Gregory Kasten, MD, MBA, CFP®, CPC, AIFA®

Founder & CEO

Dr. Gregory W. Kasten serves as Founder and CEO of Unified Trust Company. Following graduation from Southern Illinois University School of Medicine in 1980, he completed an internal medicine internship and anesthesiology residency at the University of Kentucky Medical Center and is a board certified anesthesiologist. He received a master of business administration degree with an emphasis on finance and investment management from the University of Kentucky College of Business Graduate School. Dr. Kasten was awarded the Accredited Investment Fiduciary Analyst™ designation by the Center for Fiduciary Studies, the Certified Financial Planner™ designation by The Denver College of Financial Planning, and the Certified Pension Consultant designation by the American Society of Pension Actuaries.

He has published more than 90 papers on financial planning and investment-related topics in various financial and business journals; written two editions of the book Retirement Success; and in 2005 he co-authored the first place winning paper entitled: "Post Modern Portfolio Theory" and presented the paper at the Financial Planning Association national meeting. Dr. Kasten has given dozens of lectures on fiduciary best practices to pension professionals and Federal banking regulators. In 2007-2009, Medical Economics listed Dr. Kasten as one of "The 150 Best Financial Advisers for Doctors" in the country. Dr. Kasten was inducted into the Advisor Hall of Fame by Research Magazine in 2011 and in 2013 was named Retirement Plan Adviser of the Year by Employee Benefit Adviser Magazine. He has more than thirty years of investment experience and has been with the company since he founded it in 1985.


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