News Column

First American Trust Appoints Mark Monaco as Vice President, Wealth Management and Keegan Burke as Vice President, Wealth Management Advisor

July 18, 2014



SANTA ANA, Calif.--(BUSINESS WIRE)-- First American Trust, a wholly-owned subsidiary of First American Financial Corporation (NYSE: FAF), which provides investment management, trust and wealth planning services to high net-worth individuals, families and foundations, announced the appointments of Mark Monaco to the position of vice president, wealth management and Keegan Burke as vice president, wealth management advisor for the San Diego region.

“First American Trust was seeking highly accomplished and results-driven wealth management professionals to enhance our investment management and trust services capabilities,” said Kelly Dudley, president of First American Trust. “Mark’s impressive experience both in retail and institutional markets make him the perfect match for the position. Keegan’s familiarity with San Diego, paired with his extensive asset management, financial planning and estate planning experience, made him the ideal choice to bolster our services in that region.”

As part of the wealth management team, Monaco will administer trust and investment management accounts for First American Trust clients and will support the expansion of other sales channels. “I am excited to bring my financial services experience to First American Trust’s clients,” Monaco said. “For more than 50 years, First American Trust has earned its solid reputation by providing clients with objective financial advice and solutions, and I look forward to joining this elite financial company.”

Monaco previously served as head of institutional sales, director of marketing, and vice president of sales and marketing for three companies that were subsequently acquired by Fortune 500 companies Charles Schwab, Nasdaq OMX and Archer Daniels Midland.

As wealth management advisor, Burke will advise high net-worth individuals and families to craft customized plans in the areas of investment management, wealth advisory and trust planning. Burke will collaborate with families to help preserve, protect and grow their wealth so they may focus on their priorities of family, business and philanthropy.

“I am proud to represent a wealth management firm with such a high caliber of financial services,” Burke said. “I look forward to developing relationships with the San Diego families and organizations in need of sound wealth management planning.”

Formerly, Burke served as vice president and owner of Capstone Financial Group, vice president and private client advisor with JP Morgan Chase, and wealth manager with RJL Wealth Management. Burke also has extensive experience with real estate and real estate financing for both primary and secondary markets. He has completed the CFP certification education program and has held Series 7, Series 66, life, health and disability insurance licenses.

About First American Trust

First American Trust is a wholly-owned subsidiary of First American Financial Corporation (NYSE: FAF). For more than 50 years, First American Trust has operated as a registered investment adviser and federal savings bank, providing comprehensive wealth management and trust solutions on a local, full-service basis. First American Trust delivers financial solutions through comprehensive wealth management, investment advisory and fiduciary services. For more information, visit www.firstamtrust.com.

About First American

First American Financial Corporation (NYSE: FAF) is a leading provider of title insurance, settlement services and risk solutions for real estate transactions that traces its heritage back to 1889. First American also provides title plant management services; title and other real property records and images; valuation products and services; home warranty products; property and casualty insurance; and banking, trust, and investment advisory services. With revenues of $5 billion in 2013, the company offers its products and services directly and through its agents throughout the United States and abroad. More information about the company can be found at www.firstam.com.



First American Financial Corporation

Corporate Communications

Marcus Ginnaty, 714-250-3298

or

Investor Relations

Craig Barberio, 714-250-5214

Source: First American Trust


For more stories on investments and markets, please see HispanicBusiness' Finance Channel



Source: Business Wire


Story Tools






HispanicBusiness.com Facebook Linkedin Twitter RSS Feed Email Alerts & Newsletters