Gregory W. Kasten
President at Unified Financial Services, Inc.
Gregory W. Kasten active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Director/Board Member | 2006-12-31 | - |
| 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 | - | - |
Career history of Gregory W. Kasten
Former positions of Gregory W. Kasten
| Companies | Position | Start | 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 | 1984-12-31 | - |
| Chairman | - | - | |
| Founder | 1984-12-31 | - | |
| President | - | - |
Training of Gregory W. Kasten
| Southern Illinois University | Undergraduate Degree |
| University of Kentucky | Masters Business Admin |
Statistics
International
| United States | 6 |
Operational
| Director/Board Member | 2 |
| President | 2 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
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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