Robert J. Donovan, CTFA
Senior Executive Vice President
Bob graduated from Loras College and has been with American Trust for over 25 years. As Senior Executive Vice President, he oversees the management of the Financial Management Group, which includes Personal Wealth Management, Retirement Planning, Investment Management.
Bob is a Certified Trust and Financial Advisor (CTFA), a Certified Financial Services Counselor and a graduate of the National Graduate Trust School. Bob is also a past president of the Iowa Trust Association.
Chris M. Even, JD, CFP, CTFA
Senior Vice President
Chris Even is Senior Vice President, Wealth Management. She is responsible for the management of the Wealth Management Department which provides trust administration for all accounts, managed recordkeeping of assets, estate planning review of both personal and business plans, financial management advice, bill-paying services, and estate administration during the probate process.
Chris joined American Trust in 1994. Prior to joining the bank, she was a practicing attorney in southwest Wisconsin. Ms. Even is a Certified Financial Planner Licensee and a Certified Trust and Financial Advisor. She holds a Juris Doctor degree from the University of Nebraska College of Law, Lincoln, Nebraska, and a bachelor of arts degree from Metropolitan State College, Denver, Colorado. Active in her field and the tri-state area, Chris is on the executive board of the Dubuque County Bar Association and the Probate & Trust Section of the Iowa State Bar Association. And is a past board member of the Iowa Trust Association.
She is an active volunteer for the Girl Scouts of Eastern Iowa & Western Illinois and the Dubuque Community School District. She routinely speaks on "money matters" to various student groups throughout the community.
Carla R.M. Hughes, JD
First Vice President
Carla Hughes is First Vice President in the Wealth Management Division. Carla is primarily responsible for trust administration, managed recordkeeping of assets, and estate planning review.
Prior to joining the bank in 2010, she practiced law in southwestern Minnesota where she was responsible for wills, trusts, and estate administration, including fiduciary income and estate tax return preparation and filing.
A graduate of Drake University Law School in Des Moines, Iowa, Carla was a research assistant for renowned Professor Martin Begleiter, and interned for the Honorable Associate Judge Ruth Klotz at Polk County Court. Carla has served as Acting Secretary for the Iowa Bar Association Probate and Trust Section Council since 2007.
Lynne A. Kirchhoff, CTFA
Lynne Kirchhoff is primarily responsible for the administration of all estate and probate related accounts, including the settlement and distribution of all trusts. She also provides trust administration, managed recordkeeping of assets, bill-paying services, and is knowledgeable in all aspects associated with personal, fiduciary and estate tax matters.
Lynne joined American Trust in 1995 as a paralegal in the Trust Department. Prior to joining the bank, she worked for various local law firms as a legal assistant for 12 years. She has completed her Associates of Arts Degree in Business and is a Certified Trust and Financial Advisor with combined legal experience of over 20 years. Lynne is also a graduate of the National Graduate Trust School.
Mark A. Stevens, CFA
Executive Vice President
Mark is responsible for coordinating all trust investment activity including managing client portfolios, developing investment strategies, and managing the American Trust internal equity funds.
Prior to American Trust, Mark ran the investment area for banks in Waterloo, IA and Kansas City, managing fixed income, equity, and balanced portfolios for endowments, foundations, qualified plans, and high net-worth individuals.
Mark holds a Bachelor's Degree in Finance from Iowa State University, Ames, Iowa. He has obtained the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. Mark is a member of the Association of Investment Management & Research and the Kansas City Society for Financial Analysts.
Second Senior Vice President of Investments
John most recently was investment officer with the University of Iowa Foundation in Iowa City. He earned a Master of Business Administration degree with an emphasis in finance from the University of Indiana in Bloomington. Mr. McClain has 25 years of experience in investment and risk management strategies, portfolio management and construction, and performance reporting.
Brian S. McCleary
Brian McCleary leads the Strategic Wealth Solutions division at American Trust. Mr. McCleary joined American Trust in 2009. He has significant expertise in retirement and investment management, holds Series 7, 63, and 65 securities licenses, and is licensed to provide life and health insurance. He has more than 15 years of experience, and was formerly employed at Prudential Retirement as Certified Retirement Counselor.
American Trust California is a division of American Trust & Savings Bank, a 100 year-old bank with trust assets of over 1,500,000,000. Since 1947, American Trust has offered wealth management, investment management and retirement planning services to individuals, not-for-profits, and businesses.
Living Trusts & Testamentary Trusts Estate Settlement & Administration Agency Accounts/Custody Services
Strategic Asset Allocation Fixed-Income & Equity Investments
Cathleen M. Colgan
Managing Director, Vice President and Trust Officer
American Trust California
Cathleen M. Colgan is Managing Director, Vice President and Trust Officer of American Trust California, a West Coast division of American Trust. As Managing Director, Cathleen is responsible for the management of that division, including trust administration, managed recordkeeping of assets, estate planning review for both personal and business plans, financial management advice, bill-paying services and estate administration during the probate process.
Cathleen joined American Trust California in 2004 and has more than 31 years of trust experience in the Bay Area. Prior to joining American Trust, she was Vice President and Trust Officer for Greater Bay Trust Company, and worked in similar capacities at Comerica Bank and Wells Fargo. She has completed the Certified Financial Planning Program from the College for Financial Planning, Denver, CO, Trust Administration Levels I, II, III at Cannon Financial Institute, Legal Assistant Studies at San Jose State, and numerous California Continuing Education of the Bar programs. Cathy serves on the Board Councils for Peninsula Estate Planning, Silicon Valley Planned Giving, Foothill De-Anza Planned Giving, El Camino Hospital Planned Giving and on the Santa Clara University Law School Committee for the Jerry Kasner Estate Planning Symposium. She is a member of the Financial Planning Forum and served 13 years on the Board of the Palo Alto Area Chapter of the American Red Cross.
Securities and insurance products are * Not FDIC insured *May go down in value *Not financial institution guaranteed *Not a Deposit *Not insured by a federal government agency.