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Meet Our Professionals
Cathleen M. Colgan
Managing Director, Vice President and Trust Officer
American Trust California
(650) 548-3102
Email Cathleen Colgan
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
advise, bill-paying services, and estate administration during the probate
process.
Cathleen joined American Trust California in 2004, bringing with her more than 24 years of trust experience in the Bay area. Prior to joining American Trust, she was Vice President and Senior Trust Officer for Greater Bay Trust Company, and worked in similar capacities at Comerica Bank and Wells Fargo. She completed the Certified Financial Planning Program at the College for Financial Planning in Denver, CO, and Trust Administration Levels I, II, and III at the Cannon Financial Institute. Cathleen has successfully completed numerous California Continuing Education of the Bar courses, seminars, and workshops. She is a member of the Peninsula Estate Planning Council, Northern California Trust Officers Association, and a past board member of the Palo Alto Chapter of the American Red Cross.
Catherine A. Brucker
Vice President and Trust Officer
American Trust California
(650) 548-3104
Email Catherine Brucker
Catherine A. Brucker is Vice President and Trust Officer of American Trust
California, a West Coast division of American Trust. Catherine is responsible
for administration of personal trust accounts including living trusts, testamentary
trust, cash management accounts, and agency accounts. She is also responsible
for reviewing and accepting escrow accounts.
Catherine joined American Trust California in 2007, bringing with her 24
years banking and trust experience. Prior to joining American Trust, she
was Vice President and Trust Officer for Greater Bay Trust Company, and
worked in various capacities at Wells Fargo Bank. Catherine earned her Cannon
Trust School Certificate in 2004 from the Cannon Financial Institute.
Robert J. Donovan, CTFA
Executive Vice President
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Robert Donovan
Bob graduated from Loras College and has been with American Trust for over
25 years. As Executive Vice President, he oversees the management of the
Financial Management Group, which includes Personal Wealth Management, Retirement
Planning, Investment Management, and Brokerage Services.
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
Vice President and Trust Officer
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Chris Even
Chris Even is 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.
Lynne A. Kirchhoff, CTFA
First Vice President/Trust Officer
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Lynne Kirchhoff
Lynne Kirchhoff is a Trust Officer 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 is a Certified Trust and Financial Advisor with
combined legal experience of 19 years, and a graduate of the National Graduate
Trust School.
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.
Robert W. Eager, CTFA
Trust Officer
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Bob Eager
Bob is a Trust Officer responsible for day-to-day trust administration of
client accounts which includes managed recordkeeping of assets, bill pay
services, estate planning and financial management advice.
Bob joined American Trust in 2001 as an investment representative with PrimeVest Financial Services. Prior to joining American Trust he held various managerial positions with blue chip corporations in the areas of financial portfolio management, retirement planning, marketing, sales, and strategic planning. Mr. Eager is a Certified Trust and Financial Advisor and holds an MBA degree from Fairleigh Dickinson University, Teaneck, New Jersey; a Bachelor of Arts degree in Economics from North Carolina State University, Raleigh, North Carolina.
