Beth serves as Chief Compliance Officer at Peninsula Bay Trust Company, where she oversees the firm’s fiduciary compliance program and regulatory governance. Her work focuses on maintaining strong regulatory oversight while supporting the operational integrity of trust administration, fiduciary accounting, estate settlement and trust participant services.
Beth approaches compliance with a philosophy grounded in clarity, accountability and sound governance. She emphasizes strong internal controls, proactive regulatory engagement and clear communication to support responsible fiduciary administration and the protection of trusts and trust participants.
With more than 30 years of experience in the financial services industry, Beth has an extensive background in investment management compliance, fiduciary operations, regulatory examinations and internal control development, providing a strong foundation for overseeing the regulatory and operational demands of trust and investment organizations. Before joining Peninsula Bay Trust Company, Beth served as Chief Compliance Officer for an SEC-registered investment advisory firm. In that role, she was responsible for developing and managing the firm’s compliance framework, regulatory reporting and audit readiness.
Outside of her professional work, she has been actively involved with Sansum Sutter Health and served on the organization’s Board of Directors for fifteen years. She currently serves as Co-Chair of the Community Advisory Board. In her personal time, she enjoys pickleball, wine tasting and cooking.