ABOUT

Meet The Team

The Callahan Financial Services Team, distributor of Trust, is committed to providing exceptional service. Please contact one of our investment professionals for more information about TRUST Mutual Funds. 

Client Services

1-800-237-5678

In case of business disruption, please contact BNY Mellon Investment Servicing (US) Inc:

1-800-DIAL-TCU (1-800-342-5828)
4400 Computer Drive
Westborough, MA 01581

Our Address

Trust Mutual Funds
1001 Connecticut Ave. NW, Suite 1001
Washington, DC 20036

ChipFilson
President, Callahan Financial Services
chip@callahan.com
Series 6, 26, 63
CRD#: 1668938
Jay Johnson
President, TRUST
Treasurer, TRUST
Executive Vice President, Callahan Financial Services
jjohnson@trustcu.com
Series 7, 24, 27, 63
CRD#: 2278630
Jonathan Jeffreys
Vice President, TRUST
Assistant Treasurer, TRUST
Vice President, Callahan Financial Services
jjeffreys@trustcu.com
Series 6, 63
CRD#: 4423622
Talia Rocha
Director of Client Engagement for Callahan Financial Services
trocha@callahan.com
Series 6, 63
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