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February 17, 2017

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Management


Management responsibility of Members Trust Company is vested with the Board of Directors and its management staff. We invite you to learn about the experience, skills and dedication of our management team.

Board of Directors

Jonathan D. Rich, Attorney, Chairman
Jonathan D. Rich, a retired attorney, was a partner of Holland & Knight, one of the nation’s largest law firms. While there, he devoted a substantial part of his practice to advising banks and trust companies in a broad range of matters and served as counsel to Enterprise Florida, the organization leading Florida’s statewide economic development.

Mr. Rich is a past member of the Board of Directors and Chairman of the Audit Committee of STI Capital Management, N.A., a trust company affiliated with SunTrust Banks, Inc.

Mr. Rich is also a past member of the Corporate and Business Law Committee and the Financial Institutions Committee of the Corporation, Banking and Business Law Section of The Florida Bar. He has served as Chair of the Corporate Trust Concerns Panel for the National Association of Bond Lawyers, and served on the Committee on Trust Indentures and Indenture Trustees of the American Bar Association’s Section of Business Law. Mr. Rich has written articles for Trust & Investments and Bank Investment Product News, and several chapters for a treatise on corporations published by the Florida Bar. Since 1986, he has held the highest rating assigned by the Martindale-Hubbell Law Directory, relied upon by clients and referring attorneys for its peer review ratings of attorneys.

Mr. Rich received his B.A. from Hampshire College and his J.D., with honors, from Stetson University College of Law, where he was an editor of the Stetson Law Review, a Dana Scholar, and received the college’s Victor O. Wehle Award in Trial Practice. He also won The Florida Bar’s Best Brief Award in its statewide moot court competition.

Mr. Rich has served in volunteer leadership positions, including the presidency of the Central Florida Civic Theatre. He has also led the Eatonville Initiative for The Jobs Partnership of Florida, a nonprofit coalition of churches and businesses that help workers develop their potential in the workplace.

Melva McKay-Bass, Senior Vice President of Business Development
Melva McKay-Bass (Mel) is the Senior Vice President of Business Development of Suncoast Credit Union. When she began her career at Suncoast Credit Union in 2000, she started learning branch operations, consumer lending, and absorbing everything she could about Suncoast and the credit union difference.

Mrs. McKay-Bass has held a variety of leadership roles at Suncoast Credit Union, including senior vice president of member service operations, which included Risk Management, Fraud and Loss, teller operations, and deposit services. She also served as a regional vice president, branch manager and loan officer.

Mrs. McKay-Bass earned her degree in accounting from Florida A&M University, and brings over 20 years of credit union, financial and business experience and knowledge to her position.

In addition to her business development duties, Mrs. McKay-Bass is passionate about utilizing her skills and drive to improve the community. She serves as a member of the Freddie Solomon Boys’ and Girls’ Club Advisory Board, the Vice Chair of Tampa Bay Black Business Investment Corp, United Way Community Partnership Development (CPD) Board and the Volunteer Income Tax Preparation program. She is also a graduate of Leadership Tampa Bay 2016 class.

Barbara O’Donnell
Barbara brings significant trust, estate planning and wealth management experience to the board, having served as President of Sun Trust’s multi-family office subsidiary, Asset Management Advisors, as well as President of Sun Trust Delaware Trust Company. She is the author of numerous articles on estate planning and fiduciary topics. She obtained her J.D. from the University of Michigan School of Law and had a private tax and estate planning practice at the law firm of Sutherland, Asbill & Brennan in Atlanta, Georgia. She also was the first woman Law Professor at the University of Georgia Law School and the first tenured woman Law Professor at the Emory University School of Law.

Blaine Rieke
Blaine, retired Chairman and CEO of Firstar Trust Co. Milwaukee Wisconsin, brings extensive experience and skills in trust administration and investments. He graduated from Nebraska Wesleyan University, and holds a Law Degree from the University of Nebraska College of Law and a Masters of Business Administration from the University of Chicago Graduate School of Business. Mr. Rieke is licensed to practice law in Illinois and Nebraska.

Scott Strand
Scott is the Senior Vice President of Member Operations and Chief Lending Officer for BECU, the nation’s fourth largest credit union with over $12 billion in assets and over 825,000 members in the Puget Sound area. Scott joined BECU in 2008, and is responsible for the consumer, mortgage, and small business lending and wealth management businesses. Scott has over twenty-five years of financial services experience and prior to joining BECU he held several senior-level positions at WaMu and Bank of America. Scott has a Bachelor of Arts in Business Administration from Western Washington University and an Executive MBA from the Foster School of Business at the University of Washington. Scott is also a graduate of the Pacific Coast Banking School and the CEO Institute, a three-year executive development program of the Credit Union Executive Society (CUES). Scott currently serves as a Director for Prime Alliance Real Estate Services, Inc. and Members Trust Company, Inc., and is on several industry advisory boards. Scott currently lives in Mukilteo with his wife and three children.

Kevin Thompson
Kevin, serves as Senior Vice President – Asset Management Products. Prior to his current role, Mr. Thompson served as Deputy General Counsel and Securities Team Leader in CUNA Mutual’s Legal Department. He received a Law Degree, Cum Laude, from the University of Wisconsin Law School in 1992. He also earned a Bachelor’s Degree in Marketing, with distinction, from the University of Wisconsin School of Business.

Bill Umphlett
Bill, a 40 year employee of State Employees’ Credit Union, currently serves as EVP of Financial Advisory Services, an SECU group including IRA, Investment, Trust, Insurance, and Tax Preparation Services. He also serves as President of SECU’s wholly owned RIA and Broker Dealer CUSOs. Bill holds a Masters of Business Administration from the Universiy of North Carolina, and a Masters in Trust and Investment Management from Campbell University. He has earned the Certified Financial Planner designation, and is an active Series 7/24 principal with SECU Brokerage Services.

Patricia P. Wood
Patricia is the Chief Operating Officer for Navy Federal Financial Group (NFFG) and leads Navy Federal Credit Union’s Credit Union Service Organizations (CUSOs). She has over twenty years experience and has held various executive level positions in the financial services industry. A graduate of Trinity College of Vermont with an A.S. in Business Management, Ms. Wood holds various securities licenses and has authored numerous scholarly articles. Navy Federal Credit Union is the world’s largest credit union with over $63 billion in assets, 5 million members, 263 branches and a workforce of over 12,000 employees worldwide. The credit union serves all Department of Defense and Coast Guard Active Duty, civilian and contractor personnel and their families.

Senior Management

Tom E. Walker, President, CEO
Tom Walker has been President/CEO of Members Trust Company since its inception in 1987 as a state chartered trust company by Suncoast Credit Union. Between 1987 and 2004, Mr. Walker served as the CEO of the trust company and COO of the Suncoast Credit Union. In 2004, the trust company was converted to a federal charter which resulted in Mr. Walker assuming a full time position as CEO of Members Trust Company. He holds a B.S. in Business from Samford University in Birmingham Alabama, an MBA from the University of Alabama and J.D. from the Birmingham School of Law. Mr. Walker is licensed to practice law in the state of Alabama.

Neil P. Archibald, General Counsel/Chief Fiduciary Officer
Neil served as a Trust Officer for Merrill Lynch Trust Company FSB in Jacksonville, Florida, prior to joining Members Trust Company. Mr. Archibald earned his B.A. in English Literature from the University of Virginia and continued on to obtain his J.D. from the University of Maryland School of Law. Mr. Archibald is a member of the Florida Bar. He serves as vice chair of the Florida Bar’s Student Education and Admissions committee, and is also an active member of the Hillsborough County Bar Association and the Association of Corporate Counsel.

John M. Largent, CFA, CFP®, CAP, CCE – Chief Investment Strategist
John joined Members Trust Company in 2004 and has been instrumental in developing the innovative and successful investment solutions provided to our clients. John graduated from the University of Arkansas, Sam M. Walton College of Business with an undergraduate degree in Finance and Banking in 1984 and a Master of Business Administration (MBA) degree in 1985. Starting his career with a position on the floor of the New York Stock Exchange, John has over 30 years of experience in the financial services industry and believes that investment management is a process that focuses on defining an investor’s objectives and implementing a comprehensive investment strategy. As a committed life-long learner, John has continued his education and has earned the Chartered Advisor in Philanthropy (CAP) designation in 2004, and the prestigious Chartered Financial Analyst (CFA) designation in 2003. He obtained his Certified Financial Planner (CFP) certification in 2001. John is a member of the national Financial Planning Association (FPA), the Financial Planning Association of Tampa Bay, and the CFA Institute. He is a member of CFA Tampa Bay and is the Past President. John joined global portfolio managers and analysts to study significant investment issues when he was accepted to the CFA Institute’s Investment Management Workshop at Harvard University.

Jason Ritzenthaler, CFA, CTFA – Co-Chief Investment Officer
Jason graduated from Florida State University with dual degrees in Finance and Management Information Systems. He earned the prestigious Chartered Financial Analyst, CFA, designation and the Certified Trust and Financial Advisor, CTFA, certification. Jason collaborated with global portfolio managers and industry experts at the CFA European conference and most recently at Harvard University to study significant trends and academic research in portfolio management. Since joining MTC in 2005, Jason has provided analytical research and strategy while co-managing the ETF model portfolios. Jason began his career in Bank of America’s Private Bank and is an active member of CFA Institute, CFA Society of Chicago, and the Chicago Council on Global Affairs.

Kate Braddock, CFA – Co-Chief Investment Officer
Kate graduated Cum Laude in Economics from the University of Vermont in 1990 and earned her Chartered Financial Analyst (CFA) designation in 1996. Kate has over 20 years experience in the financial services industry including positions at Janus, Putnam, and Eaton Vance where her main focus was on economic, fixed income and yield curve analysis. Kate served as Assistant Portfolio Manager on a top quartile short term bond fund and a senior analyst on a top quartile high yield and flexible income fund. Kate is an active member of the CFA Institute and the CFA Society of Colorado.

Sheldon Reynolds, CFA – Vice President, Trust and Investments
Sheldon serves as Vice President, Trust and Investments, Senior Business Development Officer, Senior Investment Officer and member of the Executive Trust and Investment Committee of Members Trust Company. He graduated from Appalachian State University, Walker College of Business where he obtained his BSBA degree. He has been a frequent public speaker on various wealth management topics during his twenty year career. Mr. Reynolds has earned the prestigious designation of Chartered Financial Analyst (CFA) and is a member of the CFA Institute and the CFA Society of North Carolina. Sheldon is active in his community, serving as an advisory board member of Academy of Finance of Wake County.


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