Wealth Management
Trust & Wealth Management Services Now Available
American Trust began offering trust services through an affiliate relationship with United American Bank in January 2005. Cathleen M. Colgan, Managing Director, Vice President & Trust Officer has an office located in United American Bank's San Mateo headquarters where she is available to meet with clients.
Founded in 1911, American Trust is a member of ATBancorp®, a family-owned bank holding company headquartered in Dubuque, Iowa with over one billion dollars in assets. ATBancorp and many of its shareholders are founding investors in United American Bank.
The Trust & Wealth Management Services purchased through American Trust:
- Are not insured by the Federal Deposit Insurance Corporation (FDIC);
- Are not deposits or other obligations of United American Bank or American Trust and are not guaranteed by United American Bank or American Trust;
- May fluctuate in value and are subject to investment risks, including possible loss of the principal invested.
|
 |
Main Number:
650.548.3100
Fax Number:
650.548.3101
Cathleen M. Colgan
Managing Director, Vice President and Trust Officer
American Trust
650.548.3102
"I help clients manage their assets. I have more than 30 wealth management professionals working for me at American Trust's headquarters. This high level of support allows me to really focus on the individual needs of each client. We're big enough to provide the latest trust and investment services to our clients, but not so big that they get lost in the shuffle of a mega-bank operation."
Cathy Brucker
Vice President and Trust Officer
650.548.3104
|
