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...
Christine Whalen is the Senior Marketing Manager at American Trust Wealth.
Courtney Brown was raised in Harrodsburg, Kentucky, and completed her BA in Communication Studies from Eastern Kentucky University in 2020. Courtney began working with the American Trust Wealth team in the fall of 2022 and serves alongside the marketing team for all...
Sandy Merrick is the Senior Trust Administrator. She has been with the company for 23 years and has over 40 years of experience in the Trust and Wealth Management industry. She is responsible for the daily processing of transactions for the accounts and maintaining...
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...
Christopher Anderson joined American Trust’s Wealth Management team as a Business Development Consultant in June 2019 upon the completion of a successful career in public accounting as a CPA with Barr, Anderson & Roberts, PSC (former president) and Dean Dorton...
Abby Vaughn joined American Trust Wealth Management in 2017 as the Business Development Director. She is responsible for cultivating strong relationships with clients, prospects and financial partners overseeing all aspects of the client experience from first contact...
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...
Scott Branum joined American Trust in 2006 as Fund Operations Supervisor in the Memphis office. Before coming the American Trust, Scott worked in several areas of the investment business including branch management with TD Waterhouse and Charles Schwab. He is...