What departments does American Trust Investment Services have?

American Trust Investment Services has employees across 2 departments including Solutions Engineering, Administrative.

What is the largest department at American Trust Investment Services?

The largest department at American Trust Investment Services is Solutions Engineering with 1 employees.

Where are American Trust Investment Services employees located globally?

American Trust Investment Services has employees across 3 continents and 3 countries including India, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has American Trust Investment Services's team size changed over time?

American Trust Investment Services's team has decreased from approximately 23 to 22 employees based on available data.

American Trust Investment Services Employee Directory

Financial ServicesNew York, United States11-50 Employees

American Trust Investment Services is a New York-based financial services firm that combines investment banking, exclusive alternative investments, and bespoke wealth management. Its investment banking group facilitates IPOs, follow-on offerings, and other equity capital markets activities, and it also develops and manages Special Purpose Vehicles to provide access to diverse global investment strategies.

The firm emphasizes bespoke alternative investments that are typically inaccessible at larger firms, supported by a platform that clears through RBC and Axos and custodial relationships with Fidelity, Charles Schwab, and Raymond James. Its wealth management division offers tailored asset allocation, retirement planning, and professionally managed portfolios. The company holds memberships with NASDAQ, FINRA, and SIPC, reflecting its participation in established market and regulatory frameworks. Based in New York City, it operates as a relatively small firm.

American Trust Investment Services Global Highlights

North America
64

United States Of America
64

Asia
2

India
2

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

American Trust Investment Services's Leadership

C. B.
Senior Event Manager Contract And Onsite Events
Mobile Phone
Email
J. H.
Technical Support And Solution Implementation Specialist
Mobile Phone
Email
X. L.
Office Administrator
Mobile Phone
Email
A. B.
Mobile Phone
Email
J. H.
Mobile Phone
Email
J. Z.
Mobile Phone
Email
R. B.
Mobile Phone
Email
S. F.
Mobile Phone
Email

American Trust Investment Services Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other

Contact profiles from American Trust Investment Services

Name

Title

Contact Info

Location

Last Update

C. B.
Senior Event Manager Contract And Onsite Events
Mobile Phone
Email
Oct 16, 2024
J. H.
Technical Support And Solution Implementation Specialist
Mobile Phone
Email
May 08, 2024
X. L.
Office Administrator
Mobile Phone
Email
Oct 17, 2024
A. B.
Mobile Phone
Email
Oct 21, 2024
J. H.
Mobile Phone
Email
Oct 23, 2024
J. Z.
Mobile Phone
Email
Jul 13, 2023
R. B.
Mobile Phone
Email
Jul 14, 2023
S. F.
Mobile Phone
Email
May 28, 2026

Frequently Asked Questions

What is American Trust Investment Services known for?

American Trust Investment Services was founded in 1968 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-219-473-****

. Explore American Trust Investment Services's company overview page for more information.

What is American Trust Investment Services's most common email format?

American Trust Investment Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more American Trust Investment Services email formats with LeadIQ.

How many employees does American Trust Investment Services have currently?

American Trust Investment Services has approximately 28 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are American Trust Investment Services's key employees and leadership?

As of July 2026, American Trust Investment Services's key employees include:

Senior Event Manager Contract And Onsite Events: C. B.
Technical Support And Solution Implementation Specialist: J. H.
Office Administrator: X. L.
: A. B.
: J. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

American Trust Investment Services Employee Directory

Find American Trust Investment Services employees' phone numbers or email addresses

Name search is limited — try advanced search instead