About Nexttrust Bank Group

penmacapital_management
Who we are

Helping You Invest with Purpose Since 2014

Nexttrust Bank Group is an independent bank dedicated to helping individuals, families, and institutions navigate a constantly changing financial world. We manage a wide range of U.S. equity and fixed income strategies for corporations, nonprofits, foundations, family offices, and private investors.

What drives us is simple: delivering strong, consistent results while keeping risk in check—and doing it all with exceptional, personalized service.

Founded in 2014 by Tony Dagher, a Midwest native with a background in finance, Nexttrust Bank Group began by serving business owners and their employees. That entrepreneurial spirit is still at the heart of what we do today. We're proud to be an employee-owned firm built on timeless values: trust, integrity, accountability, and long-term thinking.

We don’t just manage money—we build relationships. Many of our clients have been with us for years, and we measure success by their confidence and results, not just returns.

We’d love to get to know you—and find out how we can help you build your financial future.

Who We Serve

Our Clients Are Special

At Nexttrust Bank Group, our clients come first. From individuals saving for the future to institutions seeking disciplined strategies, we work with people who value steady performance, clear communication, and a partner who understands their goals.

What we do is defined by the people we serve—and we’re proud to work with clients who trust us to manage what matters most to them.

Our Approach to Responsible Investing

We believe that smart investing considers more than just the numbers. Environmental, Social, and Governance (ESG) factors are increasingly shaping the financial health and long-term performance of companies—and we integrate these into our investment process.

Some industries are more affected than others, but the overall impact of ESG is growing fast. That’s why we continue to expand our research, adapt our strategies, and advocate for responsible corporate behavior—because what’s good for the world can also be good for your portfolio.

What Guides Us

ESG matters

Responsible business practices help companies—and portfolios—perform better in the long run.

The world is changing

A shift toward sustainability is creating real opportunities and risks, and we position our clients to take advantage of both.

Advocacy is part of our process

We believe in using our voice to push for progress that supports a stronger, more sustainable global economy.

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Our Team

A Global Presence, A Personal Commitment

With over 7,000 associates across 11 countries in North America, Europe, Asia, and Australia, Nexttrust Bank Group blends global reach with a hands-on approach. Wherever you are in your financial journey, we’re ready to help you move forward.

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Tony Dagher

Chief Executive Officer (CEO)
As CEO of Nexttrust Bank Group, Tony leads the company’s vision, growth strategy, and overall direction, ensuring every client experience reflects the firm’s commitment to smart, long-term investing.
Eric Hollaway

Eric Hollaway

Chief Compliance Officer (CCO)
Eric manages Nexttrust Bank Group’s regulatory and compliance framework, ensuring that all operations meet legal standards and put client protection first.
Charlotte Avon

Charlotte Avon

Chief Investment Officer (CIO)
Charlotte oversees Nexttrust Bank Group’s investment strategy and portfolio management, guiding clients and advisors toward well-researched, goal-driven financial decisions.
Garen-Gasperman

Garen Gasperman

Director of Investment Strategy
Garen leads the development and execution of Nexttrust Bank Group’s investment strategies across asset classes. He is responsible for market research, portfolio construction frameworks, and aligning investment decisions with client objectives and long-term macroeconomic trends.
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Amanda Elay

Regional Head, North America
Based in the U.S., Amanda oversees all client operations, regulatory compliance, and business development across North America. She leads strategic partnerships and ensures that Nexttrust Bank Group’s services remain aligned with investor needs in both the U.S. and Canada.
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Marriah Javiar

Regional Head, Asia
Operating out of Nexttrust Bank Group’s Asia hub, Marriah is responsible for managing institutional relationships, expanding market reach, and localizing investment strategies across Asia. She leads initiatives in key financial centers including Singapore, Hong Kong, and Tokyo.
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Clen Kennedy

Regional Head, Europe
Clen leads operations throughout Europe, overseeing regional portfolio performance, client service delivery, and compliance with EU regulatory standards. He works closely with investment teams to tailor strategies that suit the dynamic European financial landscape.
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Willian Bjerke

Regional Head, Australia & Oceania
Willian directs Nexttrust Bank Group’s expansion and service framework across Australia and surrounding markets. He ensures regional teams deliver high-quality investment support while maintaining alignment with the firm’s global strategy and fiduciary standards.
Portfolio

At Nexttrust Bank Group, we manage a diverse portfolio that includes both traditional investments and emerging asset classes. In addition to our positions in public markets, we invest directly in early-stage ventures, private equity, and digital assets with strong long-term potential.

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