Jason Richard Ritzenthaler

Direttore degli Investimenti presso Members Trust Co. (Investment Management)

Finance

Consumer Services

Profilo

Mr. Jason R.
Ritzenthaler, CFA, is a Co-Chief Investment Officer & Director of Investments & Institutional Business at MTC Wealth Management LLC and Members Trust Co. (MTC).
He has over 15 years of experience in the financial services industry.
Since joining MTC in 2005, he has provided analytical research and strategy while co-managing ETF model portfolios.
Mr. Ritzenthaler graduated from Florida State University with dual degrees in Finance and Management Information Systems.
He is a member of the CFA Institute, CFA Society of Chicago, CFA Society of Madison and Chicago Council on Global Affairs.

Posizioni attive di Jason Richard Ritzenthaler

Società	Posizione	Inizio
Members Trust Co. (Investment Management) Members Trust Co. (Investment Management) Investment ManagersFinance Members Trust Co. (Investment Management) (MTC-IM) is the investment management division of Members Trust Co., a national credit union-owned trust cooperative headquartered in Tampa, Florida. Founded in 1987, the firm is owned by America’s Credit Unions and regulated by the Office of the Comptroller of the Currency. MTC-IM provides financial stewardship, trust and estate services, and wealth management solutions to credit union members as well as non-credit union accounts.	Direttore degli Investimenti	01/01/2005
MTC Wealth Management LLC MTC Wealth Management LLC Investment ManagersFinance MTC Wealth Management LLC (MTC) is a SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded in 2019 as a wholly owned subsidiary of Members Trust Co., FSB. MTC offers third-party money management services via contractual relationship with investment platform providers. The firm considers the platform providers to be institutional investors, as these types of clients are other investment advisers who offer investment services to the underlying plan participants.	Direttore degli Investimenti	09/06/2020

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Formazione di Jason Richard Ritzenthaler

Florida State University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Aziende private	2
Members Trust Co. (Investment Management) Members Trust Co. (Investment Management) Investment ManagersFinance Members Trust Co. (Investment Management) (MTC-IM) is the investment management division of Members Trust Co., a national credit union-owned trust cooperative headquartered in Tampa, Florida. Founded in 1987, the firm is owned by America’s Credit Unions and regulated by the Office of the Comptroller of the Currency. MTC-IM provides financial stewardship, trust and estate services, and wealth management solutions to credit union members as well as non-credit union accounts.	Finance
MTC Wealth Management LLC MTC Wealth Management LLC Investment ManagersFinance MTC Wealth Management LLC (MTC) is a SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded in 2019 as a wholly owned subsidiary of Members Trust Co., FSB. MTC offers third-party money management services via contractual relationship with investment platform providers. The firm considers the platform providers to be institutional investors, as these types of clients are other investment advisers who offer investment services to the underlying plan participants.	Finance