Nicholas Bertha JD,
President

Mr. Bertha works with clients on complex estate and income tax issues, and helps ultra-high-net-worth families manage their wealth. He has expert-level capability in tax law, wealth transfer, and trusts & estates. His extensive career, spanning over 30 years, includes prominent positions at Credit Suisse, DLJ and US Trust Company, where he led the Financial Counseling Group for many years. His work has been published in leading journals including Trusts & Estates Magazine and the Tax Lawyer. He is currently on the Conference Board of the Trust & Wealth Management Division of the American Bankers Association. Mr. Bertha has a BA and JD from Marquette University and a MS in Taxation from the University of Wisconsin, Milwaukee campus.

Check the background of this investment professional on FINRA’s BrokerCheck.

 

Jason Nomsen,
Compliance Officer

Mr. Nomsen joined South Dakota Trust Company in February 2021 as a Compliance Specialist in the SDTC Services group. He joins the compliance team that includes Tom Cota and Louise Sandoval. Prior to joining SDTC, he was employed with the South Dakota Division of Banking and Sageworth Trust Company of South Dakota. Mr. Nomsen graduated from University of Minnesota Morris in 2011 with B.A. in Financial Management. He holds CTFA and CFIRS designations.

 

James Steffen,
Trust Officer

Mr. Steffen joined South Dakota Trust Company in August 2020 as a Trust Officer in the SDTC Services group. He works with the trust administrative team that includes Shannon Walker and Laurie Johnson. Prior to joining SDTC, Mr. Steffen was employed with Citi Trust for 14 years. He earned his B.A. in both Accounting and Business Administration from Augustana in 2005. He holds a CTFA designation.

 

Matthew Tobin,
Secretary and Treasurer

Matthew Tobin is the Managing Director, Chief Operating Officer and Legal Counsel of the South Dakota Trust Company LLC. Mr. Tobin is also a member of the management committee of the SDTC Related Companies. Mr. Tobin was previously a member of the law firm Siegel, Barnett & Schutz, LLC in Sioux Falls, where his practice focused on general and business litigation, negotiations, mediation, and alternate dispute resolution. Prior to that, he was a partner in the law firm of Johnson, Heidepriem, Miner, Marlow & Janklow, LLP, also in Sioux Falls.

Mr. Tobin attended St. John’s University in Collegeville, Minnesota, where he received his Bachelor of Arts degree in 1994, with an emphasis in political science / government and economics, after which he spent approximately two years working for United States Senator Thomas Daschle in Washington, D.C. and Sioux Falls.

Mr. Tobin attended the University of South Dakota School of Law and received his Juris Doctorate in 1998. He went on serve as a law clerk for the Honorable Roger Wollman, Chief Judge, U.S. Court of Appeals, Eighth Circuit. Mr. Tobin is a member of the American Bar Association, State Bar of South Dakota, the Association of Trial Lawyers of America and the South Dakota Trial Lawyers Association.