Justin Morgan is Director of Fiduciary Consulting and Advisor Solutions at American Trust. Justin is the team leader for fiduciary consulting which includes broad responsibilities in all facets of client management and strategic planning for ERISA 3(38) and OCIO...
Mr. Avent is the Managing Director of Wealth Management at American Trust Company. He has been with the company for 16 years. He has over 22 years of investment experience creating, implementing and monitoring high level solutions for wealth management clients. Mr....
Billy Lanter joined American Trust in 2007 and serves as a Fiduciary Investment Advisor as well as Director of Sales. With over 17 years of experience in Wealth Management, he is responsible for developing and executing investment strategies for individual and...
Logan Specht joined the company in 2017. In his role as Senior Portfolio Manager, he is responsible for market research and portfolio construction. His activities include quantitative and qualitative management and mutual fund due diligence, capital market...
Michael Samford began his career with Unified Trust Company in 2007 serving the company in a variety of roles including trust operations, advisory services, client consulting, and product management. He joined the American Trust team upon the successful sale of...
Ryan Bryte serves as the Senior Retirement Investment Consultant at American Trust. He is responsible for investment support to existing retirement plan clients and individual plan participants as well as wealth management clients. As part of the Investment team, Ryan...
Kevin serves as the Chief Administrative Officer of EdgeCo, working with Senior Management on the acquisition, integration and leadership of financial services organizations. He started his career in the private practice of law as a commercial litigator with the...
David Roberts is Director of Fiduciary and Investment Compliance at American Trust. He joined the company in 2001 and has over 30 years of investment management experience. David is responsible for overseeing and managing investment related data collection, report...
As President of American Trust Company, James serves the Company’s broad governance issues, including fiduciary, financial, regulatory, and risk management. James joined American Trust Company, previously named First Mercantile Trust, in 2003 as the Chief Operating...
Kevin Freehardt is the Chief Investment Officer of American Trust Company (American Trust). He is the chairperson of the Trust Investment Committee and oversees investment manager due diligence and asset allocation services the company provides. Prior to joining...