Mr. Schneider has spent over 30 years working on the forefront of the FinTech space and leading the operations of some of the largest financial intermediary companies in the industry. He has a long track record of launching successful new businesses inside large...

As President of American Trust Company, James serves the Company’s broad governance issues, including fiduciary, financial, regulatory, and risk management. James joined American Trust Company, previously named First Mercantile Trust, in 2003 as the Chief Operating...

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...

Howard Insley is the Chief Operations Officer of American Trust. In this role, he oversees operations, administration, onboarding and the participant experience teams for American Trust. With 30 years of experience in the financial services, Howard has a history...

Kim Gotham is the Sr. Vice President of Finance at AmericanTCS, which includes client billing and collections, AP management, and daily cash functions in response to client fund activity.  Kim is also responsible for preparing the company budget and forecast,...

Tim has been in the financial services industry since he graduated from John Carroll University, Cleveland, OH in 1984. His career began with Federated Investors, Inc. where he worked with banks, savings and loans, and trust departments representing asset management...

Micah DiSalvo is the Chief Revenue Officer of AmericanTCS. In this role, he leads the retirement plan sales and client service organization for all portfolio companies of AmericanTCS, a private equity-backed organization focused on delivering innovative retirement...

Michele Coletti joined Mid Atlantic in 2008 and serves as the Chief Operating Officer at Mid Atlantic Trust Company. She has over 25 years of experience in the retirement plan industry in various roles encompassing the recordkeeping, compliance, and trading of...

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....