First American Trust Taps Mark Monaco as VP, Wealth Management and Names Keegan Burke as VP of Wealth Management Advisor for San Diego Region

Proquest LLC

First American Trust reported 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, the company noted in its release.

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.

First American Trust said that 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.

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.

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