A Team You Can Trust
Unified Trust is proud to provide our clients with a team of industry leaders. From our administrative staff to our investment team, the Unified Trust culture embraces a spirit of support and a dedication to helping you achieve your goals.
Hannah Weinstein is a Market Research Analyst for Unified Trust Company, and has been a member of the Marketing Department since April 2019. Prior to joining the Marketing team, Ms. Weinstein served as an Internal Consultant on the Retirement Plan Consulting Group (RPCG) for one year.
Ms. Weinstein attended Centre College and graduated with a Bachelor of Science in Economics & Finance in 2018. She currently holds the Certified Plan Fiduciary Advisor (CPFA) credential offered by the National Associate of Plan Advisors (NAPA).
In her role, Ms. Weinstein both researches and communicates market, competitive and customer intelligence information to develop actionable insights. She is also responsible for the analysis of digital advice markets. This research is used to drive strategic and tactical decisions around sales and marketing for the trust company's two business lines, Wealth Management and Retirement.