TAMPA— August 14, 2023 —Today, Members Trust Company (MTC), a nationally chartered trust and investment firm owned by credit unions, announced the election of Jeff Stokes and Robert Moser to its board of directors.
“I am excited to welcome Robert Moser and Jeff Stokes to our board of directors. Their expertise, diverse perspectives, and unwavering commitment to excellence will undoubtedly help propel us to even greater success in the future,” said Ken Lako, President and CEO of MTC. “I am confident that their collective insights will fortify our strategic vision, enhance our governance, and solidify our position as a trusted leader in the industry.”
Elected to MTC’s board on May 12, 2023, Jeff Stokes brings over 40 years of experience in serving ultra-high-net-worth families in the areas of family office, trust, investment management, estate planning, philanthropy, and next-generation education. Following his election to the board, Stokes was appointed to serve on the Benefits and Compensation Committee.
Stokes is the former Market Leader and Senior Client Strategist for BNY Mellon Wealth Management in Winter Park, Florida. He holds a B.S.B.A. from the University of Central Florida and attended executive leadership training at the Wharton College of Business, University of Pennsylvania. He currently serves on the UCF College of Business Dean’s Advisory Board.
“I am honored to have been selected to serve on the board,” said Stokes. “I look forward to lending my 40-year career in wealth management and fiduciary services to help MTC accomplish its objectives.”
Robert Moser comes to MTC with more than 35 years of experience in banking, capital markets, wealth and investment management, and financial risk management. Since his election to the MTC board on May 12, 2023, Moser was elected to serve on the board of MTC Wealth Management, a registered investment advisory firm and wholly owned subsidiary of Members Trust Company.
Moser is the former President and Chief Executive Officer of Laird Norton Wealth Management, a state-chartered trust company and registered investment advisor. Prior to Laird Norton Wealth Management, Moser served as Executive Vice President of SunTrust Banks, Inc.; Chief Risk Officer and Chief Strategy Officer of SunTrust’s Wealth & Investment Management and Capital Markets lines of business; President of SunTrust’s Delaware Trust Company; and President of Asset Management Advisors (now GenSpring), SunTrust’s multi-family office affiliate. Moser also serves on the boards of Cascade Public Media, the Museum of History and Industry, and Virginia Mason Medical Systems Foundation.
“From my very first meeting with the MTC leadership, I have been consistently impressed with the extraordinary talent, experience, and resources that Members Trust Company has developed to best serve its clients,” said Moser. “I feel fortunate to be joining the company at this time as it launches a new direction for growth and profitability.”
About Members Trust Company – Founded in 1987, Members Trust Company is the first national trust and investment firm owned by and for America’s credit unions. Members Trust Company empowers credit unions to grow their wealth management business through innovative products and solutions, unwavering commitment to service, and unparalleled industry expertise, all of which are focused on helping every client realize their financial aspirations.
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not NCUA/NCUSIF/FDIC insured. May lose value including the possible loss of principal. No financial institution guarantee. Not a deposit of any financial institution. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.