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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
Tom Dorety
Tom is the President/CEO of Suncoast Schools Federal Credit Union based in Tampa, Florida. Tom became CEO in April 1996 after serving as Senior Vice President for eight years. Prior to coming to Suncoast, Dorety spent 13 years at State Employees’ Credit Union in North Carolina. Suncoast Schools Federal Credit Union is the largest credit union in Florida and 13th largest credit union in the country with approximately $5 billion in assets.
Dorety has served as Chairman of the Credit Union National Association (CUNA), Filene Research Institute and National CUNA CEO Roundtable. He currently serves as Chairman of MEMBERS Trust Company, a national trust company providing trust services to credit unions nationwide, and on the boards of the CO-OP Financial Services Network and Hillsborough County Education Foundation and is a past member of the All Children’s Hospital Board of Trustees.
Dorety received his bachelor’s degree from University of North Carolina at Chapel Hill. He and his wife, Glenda, have four adult daughters and a son in kindergarten, and live in Lithia, Florida.
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.
Jonathan D. Rich, Attorney
Jonathan, is a retired partner with the National Firm of Holland & Knight, LLP. Mr. Rich received his B.A. from Hampshire College in 1975 and J.D. with Honors from Stetson University of Law in 1980. He has previously served as a director of a national investment advisory firm.
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.
Thomas Yee
Thomas, is the President/Chief Operating Officer for Navy Federal Financial Group, a wholly owned subsidiary of Navy Federal Credit Union that is the largest credit union in the United States with $33 billion in assets. Naval Federal Financial Group provides non-deposit financial services including investments, life insurance, auto insurance, title insurance and various ancillary products and services to members of Navy Federal Credit Union. Mr. Yee, a graduate of the United States Naval Academy, retired from the United States Navy in 1999.
Bill Umphlett
Bill, a 35 year employee of State Employees’ Credit Union, currently serves as SVP 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.
Senior Management
Tom E. Walker, President
Tom has been President /CEO of MEMBERS Trust Company since its inception in 1987. He holds a B.S. in Business from Samford University in Birmingham Alabama, and 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.
Denise Giansante, VP, Chief Fiduciary Officer
Denise has over 27 years experience in trust administration and estate settlement. Prior to joining MEMBERS, Denise served as Vice President and Relationship Manager with Fleet National Bank in Hartford, Connecticut. She graduated Magna Cum Laude from New Hampshire College in Hooksett, New Hampshire with an Accounting Degree. As a member of the Executive Trust & Investment Committee, Denise brings years of "hands-on" experience in trust administration and estate settlement.
Neil P. Archibald, General Counsel/Chief Compliance 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 - 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 25 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 the Board of Directors of CFA Tampa Bay and is the Education Chairman. 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. Most recently, John met with other domestic portfolio managers at Stanford University to discuss current trends in asset allocation.
Kate Braddock, CFA - Vice President, 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 graduated from Appalachian State University, Walker College of Business where he obtained his BSBA degree. Sheldon Reynolds serves as Vice President, Trust and Investments, Senior Portfolio Manager and member of the Executive Trust and Investment Committee of MEMBERS Trust Company. He has been a frequent public speaker on various wealth management topics during his seventeen-year career. Mr. Reynolds has earned the prestigious designation of Chartered Financial Analyst (CFA) and is an active member of the CFA Institute and the CFA North Carolina Society.
Jason Ritzenthaler, CFA, CTFA - Vice President, Trust & Investments
Jason graduated from Florida State University with a B.S. in Finance and Management Information Systems. Jason 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 in the investment industry and the latest academic thinking on investment strategy. 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 Institute of Certified Bankers.
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