866.928.9043
212 South Main Avenue, Suite 123, Sioux Falls, SD 57104AdvisorTrust Board of Managers
SCOTT DAVID
Scott David is a seasoned financial services executive with more than 35 years of experience spanning retail, retirement, intermediary, and institutional sectors. Currently the Chief Executive Officer at PCS Retirement as of March 2024, Scott is recognized for his transformational leadership and strategic vision.
He has held key leadership roles at T. Rowe Price and Fidelity, where he led initiatives in distribution, service quality, and digital transformation. Scott also serves on multiple boards, including Summit Maryland and ReSupply, bringing his expertise to various organizations.
MICHAEL COLUZZI
Michael Coluzzi is President & Chief Financial Officer at PCS Retirement, one of the nation’s largest independent and conflict-free retirement solution providers in the industry.
Mike oversees finance, tax, treasury, insurance, and internal information technology. He brings over 20 years of experience in business technology, application software and technology enabled services companies.
Over his career, Mike has served as CFO of several companies ranging in size from under $50 million to approaching $1 billion. Prior to PCS Retirement, he served as CFO of eOriginal, Revitas, Quintiq, Metrologic Instruments and Honeywell Scanning & Mobility. Each company experienced tremendous growth during his tenure.
Mike received his bachelor’s degree in finance and accounting from Franklin & Marshall.
KELLY DURANTE
Kelly Durante is Executive Vice President of Trust Operations at PCS Retirement and works to help mitigate risk by maximizing automation between PCS Retirement and AdvisorTrust, Inc.
Kelly has over three decades of experience in the financial services industry. She began her career at Merrill Lynch right out of high school and during her tenure at Merrill Lynch, she earned her Series 7 and 63 licenses. Kelly also worked for Paine Webber and Pan American Financial Advisors/Martin & Associates as a financial advisor. In addition, she also has experience running a third-party administration and recordkeeping firm as well as a portfolio manager and equity trader for the trust department at Hibernia National Bank, n.k.a. Capital One.
Prior to joining PCS, Kelly was Vice President of Business Operations/Client Delivery at FIS, f.k.a. SunGard Relius where she led strategic partnerships, support, training, education and helped launch their BPaaS offering.
THOMAS COTA
Thomas Cota is PTC corporate services/assistant legal counsel (PTC) for South Dakota Trust Company LLC (SDTC) and has worked at SDTC for over a decade. His primary responsibilities include providing regulatory oversight, compliance and corporate support services, as well as application and examination services for private and public trust company clients in South Dakota, Wyoming, and Nevada. He serves on a number of boards and committees of private and public trust company clients and assists with special projects.
Tom received a BBA from the University of South Dakota (USD), magna cum laude, double majoring in economics and political science and was a University Scholar. He participated in the University’s Honors Program, and wrote a Senior Honors Thesis entitled: “The Untold Story: How Sioux Falls Became a Major Financial Services Hub.” He graduated with honors from the USD School of Law where he was involved with the Trial Team and Law Review. He is a 2016 graduate of Leadership South Dakota.
JASON NOMSEN
Jason Nomsen joined South Dakota Trust Company in February 2021 and is a Senior Compliance Officer within the SDTC Services group. He has been involved in the trust industry since 2012 as an examiner with the South Dakota Division of Banking, a trust officer, a compliance officer, among other officers positions. In addition, Jason serves on several different trust company Boards and Committees. Jason graduated from the University of Minnesota Morris in 2011 with B.A. in Financial Management. He maintains his CTFA and CAMS designations.