Taylor Swango joined American Trust in 2016 and serves as an Investment Research Analyst. He is part of the investment team which researches investment products and services that help clients succeed in reaching their financial goals. Prior to this role, Taylor worked...
Chase Stanback was born and raised in Lexington, Kentucky and earned a Bachelor of Science degree in both Finance and Accounting from the University of Kentucky. Chase joined the firm in 2022 as an Investment Research Analyst where he serves as the lead trader on the...
Patrick Meyer is a Senior Fiduciary Investment Adviser for American Trust Company. He joined American Trust Company in 2009. Mr. Meyer has over 20 years of experience serving the investment and retirement needs of affluent clients and not-for-profit organizations. He...
Angela Coleman is a Fiduciary Investment Advisor in the Lexington, Kentucky office of American Trust. She joined Unified Trust (a subsidiary of American Trust) in 2001 and has over 20 years of experience working with high-net-worth clients as well as the emerging...
John Deglow joined the company as a Fiduciary Investment Advisor in 2016. He has over 25 years of financial planning and investment advisory experience working with financial advisors and high-net-worth clients. As Director of Wealth Strategies at Hilliard Lyons, Mr....
Fred Strecker was born and raised in Louisville, Kentucky. Mr. Strecker graduated with a Bachelor of Science Degree in Finance from Western Kentucky University. After two years in the banking industry, Mr. Strecker obtained a Master’s in Business Administration at the...
Andrew Mason is a lifelong Lexington resident and earned a BBA in Finance and a BS in Accounting from the University of Kentucky in 2018. Mr. Mason joined American Trust in the fall of 2019 and works as an Associate Advisor supporting the trust administrative team as...
Elizabeth Brown, a native of Lexington, Kentucky, earned her BBA in Finance from the University of Kentucky in 2021. She began her career with American Trust Wealth Management as an undergraduate intern, quickly transitioning into the role of Client Administrative...
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...
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...