Lee joined American Trust Custody 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 American...
Matt joined American Trust Custody in 2011 and currently leads the Relationship Management team as the Vice President of Trust & Custody Relationship Management. He has held numerous positions within the firm throughout his career with ATC. He started with the...
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...
Dustin started his financial career in 2014 as a retirement-focused Financial Advisor. Working to expand on the retirement-space knowledge base, he joined Mid Atlantic Trust Company in 2019 and worked on the Institutional Operations team. Dustin pairs strong...
Denis has spent his entire career in the financial services industry in a variety of roles. The first 15 years of his career were spent at Fidelity Investments as an investment consultant assisting his financial advisor clients in creating optimal portfolios for...
