Jason Richard Ritzenthaler
Chief Investment Officer bei Members Trust Co. (Investment Management)
Profil
Mr. Jason R.
Ritzenthaler, CFA, is a Co-Chief Investment Officer & Director of Investments & Institutional Business at MTC Wealth Management LLC and Members Trust Co. (MTC).
He has over 15 years of experience in the financial services industry.
Since joining MTC in 2005, he has provided analytical research and strategy while co-managing ETF model portfolios.
Mr. Ritzenthaler graduated from Florida State University with dual degrees in Finance and Management Information Systems.
He is a member of the CFA Institute, CFA Society of Chicago, CFA Society of Madison and Chicago Council on Global Affairs.
Aktive Positionen von Jason Richard Ritzenthaler
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Chief Investment Officer | 01.01.2005 |
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. | Chief Investment Officer | 09.06.2020 |
Ausbildung von Jason Richard Ritzenthaler
| Florida State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
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 |
