Leadership

Nicholas Ventura

Nicholas Ventura

Nick joined American Trust Custody in 2008 and oversees the trust trading department. His team is responsible for monitoring and processing all trading and brokerage activity for clients along with new account verifications. In this capacity he also supervises the...

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Lee Jones

Lee Jones

Lee joined Mid Atlantic in 2004 and currently serves as Vice President of Trust and Custody Operations where he is responsible for leading the trust trading, unitization, CIT and reconciliation teams for the trust company. Throughout his tenure at Mid Atlantic, Lee...

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Gretchen Friday

Gretchen Friday

Gretchen has been with American Trust Custody since August 2004 and manages both trust operations and trust trading for American Trust Custody. Gretchen has been in the financial services industry since her graduation from the University of Wisconsin-Milwaukee, summa...

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Brian Lenz

Brian Lenz

Brian has focused his career on immersing himself in various facets of the retirement plan industry.  He began at Mid Atlantic Trust Company, where he held service, sales, and strategic roles, culminating in leadership of the Relationship Management team and...

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Steven Warden

Steven Warden

Steve joined American Trust Custody in 2009 and is the Chief Product Officer. His teams are responsible for maintaining client relations for new and existing partnerships. Steve grew up in Pittsburgh and has a B.S. in Accounting from The Pennsylvania State University.

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