Executive appointment
Beau Adams
American Trust Retirement Services → Daybright Financial
What changed
Appointed president of Daybright Financial, reporting to CEO Megan Schneider; previously president of American Trust Retirement Services.
- Reported / discovered
- Sep 18, 2026
- Effective
- Not reported
- New role
- president
- Previous role
- Not reported
- Market
- Not reported
- Reported book
- Not disclosed
- Reported team size
- Not disclosed
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
PLANADVISER ↗Sep 18, 2026 · Reporting
Private Wealth Daily ↗Sep 18, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
2 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled