Historial de carrera de John Marcus Largent
Antiguos cargos conocidos de John Marcus Largent.
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
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. | Director Ejecutivo | 01/01/2020 | 01/11/2022 |
Estratega de mercado | 01/01/2004 | 01/11/2022 | |
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. | Director Ejecutivo | 24/01/2020 | 01/11/2022 |
Presidente | 24/01/2020 | 01/11/2022 | |
Estratega de mercado | 24/01/2020 | 01/11/2022 | |
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. | Director Ejecutivo | - | - |
Presidente | - | - |
Formación de John Marcus Largent.
University of Arkansas System | Masters Business Admin |
Estadísticas
Internacional
Estados Unidos | 5 |
Operativa
Chief Executive Officer | 3 |
Market Strategist | 2 |
President | 2 |
Sectorial
Finance | 4 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 3 |
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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. | Finance |
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 |
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