Daphne O'Keefe Elevated to Senior Vice President at Midwest Institutional Trust Company

Midwest Institutional Trust Company Promotes Daphne O'Keefe

In a notable move within the financial services sector, the Midwest Institutional Trust Company (MITC) has announced the promotion of Daphne O'Keefe to the position of Senior Vice President. O'Keefe will also serve as the Relationship Manager for Taft-Hartley Services and take on the role of National Director for Relationship Development within Institutional Trust Services.

A Journey of Excellence

Daphne O'Keefe comes with a wealth of experience, boasting over 35 years in the field, primarily focused on relationship management and asset management services. Her distinguished career has been marked by her ability to foster and maintain deep connections with clients in the institutional market. O'Keefe's expertise lies in not just understanding client needs but also in creating tailored solutions to meet those needs across various vertical markets.

Prior to this promotion, O'Keefe was instrumental in managing intricate client relationships at top-tier investment firms. Her resume includes significant roles as Vice President and Relationship Manager at two of the country's leading financial services organizations based in Denver, Colorado, and Seattle, Washington. This diverse experience has equipped her with a nuanced understanding of the intricacies involved in client relationship management, making her an essential asset to MITC.

Commitment to Client Relationships

In her new role, O'Keefe will focus on expanding MITC's client base, particularly within the Taft-Hartley and Union/Labor sectors. She will oversee the establishment and nurturing of strategic client relationships, helping to ensure that MITC's services align perfectly with the needs of its diverse clientele. Kristy Perez, Executive Vice President and Managing Director at Midwest Institutional Trust Service, emphasized O'Keefe's exceptional commitment to service excellence, noting that her contributions have fundamentally supported the company’s growth strategies in the institutional space.

About Midwest Institutional Trust Company

Established in 2023, MITC emerged from a strategic acquisition of business lines from BMO Harris Bank. The company was founded with a mission to provide a comprehensive range of trust, custody, and asset management services tailored specifically for Taft-Hartley Funds and similar institutions. With its main offices located in Overland Park, Kansas, and Milwaukee, Wisconsin, MITC has built a strong reputation, rooted in a legacy that extends back to 1924 when it began as a custodian of trust and custody services.

Offering expert financial solutions, MITC serves a wide range of clients throughout the United States. The company is part of the broader Midwest Family of Companies, which has established itself as a leader in independent trust and investment management services since its inception in 1993.

As O'Keefe steps into her expanded role, the industry will undoubtedly be watching her initiatives closely, particularly in how MITC continues to innovate and respond to the evolving needs of its clients. O'Keefe's leadership may very well steer MITC into new territories of growth and client engagement in the years to come.