People

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 20 years experience in investment management and policy, including experience in 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.
Executive Vice President

TIMis Executive Vice President 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 35 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.

Louis A. Lemos II, CFA
Senior Vice President & 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 15 years investment experience.

Lou is a former President and current Director of the CFA Society of Louisville and is a curriculum development consultant for the CFA Institute. He enjoys studying financial market history, reading biographies and spending time with his wife Renee and their 2 boys.

Charles B. Dicken
Senior 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 nearly 10 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 three children. She enjoys spending time with her friends and family and being involved in her children's activities and school.

Doris C. Morrison
Trust Investment Officer

DORI DORI is a member of the Investment Policy Committee and Equity Management Team. She earned her BA from the University of North Carolina – Chapel Hill in in economics and Spanish and has five years of experience in the financial services industry. Prior to joining First Kentucky Trust, Dori worked in the San Francisco office of Bessemer Trust.

Dori enjoys cooking, running, and spending time with her husband John.

Meredith H. Walston
Assistant Trust Officer

MEREDITH is an Assistant Trust Officer 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, friends, pets and are active members of their church.

Sakya N. Schuler
Office Manager

SAKYA is the Office Manager at our firm. She earned her bachelor's degree from the University of Louisville in Psychology. Sakya has experience in promotions and event planning.

Sakya enjoys cooking and spending time with her husband Ryan, their son Beckett and their close friends and family.

Carl W. Hafele, CFA, CPA
Financial Consultant

CARL is a Consultant to our firm with regard to various investment and strategic matters. Formerly CEO of National Asset Management, he is 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 over 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.