Rikki Perez Appointed as Assistant VP at Midwest Institutional Trust Company

Midwest Institutional Trust Company Strengthens Team with Rikki Perez's Appointment

In a bid to enhance its services and development initiatives, the Midwest Institutional Trust Company (MITC) has appointed Rikki Perez as the Assistant Vice President of Consultant Relations and Business Development. This announcement, made on August 28, 2025, comes as part of the company’s commitment to strengthening relationships within the institutional trust marketplace, particularly in the Taft-Hartley community.

Rikki Perez, a seasoned professional with extensive experience in the field, will focus on nurturing and establishing vital connections with industry stakeholders, including investment consultants, auditors, attorneys, and other service professionals critical to the operational success of MITC. Her role is crucial as she seeks to support and facilitate new business development strategies within the firm’s Institutional Trust Services (MITS) and Midwest Taft-Hartley Services (MTHS).

Prior to her appointment at MITC, Perez was actively engaged with the Taft-Hartley community, serving as an administrator for multi-employer funds across several states. Throughout this role, she gained hands-on experience in various compliance areas, ensuring adherence to regulations set forth by ERISA, IRS, and the Department of Labor. Moreover, she played a pivotal role in coordinating general fund audits and overseeing investigations conducted by regulatory agencies. Her significant expertise in these areas makes her a resources within the company as they venture into new markets and bolster client relationships.

David Gibowski, Head of Internal Sales Support at Midwest Taft-Hartley Services, expressed enthusiasm regarding Perez's addition to the team. He noted, “We are thrilled that Rikki has joined the Midwest Institutional Trust Company family. She is a recognized professional in the industry with a reputation for high performance with clients and a variety of experience. Rikki fits our culture of high client service standards, teamwork, and flexibility.”

Beyond her professional accomplishments, Perez’s involvement with the Nevada Health Services Coalition and active membership in the International Foundation of Employee Benefits Plans showcases her dedication to the industry. Her passion for furthering the standards of service within the institutional trust space aligns perfectly with MITC’s mission to provide exceptional trust and custodial services to its diverse client base.

Established in 2023 after acquiring the line of business from BMO Harris Bank, Midwest Institutional Trust Company reflects a legacy of trust and custody services that dates back to 1924. With its primary offices based in Overland Park, Kansas, and Milwaukee, Wisconsin, the company aims to provide a robust lineup of solutions tailored specifically for Taft-Hartley and Trust and Custody clients. The firm is part of the broader Midwest Family of Companies, a group of independent trust and investment management firms founded in 1993.

As Rikki Perez steps into her new role, the expectations are high for what her experience will bring to the Midwest Institutional Trust Company. The journey ahead not only marks a significant step forward for Perez in her career but also signals MITC’s continued commitment to excellence in service delivery and client relations in the evolving landscape of institutional trust services. The firm is poised for growth, backed by a strong leadership team and a commitment to innovation in a competitive marketplace.

In conclusion, Rikki Perez's appointment marks an exciting chapter for the Midwest Institutional Trust Company as they continue to build on their legacy of reliability and professionalism in trust services.