October 18, 2019

Trust Services     Members Trust Icon     Investments     Members Trust Icon     Financial Advice

John M. LargentJohn M. Largent, CFA, CFP®, CAP, CCE – Chief Investment Strategist
John graduated from the University of Arkansas, Sam M. Walton College of Business with a B.S. in Finance and Banking and a Master of Business Administration (MBA) degree. John has earned the Chartered Advisor in Philanthropy®, CAP®, the prestigious Chartered Financial Analyst®, CFA, designation and the CERTIFIED FINANCIAL PLANNER , CFP® certification. 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. He is a member of the national Financial Planning Association (FPA), the Financial Planning Association of Tampa Bay, and the CFA Institute. He is Past President of CFA Tampa Bay. John has continued his executive education at Harvard, Wharton, Stanford and Cornell University.

Jason RitzenthalerJason 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 and has over 15 years experience in the financial services industry. 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 is a member of the CFA Institute, CFA Society of Chicago, CFA Society of Madison and the Chicago Council on Global Affairs.

Kate BraddockKate 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 25 years experience in the financial services industry including positions at Eaton Vance, Putnam, and Janus 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. Since joining MTC in 2001, she has worked to optimize the mutual fund allocation model line while focusing on providing customized solutions for each individual client’s investment needs. Kate is an active member of the CFA Institute and the CFA Society of Colorado.

Sheldon ReynoldsSheldon Reynolds, CFA – Vice President, Trust and Investments
Sheldon serves as Vice President, Trust and Investments, Senior Business Development Officer, Senior Investment Officer and is a 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 20+ year career. Sheldon 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.