Unified Trust Employee Directory

Q: What is Unified Trust known for?

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

Q: How many employees does Unified Trust have currently?

Unified Trust has approximately 51 employees.

Financial ServicesUnited States51-200 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

Find Unified Trust employees' phone numbers or email addresses

Unified Trust Global Highlights

North America
65

United States Of America
65

Asia
1

India
1

Unified Trust's Leadership

D. B.
Head Of Retirement Research
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
C. A.
Director
Mobile Phone
Email
J. R.
Director Of Information Technology
Mobile Phone
Email
J. S.
Director Of Client Services
Mobile Phone
Email
J. I.
Director
Mobile Phone
Email

Contact profiles from Unified Trust

Name

Title

Contact Info

Location

Last Update

D. B.
Head Of Retirement Research
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
A. V.
Director Of Business Development
Mobile Phone
Email
United States
Oct 24, 2025
P. J. M.
Director Of Wealth Management Client Services
Mobile Phone
Email
United StatesKentucky
Jul 17, 2025
B. C. A.
Louisville Market Director
Mobile Phone
Email
Oct 17, 2024
C. A.
Director
Mobile Phone
Email
Oct 22, 2024
J. R.
Director Of Information Technology
Mobile Phone
Email
Nov 04, 2025
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 15, 2025
R. D.
Director Of Fiduciary & Invesment Compliance
Mobile Phone
Email
United StatesKentucky
Sep 09, 2025

Frequently Asked Questions

What is Unified Trust known for?

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

+1-859-296-****

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

What is Unified Trust's most common email format?

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

How many employees does Unified Trust have currently?

Unified Trust has approximately 51 employees as of October 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Unified Trust's key employees and leadership?

As of October 2025, Unified Trust's key employees include:

Head Of Retirement Research: D. B.
Director Of Business Development: A. V.
Director Of Wealth Management Client Services: P. J. M.
Louisville Market Director: B. C. A.
Director: C. A.

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