Meet the Team Putting People Before Profits.
President & CEO
Chief Investment Strategist
John joined MTC in 2004, and has been instrumental in developing the innovative investment solutions provided to our clients.
Executive Vice President, COO
With over twenty years’ experience in the legal and trust industries, Neil has held multiple roles including Chief Operating Officer, Chief Fiduciary Officer, Chief Compliance Officer and General Counsel.
Vice President, Co-Chief Investment Officer
Kate has over 25 years of 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.
Vice President, Marketing
With over fifteen years of experience in both the legal and financial service sectors, Andrea has a unique ability to blend technical depth with business savvy and creative flair.
Vice President, Senior Trust Officer
David is an esteemed Trust and Estate attorney with experience in designing estate plans and representing clients in all phases of general civil litigation matters before joining the Members Trust Company Fiduciary trust team.
Vice President, Senior Fiduciary Manager
George has over 22 years of experience in personal trust and fiduciary investment management.
Vice President, Senior Portfolio Manager
Jonnathan graduated from the University of South Florida with a B.S. degree in Finance.
Vice President, Senior Fiduciary Advisor
Dawn brings to Members Trust Company over 25 years of experience in the trust services industry and 10 years administering special needs trusts.
Vice President & Senior Portfolio Manager
Chris Morgan co-manages Members Trust Company portfolios in Florida and Iowa.
Vice President, Senior Trust Officer
Tamara has over thirty years of experience in estate planning and estate and trust administration. Fluent in English and Spanish, she earned her JD from Washington University and is an active member of the Florida Bar.
Vice President, Trust and Investments
Sheldon serves as the Vice President of Trust and Investments, Senior Business Development Officer, Senior Investment Officer and is a member of the Trust Administration Committee of Members Trust Company.
Vice President, Human Resources
Crystal is involved in many aspects of day to day operations, with full responsibility and oversight of the HR function for Members Trust Company.
Co-Chief Investment Officer
Director of Investments & Institutional Business
With over 15 years of experience in the financial services industry, Jason has collaborated with global portfolio managers and industry experts at the CFA European conference and Harvard University.
Chief Compliance Officer
Sara spent 9 years in compliance at Raymond James Financial Services before coming to Members Trust Company as the Chief Compliance Officer.
Board of Directors
Mr. Rich is a retired equity partner of the law firm of Holland & Knight, where he devoted the majority of his thirty-year practice to advising banks and trust companies on matters of trust law.
Mr. Appel a retired managing partner of KPMG, LLP, where he worked with clients in financial services for thirty-four years.
Ms. McKay-Bass is the Senior Vice President of Business Development at Suncoast Credit Union.
Mr. Comfort is the President of CUNA Brokerage Services, Inc. (CBSI).
Ms. O’Donnell is the former President of SunTrust Delaware Trust Company, SunTrust’s offshore trust company, and SunTrust Banks, Inc.’s multi-family office subsidiary, Asset Management Advisors.
Mr. Purdy is the managing partner of Fulton Vittoria, LLP.
Mr. Rieke is the retired chairman and CEO of Firstar Trust Company, Milwaukee, Wisconsin.
Mr. Strand is an Executive Vice President and Chief Operating Officer for BECU in Seattle, Washington.
Ms. Wood is Chief Operating Officer of Navy Federal Financial Group, the credit union service organization of Navy Federal Credit Union.
Mr. Umphlett is the Executive Vice President of Financial Advisory Services, responsible for the IRA, Investment, Trust, Insurance, and Tax Preparation Services of State Employees’ Credit Union (SECU).