HOME  |  CONTACT US  | LINKS  |  CAREERS  |  CLIENT LOGIN

People

Carl W. Hafele, CFA, CPA
Chairman

CARL is Chairman of our firm and a member of the Investment Policy Committee and Equity Management Team. A professor of investments and economics at Bellarmine University, he earned his MBA from Xavier University after completing his undergraduate work at Thomas More. Carl is a Chartered Financial Analyst and a Certified Public Accountant with nearly 25 years investment experience.

Carl is an avid all around sports fan and has coached basketball and soccer for many years. A private pilot, Carl is active in numerous philanthropic organizations and a member of the CFA Institute of Louisville. He and his wife Marianne enjoy traveling, exercising and their seven children.

 

Mark S. Mosley, CFA
President

MARK is President of First Kentucky Trust and a member of the Investment Policy Committee and Equity Management Team. A founder of our firm, he received his MBA from Bellarmine University and his BS from the University of Virginia. Mark is a Chartered Financial Analyst with over 15 years experience in investment policy, equity management and numerous asset classes.

Mark and his wife Sarah have two boys. He enjoys exercising and participating in his children’s activities. Mark is past president and an active member of the CFA Institute of Louisville. He is also a Board member of the Norton Healthcare Foundation and a member of the Norton Healthcare Investment Subcommittee.

 

Timothy Manning, J.D.
Managing Director

TIM is a Managing Director at First Kentucky Trust and focuses on trust & estate administration, client service and real estate. A founder of our firm, he earned his law degree from University of Louisville and his MBA and BA from Monmouth University in New Jersey. Tim has over 30 years experience in numerous investment areas as well as the real estate and oil & gas industries.

Tim enjoys coaching sports, including baseball and soccer, as well as playing golf. A former marathon runner, he and his wife Ann have 3 children. Tim is a member of the Kentucky Bar Association, Louisville Estate Planning Council and the National Homebuilders Association.

 

Douglas P. Neal, J.D.
Chief Fiduciary Officer

DOUG is a Managing Director at our firm and serves as our Chief Fiduciary Officer. He focuses on trust & estate administration and client service. A founder of our firm, he received his law degree and undergraduate degree from the University of Louisville. Doug has over 30 years experience in trust with extensive experience in fiduciary, estate and gift taxes.

Doug and his wife Donna have 2 children and 3 grandchildren. He enjoys golf and spending time with his family. Doug is a member of the Louisville Bar Association, serves on the Boards of several philanthropic organizations, and is active in his church.

 

Lou Lemos

Louis A. Lemos II, CFA
Director of Portfolio Management

LOU is Director of Portfolio Management of our firm and a member of the Investment Policy Committee and Equity Management Team. He earned his MBA from Murray State University after completing his undergraduate work at Kent State University. Lou is a Chartered Financial Analyst with 10 years investment experience.

Lou is the current President of the CFA Society of Louisville and CFA level III exam grader.  He enjoys studying financial market history, reading biographies and spending time with his wife and 2 boys.

 

Charles B. Dicken
Vice President and Trust Officer

CHARLIE is a Principal at First Kentucky Trust and focuses on trust administration and client service. He received his BA from Bellarmine University in business and economics. He has over 5 years experience in the financial services industry, especially within banking and personal finance management. In addition, Charlie serves as our Chief Financial Officer.

Charlie enjoys golf and spending time with his wife Michea, their daughter Grace and their friends and families. He is active in various civic organizations and serves on the Board of Directors of the  St. Xavier Alumni Association.

 

Rebecca K. Glauber, CTFA
Vice President and Trust Officer

REBECCA is a Principal at our firm and focuses on trust & estate administration, fiduciary tax preparation, and client service. She earned her BA from the University of Kentucky in finance and management, is a graduate of the American Bankers Association’s National Graduate Trust School, and has earned the CTFA designation. Rebecca has over 10 years experience in trust administration and financial services.

Rebecca and her husband Steve have 3 children. She enjoys spending time with her friends and family, and is active in the St. James Church Parish, serving on the Finance Committee.

 

Daron M. VanVactor
Vice President and Investment Officer

DARON is a Principal at First Kentucky Trust and a member of the Investment Policy Committee and Equity Management Team. He received his MBA from the University of Louisville, BA from the University of Kentucky, and is a graduate of the Canon Financial Institute’s Trust School. With nearly 10 years investment experience, Daron focuses on investment research and portfolio management processes pertaining to both the equity and fixed income markets, and specializes in municipal bond portfolio management.

Daron and his wife Jennifer enjoy spending time with their friends and family, including their golden retriever. Both enjoy participating in activities that support local charities. Daron is an active member of various civic organizations, including the Venture Club of Louisville and the Fund for the Arts NEXT program.

 

Bindu

Bindu A. Rastogi, CTFA, CWA
Vice President and Investment Officer

BINDU is a member of the Investment Policy Committee and Equity Management Team.  She earned her BA from Bombay University, India in Finance.  She is a graduate of the American Bankers Association’s Cannon Trust School and has earned her CTFA designation.  She has also earned her Chartered Wealth Advisor designation from Michigan State University. Bindu has over 10 years experience in personal trust and financial services.

Bindu and her husband Anuj have one daughter.  She is an active member of the Indian Community of Louisville and Girl Scouts of Kentuckiana.

 

Meredith

Meredith H. Walston
Trust Administrative Assistant

MEREDITH is the Trust Administrative Assistant at our firm, working closely with our officers in trust administration and client service.  She earned her bachelor’s degree in Business from Indiana University. Meredith has experience in asset management, tax preparation and client services, all in the non-profit sector.

Meredith and her husband Jason enjoy spending time with their family and friends, including their pets. They are active members of their church.

 

Sakya Suddeth

Sakya N. Suddeth
Marketing Coordinator

SAKYA is the Marketing Coordinator at our firm. She earned her BA from the University of Louisville in Psychology. Sakya has over 5 years experience in promotions and event planning. In addition, Sakya serves as our receptionist.

Sakya and her husband Ryan enjoy spending time with their friends and family.  She is an active member and serves on the Ambassador Committee of the St. Matthews Area Business Association.

Copyright © 2008 First Kentucky Trust Company. All Rights Reserved.

This site designed and managed by the Proforma / Panoptic team.