About Us

Firm highlights

First American Trust^® provides nationwide service through ten bank branches and five wealth management offices.

$6.7B in assets,
$613M in bank regulatory capital

FDIC member since 1985

Does not originate any real estate, commercial, or personal loans

Specialized in escrow and real estate industry-related deposits

Invests primarily in Government Sponsored Enterprises (GSEs), supported by the U.S. Treasury

$4.08B assets under administration including
$2.0B in assets under management

Each employee is bonded and insured

79% of deposits invested in cash and Agency securities

Federally regulated by the OCC, a division of the U.S. Treasury

Moody's Rated A1/P1

As of Dec. 31, 2022

Wealth Management Services

We have been advising high-net-worth individuals and families in the areas of investment management, wealth planning and trust services for over six decades. Setting expectations, understanding goals and respecting the uniqueness of each client is the foundation for delivering desired results and building trusted relationships with our clients. Our customized solutions are based on a philosophy that emphasizes prudent portfolio construction, consistent investment returns, and uncompromising commitment to putting our client's best interest first. We are a client focused investment management firm with a history of fiduciary excellence.

Banking Services

We provide comprehensive banking solutions with automated processes to streamline your banking needs. We have experience in processing high-volume, large-dollar transactions typical in the real estate escrow process. Our experts will work with you to improve the speed, security, and efficiency of your operations. Our products are secure, efficient, and tailored to the needs of professionals in the real estate settlement services industry. We have a team of dedicated specialists to support the achievement of your institution's goals.

Client Commitment & Value Proposition

First American Trust strives to deliver favorable client outcomes through trustworthy professional experts.

Integrity:

Our clients come first; we conduct their business with the utmost respect.

Insight:

We listen to our clients' personal goals and then adapt to their needs accordingly.

Innovation:

We apply innovative thinking to our expertise, creating beneficial new service offerings.

Our Team

Matt McCreadie Chief Executive Officer

Jerry Braakman President, Chief Investment Officer

Teri L. Pierce Executive Vice President, Chief Financial Officer

Rodney Ondatje, CRCM, CFIRS^™ Senior Vice President, Chief Compliance Officer

Beth Vasquez, J.D., LL.M Senior Vice President, Chief Fiduciary Officer, Legal Counsel

John Metzger, CFP<sup>®</sup>, AEP<sup>®</sup>

John Metzger, CFP^®, AEP^® Senior Vice President, National Director of Wealth Management

Stephen C. Minana, J.D., LL.M Senior Vice President, Legal Counsel

Kenneth E. Petersen, Jr., J.D. Senior Vice President, Wealth Management Advisor

Bernard J. Bartenstein, CFP^® Vice President, Wealth Management Advisor

Deana Carter, CLU<sup>®</sup>, ChFC<sup>®</sup>, CDFA<sup>®</sup>

Deana Carter, CLU^®, ChFC^®, CDFA^® Vice President, Wealth Management Advisor

Ryan Clive-Smith, CFP^® Vice President, Wealth Management Advisor

Scott K. Laudeman, CFA Vice President, Wealth Management Advisor, Portfolio Manager

Denise Martin, AEP^®, CTFA Vice President, Wealth Management Advisor

Jay Robinson-Duff III, CFA Vice President, Wealth Management Advisor

Michael Viselli, CFP<sup>®</sup>, CWS<sup>®</sup>

Michael Viselli, CFP^®, CWS^® Vice President, Wealth Management Advisor

Michael Zagurski Vice President, Wealth Management Advisor

Jamie Kim, J.D., LL.M Senior Vice President, Legal Counsel, Senior Relationship Manager

Scott N. Sacchi, J.D., LL.M, CTFA Senior Vice President, Senior Relationship Manager

Jody Hudson, CTFA Vice President, Senior Relationship Manager

Denise C. Mehus, CRSP, CISP Vice President, Senior Relationship Manager

Erin Ben-Judah, CTFA Vice President, Relationship Manager

Nicholas W. Henry, WMCP<sup>®</sup>, BFA<sup>™</sup>

Nicholas W. Henry, WMCP^®, BFA^™ Vice President, Relationship Manager

Elizabeth (Libby) Markworth Vice President, Relationship Manager

Anthony Pennise, CFP^® Senior Wealth Strategist

Colin Slote, CTFA Vice President, Relationship Manager

Angela Taylor Vice President, Relationship Manager

Krista Yonkers Vice President, Relationship Manager

Scott Dudgeon, CFA Director, Equity Research

Jason Nerio Vice President, Director of Investment Research and Strategy

Daniel Ast, CFA Senior Vice President, Senior Portfolio Manager

Kevin M. Wilcox, CFA Senior Vice President, Senior Portfolio Manager

William G. Lugaro, CFP^® Vice President, Senior Portfolio Manager

Steven M. Ruth, CFA Vice President, Senior Portfolio Manager

Michael L. Serrano Vice President, Portfolio Manager

Robert "Chip" Graham Vice President, Director of Real Estate Services

Robert Krick Vice President, Real Estate Officer

Cathy Panis, CPM^® Vice President, Real Estate Officer

FirstAmCares

First American employees contribute their passion, time and money to support a variety of causes nationally and locally.

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Working at First American

Our shared values establish a workplace experience that encourages exceptional service, innovation, and happy and engaged employees. We believe investing in our people will ultimately create better customer experiences and a more productive organization.