start your

ATO Membership

Supporting ProfessionalsSupporting Professionals
Across the U.S.

Supporting Professionals

With hundreds of members across the U.S., our dedicated board of directors and staff work hard to connect individuals. We believe trust & wealth industry leaders have a unique set of concerns. 

We provide opportunities for networking, business development, continuing education and information on key wealth industry issues. 

Our members have benefited from ATO's advocacy and networking for 30 years, but we are only as strong as our members. With members in 39 states, from coast to coast, we strive daily to remain a viable and powerful voice for trust & wealth industry professionals.

Join ATO Today

Communication

We are in constant communication with our members to ensure you are in the know at all times.

Education

Supporting our members through events & outreach is essential. We provide avenues to grow your business and the wealth management profession.

Member Portal

Our members have access to exclusive information and documents through their custom logins.

Networking

Exclusive, one-on-one networking opportunities with key leaders and decision-makers throughout the nation! These individuals specialize in beneficiaries, trusts, special needs trusts, family offices and more.

Advocacy

We provide legislative advocacy and timely updates on topics directly affecting the industry.

Pick the perfect

Membership Level

Do you have a NextGen leader in your company who should be a part of ATO? We’d love to have them join and integrate them with other movers and shakers in the trust wealth management industry!

Platinum Council
$2,500\yr

Five memberships

Member-only pricing to ATO events

The Trust Bulletin newsletter subscription

Monthly email update subscription

Participation in the Trust Speaker Series

Electronic membership directory access

Members-only access to the website

Annual legal & regulatory report

Special recognition at the Annual Meeting

Business card ad in The Trust Bulletin, for one year 

ATO Investor
$500\yr

One membership

Member-only pricing to ATO events

The Trust Bulletin newsletter subscription

Monthly email update subscription

Participation in the Trust Speaker Series

Electronic membership directory access

Members-only access to the website

Annual legal & regulatory report

ATO Trust Legend
$250\yr

One membership

Member-only pricing to ATO events

The Trust Bulletin newsletter subscription

Monthly email update subscription

Participation in the Trust Speaker Series

Electronic membership directory access

Members-only access to the website

To be eligible, you must be retired from the trust industry and have previously been a member of ATO/AITCO

supporting

Committees

Annual Meeting and Speaker Series

Responsible for logistics, program and financials for the upcoming Annual Meeting and Speaker Series events.

CHAIRPERSON: Kip Anderson

Federated Hermes, Inc.
ATO Board Member
(919) 455-7101
kip.anderson@federatedhermes.com

Sustainability

Responsible for ensuring the long term sustainability and viability of ATO. This includes identifying and recommending potential trustee candidates, as well as developing initiatives to get more deeply connected into the leadership teams of our member organizations.

CHAIRPERSON: Jennie Menzie

Cumberland Trust
ATO Board Member
(615) 783-2549
jmenzie@cumberlandtrust.com

Partnerships

Responsible for partner relationships and driving ecosystem participation. This also includes generating financial support for the Annual Meeting and Speaker Series events.

CHAIRPERSON: Bill McFadden

Greenhill Investment Reporting
ATO Board Member
(301) 444-1902
bill.mcfadden@ghil.com

Memberships

Responsible for growing membership as well as driving attendance at Annual Meeting and Speaker Series events

CHAIRPERSON: TBA

What Others Are

Saying About ATO

Mark Knackendoffel - CEO, The Trust Company

We found mentors and developed relationships among fellow ATO members who have enthusiastically shared ideas, strategies and even a few warnings regarding ill-advised initiatives. We are also so grateful for ATO's vision and passion for our honorable profession, which is universally shared by the ATO membership. Please join and become another of our ATO colleagues and friends!

Mark KnackendoffelCEO, The Trust Company
Phil Buchanan - Chairman, Cannon Financial Institute

ATO is an association of men and women who are committed to the trust fiduciary industry in the United States. More importantly, it's a group of entrepreneurs, business owners and corporate executives who share with one another their thoughts, their insights, their questions, their concerns at forums including that Annual Meeting as well peer group sessions and other digital interactions. If you're involved in the trust business in the United States you want to be a part of the Association of Trust Organizations. For me personally the relationships and friendships along with perspectives gained from individuals who've dedicated their entire lives to the industry it's something that I treasure and I value.

Phil BuchananChairman, Cannon Financial Institute
Jack Davidson - CFP®, CPA – Chief Strategy Officer – The Trust Company of Tennessee

The relationships created within ATO are fun and engaging. We share information freely and learn a lot from one another. Recently, our firm worked through a fee update project and found the experience of other ATO members helpful to execute this project in a client-friendly way. The research provided through ATO seminars helped us justify our work and led to minimal client relationship disruption in our efforts to realign our fees with the market. We’ve had other firm initiatives executed successfully with the “behind-the-scenes” feedback that ATO members can offer. Ultimately, our clients have benefited from better performance reporting, tax reporting, and relationship management experiences because of ATO.

Jack DavidsonCFP®, CPA – Chief Strategy Officer – The Trust Company of Tennessee
Tracy Robinson - Chief Strategy & Client Development Officer – The Trust Company – Manhattan, KS
Being relatively new to this industry, our company’s membership with ATO has provided me with a treasure trove of knowledge that I can apply to my management role, beyond most conference’s knowledge sharing about how to be a good trust officer. I have a new network of people to learn from, bounce ideas off of, and with whom I can imagine and help grow the future of this industry. Beyond the new connections and information shared, the opportunity to get several of our c-suite staff together on a trip to attend the conference, bonding, and imagining the possibilities in our own company has proven to be priceless and game-changing for our progression as leaders and a company.
Tracy RobinsonChief Strategy & Client Development Officer – The Trust Company – Manhattan, KS
 Brian Halverson - President & CEO – Heartland Trust Company

The connections I have made with other trust industry leaders have helped me grow as a leader which has ultimately helped our company grow in a positive way. ATO provides me with a platform of like-minded companies who are willing to share their ideas or talk through a challenge I am faced with or a trend in the industry. I find it valuable talking to someone who is going through the same day-to-day challenges I am, whether it be trends in the industry, personnel, organization charts, etc. you name it there is always someone willing to share their time or experience.

Brian HalversonPresident & CEO – Heartland Trust Company
 Bryant Jones - MBA – President & CEO – Sabal Trust Company
The relationships made through ATO, built through discussions at the Annual Meeting and beyond, have created real value for Sabal Trust. I’ve never been part of an industry group so eager to share ideas and best practices. Ideas and best practices shared by ATO members have directly contributed to material revenue growth and meaningful process efficiencies for our company.
Bryant JonesMBA – President & CEO – Sabal Trust Company
Bill McFadden - President – GreenHill Investment Reporting
Joining ATO has been a game-changer for my financial services journey, unlocking a world of opportunity and fostering meaningful connections with trust officers who have a wealth of experience. This unique organization's focus on executive-level issues and strategic planning sets it apart in the independent trust company market. I’m thrilled to be a part of this intimate community of seasoned professionals.
Bill McFaddenPresident – GreenHill Investment Reporting
Join today

Come alongside our future