Hershey Trust Company Overview

  • Type
  • Money Management Firm

  • Year Founded
  • 1905

Year Founded

  • Professionals
  • 6

Professionals

Hershey Trust Company General Information

Description

Hershey Trust Company is a money management firm based in Hershey, Pennsylvania. Established in 1905, the firm is a state-chartered trust company that serves as the trustee for the Milton Hershey School Trust, the M.S. Hershey Foundation Trust, and the Hershey Cemetery Trust. The company provides financial planning and administrative solutions to individual and institutional clients. The trust also manages real estate properties. The assets of the company are managed by the board of directors.

Contact Information

Year Founded
1905
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Money Management Firm
Primary Contact
000000 0000000
Title
Vice President & Investment Officer
Phone
+0 (000) 000-0000
Corporate Office
  • 100 Mansion Road East
  • PO Box 445
  • Hershey, PA 17033
  • United States
+1 (717) 000-0000

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Hershey Trust Company Commitment Analytics

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Hershey Trust Company Investment Allocations

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Hershey Trust Company Team (14)

Name Title Office
Leslie Lenzo Chief Executive Officer & Chief Investment Officer Hershey, PA
Janice Bratton Vice President & Investment Officer Hershey, PA
Kenneth Gall Director of Real Estate Hershey, PA
Terry Davis Vice President, Finance Hershey, PA
Muzzamil Mussani Vice President, Investments Operations and Portfolio Analytics Hershey, PA
You’re viewing 5 of 14 team members. Get the full list »

Hershey Trust Company Board Members (8)

Name Representing Role Since
Cordel Robbin-Coker Self Board Member 000 0000
James Brown JD Hershey Trust Company Board Member 000 0000
Jan Bergen Hershey Trust Company Board Member 000 0000
M. Koken JD Self Chairwoman of the Board of Directors 000 0000
Maria Kraus Self Vice Chairwoman of the Board of Directors 000 0000
You’re viewing 5 of 8 board members. Get the full list »

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