Everett School Employee Benefit Trust


    Trustees:  Mike Gunn David Jones Susan Lindsey John W. Morrill

     Molly Ringo, Chair Elizabeth Selders, Secretary

     

     
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    4730 Colby Avenue    ®   Everett   ®   WA   ®     98203    ® Phone: (425) 385-4023 ®   Fax: (425) 385-4022


     

     

    March 1, 2021

     

     

    Curt Haldorson

    Morgan Stanley Smith Barney LLC

    411 108th Ave. NE

    Suite 1600

    Bellevue, WA 98004-5515

     

    Dear Curt:

     

    We would like to thank you and your staff for the many years of service to the Everett School Employee Benefit Trust. We appreciate the time taken to assemble the requested information for our evaluation process and your continued interest in working for the Trust.

     

    At this time, the Trustees have decided to move forward with another investment manager and we plan to transition accounts in the third quarter of this year. In the coming weeks, you will receive further authorization from me to comply with any data and information requests from our newly selected manager and the newly selected custodian.

     

    If you have any questions, you may contact our investment consultant, Jayson Davidson, at

    (503) 416-0957. Thank you for your cooperation and thank you again for your service.

     

    Sincerely,

     

     

    Molly Ringo

    Everett School Employee Benefit Trust, Chair

     

    cc:  Darla Van Duren

     Jayson Davidson

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