Jonathan has been in the financial services industry for over two decades and started his career in the retirement plan industry in 2009 working as a sales representative for P&A Retirement Plan Services. In 2012 Jonathan was a founding Partner of Touchstone...

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...

Kevin serves as the Chief Administrative Officer of EdgeCo, working with Senior Management on the acquisition, integration and leadership of financial services organizations. He started his career in the private practice of law as a commercial litigator with the...

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...