Thomas Caputo

Printer at Unified Trust Company N.A - Lexington, KY, US

Thomas Caputo's Contact Details
HQ
859-296-0880
Location
Company
Unified Trust Company N.A
Thomas Caputo's Company Details
Unified Trust Company N.A logo, Unified Trust Company N.A contact details

Unified Trust Company N.A

Lexington, KY, US • 100 - 249 Employees
Financial Services

American Trust, a subsidiary of EdgeCo Holdings, L.P., acquired Unified Trust Company, N.A., a national retirement plan provider and fiduciary, in October 2019. "Americans need strategic support and expansive resources when it comes to planning for a secure retirement future. Providing unbiased and comprehensive advice that helps aspiring retirees achieve better outcomes is core to who we are as a company. American Trust shares this vision, and together, we have the opportunity to amplify our impact." ▪ Dr. Gregory Kasten, Founder & CEO of Unified Trust, Member of the Board of American TrustFor more information about the Unified Trust acquisition, visit: https://www.businesswire.com/news/home/20201002005270/en/EdgeCo-Completes-Acquisition-of-Unified-Trust

Financial Services Qualified Retirement Plans Discretionary Trustee Fiduciary Best Practices Prudent Asset Management Comprehensive Plan Governance Practices Wealth Management Retirement Planning CEFEX Financial Advisory Services Investment Banking Asset Management Finance
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Frequently Asked Questions about Thomas Caputo
Thomas Caputo currently works for Unified Trust Company.
Thomas Caputo's role at Unified Trust Company is Printer.
Thomas Caputo's email address is ***@unifiedtrust.com. To view Thomas Caputo's full email address, please signup to ConnectPlex.
Thomas Caputo works in the Financial Services industry.
Thomas Caputo's colleagues at Unified Trust Company N.A are Tyler Mahar, Sheila Epps-williams, Jeff Nau, Ron Bronzetti, David Irizarry, Adriel Gonzalez, Benny Colon and others.
Thomas Caputo's phone number is 859-296-0880
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