American Trust Investment Services Employee Directory

Q: What is American Trust Investment Services known for?

American Trust Investment Services was founded in 1968. American Trust Investment Services operates in the Financial Services industry.

Financial ServicesIllinois, United States51-200 Employees

At American Trust, we deliver exceptional financial services through a unique combination of world-class investment banking, exclusive alternative investment opportunities, and bespoke wealth management solutions.

Our investment banking division excels in facilitating IPOs, follow-on offerings, and equity capital markets transactions. We also specialize in the creation and management of Special Purpose Vehicles (SPVs), enabling access to diverse and sophisticated investment strategies on a global scale.

A hallmark of American Trust is our unparalleled expertise in alternative investments. We offer exclusive, bespoke opportunities typically reserved for the ultra-wealthy—investments that are unavailable even at the largest firms or wirehouses. Powered by our industry-leading platform, clearing through RBC and Axos and supported by custodial relationships with NFS (Fidelity), Charles Schwab, and Raymond James, we ensure our clients gain access to the most sought-after opportunities in the market.

Our alternative investment offerings are complemented by a robust wealth management division, providing personalized strategies for asset allocation, retirement planning, and professionally managed portfolios.

At American Trust, we are dedicated to helping our clients achieve their financial goals through innovation, expertise, and an unwavering commitment to excellence. By delivering tailored solutions and fostering long-term growth, we empower our clients to succeed across industries and markets.

Our memberships include NASDAQ, FINRA and SIPC.

Find American Trust Investment Services employees' phone numbers or email addresses

American Trust Investment Services Global Highlights

North America
64

United States Of America
64

Asia
1

India
1

American Trust Investment Services's Leadership

J. S.
Chief Strategy Officer
Mobile Phone
Email
R. S.
Vice President & Senior Trust Officer/Cpa
Mobile Phone
Email
D. O.
Vice President Sales Client Services
Mobile Phone
Email
J. P.
Vice President Of Partnerships
Mobile Phone
Email
P. C.
President
Mobile Phone
Email
K. F. B.
Managing Director
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Email
L. H.
Director Of Client Success And Professional Services
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Email
C. B.
Senior Event Manager Contract And Onsite Events
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Email

Contact profiles from American Trust Investment Services

Name

Title

Contact Info

Location

Last Update

R. B.
Mobile Phone
Email
Jul 14, 2023
S. F.
Mobile Phone
Email
Oct 21, 2024
V. S.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
W. N.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is American Trust Investment Services known for?

American Trust Investment Services was founded in 1968 operates in the Financial Services industry. The company's main headquarters is located in 230 West Monroe Street, Suite 300; you can contact the main corporate office by phone at

+1-219-473-****

. Explore American Trust Investment Services's company overview page for more information.

What is American Trust Investment Services's most common email format?

American Trust Investment Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more American Trust Investment Services email formats with LeadIQ.

How many employees does American Trust Investment Services have currently?

American Trust Investment Services has approximately 51 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are American Trust Investment Services's key employees and leadership?

As of December 2025, American Trust Investment Services's key employees include:

Chief Strategy Officer: J. S.
Vice President & Senior Trust Officer/Cpa: R. S.
Vice President Sales Client Services: D. O.
Vice President Of Partnerships: J. P.
President: P. C.

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