Trust Company for Credit Union Members
Since 1987, MEMBERS Trust Company has met the special needs of members by providing trust and asset management services. Originally founded and owned by Suncoast Schools Federal Credit Union as a state chartered trust company, in 2003 MEMBERS Trust Company converted to a federal thrift, chartered by the Office of Thrift Supervision, enabling it to offer trust services to members of credit unions across the United States.
Owned by credit unions and CUNA Mutual Insurance Society, MEMBERS Trust Company is managed by and for credit unions to meet the trust and investment needs of members. As a Credit Union Service Organization, MEMBERS Trust Company adopts the philosophy of its owners to serve members with superior financial products with emphasis on quality service and low fees.
Management
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, is President/CEO of Suncoast Schools Federal Credit Union, the 7th largest credit union in the United Sates. He is a graduate of the University of North Carolina, Chapel Hill. Serving on various Boards including Director of the Credit Union National Association, he is recognized as an executive who is committed to the credit union philosophy of providing superior financial services to members.
Barbara O’Donnell 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. Ms. O’Donnell obtained her JD 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 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.
Charles Emmer has been active in community financial services- both community banking and credit unions – for his entire career. Mr. Emmer has served as President and Chief Executive Officer of Affiliated Arapahoe National Bank in Boulder,Colorado , and First National Bank in Colorado Springs, which included a trust operation with $1 billion in assets under management. He has been President & CEO of ENT Federal Credit Union since 1996. Mr. Emmer graduated from the University of Texas, Austin, with a BA in Economics and a Master in Business Administration.
Jonathan D. Rich, Attorney, is a 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, serves as Vice President - Employee Benefit Products for the CUNA Mutual Group. 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, is the President/Chief Operating Officer for Navy Federal Financial Group, a wholly owned subsidiary of Navy Federal Credit Union which is the largest credit union in the United States with $33 billion in assets. Naval Federal Financial Group provides nondepost 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 after a 32 year career as a Navy Pilot.
Senior Management
Tom E Walker has been President /CEO of MEMBERS Trust Company since its inception in 1987. He holds a B.S. in Business from Samford University , 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.
Denise Giansante, VP, Chief Fiduciary Officer, has over 20 years experience in trust administration and estate settlement. Prior to joining MEMBERS, Denise served as Vice President and Relationship Manager with Fleet National Bank, Hartford ,Connecticut . She graduated Magna Cum Laude from New Hampshire College , 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.
John M. Largent, Chief Investment Officer,CFA, CFP®, CAP® joined MEMBERS Trust Company in 2004 and was recently promoted to Chief Investment Strategist in 2007. 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.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 PLANNERTM, CFP®, certification in 2001 after completing the College for Financial Planning's educational program.Starting his career with a position on the floor of the New York Stock Exchange, John has over 24 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. 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, Vice President - Chief Investment Officer
Kate has 17 years experience in financial services. Most recently, she spent 10 years working as an assistant portfolio manager and analyst for one of the larger mutual fund companies based in Denver. She graduated cum laude from the University of Vermont with a B.A. in Economics, and is a Chartered Financial Analyst (CFA).
Neil P. Archibald, Corporate Counsel/Chief Compliance Officer. Prior to joining MEMBERS Trust, Mr. Archibald served as a Trust Officer for Merrill Lynch Trust Company, FSB in Jacksonville, Florida with a broad range of responsibilities including trust administration, investment management, client service, and fiduciary compliance. Prior to Merrill Lynch, Mr. Archibald was of counsel with the Rockville, Maryland law firm, Laura Margulies, LLC. Mr. Archibald is a graduate of the University of Virginia where he earned his Bachelor of Arts degree in English Literature. After college, Mr. Archibald attended the University of Maryland School of Law, where he received his Juris Doctorate. Mr. Archibald is a member of the Florida Bar.
Sheldon Reynolds, Vice President, Trust & Investments. Mr. Reynolds graduated from Appalachian State University, Walker College of Business where he obtained his Bachelor of Science in Business Administration degree. He has been a frequent public speaker on various investment related subjects during his career. Mr. Reynolds has earned the prestigious designation of Chartered Financial Analyst (CFA) and has over 14 years of experience in wealth management. He is an active member of The CFA Institute and The North Carolina Society of Financial Analysts.
back to top Owners
Credit Unions, and CUNA Mutual Insurance Society, a $10 billion affiliate of credit unions , own MEMBERS Trust Company. Owners and MEMBERS Trust Company share a common mission - to provide financial services that will improve the financial well being of members. Our strategic alliances with our owners creates an accountability to deliver trust and investment services with same philosophy that has directed your credit unions to provide quality financial services at minimum fees and costs. Our owners provide financial strength to our operations and underpin the mission we have as a company. When you become a client with us just like at your credit union, you are more than just a customer.
back to top Benefit of Alliance
MEMBERS Trust Company seeks alliances with credit unions to provide personal trust services to their members.
This alliance will enable your credit union to offer professional trust services without incurring substantial capital commitments and assuming the responsibilities for the ongoing management of a complex business. Essentially, your credit union can outsource its trust services to MEMBERS Trust Company.
Our strategy is to implement trust services at your credit union under what could be described as a franchise model. MEMBERS Trust Company, owned by credit unions and their affiliates, understands the importance of member relationships, pricing, and quality service. With an alliance with MEMBERS Trust Company, your credit union will be joining a CUSO that is dedicated to providing personal trust services to credit union members
As you strive to become the primary financial service provider for your members, trust services can meet unique and special needs of your members as well as provide a long term source for fee income. MEMBERS Trust Company offers several types of franchise offices including a Representative Office with a Trust Liaison Officer to make referrals to our home office, or an Agency Office with your own trust officer located at your credit union. For more information on an alliance that will enhance the value of your service offering to your members , call or email us for more information.
Copyright ® MEMBERS Trust Company 2003-2009. Not NCUA or FDIC Insured or Guaranteed.
MEMBERS Trust Company non-deposit investment products referenced in this site or any page hereof are not credit union or bank deposits or obligations of, or guaranteed or endorsed or otherwise supported by, MEMBERS Trust Company , any credit union or any affiliate, are not federally insured or guaranteed by the United States Government, National Credit Union Administration , Federal Deposit Insurance Corporation, Federal Reserve Board or any other governmental agency, and are subject to investment risks, including possible loss of the principal amount invested.
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Since 1987, MEMBERS Trust Company has met the special needs of members by providing trust and asset management services. Originally founded and owned by Suncoast Schools Federal Credit Union as a state chartered trust company, in 2003 MEMBERS Trust Company converted to a federal thrift, chartered by the Office of Thrift Supervision, enabling it to offer trust services to members of credit unions across the United States.