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. Deglow built and managed the firm’s Financial Planning platform, helping many “investment brokers” become better comprehensive, client-centric financial advisors. He has also taught personal finance courses at Western Kentucky University and has spoken at various national conferences on financial planning topics.
Mr. Deglow received a BA degree in Molecular Biology from Vanderbilt University in 1988. He also holds the Certified Financial Planning and Accredited Investment Fiduciary designations.
Office Address: 2525 Harrodsburg Rd., Ste. 300, Lexington, KY 40504.
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...
Steve joined American Trust Custody in 2009 and is the Chief Product Officer. His teams are responsible for maintaining client relations for new and existing partnerships. Steve grew up in Pittsburgh and has a B.S. in Accounting from The Pennsylvania State University.
Brian has focused his career on immersing himself in various facets of the retirement plan industry. He began at Mid Atlantic Trust Company, where he held service, sales, and strategic roles, culminating in leadership of the Relationship Management team and...
Gretchen has been with American Trust Custody since August 2004 and manages both trust operations and trust trading for American Trust Custody. Gretchen has been in the financial services industry since her graduation from the University of Wisconsin-Milwaukee, summa...
Lee joined Mid Atlantic in 2004 and currently serves as Vice President of Trust and Custody Operations where he is responsible for leading the trust trading, unitization, CIT and reconciliation teams for the trust company. Throughout his tenure at Mid Atlantic, Lee...
Nick joined American Trust Custody in 2008 and oversees the trust trading department. His team is responsible for monitoring and processing all trading and brokerage activity for clients along with new account verifications. In this capacity he also supervises the...
