Unified Trust Company Employee Directory

Q: What is Unified Trust Company known for?

Unified Trust Company was founded in 1985. Unified Trust Company operates in the Financial Services industry.

Q: How many employees does Unified Trust Company have currently?

Unified Trust Company has approximately 37 employees.

Financial ServicesKentucky, United States11-50 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

Find Unified Trust Company employees' phone numbers or email addresses

Unified Trust Company Global Highlights

North America
68

United States Of America
68

Africa
1

Nigeria
1

Asia
1

India
1

Unified Trust Company's Leadership

J. B.
Chief Financial Officer
Mobile Phone
Email
D. B.
Head Of Retirement Research
Mobile Phone
Email
O. S.
Owner
Mobile Phone
Email
J. P.
Chairman
Mobile Phone
Email
A. S.
Executive Director
Mobile Phone
Email
A. V.
Director Of Business Development
Mobile Phone
Email
P. J. M.
Director Of Wealth Management Client Services
Mobile Phone
Email
B. C. A.
Louisville Market Director
Mobile Phone
Email

Unified Trust Company Employee Metrics

100%

50%

0%

2026

2025

2024

Banking
Human Resources
Program & Project Management
Business
Finance
Other

Contact profiles from Unified Trust Company

Name

Title

Contact Info

Location

Last Update

J. S.
Director Of Client Services
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
J. I.
Director
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
T. C.
Director-Mutual Fund Operations
Mobile Phone
Email
United StatesKentucky
Jan 23, 2026
R. D.
Director Of Fiduciary & Invesment Compliance
Mobile Phone
Email
United StatesKentucky
Jan 28, 2026
B. H.
Project Manager - Plan Administration And Services
Mobile Phone
Email
United StatesKentucky
Jan 23, 2026
J. H.
Program Manager
Mobile Phone
Email
United StatesKentucky
Jan 29, 2026
K. B.
Benefit Consultant Manager
Mobile Phone
Email
United StatesIowa
Sep 09, 2025
E. Y.
Senior Benefit Consultant Manager
Mobile Phone
Email
Oct 22, 2024
R. R.
Manager
Mobile Phone
Email
UNITED STATES
Jul 09, 2024
S. K.
Manager
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Unified Trust Company known for?

Unified Trust Company was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in 2353 Alexandria Drive Suite 100 Lexington, Kentucky 40504 United States; you can contact the main corporate office by phone at

+1-859-296-****

. Explore Unified Trust Company's company overview page for more information.

What is Unified Trust Company's most common email format?

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

How many employees does Unified Trust Company have currently?

Unified Trust Company has approximately 37 employees as of February 2026. These team members are located across 3 continents, including North AmericaAfricaAsia.

Who are Unified Trust Company's key employees and leadership?

As of February 2026, Unified Trust Company's key employees include:

Chief Financial Officer: J. B.
Head Of Retirement Research: D. B.
Owner: O. S.
Chairman: J. P.
Executive Director: A. S.

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