Company

Sales Team

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

 

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_Wight

 

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.

Michael Fillmore
Director,
Institutional Retirement SalesMikeFillmore

 

Michael represents the various custodial product lines offered by Mid Atlantic Trust Company to its intended user base, primarily made up of daily value retirement recordkeepers. His more than 20 years of experience in the financial industry has included managing 401(k) distribution, including product development, key accounts, marketing, operations, sales and relationship management, and strategy.

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.