Scroll Top
19th Ave New York, NY 95822, USA

Brad Bergman
Chairman and Chief Executive Officer
MTC Holding Corporation
Midwest Institutional Trust Services

Brad has over 30 years of experience running trust companies. He serves as Chairman and CEO of the Midwest Family of Companies which include;

• Midwest Trust Company
• Midwest Institutional Trust Company
• Benefit Trust Company
• FCI Advisors
• Mainstar Trust
• Trust Sourcing Solutions

He has also served as a commercial banker, a partner in a law firm and has taught law classes.

BS, Illinois State; JD, Washburn University

CFP® exam, passed


Stacey Perry
Chief Operating Officer
MTC Holding Corporation

Responsible for merger and acquisitions; oversight for corporate administration including accounting. compliance, human resources, legal and technology; real estate management; strategic planning and process improvements

Stacey has over 30 years of experience in the business community beginning as a CPA with a Big 4 firm with expertise in financial services and progressing to senior management roles in the manufacturing and publishing industries before joining MTC Holding Corporation in 2009.

BS in Business Administration – Accounting, University of Iowa

CPA Licensed in Iowa and Missouri (inactive)


Rick Young
Midwest Institutional Trust Services

Rick has extensive experience in the asset servicing industry dating back to 1990, with Wells Fargo Investment Advisors (Barclays Global Investors). He was the Chief Operating Officer for BGI, Australia, until 1998, when he returned to the US and was instrumental in the deal to sell the middle and back offices business lines to Investors Bank and Trust. At IBT, Rick was the head of the California business which continued after the State Street purchase. Rick built several business lines including a derivative valuation service. He was an executive leader for State Street’s collective, U.S. institutional and insurance lines of business. Rick joined the Midwest Trust Family of Companies in 2019.

BS, Southern Oregon University

National World War I Museum and Memorial, Board of Trustees

Southern Oregon University Foundation, Board of Trustees

Veterans Community Project, Contributor

Kristy Perez color

Kristy Perez
Executive Vice President and Managing Director
Midwest Institutional Trust Services

Kristy has more than 35 years of institutional trust banking experience. She specializes in customizing banking service models for complex and/or unusual client situations and has an extensive background managing administrative functions associated with internal and external audit and regulatory and compliance requirements. Her primary responsibilities include overseeing and leading relationship management activity associated with delivering client service and generating new clients nationally for custody/safekeeping, securities lending, asset management, and trust services. Client and prospect base oversight includes directed trustee, corporate, employee benefit plan, public/government, Taft-Hartley, foundations/endowments, health care, insurance, and other specialized institutional trust arrangements.

Kristy attended DeVry Institute of Technology for Business and System Analysis. She is an active member of the International Foundation of Employee Benefit Plans.