RD
Roberts David
Director Of Fiduciary & Invesment Compliance at Unified Trust
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Work Experience
Director Of Fiduciary & Invesment Compliance
Oct 2001 - Present · 23 years and 2 months
Company Details
51-200 Employees
American Trust, a subsidiary of EdgeCo Holdings, L.P., acquired Unified Trust Company, N.A., a national retirement plan provider and fiduciary, in October 2020. “Americans need strategic support and expansive resources when it comes to planning for a secure retirement future. Providing unbiased and comprehensive advice that helps aspiring retirees achieve better outcomes is core to who we are as a company. American Trust shares this vision, and together, we have the opportunity to amplify our impact.” ▪ Dr. Gregory Kasten, Founder & CEO of Unified Trust, Member of the Board of American Trust For more information about the Unified Trust acquisition, visit: https://www.businesswire.com/news/home/20201002005270/en/EdgeCo-Completes-Acquisition-of-Unified-Trust
Year Founded
1985
Social Media
Linkedin
Industry
Financial Services
HQ Location
2353 Alexandria Dr. Suite 100 Lexington, KY 40504, US
Keywords
Financial ServicesQualified Retirement PlansDiscretionary TrusteeFiduciary Best PracticesPrudent Asset ManagementComprehensive Plan Governance PracticesWealth ManagementRetirement PlanningCEFEX
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