Juan joined AmericanTCS in April 2022 to lead the team with the Hub+ application. Juan and his team oversee Hub+ development, customer services and operations support for various large institutional retirement plan providers in the industry. Prior to joining...

Jeff Atwell brings 40 years of qualified plan experience to the clients of FiduciaryxChange. Jeff is the definition of professionalism and experience in the retirement plan industry. He brings a tremendous wealth of knowledge in the areas of third-party...

Mr. Avent is the Managing Director of Wealth Management at American Trust Company. He has been with the company for 16 years. He has over 22 years of investment experience creating, implementing and monitoring high level solutions for wealth management clients. Mr....

Carolann DiMaggio serves as Chief Operating Officer of American Trust Retirement, bringing over 25 years of retirement industry expertise to her role. Before joining American Trust Retirement, Carolann built her impressive career at Vanguard, where she most recently...

Brian has focused his career on immersing himself in various facets of the retirement plan industry.  He began at Mid Atlantic Trust Company, where he held service, sales, and strategic roles, culminating in leadership of the Relationship Management team and...

Beau Adams serves as President of American Trust Retirement, bringing nearly 3 decades of comprehensive retirement industry leadership to the organization. Before joining American Trust Retirement, Beau served as Vice President and Head of Retirement & Wealth...

Michele Coletti joined Mid Atlantic in 2008 and serves as the President of Trust & Custody Support Solutions at AmericanTCS and the Senior Vice President at American Trust Custody. She has over 25 years of experience in the retirement plan industry in various...

Kim Gotham is the Chief Financial Officer at AmericanTCS.  She has over 20 years of experience in Finance and Accounting, entering the financial services industry in 2013.  Kim has served as the SVP/Financial Controller for LT Trust Company and Chief Compliance...