Meet James Mitchell: New Senior VP at Midwest Institutional Trust
James 'Jimmy' Mitchell Joins Midwest Institutional Trust Company
Midwest Institutional Trust Company is excited to announce the appointment of James "Jimmy" Mitchell to a leadership role as Senior Vice President. In this new position, he will primarily serve as a Senior Relationship Manager for Midwest's Taft-Hartley Services, while also taking on the significant responsibility of National Director Relationship Development for Institutional Trust Services.
Mitchell's Extensive Background in Asset Management
With over 35 years of experience in the asset management and public fund sectors, Mr. Mitchell brings a wealth of knowledge and expertise. He has held numerous leadership and relationship management roles throughout his career, allowing him to develop a deep understanding of client needs and market dynamics. Mitchell’s mission is to enhance and expand the client base for Midwest's Taft-Hartley Services, ensuring excellent service delivery and client engagement on a national scale.
Comments from Leadership
Kristy Perez, Executive Vice President and Managing Director at Midwest Institutional Trust Services, expressed her enthusiasm saying, "We welcome Jimmy to our team. His background in client service and relationship development aligns perfectly with our growth initiatives in the Taft-Hartley sector. Jimmy's ability to customize solutions for individual clients is a significant asset to our service model and culture." Rick Young, the President of Midwest Institutional Trust Company, shared similar sentiments, highlighting Jimmy's long-standing reputation within the sector and the value he adds to the Taft-Hartley Services team.
Previous Roles and Contributions
Before joining the Midwest Institutional Trust Company, Mr. Mitchell held the position of Senior Vice President of Investor Relations at American Realty Advisors. There, he was instrumental in leading the Taft-Hartley sales and client service efforts. His previous roles include National Director of Asset Management Relationship Development for BMO—focusing on the institutional labor community—and National Director of Taft-Hartley Investment Client Solutions Group at Northern Trust. Mitchell also served as Executive Director for the Inter-Local Pension Fund under the Graphic Communication Conference of the International Brotherhood of Teamsters, giving him a rich background in the union and labor-related sectors.
About Midwest Institutional Trust Company
Midwest Institutional Trust Company was established recently through a strategic acquisition of a line of business from BMO Harris Bank. This organization encompasses both Midwest Institutional Trust Services and Midwest Taft-Hartley Services, designed to provide a comprehensive suite of solutions tailored to Taft-Hartley and Trust and Custody clients. Historically, this institution has been delivering trust and custody services since 1924 and boasts primary offices in Kansas and Wisconsin. As a member of the Midwest Family of Companies, which has been serving clients since 1993, Midwest Institutional Trust Company is committed to upholding the needs of its clients across the United States, ensuring they receive top-tier, customized financial services.
Frequently Asked Questions
Who is James "Jimmy" Mitchell?
James "Jimmy" Mitchell is the newly appointed Senior Vice President at Midwest Institutional Trust Company, focusing on Taft-Hartley Services.
What will Jimmy Mitchell's role involve?
His role involves managing client relationships and expanding the company's Taft-Hartley services nationally.
What is Midwest Institutional Trust Company?
It is a financial institution that provides trust and custody services, specializing in Taft-Hartley funds, established through an acquisition from BMO Harris Bank.
What experience does Jimmy Mitchell bring?
He has over 35 years of experience in asset management and has held various senior positions focused on client relations and service initiatives.
Why does Midwest Institutional Trust Company emphasize Taft-Hartley services?
The focus on Taft-Hartley services aligns with the company’s mission to support the unique needs of institutional clients, ensuring tailored financial solutions.
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