Gregory W. Kasten
President at Unified Financial Services, Inc.
Profile
Gregory W.
Kasten was the founder and former Chief Executive Officer of Unified Trust Co., NA, which was founded in 1985.
He is currently the President & Director of Unified Financial Services, Inc. since 2007 and a Director at American Trust Retirement Planning Services.
Kasten received his undergraduate degree from Southern Illinois University in 1980 and his MBA from the University of Kentucky.
Gregory W. Kasten active positions
| Companies | Position | Start |
|---|---|---|
Unified Financial Services, Inc.
 Unified Financial Services, Inc. Financial ConglomeratesFinance Unified Financial Services, Inc. provides financial products and services. It offers back-office and shareholder services for the assets of third-party mutual fund families, as well as its affiliated series funds, including mutual fund distribution services. The company was founded in 1989 and is headquartered in Lexington, KY. | President | 2006-12-31 |
American Trust Retirement Planning Services
 American Trust Retirement Planning Services Investment ManagersFinance American Trust Retirement Planning Services provides retirement plan services. The company was founded in 1911 and is headquartered in Dubuque, IA. | Director/Board Member | - |
Former positions of Gregory W. Kasten
| Companies | Position | End |
|---|---|---|
Unified Trust Co., NA
 Unified Trust Co., NA Investment ManagersFinance Unified Trust Co. is an independent wealth management firm headquartered in Lexington, Kentucky. The firm was founded by Gregory W. Kasten in 1985 and they employ advisor partners who work directly with clients, planning and creating custom solutions to meet specific financial goals. | Chief Executive Officer | - |
Training of Gregory W. Kasten
| Southern Illinois University | Undergraduate Degree |
| University of Kentucky | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Unified Financial Services, Inc.
Unified Financial Services, Inc. Financial ConglomeratesFinance Unified Financial Services, Inc. provides financial products and services. It offers back-office and shareholder services for the assets of third-party mutual fund families, as well as its affiliated series funds, including mutual fund distribution services. The company was founded in 1989 and is headquartered in Lexington, KY. | Finance |
Unified Trust Co., NA
Unified Trust Co., NA Investment ManagersFinance Unified Trust Co. is an independent wealth management firm headquartered in Lexington, Kentucky. The firm was founded by Gregory W. Kasten in 1985 and they employ advisor partners who work directly with clients, planning and creating custom solutions to meet specific financial goals. | Finance |
American Trust Retirement Planning Services
American Trust Retirement Planning Services Investment ManagersFinance American Trust Retirement Planning Services provides retirement plan services. The company was founded in 1911 and is headquartered in Dubuque, IA. | Finance |
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