss your strategy to secure a brilliant future and to ensure your legacy with a licensed trustee.

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