Kate Braddock
Directeur en chef des Investissements chez Members Trust Co. (Investment Management)
Profil
Ms. Katherine J.
Braddock, CFA, is a Co-Chief Investment Officer at MTC Wealth Management LLC and Members Trust Co. (MTC).
She has over 25 years of experience in the financial services industry.
Since joining MTC in 2001, she has worked to optimize the mutual fund allocation model line while focusing on providing customized solutions for individual client’s investment needs.
Ms. Braddock was previously employed at Eaton Vance, Putnam, and Janus where her main focus was on economic, fixed income and yield curve analysis.
She graduated Cum Laude in Economics from the University of Vermont.
She is an active member of the CFA Institute and the CFA Society of Colorado.
Postes actifs de Kate Braddock
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur en chef des Investissements | 01/01/2001 |
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. | Directeur en chef des Investissements | 18/06/2020 |
Anciens postes connus de Kate Braddock
| Sociétés | Poste | Fin |
|---|---|---|
MEMBERS Trust Co. of Colorado
 MEMBERS Trust Co. of Colorado Regional BanksFinance Members Trust Co. of Colorado operates a credit union. Its services include asset management and trust services to both trust and non-trust members. The company educates and informs the members and general public about the trusts and the benefits it would provide to individuals and families with competitive trust services. The company was founded in 1987 and is located in Denver, CO. | Directeur en chef des Investissements | - |
Formation de Kate Braddock
| University of Vermont | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
MEMBERS Trust Co. of Colorado
MEMBERS Trust Co. of Colorado Regional BanksFinance Members Trust Co. of Colorado operates a credit union. Its services include asset management and trust services to both trust and non-trust members. The company educates and informs the members and general public about the trusts and the benefits it would provide to individuals and families with competitive trust services. The company was founded in 1987 and is located in Denver, CO. | 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 |