Meet the Team Putting People Before Profits.
Portfolio Management Team
President & CEO
Chief Investment Strategist
John joined MTC in 2004, and has been instrumental in developing the innovative investment solutions provided to our clients.
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.
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.
Vice President, Senior Portfolio Manager
Jonnathan graduated from the University of South Florida with a B.S. degree in Finance.
Vice President & Senior Portfolio Manager
Chris Morgan co-manages MTC portfolios in Florida and Iowa.
Tania graduated from Middle Tennessee State University with a B.S. degree and has 11 years of experience in the financial services industry.
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
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.
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.
Mr. Comfort is the President of CUNA Brokerage Services, Inc. (CBSI).
Mr. Strand is an Executive Vice President and Chief Operating Officer for BECU in Seattle, Washington.
Ms. Young is Chief Operating Officer at Navy Federal Financial Group (NFFG), the wholly-owned subsidiary of Navy Federal Credit Union.