Steven Borden, Vice President, COO, CCO, CSA®. He received his Bachelor of Science in Business Administration from the University of California – Berkeley. As Chief Compliance Officer, Steven oversees client relationships, SEC compliance, National Advisors Trust Company (NATCo), personnel, marketing, budgets, and community outreach. He is also a Certified Senior Advisor (CSA)®.
His productive career involved executive-level positions with the Bank of Marin and Northern Trust-responsible for all facets of wealth management, including trust, banking and investment management services. Community involvement includes Trustee roles with the Boy Scouts of America, Dominican University, and Catholic Charities/CYO Board of Trustees for the Archdiocese of San Francisco. His 38 year term on the Archdiocesan Board allowed him to chair numerous standing committees including Finance, Estate and Gift Planning, Endowment, and Fundraising. Steve also serves on the Foundation Board for TMC and the Catholic Diocese of Tucson, as well as the Corporate Board for Pima Council on Aging.