Promotion reflects The Exeter Group’s growing self-directed trust, agency and custody account business through Exeter Trust Company (ExeterTrust™)
Cheyenne, Wyoming – March 13, 2026 – The Exeter Group of Companies proudly announces the promotion of Brett L. Davis to the position of Senior Vice President and Chief Trust Officer. In this senior executive role, Mr. Davis will direct the trust, agency, custody, trust operations and administrative functions for the organization, which includes the highly specialized Exeter Trust Company (ExeterTrust™).
Mr. Davis brings a wealth of specialized experience in financial services to his expanded position. He leads the strategic oversight for ExeterTrust™. His comprehensive background has been essential to the successful administration of self-directed Individual Retirement Accounts, private fund custody and administrative services, directed and administrative trustee services, and other complex custodial services. By focusing on detailed operational procedures, he ensures that the firm handles alternative investments with the utmost accuracy and care.
Exeter Trust Company is a Wyoming corporation that is licensed, regulated, and examined by the Wyoming Division of Banking. The firm provides the necessary administrative framework for investors to hold non-traditional assets, also referred to as alternative investments securely. Under the guidance of Mr. Davis, the trust operations team maintains rigorous compliance protocols to custody and safeguard client assets and deliver a highly reliable investing environment.
“Brett has been a key driver of our continued growth and operational excellence,” said William L. Exeter, Chair and Chief Executive Officer of The Exeter Group of Companies. “His deep understanding of trust administration and his steadfast commitment to secure, compliant operations have directly enhanced our ability to serve investors who demand specialized custodial solutions.”
Maureen H. Brown, President and Chief Operating Officer of The Exeter Group of Companies, echoed this sentiment. “Brett’s strong leadership and absolute dedication to client service have elevated our entire trust operations team,” she stated. “He ensures that we provide the clear, factual, transparent and responsive support that our clients require when navigating their self-directed retirement and custody strategies.”
About The Exeter Group of Companies
The Exeter Group of Companies includes operating businesses that offer diversified financial services designed to help investors build and preserve wealth through various tax deferral or tax exclusion strategies.
Exeter 1031 Exchange Services, LLC is headquartered in San Diego, California, and serves as a qualified intermediary for forward, reverse, improvement, leasehold improvement, foreign property and zero-equity 1031 exchange transactions nationwide. Exeter1031™ is one of the few qualified intermediaries that has any kind of regulatory oversight.
Exeter Trust Company is headquartered in Cheyenne, Wyoming and is licensed, regulated, and audited by the Wyoming Division of Banking. ExeterTrust™ administers separate, segregated, dual-signature, restricted qualified trust accounts for 1031 exchanges, serves as custodian for self-directed IRAs, individual 401(k) plans, and qualified retirement plans with an emphasis in non-traditional or alternative assets, provides private fund custody and administrative services, directed trust or administrative trustee services, serves as escrow agent for specialty holding escrows, and serves as trustee for title holding trusts (land trusts).
Exeter Asset Services Corporation is headquartered in Cheyenne, Wyoming, and serves as an exchange accommodation titleholder or EAT when legal title to real estate must be held as part of a reverse or improvement 1031 exchange transaction.
