American Trust Investment Services Email Formats
Financial Services • 
230 W Monroe St, Suite 300, United States • 21-50 Employees
American Trust Investment Services Email Formats
American Trust Investment Services uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@amtruinvest.com), used 52.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@amtruinvest.com | 52.6% |
{first initial}.{last name} | j.doe@amtruinvest.com | 47.3% |
Key Contacts at American Trust Investment Services
Karl F Birkenfeld
Managing Director
Steven Falcone
Director Of Alternatives & Insurance
Michael Diprimio
Managing Director, Compliance & Supervision
Company overview
| Headquarters | 230 W Monroe St, Suite 300, Chicago, Illinois 60606, US |
| Phone number | +13059650166 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Investment Banking, IPO, Wealth Management, Alternative Investments, Initial Public Offerings, High Net Worth, Ipo'S, Capital Raise, Equity Capital Markets, Special Purpose Vehicles, Private Securities, Nasdaq Member |
| Founded | 1968 |
| Employees | 21-50 |
| Socials |
About American Trust Investment Services
At American Trust, we deliver exceptional financial services through a unique combination of world-class investment banking, exclusive alternative investment opportunities, and bespoke wealth management solutions. Our investment banking division excels in facilitating IPOs, follow-on offerings, and equity capital markets transactions. We also specialize in the creation and management of Special Purpose Vehicles (SPVs), enabling access to diverse and sophisticated investment strategies on a global scale. A hallmark of American Trust is our unparalleled expertise in alternative investments. We offer exclusive, bespoke opportunities typically reserved for the ultra-wealthy—investments that are unavailable even at the largest firms or wirehouses. Powered by our industry-leading platform, clearing through RBC and Axos and supported by custodial relationships with NFS (Fidelity), Charles Schwab, and Raymond James, we ensure our clients gain access to the most sought-after opportunities in the market. Our alternative investment offerings are complemented by a robust wealth management division, providing personalized strategies for asset allocation, retirement planning, and professionally managed portfolios. At American Trust, we are dedicated to helping our clients achieve their financial goals through innovation, expertise, and an unwavering commitment to excellence. By delivering tailored solutions and fostering long-term growth, we empower our clients to succeed across industries and markets. Our memberships include NASDAQ, FINRA and SIPC.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
American Trust Investment Services has 13 employees across 4 departments.
Departments
Number of employees
Funding Data
American Trust Investment Services has never raised funding before.
American Trust Investment Services Tech Stack
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