About Us

We offer an array of personalized services, delivered by a team of highly qualified professionals who work with your financial professional. Our professional team helps you provide financial security for you and your family. And, as a fiduciary, we always act with your best interests in mind.

Who we are

MassMutual Trust is a wholly-owned subsidiary of Massachusetts Mutual Life Insurance Company. Since 1851, MassMutual has grown and thrived — surviving wars, depressions, recessions, and changing market conditions. Throughout, the company's main focus has never wavered.

We provide comprehensive trust and fiduciary services. That means we can help you with investment and trust consultations, and if needed, we can act as a professional trustee. In addition, we can see the big picture and give you options for your overall estate plan and wealth management goals.

How we work

Whether you're building your nest egg for retirement, creating a plan to transfer wealth, or want to minimize estate taxes, we can provide you with the personal trust and wealth management services that meet your unique needs.

Our Leadership

MassMutual Trust Company, FSB President

D. Michael O'Connor

D. Michael O’Connor is head of the MassMutual Trust Company, a wholly-owned subsidiary of the Massachusetts Mutual Life Insurance Compan...

Head of Trust Fiduciary Services

Elithea Mas, JD

Elithea and her team oversee the acceptance and administration of fiduciary accounts within MassMutual Trust Company’s Wealth Management...

Head of Investments for Wealth Management

Daken Vanderburg, CFA

Daken oversees the investment team within MassMutual Trust and serves as the Head of Investments within the broader Wealth Management or...

Head of Relationship Management

Cale M. Turner

Cale serves as the Head of Relationship Management and oversees a team of Trust Officers who support MassMutual Trust clients with their...

Head of Private Wealth & Trust Services

Samantha Carey, CTFA

As Head of Private Wealth & Trust Services, Samantha oversees a team of service professionals who address the various requests and trans...

Financial Strength Ratings

AA+

Standard & Poor’s (Very Strong)

Aa3

Moody’s Investors Service (High Quality)

A++

A.M. Best (Superior)

AA+

Fitch Ratings (Very Strong)

MassMutual financial strength ratings are among the highest of any company in any industry.¹

¹ Ratings apply to Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company. Ratings are as of 12/1/2022 and are subject to change.

Older woman sitting cross-legged on a couch looking at her laptop.