Members Trust Company
Tamara Pataky Kidd, J.D., has extensive experience in fiduciary management and estate planning, currently serving as Senior Vice President, Senior Fiduciary Officer, and Fiduciary Counsel at Members Trust Company since February 2007. In this role, Tamara oversees trust officers and administrators across all 50 states, providing guidance on complex trust administration and investment management. Prior to this, Tamara held various leadership positions at Merrill Lynch and Comerica Bank, focusing on complex trust portfolios and client relationships. Tamara's earlier experience includes practice as an attorney in estate planning, compliance roles, and trust administration at Southeast Bank N.A. Tamara holds a Juris Doctor from Washington University in St. Louis and a Bachelor's Degree in Psychology (cum laude) from Florida International University.
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Members Trust Company
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.