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Overview of Ameriserv Trust and Financial Services Company

AmeriServ Trust and Financial Services Company (”AmeriServ”) is an affiliate of AmeriServ Financial, Inc., a Western Pennsylvania-based bank holding company. AmeriServ Financial, Inc. is also the parent of AmeriServ Financial Bank in Johnstown, AmeriServ Associates of State College, and AmeriServ Life Insurance Company.

As a provider of trust and investment management products and services, AmeriServ delivers personalized, professional service to clients. Its staff of approximately forty professionals administers assets valued at approximately $1.8 billion by providing a vast spectrum of services which include trust and estate administration, pension, profit sharing, 401(k) and 403(b) plans as well as custom designed investment management accounts and non-qualified plans for special purposes. The company has grown steadily contributing significantly to the success of AmeriServ Financial, Inc.

Ronald W. Virag is President and Chief Executive Officer and David L. Mordan is Senior Vice President and Chief Operating Officer of AmeriServ. Under their leadership and the guidance provided by the Board of Directors, the company develops and executes its carefully drawn strategic and business plan in pursuit of its goals. The Board of Directors ensures that the company operates within all compliance, regulatory and legal parameters applicable to its staff, products and services.

 

BIOGRAPHIES

Ronald W. Virag, CTFA
President & Chief Executive Officer of AmeriServ Trust & Financial Services Company
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Mr. Virag has over thirty years of trust experience. He is a graduate of St. Vincent College, Latrobe, Pennsylvania where he earned a B.A. Degree in Economics. He attended the University of Pittsburgh School of Law and is an honors graduate of the National Graduate Trust School at Northwestern University, a Certified Trust and Financial Advisor, a Certified Financial Services Counselor, and an Accredited Estate Planner. Ron has been active in state, regional and national trust schools and training programs. He has served as an instructor and lecturer at the National Trust School and National Graduate Trust School at Northwestern University and in the paralegal training program at Penn State University’s Behrend Campus. He has also taught trust and estate administration at the Pennsylvania Trust School, the Midwest Trust Schools and Cannon Financial Institute. Ron has served as a member of the CTFA Advisory Board for the Institute of Certified Bankers and as a member of the Editorial Board for CTFA Magazine. He is a member of the Trust Specialty Real Estate Committee, the Cambria/Somerset Counties Estate Planning Council, Chairman of the Fiduciary Education Foundation and is active in many professional and community organizations.

 

David L. Mordan
Senior Vice President, Chief Operating Officer and Manager,
Union Relationship Management Division of AmeriServ Trust & Financial Services Company
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Mr. Mordan has over twenty-two years experience in fiduciary taxation and accounting, and in the administration of trusts and retirement plans. He supervises the administration and operation of the specialty real estate investment funds and is the senior relationship manager for all union business. He is a Certified Public Accountant and has completed the certification program through the College of Financial Planners, Denver, Colorado, earning the Certified Financial Planner designation. A graduate of Penn State University, he is also a member of the the Trust Specialty Real Estate Committee, the Institute of Management Accountants, American Institute of Certified Public Accountants, Pennsylvania Institute of Certified Public Accountants, and is active in many other professional and community organizations.

 

Gary M. McKeown
Senior Vice President and Chief Lending Officer of AmeriServ Financial Bank
Specialty Real Estate Investment Officer of AmeriServ Trust & Financial Services Company

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Mr. McKeown has over thirty-five years of banking experience. In addition to his responsibilities as the Chief Lending Officer for AmeriServ Financial Bank, Gary serves as the chairman of the Trust Specialty Real Estate Committee. For over fifteen years, Gary has provided reviews and recommendations for commercial banking transactions. He earned a Master of Public Administration degree and a graduate certificate in financial management from the University of Pittsburgh. He is graduate of the Community College of Allegheny County and an honors graduate of Point Park College in Pittsburgh, PA. Gary taught various banking courses for the American Institute of Banking. He a director of the Pittsburgh Chapter of Robert Morris Associates, and a member of the Financial Accounting Standards Committee of the Pennsylvania Bankers Association.