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Provenienza dei contatti di primo grado di Tom E. Walker
Entità | Tipo di entità | Settore Industriale | |
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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.
3
| Operating Division | Investment Managers | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Tom E. Walker tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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MEMBERS Trust Co. of Colorado
![]() MEMBERS Trust Co. of Colorado Regional BanksFinance Members Trust Co. of Colorado operates a credit union. Its services include asset management and trust services to both trust and non-trust members. The company educates and informs the members and general public about the trusts and the benefits it would provide to individuals and families with competitive trust services. The company was founded in 1987 and is located in Denver, CO. | Regional Banks | Chief Investment Officer | |
Florida State University | College/University | Undergraduate Degree | |
University of Vermont | College/University | Undergraduate Degree | |
University of Arkansas System | College/University | Masters Business Admin | |
Members Trust Co.
![]() Members Trust Co. Savings BanksFinance Members Trust Co. offers trust and investment services to credit unions, members, and private clients with a focus on estate planning and retirement savings. Members Trust was founded in 1987 and is based in Tampa, FL with subsidiaries in the United States. The private company provides guidance on investment management, long-term care planning, and tax-efficient investing. The company also offers information on converting traditional IRAs to Roth IRAs, business succession planning, and designating beneficiaries. Kenneth E. Lako has been the CEO of the company since 2023. | Savings Banks | Chief Executive Officer | |
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. | Investment Managers | Chief Investment Officer Chief Investment Officer Chief Executive Officer |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Settori
Finance | 4 |
Consumer Services | 4 |
Posizioni
Chief Investment Officer | 5 |
Undergraduate Degree | 3 |
Chief Executive Officer | 3 |
Market Strategist | 2 |
President | 2 |
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