May 31, 2023
Press Release

John Leffel Joins as Director of New Client Experience

Market Street Trust Company is pleased to welcome John Leffel, who has recently joined the firm as Director of New Client Experience.

“Building quality relationships from the start is integral to a successful client experience at Market Street. John's role in stewarding new clients into our client-owned, shared family office community will ensure we continue to deliver the highest standard of service.” says Kara Pass, President and CEO. “John brings with him a wealth of experience, knowledge, and a passion for deeply understanding a family’s fundamental goals and values—truly understanding the essential elements necessary to develop quality relationships and meaningful partnerships for generations to come.”

Prior to joining Market Street, John Leffel held a number of significant roles at distinguished financial institutions, most recently as Managing Director and founding member of the Raymond James Capital Markets office in Boston. Throughout his career, John has demonstrated his ability to manage complex client relationships, develop innovative solutions for institutional investors, and foster a client-focused culture. His depth of experience, coupled with his strategic vision, will contribute immensely to developing relationships and enhancing the Market Street Trust client experience.

This presentation has been prepared by Market Street Trust Company. The views expressed herein represent opinions of Market Street and are presented for informational purposes only. They are not intended to be recommendations or investment advice and do not take into account the individual financial circumstances or objectives of the investor who receives them.

Certain statements included in this presentation constitute forward looking statements. Forward looking statements are not facts but reflect current thinking regarding future events or results. These forward looking statements are subject to risks that may result in actual results being materially different from current expectations.

Past performance (before and after taxes) does not guarantee future performance. There is no assurance that Market Street Trust Company investments will achieve their objectives, or that they will or are likely to achieve results comparable to results shown herein, or will make any profit, or will be able to avoid incurring losses. Exposure to foreign currencies may cause additional fluctuation in the value of any investment. Each investor must assess the suitability of an investment, the investor’s tolerance for risk and the impact on the investor’s diversification strategy. This presentation does not constitute an invitation to buy or an offer to sell securities, or any other products or services.

This is intended as general information only. Investors maybe required to meet certain criteria under the securities laws in order to qualify for certain investments. Any discussion of U.S. tax matters is not intended and cannot be used or relied upon for the purpose of avoiding U.S. tax-related penalties. Please visit our website for additional information concerning Market Street’s investments and investment updates. As always, please feel free to contact us if you would like to learn more about our investment program.

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