Investment Team
Paul H. Collins
Paul Collins is President of American Trust Investment Advisors. He co-founded American Trust Company, the predecessor business to ATIA, in 1991, Mr. Collins worked in the Investment Division of The First Church of Christ, Scientist, Boston, Massachusetts for eight years. He then joined State Street Bank as a Senior Trust Officer. He also served on State Street's Investment Policy Committee. Besides managing over three hundred trusts, Mr. Collins also managed the investments of four of State Street's common trust funds. He graduated from Ohio Wesleyan University with a major in Economics.
Carey Callaghan
Carey Callaghan is Chief Investment Officer at American Trust Investment Advisors. He was previously with Goldman Sachs for eleven years and Lehman Brothers for eight years. He graduated from Dartmouth College in 1983 with a major in economics and environmental studies and received an M.B.A. in 1988 from Columbia. He served as both a research analyst and Research Director while on Wall Street, and covered numerous industries. He was rated a top analyst by Institutional Investor and Greenwich Associates in several categories in both the US and Latin America.
Stephanie N. Brill
Stephanie Brill is the Chief Administrative Officer and Chief Compliance Officer at American Trust Investment Advisors. Ms. Brill heads up compliance efforts for both the separately managed accounts and the mutual fund advised by American Trust Investment Advisors, LLC. She assists clients in all aspects of client services as well as corporate governance issues and board level administration. Ms. Brill is a graduate of Southern New Hampshire University with a degree in Accounting/Finance.
Advisory Board
John Roy
John M. Roy is the Chairman of the Advisory Board of Directors to American Trust Investment Advisors. He currently is active as a counselor with SCORE, counselors to America's Small Business. At Manning & Napier Advisors he was Vice President - Operations, responsible for account management, trust operations, information technology, customer accounting and reporting, and as Vice President at State Street Corporation he managed both support and profit center departments. Prior to that he was Assistant Treasurer at The First Church of Christ, Scientist, Boston, Massachusetts, where had responsibility for trust services, investment management, probate administration, real estate management, accounting, budget, administrative, information systems departments. Mr. Roy earned his Bachelor of Engineering and Graduate Diploma in Management from McGill University in Montreal. A resident of Vershire, Vermont, he is a member of several non-profit boards and active in local civic affairs.
Robert E. Moses
Robert E. Moses, CPA owns and operates a certified public accounting firm in Lebanon, New Hampshire. He currently is a Director of American Trust Investment Advisors and Chairman of the Board of Mascoma Savings Bank. Mr. Moses received a Bachelors in Business Administration from the University of Massachusetts at Amherst. He resides in Lebanon, New Hampshire and is Moderator and a Trustee at the First Congregational Church of Lebanon and volunteers for various non-profit organizations.
David E. Orr
David E. Orr has been a Director of American Trust Investment Advisors and its predecessor since its founding in 1991. Mr. Orr was the Senior Associate Director of Alumni Relations at Dartmouth College, his alma mater, for many years. A resident of Hanover, NH, he has served on numerous boards, including serving on the Board of Trustees of New England College.
Rick Sayles
Rick Sayles, CFA. Rick has a background as a CPA with Price Waterhouse. He has worked at Prudential Insurance Company as a director in corporate financial reporting. He co-founded a NJ-based hedge fund and is currently employed at a Hanover, NH based investment management company. Rick is a graduate of Muhlenberg College and has a masters degree from Seton Hall University. A resident of Hanover, NH, he is also active on several non-profit boards.
Contact Us
American Trust Investment Advisors
One Court Street, Suite 350
Lebanon, New Hampshire 03766-1358
(603) 448-6415
Fax: (603) 448-4569
E-Mail: info@amertrust.com
