News Summary

Wealth Advisors Trust Company (WATC), a prominent advisor-friendly corporate trustee, has appointed Jonathan Connolly as President and COO to spearhead its national expansion. Connolly, a former executive at UBS and CEO of Wealthspire Trust, brings over 30 years of experience in fiduciary and wealth management. Under his leadership, WATC aims to enhance its strategic growth, brand evolution, and market expansion. Founded in 2009, WATC serves over 400 trust relationships and oversees $4 billion in assets, focusing on simplifying fiduciary services for ultra-high-net-worth families and institutional partners. The company’s expansion will target key markets such as the Mid-South, New England, and the West Coast.