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RIA Edge Los Angeles
October 7-8, 2025
Ritz-Carlton | Marina del Rey, CA

Ken Lako, JD
President, Chief Executive Officer at Members Trust Company
Speaker

Profile

Ken Lako is a seasoned financial services executive with over 25 years of leadership in fiduciary management, investment strategy, and trust administration. As President and CEO of Members Trust Company (MTC), the nation’s first OCC-regulated trust and investment firm owned entirely by credit unions, Ken leads with a commitment to delivering innovative, values-driven solutions to credit unions, their members, RIAs and financial advisors nationwide.

Since assuming leadership in April 2023, Ken has spearheaded MTC’s strategic transformation, blending boutique-level personalization with national-scale capabilities. Under his guidance, MTC has expanded its national footprint, enhanced its asset management solutions, and reinforced its commitment to diversity and inclusion, earning recognition as a finalist in the Family Wealth Report Awards for Diversity in Wealth Management.

Prior to joining MTC, Ken served as Managing Director of Specialty Fiduciary Solutions at Comerica Bank, where he led national initiatives in charitable trusts, estate settlement, special needs solutions, and specialty asset management. His career also includes a distinguished 20-year tenure at Wells Fargo Wealth & Investment Management, culminating as Senior Director of Investments & Fiduciary Services. In this role, he oversaw teams up to 200 professionals across the Southern and Western U.S., managing more than $65 billion in client assets.

Ken holds a Juris Doctor from Western State College of Law and a Bachelor of Science in Economics from Arizona State University. His unique blend of legal expertise and financial acumen positions him to navigate the complexities of wealth management with integrity and foresight.

At MTC, Ken champions a culture that prioritizes ethical service, innovation, and community engagement. He believes in integrating technology to enhance client experiences while maintaining the essential human touch in financial relationships. Ken's leadership reflects a deep commitment to upholding the fiduciary standard and advancing the mission of a people-centric wealth management firm across the country.

Agenda Sessions

  • The (not so) Hidden Value of Estate Planning

    10:10am