Company Email Format Management

Unified Trust

Financial Services 2353 Alexandria Dr. 38 employees

Employees: 38
Contacts: 4
Emails: 4
Phones: 2

www.unifiedtrust.com LinkedIn

Unified Trust Overview

Headquarters: 2353 Alexandria Dr.
Website: www.unifiedtrust.com
Industry: Financial Services
Employees: 38
Founded: 1985
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Services Qualified Retirement Plans Discretionary Trustee Fiduciary Best Practices Prudent Asset Management Comprehensive Plan Governance Practices Wealth Management Retirement Planning CEFEX

About Unified Trust

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

Unified Trust Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 2; 50.0% coverage

Unified Trust Org Chart

Sample employees and titles

Name	Title	Location	Contact
Gregory Kasten	Chief Executive Officer at Unified	Lexington, Kentucky, United States	Email Phone
Jessica Jones	Senior Transition Specialist	Lexington, Kentucky, United States	Email Phone
Jennifer Hale	Program Manager at Unified Trust	Lexington, Kentucky, United States	Email
Craig Mazzini	Director, Institutional Sales	Parker, Colorado, United States	Email