About Us

Firm highlights

First American Trust® provides nationwide service through eight bank branches and five wealth management offices.

$7.8B in assets,
$505M in bank equity capital
FDIC member since 1985
Does not originate any real estate, commercial, or personal loans
Specialized in escrow and real estate industry-related deposits
Invests primarily in Government Sponsored Enterprises (GSEs), supported by the U.S Treasury
$4.6B assets under administration including
$2.3B in assets under management
Each employee is bonded and insured
86.3% of deposits invested in cash and Agency securities
Federally regulated by the OCC, a division of the U.S. Treasury
Moody's Rated A2

Wealth Management Services

We have been advising high-net-worth individuals and families in the areas of investment management, wealth planning and trust services for over six decades. Setting expectations, understanding goals and respecting the uniqueness of each client is the foundation for delivering desired results and building trusted relationships with our clients. Our customized solutions are based on a philosophy that emphasizes prudent portfolio construction, consistent investment returns, and uncompromising commitment to putting our client's best interest first. We are a client focused investment management firm with a history of fiduciary excellence.

Banking Services

We provide comprehensive banking solutions with automated processes to streamline your banking needs. We have experience in processing high-volume, large-dollar transactions typical in the real estate escrow process. Our experts will work with you to improve the speed, security, and efficiency of your operations. Our products are secure, efficient, and tailored to the needs of professionals in the real estate settlement services industry. We have a team of dedicated specialists to support the achievement of your institution's goals.

Client Commitment & Value Proposition

First American Trust strives to deliver favorable client outcomes through trustworthy professional experts.

Our Team

Kelly Dudley
Kelly Dudley President
Teri L. Pierce
Teri L. Pierce Executive Vice President, Chief Financial Officer
Rodney Ondatje, CRCM, CFIRS<sup>™</sup>
Rodney Ondatje, CRCM, CFIRS Senior Vice President, Chief Compliance Officer
Jerry Braakman
Jerry Braakman Executive Vice President, Chief Investment Officer, Managing Director
Beth Vasquez, J.D., LL.M
Beth Vasquez, J.D., LL.M Senior Vice President, Chief Fiduciary Officer, Legal Counsel
John Metzger, CFP<sup>®</sup>, AEP<sup>®</sup>
John Metzger, CFP®, AEP® Senior Vice President, National Director of Wealth Management
Stephen C. Minana, J.D., LL.M
Stephen C. Minana, J.D., LL.M Senior Vice President, Legal Counsel
Kenneth E. Petersen, Jr., J.D.
Kenneth E. Petersen, Jr., J.D. Senior Vice President, Wealth Management Advisor
Ryan Clive-Smith, CFP<sup>®</sup>
Ryan Clive-Smith, CFP® Vice President, Wealth Management Advisor
Britta Ferguson, CFP<sup>®</sup>
Britta Ferguson, CFP® Vice President, Wealth Management Advisor
Scott K. Laudeman, CFA
Scott K. Laudeman, CFA Vice President, Wealth Management Advisor, Portfolio Manager
Jay Robinson-Duff III, CFA
Jay Robinson-Duff III, CFA Vice President, Wealth Management Advisor
Michael Zagurski
Michael Zagurski Vice President, Wealth Management Advisor
Jamie Kim, J.D., LL.M
Jamie Kim, J.D., LL.M Senior Vice President, Senior Relationship Manager
Scott N. Sacchi, J.D., LL.M, CTFA
Scott N. Sacchi, J.D., LL.M, CTFA Senior Vice President, Senior Relationship Manager
Jody Hudson, CTFA
Jody Hudson, CTFA Vice President, Senior Relationship Manager
Denise C. Mehus, CRSP, CISP
Denise C. Mehus, CRSP, CISP Vice President, Senior Relationship Manager
Erin Ben-Judah, CTFA
Erin Ben-Judah, CTFA Vice President, Relationship Manager
Nicholas W. Henry, WMCP<sup>®</sup>, BFA<sup>™</sup>
Nicholas W. Henry, WMCP®, BFA Vice President, Relationship Manager
Elizabeth (Libby) Markworth
Elizabeth (Libby) Markworth Vice President, Relationship Manager
Colin Slote, SFTA
Colin Slote, SFTA Vice President, Relationship Manager
Angela Taylor
Angela Taylor Vice President, Relationship Manager
Krista Yonkers
Krista Yonkers Vice President, Relationship Manager
Scott Dudgeon, CFA
Scott Dudgeon, CFA Director, Equity Research
Jason Nerio
Jason Nerio Vice President, Director of Investment Research and Strategy
Daniel Ast, CFA
Daniel Ast, CFA Senior Vice President, Senior Portfolio Manager
Kevin M. Wilcox, CFA
Kevin M. Wilcox, CFA Senior Vice President, Senior Portfolio Manager
William G. Lugaro, CFP<sup>®</sup>
William G. Lugaro, CFP® Vice President, Senior Portfolio Manager
Michael L.  Serrano
Michael L. Serrano Vice President, Portfolio Manager
Robert
Robert "Chip" Graham Vice President, Director of Real Estate Services
Robert Krick
Robert Krick Vice President, Real Estate Officer
Cathy Panis, CPM<sup>®</sup>
Cathy Panis, CPM® Vice President, Real Estate Officer

FirstAmCares

First American employees contribute their passion, time and money to support a variety of causes nationally and locally.

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Working at First American

Our shared values establish a workplace experience that encourages exceptional service, innovation, and happy and engaged employees. We believe investing in our people will ultimately create better customer experiences and a more productive organization.

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