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Meet Our Professionals
Mark A. Stevens, CFA
Senior Vice President and Chief Investment Officer
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Mark Stevens
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.
Eugene E. Hayertz
Vice President
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Eugene Hayertz
A graduate of St. Mary's University of Minnesota and the Wisconsin Graduate
School of Banking, Gene has 31 years of fixed income experience since he
began with American Trust in 1971. Gene is responsible for the bank and
trust fixed income portfolios as well as managing the American Trust internal
bond funds.
Gene chairs the bank's Asset-Liability and Investment Committee. Gene is also a member of several organizations including Stonehill Care Center where he sits on the finance committee.
Jeremy L. Blair, CFA
Vice President & Portfolio Manager
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Jeremy Blair
Jeremy is responsible for managing client portfolios, developing
and implementing investment strategies, performing investment analysis,
and co-managing the American Trust internal equity funds.
Jeremy holds a MBA and Bachelors degree in Finance from North Central College, Naperville, IL. Jeremy has obtained the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Madison.
Prior to American Trust, Jeremy was a Vice President and Portfolio Manager for a regional bank managing large cap and mid cap funds, managing client portfolios and performing investment analysis. Before that, Jeremy was a Portfolio Manager and Investment Analyst with a large investment brokerage firm and an insurance company.
