Brent Liner is the Delegated Trust Services Manager at Peak Trust Company. With more than a decade of experience in trust administration and wealth management, Brent has extensive experience managing complex trust relationships and working alongside financial advisors, RIAs, asset managers and other professional partners.
Before joining Peak, Brent held numerous leadership positions in trust and wealth management in both large and small trust organizations. In his role as Delegated Trust Services Manager, Brent leads the service relationship for partnerships in which Peak serves as trustee while working alongside the client’s existing financial advisor or investment manager.
Brent is actively involved in the advancement of the trust and estate industry, including contributing to legislative initiatives through the Pennsylvania Bankers Association Trust Advisory Committee and the Alaska Trust and Estate Professionals. He is a member of the National Association of Estate Planning Councils holding the AEP® designation and a member of the Society of Trust and Estate Practitioners (STEP), holding the TEP® designation. He also holds the CTFA and ATFA designations.
Brent earned his Juris Doctor and a Master of Trust and Wealth Management degree (magna cum laude) from Campbell University. His undergraduate degree was completed at the University of North Carolina-Wilmington, with a Bachelor of Arts.
Business Development & Relationship Officer
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