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Judy Monteleone
Vice President And Trust Officer at Members Trust
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Work Experience
Vice President And Trust Officer
Jan 2004 - Present · 20 years and 11 months
Company Details
51-200 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.
Year Founded
1987
Social Media
LinkedinFacebook
Industry
Investment Management, Investment Services
HQ Location
14055 Riveredge Dr Suite 525 Tampa, Florida 33637, US
Keywords
Wealth ManagementInstitutional InvestmentsFlexIRACharitable Donation AcctsTrust AdministratioEstate Administratio
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