November 13, 2017

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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, an attorney, is a retired partner of Holland & Knight, where he devoted a substantial part of his practice to advising banks and trust companies in a broad range of matters. 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. 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, received the college’s Victor O. Wehle Award in Trial Practice, and won the Best Brief Award in the statewide moot court competition sponsored by The Florida Bar.

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.

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.

Blaine Rieke
Blaine, retired Chairman and CEO of Firstar Trust Company., Milwaukee, Wisconsin, brings extensive experience and skills in trust administration and investments.  He is a former Chair of the Trust Division of the American Bankers Association.  He graduated from Nebraska Wesleyan University, holds a law degree from the University of Nebraska and an Masters of Business Administration from the University of Chicago, Booth Graduate School of Business.  He is licensed to practice law in Illinois and Nebraska.  Mr. Rieke is a former Chair or the Board at the Medical College of Wisconsin and served on the Board of Directors at the Greater Milwaukee Foundation.  He currently is a partner in Huntington Management (an investment firm) and serves on the Board of Directors of the Supporting Organization of the Indian Community School of Milwaukee which is responsible for the school’s Endowment Fund.

Melva McKay-Bass, Senior Vice President of Business Development
With more than 20 years of credit union, financial and business experience, Melva McKay-Bass is the Senior Vice President of Business Development of Suncoast Credit Union. She earned a degree in accounting from Florida A&M University and began her career at SunTrust Bank. Her current areas of responsivities at Suncoast include: Business deposits and lending, leading the trust and investments team as well as overseeing the property and casualty insurance agency, title agency and real estate agency.

Patricia P. Wood
Patricia P. Wood is Chief Operating Officer of Navy Federal Financial Group (NFFG), Credit Union Service Organization (CUSO) of Navy Federal Credit Union, the nation’s largest credit union.

Ms. Wood has over twenty years’ experience and has held executive level positions in the financial services industry. She began her career in the operations area of a major wirehouse. Prior to joining NFFG, Ms. Wood was the Member/Owner of Bank Broker/Dealer Solutions, a consulting firm supporting the needs of both bank and credit union investment and insurance programs.

Ms. Wood is a graduate of Trinity College of Vermont with an A.S. in Business Management. She holds her Certified Trust and Financial Advisor (CTFA) certification, her Accredited Investment Fiduciary Analyst (AIFA®) designation and various securities licenses. She has also authored numerous scholarly articles.

 

Scott Strand
Scott Strand is a Senior Vice President and Chief Lending Officer for BECU in Seattle, Washington. He is responsible for BECU’s wealth management and mortgage, commercial and consumer lending businesses, as well as the credit union’s credit risk and portfolio management functions.

Scott has over 25 years of experience in the financial services industry, beginning his career at Seafirst Bank, the NW subsidiary of Bank of America. Prior to joining BECU in 2008, he worked at WaMu for five years. At Bank of America and WaMu Scott held regional and national leadership roles across multiple functions and lending businesses.

Scott received his Bachelor of Arts in Finance from Western Washington University, and graduated with honors with an Executive MBA from the Foster School of Business at the University of Washington. Scott has completed several executive development programs, including the Pacific Coast Banking School, and the Credit Union Executive Society’s CEO Institute, held at the Wharton, Darden and Johnson Schools of Business.

Scott is currently serves on several industry, non-profit and corporate boards, including the CU Direct Lending Advisory Board, the Western Washington University College of Business and Economics Advisory Board, the Economic Alliance of Snohomish County, MEMBERS Trust, and Landau Associates.

Stephen L. Appel
Steve is a retired partner of KPMG, LLP. During his 34 year career he served clients, primarily in the financial services practice, in the Des Moines, New York, Mexico City and Orlando offices. He was the managing partner of the Orlando office and the Audit Partner-In-Charge of KPMG’s 10 office Coastal Business Unit with offices in Florida, the Carolinas and Puerto Rico. He is an adjunct professor of accounting at the Rollins College Crummer Graduate School of Business and a Board Governance Fellow of the National Association of Corporate Directors. Steve has an accounting degree and MBA from Drake University in Des Moines, Iowa.

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, J.D. General Counsel/Chief Fiduciary Officer
Neil served as a teacher with Teach For America in Baltimore, MD and 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 is a past vice chair of the Florida Bar’s Student Education and Admissions Committee, a Florida Bar CLE presenter, and an active member of the Hillsborough County Bar Association and the Association of Corporate Counsel. Neil has continued his executive education at Cornell’s Johnson School of Management and the University of Virginia’s Darden School of Business.

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.

Tamara Pataky Kidd, JD/VP Senior Trust Officer
Tamara is experienced in serving the financial needs of families and institutions. She started her long career in trust at Southeast Bank in 1988 in her role as Assistant Trust Administrator to the Senior Vice President of International Trust. Prior to joining Members Trust Company, she served as Chief Trust Officer for the Southeast of the United States for the Merrill Lynch Trust Company and Vice President and Trust Service Manager for Comerica. Tamara has a BA (Cum Laude) from Florida International University and a JD from Washington University. She is a member of The Florida Bar.


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