MTC WEALTH MANAGEMENT - Key Persons
Job Titles:
- Member of the Board of Directors
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. She earned her B.A. from Bryn Mawr College and J.D. from the University of Michigan School of Law. She had a private tax and estate planning practice at the law firm of Sutherland, Asbill & Brennan in Atlanta. A frequent speaker and author on estate and charitable planning, as well as other fiduciary topics, she was the first female law professor at the University of Georgia Law School and the first tenured female law professor at the Emory University School of Law.
Chris Morgan co-manages MTC portfolios in Florida and Iowa. Chris brings 12 years of financial market experience to MTC, and has earned the prestigious Chartered Financial Analyst®, CFA®, designation in 2016, along with the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification in 2020. He has also earned his Series 7, 63, 65, 66, 86 and 87 licenses from FINRA.
Job Titles:
- Member of the Board of Directors
- Chief Operating Officer at Navy Federal Financial Group
Diane Young is Chief Operating Officer at Navy Federal Financial Group (NFFG), the wholly-owned subsidiary of Navy Federal Credit Union. Young began her career in the financial services industry as Vice President of Merrill Lynch in 1986. At NFFG, she is responsible for serving the financial, savings, and investment needs of credit union members. She has received the CEO Leadership Award at E*TRADE and the ESGR Patriot Award for creating a "culture of support" for military reservists on her team.
Ms. Young is Chief Operating Officer at Navy Federal Financial Group (NFFG), the wholly-owned subsidiary of Navy Federal Credit Union.
Job Titles:
- Senior Investment Specialist
Ericka graduated from the University of South Florida with a B.S. degree in Business Management and has three years of experience at MTC. She was awarded the CFA Institute Investment Foundations certificate and has earned the Certified Trust and Financial Advisor designation from the American Bankers Association.
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. Since joining MTC in 2005, Jason has provided analytical research and strategy while co-managing ETF model portfolios. Jason is a member of the CFA Institute, CFA Society of Chicago, CFA Society of Madison and Chicago Council on Global Affairs. Jason graduated from Florida State University with dual degrees in Finance and Management Information Systems.
Job Titles:
- Chairman
- Chairman of the 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. He is a past member of the Board of Directors and Chairman of the Audit Committee of STI Capital Management, N.A., the investment management affiliate of SunTrust Banks, Inc. He received his B.A. from Hampshire College and his J.D., with honors, from Stetson University College of Law, where he was an editor of the Stetson Law Review.
Jonnathan graduated from the University of South Florida with a B.S. degree in Finance. Since joining MTC in 2015, he has worked diligently to blend his unique data-focused experience with his approach to investment management. Recognized as an innovator in investment performance measurement, Jonnathan has presented at the PMAR North America conference to discuss how Python is incorporated in the investment operations supporting MTC's claim of compliance with Global Investment Performance Standards (GIPS®).
Jonnathan joined Members Trust Company in 2015 and is recognized as an innovator in investment performance management.
Job Titles:
- Senior Vice President, Managing Director of Investments
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. Since joining MTC in 2001, she has worked to optimize the mutual fund allocation model line while focusing on providing customized solutions for individual client's investment needs. Kate is an active member of the CFA Institute and the CFA Society of Colorado. Kate graduated Cum Laude in Economics from the University of Vermont.
Job Titles:
- Member of the Board of Directors
- President of CUNA Brokerage Services, Inc
Mr. Comfort is the President of CUNA Brokerage Services, Inc. (CBSI). Prior to joining CBSI, he served as Executive Vice President of LPL Financial. Before that, he served as Managing Director of Huntington Wealth Advisors, which he grew into one of the ten largest bank broker-dealers in the country. He earned his B.S. from Miami University in Ohio and is a FINRA registered broker dealer. He has over twenty-five years of experience in the financial services industry
Job Titles:
- Member of the Board of Directors
- Executive Vice President and Chief Operating Officer for BECU
Mr. Strand is an Executive Vice President and Chief Operating Officer for BECU in Seattle, Washington. Scott has over 30 years of experience in the financial services industry, and prior to joining BECU in 2008, Scott held several regional and national leadership roles for WaMu and Bank of America. He received his B.A. in finance from Western Washington University and his Executive MBA from the Foster School of Business at the University of Washington. Scott is also a graduate of the Pacific Coast Banking School and the CUES CEO Institute. Scott serves as a Director for Landau Associates and the Economic Alliance of Snohomish County.
Sharon joined Members Trust Company in 2021 and has over 30 years of investment management experience. She received her B.A. from Rice University and has worked at Shearson Leob Rhoades, Service Corporation International, Capstone Asset Management, Regions Bank, and Frost Bank. Sharon also managed an equity mutual fund, Fund of the Southwest, for which she received notoriety in Money Magazine and Barron's. Sharon holds her CFA designation and is a current member and former President of CFA Houston.
Job Titles:
- Member of the Board of Directors
- Retired Managing Partner
Mr. Appel is a retired managing partner of KPMG, LLP, where he worked with clients in the financial services industry for thirty-four years. He served as an adjunct professor of accounting at the Rollins College Crummer Graduate School of Business from 2013 to 2020 and is a Board Governance Fellow of the National Association of Corporate Directors. He received his B.S. and MBA from Drake University.
Mr. Appel a retired managing partner of KPMG, LLP, where he worked with clients in financial services for thirty-four years.
Tania graduated from Middle Tennessee State University with a B.S. degree and has 11 years of experience in the financial services industry. She is also a graduate of the Cannon Financial lnstitute's Personal Trust School and has earned the Certified Trust and Financial Advisor designation from the Institute of Certified Bankers.