Meet the Team Putting People Before Profits.

Portfolio Management Team

John Largent

John M. Largent, CFA, CFP®, CAP, CCE

President & CEO
Chief Investment Strategist

John joined MTC in 2004, and has been instrumental in developing the innovative investment solutions provided to our clients.

Jason Ritzenthaler

Jason Ritzenthaler, CFA, CTFA

Co-Chief Investment Officer
Director of Investments & Institutional Business

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.

Kate Braddock

Kate Braddock, CFA

Vice President, Co-Chief Investment Officer

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.

Jonathan De Jesus

Jonnathan De Jesus, CFA, CIPM®

Vice President, Senior Portfolio Manager

Jonnathan graduated from the University of South Florida with a B.S. degree in Finance.

Chris Morgan, CFA, CFP®

Vice President & Senior Portfolio Manager

Chris Morgan co-manages MTC portfolios in Florida and Iowa.

Tania Gooch, CTFA

AVP, Investments

Tania graduated from Middle Tennessee State University with a B.S. degree and has 11 years of experience in the financial services industry.

Ericka Rodgers, CTFA

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.

Board of Directors

Jonathan Rich

Jonathan D. Rich


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.

Barbara O’Donnell

Barbara O’Donnell

Board Member

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.

Rob Comfort

Rob Comfort

Board Member

Mr. Comfort is the President of CUNA Brokerage Services, Inc. (CBSI).

Scott Strand

Scott Strand

Board Member

Mr. Strand is an Executive Vice President and Chief Operating Officer for BECU in Seattle, Washington.

Diane Young

Board Member

Ms. Young is Chief Operating Officer at Navy Federal Financial Group (NFFG), the wholly-owned subsidiary of Navy Federal Credit Union.