First Kentucky Trust
For wealthy families and individuals in the Louisville community and elsewhere, we’re a welcome alternative to faceless large banks and brokerage firms—a wise choice for those seeking a more personal and exceptional experience. We created our own business after successful investment careers with other institutions because we felt Louisville lacked a boutique trust and investment company that could serve clients in an extremely attentive way, with the same sophistication and services as much larger firms. Today, we’re answering the needs of a growing circle of clients seeking excellent relationships, opportunities, and resources. Our clients measure their success numerous ways: by how well their investments are doing, how satisfying their interactions are, how closely their estate plans and strategies are being followed, and whether they’re getting the right answers. You’ll find us a substantial resource, not just in terms of assets, but also in terms of the caliber of our people, strategies and solutions with which we support you. The fact that our clients actively refer and recommend us to others speaks volumes. If you want an alternative that’s highly satisfying, we believe this is one you can count on, one worth experiencing.
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Verified contacts
12
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
3
tools in use
Monthly traffic
33
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- AC
Alex Croft
General Counsel · Legal
EmailPhone - PF
Paul Fleming
Director · General Business & Management
EmailPhone - MP
Matthew Peery
Portfolio Manager · Finance & Accounting
EmailPhone - SS
Sakya Schuler
Office Manager · Operations
EmailPhone - DD
Debra Duncan
Trust Operations Associate · Operations
EmailPhone - MM
Meredith McCann
Client Services, Wealth Management · Customer/Client Service
EmailPhone - SM
Sulli Meyer
Client Service Specialist · Customer/Client Service
EmailPhone
Showing 7 of 12 verified contacts
Top roles at First Kentucky Trust
9 distinct titles indexed · top 9 shown.
- 2portfolio manager
- 1chairman
- 1client service specialist
- 1client services, wealth management
- 1director
- 1general counsel
- 1intern
- 1office manager
- 1trust operations associate
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