Sales Team

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Charles W. Friday, Jr.
Executive Vice President,
Bank Mutual Fund 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
Director of Advisor Sales



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.

Geri Shepard
Vice President Institutional Trading and Sales
Geri joined Mid Atlantic in 2007 and oversees our trading and sales group. Her team is responsible for equity and fixed income trading relationships with banks, trust departments, and asset managers. Geri grew up in New York and has an MBA from Fordham University. She currently holds her 7, 24, 55 and 63 licenses.

Steve Warden
Vice President of Relationship Management & Internal Sales Development


Steve joined Mid Atlantic in 2009 and oversees the Relationship Management team on the Institutional and HNW arm of the Trust as well as the Internal Sales Development team. His teams are responsible for maintaining client relations for new and existing partnerships. Steve grew up in Pittsburgh and has a B.S. in Accounting from The Pennsylvania State University.

Nathan Friday
Institutional Sales Representative


Nathan focuses on a number of platforms offered by Mid Atlantic Trust Company to its intended user base, consisting of advisors, recordkeepers and third party asset managers. Nathan started as an internal sales development associate and has a diverse background with various sales units of Mid Atlantic. Nathan graduated from Miami University of Ohio and resides in Pittsburgh, PA.  He holds the Series 6 and 63 securities licenses.