Members Trust Speaker Panel

Meet the minds behind what matters, from investment management and trusts, to estate planning and charitable giving.

Contact us for more information on any topic or speaker below.

Coronavirus & Market Disruptions:  Investment Planning & Opportunities

• • John M. Largent, CFA, CFP^®, CAP, CCE
    President & CEO
    Chief Investment Strategist
  • Jason Ritzenthaler, CFA, CTFA
    Co-Chief Investment Officer
    Director of Investments & Institutional Business

SECURE Act – Facts & FlexIRA™ Solutions

• • Neil P. Archibald, JD
    Executive Vice President, COO
    General Counsel
  • David Carlson, JD
    Vice President, Senior Trust Officer

Benefits of ETF Portfolio Advantage^®

• • John M. Largent, CFA, CFP^®, CAP, CCE
    President & CEO
    Chief Investment Strategist
  • Jason Ritzenthaler, CFA, CTFA
    Co-Chief Investment Officer
    Director of Investments & Institutional Business

Transparency in Monitoring Portfolio Performance

• • Jonnathan De Jesus, CFA
    Vice President, Senior Portfolio Manager

Special Needs Trusts – What You Need to Know

• • Neil P. Archibald, JD
    Executive Vice President, COO
    General Counsel

Increasing Engagement with Your Membership

• • Andrea Brandon, JD
    Vice President, Marketing

Designing a Legacy Roadmap

• • Neil P. Archibald, JD
    Executive Vice President, COO
    General Counsel
  • David Carlson, JD
    Vice President, Senior Trust Officer
  • Tamara Pataky Kidd, JD
    Vice President, Senior Trust Officer

Risk Management & Investment Opportunities with Corporate Capital

• • Jason Ritzenthaler, CFA, CTFA
    Co-Chief Investment Officer
    Director of Investments & Institutional Business