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...
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...
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...
Tramica is a University of Tennessee at Martin alumni, with a degree in Communications. She has been with American Trust for three years, previously working closely with Advisor partners as an Associate Regional Director. Tramica brings over 10 years of retirement...
Paul has spent over 30 years working at the forefront of the FinTech space and leading the operations of some of the largest financial intermediary companies in the industry. He has a long track record of launching successful new businesses inside large companies as...
Nicole joined American Trust Custody in 2004. Presently, Nicole serves as SVP, Custody Asset Movement & Control, where she oversees her department’s cash movement activities via ACH, wire transfer, check and journal, as well as internal and customer automated cash...