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 compilation, fiduciary monitoring issues and asset reviews. As Vice-Chairman of the Trust Investment Committee he is involved in the development of investment policies, strategies and processes of the company.
Mr. Roberts received a BBA in Finance from the University of Kentucky and a BS in Accounting from the University of Louisville. He earned the Certified Financial Services Auditor (CFSA® ) certification from the Institute of Internal Audit and the Accredited Investment Fiduciary Analyst (AIFATM) designation awarded by the Center for Fiduciary Studies. Previously, Mr. Roberts was a Financial Administrator responsible for oversight of the defined benefit plans of the Lexington-Fayette Urban County Government, and a Portfolio Analyst providing analytical support for the fixed income portfolios at Aegon USA Investment Management.