What departments does Unified Trust have?

Unified Trust has employees across 10 departments including Finance, Research, Business Development, Information Technology, Operations.

What is the largest department at Unified Trust?

The largest department at Unified Trust is Consultant with 11 employees.

Where are Unified Trust employees located globally?

Unified Trust has employees across 3 continents and 3 countries including Nigeria, India, United States Of America.

How has Unified Trust's team size changed over time?

Unified Trust's team has decreased from approximately 22 to 20 employees based on available data.

Unified Trust Employee Directory

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 employees' phone numbers or email addresses

Unified Trust Global Highlights

North America
66

United States Of America
66

Africa
1

Nigeria
1

Asia
1

India
1

Unified Trust'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
B. C. A.
Louisville Market Director
Mobile Phone
Email
C. A.
Director
Mobile Phone
Email

Unified Trust Employee Metrics

100%

50%

0%

2026

2025

Banking
Human Resources
Program & Project Management
Business
Finance
Other
Consultant

Contact profiles from Unified Trust

Name

Title

Contact Info

Location

Last Update

A. B.
Project Surveyor
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
A. C.
Conversion Administrator
Mobile Phone
Email
United StatesKentucky
Jul 08, 2024
C. S.
Benefit Consultant
Mobile Phone
Email
UNITED STATES
Jul 07, 2024
C. F.
Benefit Associate & Consultant
Mobile Phone
Email
Nov 25, 2025
C. K.
Services Coordinator
Mobile Phone
Email
United StatesKentucky
Oct 18, 2024
J. D.
Fiduciary Investment Advisor
Mobile Phone
Email
UNITED STATES
Feb 25, 2024
K. K.
Fiduciary Investment Advisor
Mobile Phone
Email
United StatesKentucky
Oct 16, 2024
L. W.
Production Coordinator
Mobile Phone
Email
Oct 17, 2024
M. S.
Fiduciary Investment Advisor
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
M. A.
Benefits Consultant
Mobile Phone
Email
Oct 23, 2024

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 Drive Suite 100 Lexington, Kentucky 40504 United States; 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 36 employees as of April 2026. These team members are located across 3 continents, including North AmericaAfricaAsia.

Who are Unified Trust's key employees and leadership?

As of April 2026, Unified Trust'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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