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...

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...

As EdgeCo Holdings’ General Counsel, Erin advises the company and its subsidiaries, including American Trust Company, on a broad range of legal issues, including transactional, regulatory, and employment matters. Prior to joining EdgeCo, Erin was a commercial...

Chris has been involved in financial services marketing for nearly 30 years – having held senior-level positions with financial services corporations and financial publishers as well as provided marketing support and consulting services to financial institutions and...

Mary Jo is a seasoned Human Resources professional with a long track record of providing hands-on expertise across all aspects of HR disciplines. Mary Jo formerly served as an HR Business Partner for FedEx, where she was responsible for a large client area and...

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...

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...

Paul has spent over 30 years working at 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 companies as...