American Trust Custody
Nicole O'Connell has a vast experience in various roles in different companies. Currently serving as an Executive Vice President at American Trust Custody, Nicole leads the Custody Asset Management and Control Team. With a background in Trust Accounting Services and as a Certified IRA Specialist, Nicole has expertise in tax reporting, asset transfers, cashiering, and employee management. Prior to their current role, Nicole worked as an Omnimax Projectionist and Assistant Manager at Carnegie Science Center and as an Accounting Clerk at NCO Financial Systems. Nicole holds a Bachelor of Arts degree from the University of Pittsburgh.
American Trust Custody
American Trust Custody is part of Mid Atlantic Capital Group, which for more than 40 years has supported investment professionals and financial organizations with tools to help attract, grow, and retain assets. American Trust Custody provides a broad array of sophisticated financial products, technology and support services to registered representatives, investment advisors, and other financial intermediaries including retirement plan TPAs, bank trust departments, independent broker-dealers, and insurance companies. Our success reflects a long-held philosophy of combining the ethic of relationship-centric customer service with a sharp focus on advancing technology to produce operational efficiencies and competitive advantages. In today’s marketplace, customers appreciate American Trust Custody’s financial strength, reputation, and commitment to performance as a non-competitive partner. Mid Atlantic Clearing & Settlement Corporation (“MAC&SC”) is a wholly owned subsidiary of Mid Atlantic Trust Company (d/b/a American Trust Custody). MAC&SC a registered broker-dealer (member FINRA/SIPC) headquartered in Pittsburgh, Pennsylvania. MAC&SC provides cashiering, trade execution, settlement, and custody services for Mid Atlantic Trust Company. MAC&SC is a self-clearing member of the National Securities Clearing Corporation (“NSCC”), a subsidiary of The Depository Trust & Clearing Corporation (“DTCC”), for mutual fund processing services only. MAC&SC enters into and maintains mutual fund selling and servicing agreements for those mutual funds for which it provides settlement services. The NSCC is the primary provider of centralized information services and money settlement for mutual fund transactions, linking funds with their distribution channels. - Mid Atlantic Trust Company d/b/a American Trust Custody, a non-depository state chartered trust company - Mid Atlantic Clearing & Settlement Corporation, a registered broker-dealer, member FINRA/SIPC*