NATIONAL ADVISORS TRUST COMPANY - Key Persons
Amy joined NAT in 2021, bringing with her over two decades of diverse human resources experience - everything from employee relations and benefits administration to performance management coaching and recruitment. At both her previous life and her tenure here, she has garnered a well-earned reputation for finding solutions that meet the needs and concerns of both company and employee.
"It's a balancing act, really. But I like taking that 360ยบ view and putting in the time to find the most equitable solution to any human resources issue."
In addition to the more standard roles of an HR Manager, Amy has been a vital part of strengthening the employee roster at NAT by developing and instituting a new performance management, goal setting and employee engagement program and has improved our onboarding and new-hire experiences.
In addition to a BSBA from the University of Missouri and MS Human Resources from the University of Maryland, Amy holds PHR and SHRM-CP certifications.
Amy's personal life is as full as her professional life: She enjoys running and yoga, has held board positions at her church, is active in their foster care ministry, and enjoys spending time with her husband and children at their Kansas City home.
Job Titles:
- Asset Services Administration Manager
Job Titles:
- Director
- President at Howland Capital
Charlie also serves on the Finance Committee of the YWCA-Boston and is a member of the Boston Security Analysts Society. He holds a Bachelor of Arts degree from the University of Washington, an MBA from the American Graduate School of International Management, and is a CFA charter holder. Charlie is a twenty-year rider in the Pan-Mass Challenge, an avid backcountry skier, sailor, and an active rower - winning a silver medal for rowing in the 1984 Olympics.
Christian is an executive who radiates optimism, passion, and creativity in everything he does. He serves as Principal Consultant & Executive Managing Partner of Practice Management Consultants LLC (PMC-LLC), a company he founded and currently manages. PMC-LLC is a consortium of Subject Matter Experts in Sales, Leadership, and Communications. In the wealth management industry, we are committed to increasing and retaining ethnically diverse financial services professionals.
Job Titles:
- BSA / AML Officer / Learn More
Job Titles:
- Director, NATSD / National Advisors Trust South Dakota, Inc.
Guy recently retired from his position as Chief Information Officer of CommunityAmerica Credit Union, a $2.5 billion community-based credit union. Prior to joining CommunityAmerica Credit Union, Guy held lead information technology positions at Primedia/Intertec Publishing, RR Donnelley & Sons, and KPMG Consulting.
A native of Buffalo, New York and an Illinois licensed CPA, Guy holds a Bachelor of Science degree in accounting from the University of Buffalo and an MBA in finance and management information systems from Indiana University's Kelley School of Business. He is also a graduate of Harvard Business School's Advanced Leadership Institute and former chairman of the technology council at Credit Union National Association.
Job Titles:
- CEO
- President
- President and CEO / Director, National Advisors Holdings, Inc., National Advisors Trust Company, and National Advisors Trust South Dakota, Inc
Jim has served as President and CEO of National Advisors since April 2013. Under Jim's leadership in his first five years, National Advisors expanded its affiliate firms by 50% and helped grow its advisor network over 40-fold. He helped architect the firm's expansion and distribution into CPA and bank channels and established its dual trust jurisdiction infrastructure.
Job Titles:
- General Manager, Trust Services
John O'Byrne - Chief Legal Officer, Chief Risk Officer
Job Titles:
- Chief Risk Officer
- General Counsel
Job Titles:
- Settlement Service Administrator
Job Titles:
- Chief Compliance Officer & ISO
Job Titles:
- General Manager, Asset Services & Institutional Custody
Bob is founder and Executive Director at KeatsConnelly, the largest cross-border wealth management firm in North America specializing in helping Canadians and Americans realize their dreams of a cross-border lifestyle. In 2016, Bob stepped back from the role of president as he transitions into retirement. Bob will continue to work with existing clients and to help bring new clients to the firm.
Bob earned a bachelor's degree in mechanical engineering and a master's degree in financial planning. He is a Registered Financial Advisor (U.S.), and Chartered Financial Planner (Canada). Bob holds certifications and memberships with various financial institutes and organizations. He has been a frequent speaker in Canada and the U.S., and is the author of two books: The Border Guide and A Canadian's Best Tax Haven: The U.S.
Job Titles:
- Chairman of the Board
- Chairman of the Board / Director, National Advisors Holdings, Inc., and National Advisors Trust Company
In addition to his distinguished role as chairman of the board at National Advisors Trust, Bob is managing principal of Windsor Wealth Management, a comprehensive wealth management firm located in Indianapolis, Indiana. He has advised Windsor clients since 2000.
Bob began his professional career with Ernst & Young and was president and director of a regional investment company where he led strategy, service quality and growth of trust services, personal financial counseling, and investment brokerage services. Under Bob's leadership client assets grew to over $1.3 billion. Bob also served as president of a regional financial services firm, responsible for the firm's entry into the wealth management business. Bob took the firm from a start-up business to managing assets for over 170 families and institutions with assets totaling over $300 million in two years.
Bob is active in philanthropy serving as trustee of University High School of Indiana, trustee to The Lacy Foundation, and member of the MusicCrossroads Steering Committee. He is a former board member of the Indianapolis Symphony Orchestra Foundation which has over $90 million in assets, and past chairman of the Indianapolis Symphony Orchestra, where he oversaw a $28 million annual budget and $20 million in qualified plan assets. Bob also served as president of the United Methodist Foundation of Indiana, a $28 million faith-based foundation.
Job Titles:
- Director of Internal Audit