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 business. He consults with ERISA clients on a variety of retirement plan-related topics, including fiduciary plan governance, investment menu strategy, and plan compliance matters. He is also responsible for developing and implementing innovative asset retention solutions for both internal and external stakeholders.
Justin serves as a voting member of the Trust Investment Committee, which is directly responsible for the development and implementation of the company’s investment policy and portfolio management strategy. He also chairs the investment subcommittee that assists with investment policy, asset allocation strategies, and the selection of investment managers for retirement plans managed by American Trust.
Most recently, Justin was Director of Institutional Services, a role in which he provided leadership and strategic direction for American Trust’s institutional outsourcing business—overseeing client servicing and relationship management for institutional partners. Prior to that, Justin led plan administration and recordkeeping operations for the ERISA line of business at Unified Trust, as well as client consulting and servicing. He also gained qualified plan experience leading the internal sales and service desk while at Unified Trust.
Justin is a graduate of the University of Kentucky Carol College of Business & Economics where he received a BBA in Finance. He has earned the Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA), and Qualified Plan Financial Consultant (QPFC) credentials through ASPPA, as well as the Accredited Investment Fiduciary® (AIF®) designation awarded by the Center for Fiduciary Studies.