Cypress began as a coming together of alumni from trust and banking organizations who were looking for a place where our future was guided locally, rather than from offices in Chicago or New York.

The original group brought deep experience in trust and investment management, with a shared focus on achieving our clients’ goals and delivering exceptional service.

We worked well as a team to build our client base and, over time, expanded both our services and our geographic reach.

Along the way, there were many twists and turns—newcomers joined, locations changed, and longtime colleagues retired—but the organization continued to grow and thrive.

Now, after 30 years, we look back with a great deal of pride. The foundation built by the original team, strengthened by those who followed, has allowed Cypress to endure, adapt, and remain true to its core values. What began as a local vision has become a lasting organization, and that is something we are proud to carry forward.