Members Trust Company Employee Directory

Investment ManagementUnited States51-200 Employees

Say hello to the trust and investment firm where doing the right thing is more than just our thing, it’s our mandate. 

Founded in 1987, Members Trust Company is the first national trust and investment firm owned by and for America’s Credit Unions. 

With over $4 billion in assets for 40+ credit union partners (as of 12/31/2022), Members Trust Company has been nationally recognized for investment strategies that manage both risk and return, even in a recession.

Find Members Trust Company employees' phone numbers or email addresses

Members Trust Company Global Highlights

Location
Employees

North America
73

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  • United States Of America
    73

Members Trust Company's Leadership

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    J. L.
    Chief Growth Officer
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    K. S.
    Chief Investment Officer
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    C. R.
    Chief People Officer
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  • Stylized image of a person
    T. B.
    Chief Fiduciary & Planning Officer
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    K. L.
    President & Ceo
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    M. M.
    Head Of Risk And Compliance
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    A. O.
    Executive Assistant To Chief Executive Officer
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    N. A.
    Executive Vice President, Chief Administrative Officer, General Counsel
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Contact profiles from Members Trust Company

Name
Title
Contact Info
Location
Last Update
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    J. L.
    Chief Growth Officer
    Phone icon
    United StatesOregon
    Sep 17, 2024
  • Stylized image of a person
    K. S.
    Chief Investment Officer
    Phone icon
    United StatesNew York
    Oct 27, 2025
  • Stylized image of a person
    K. L.
    President & Ceo
    Phone icon
    Nov 06, 2025
  • Stylized image of a person
    C. R.
    Chief People Officer
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    United StatesFlorida
    Sep 06, 2024
  • Stylized image of a person
    A. O.
    Executive Assistant To Chief Executive Officer
    Phone icon
    United StatesFlorida
    Sep 03, 2025
  • Stylized image of a person
    N. A.
    Executive Vice President, Chief Administrative Officer, General Counsel
    Phone icon
    United StatesFlorida
    Oct 02, 2024
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    J. L.
    Owner
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    Oct 22, 2024
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    J. E. J.
    Vice President, Fiduciary Tax Officer
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    United States
    Nov 10, 2025
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    J. D. J.
    Svp, Head Of Operations
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    Sep 10, 2025
  • Stylized image of a person
    D. S.
    Avp, Trust Officer
    Phone icon
    United StatesNorth Carolina
    Sep 04, 2024

Frequently Asked Questions

What is Members Trust Company known for?

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Members Trust Company was founded in 1987 operates in the Investment Management industry. The company's main headquarters is located in 14055 Riveredge Dr, Suite 525 Tampa, Florida 33637, US; you can contact the main corporate office by phone at . Explore Members Trust Company's company overview page for more information.

What is Members Trust Company's most common email format?

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Members Trust Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Members Trust Company email formats with LeadIQ.

How many employees does Members Trust Company have currently?

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Members Trust Company has approximately 62 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Members Trust Company's key employees and leadership?

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As of October 2025, Members Trust Company's key employees include:

  • Chief Growth Officer: J. L.
  • Chief Investment Officer: K. S.
  • Chief People Officer: C. R.
  • Chief Fiduciary & Planning Officer: T. B.
  • President & Ceo: K. L.

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