Sales Team

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Charles W. Friday, Jr.
Executive Vice President,
Institutional Sales


Charlie oversees all institutional sales at Mid Atlantic focusing on equity, fixed income, and mutual fund brokerage and custody products for banks, trust companies, and asset managers. His extensive background in management of highly automated products gives Charlie a unique perspective of clients’ needs not only during the sales process, but throughout the post-sale client experience.

John Wight
Sales Executive


John works with financial advisors who seek to operate an independent practice on an open architecture platform. Through ongoing consultation and collaboration with the advisor, John coordinates with the Mid Atlantic team to offer tailored solutions for the advisor’s needs.

Keith Vukmir
Director of
Institutional Retirement Sales


Keith focuses on various platforms offered by Mid Atlantic Trust Company to its intended user base, consisting of recordkeepers and third party asset managers.  His diverse background in investment management has included working with large multinational corporations as well as ultra-high net worth individuals and foundations.  Keith’s roles have included sales, relationship management, marketing, product development, and strategy.

Shane Morris
Director of Advisor Platform Sales


Shane educates Financial Advisors, RIA’s, and Independent Broker Dealers on how Mid Atlantic Trust Company’s platforms can enrich their practices. Over the past 20 years, Shane has focused on helping clients develop cost effective and successful businesses. Prior to joining Mid Atlantic, Shane served in several consulting roles within the mutual fund and separate accounts space.


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