Mike started with American Trust Custody in 2018 and currently serves as Vice President of the Mutual Fund Services and Home Office Service Teams. His teams are responsible for maintaining the relationships with the Mutual Funds trading on the American Trust Custody platform and resolving compensation issues impacting the Registered Investment Advisors and Broker Dealer representatives managing the retirement plans being serviced by the firm’s clients. Mike previously worked in various Senior Analyst and Managerial roles with the BNY Mellon Asset Servicing and Federated Investor’s Fund Treasury departments. Mike received his Bachelor of Science in Business Administration in Finance from the University of Pittsburgh and obtained a Masters of Business Administration in General Management from Robert Morris University. He currently holds the FINRA Series 99 Operations Professional securities license.
