First Kentucky

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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.

Steve is Director of our Wealth Advisory services and focuses on strategic planning and implementation strategies to help clients achieve their investment and planning goals and objectives. He received his BS from the University of Louisville. Steve is a Certified Public Accountant and holds the designation of Personal Financial Specialist awarded by the American Institute of CPAs. Steve has over 25 years experience in providing comprehensive financial services to clients.

Doug is the Chief Fiduciary Officer at First Kentucky Trust, and focuses on trust & estate administration and client service. A founder of our firm, he received both 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 two children and three grandchildren. He enjoys golf and spending time with his family.

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 Economics and Spanish and has over 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 is a Level II candidate in the CFA program and enjoys cooking, running, and spending time with her husband John.

Sakya is the Office Manager at our firm. She earned her bachelor’s degree in Psychology from the University of Louisville. Sakya has experience in promotions and event planning and is a member of the St. Matthews Area Business Association. Sakya enjoys cooking and spending time with her husband Ryan, their son Beckett and their close friends and family.

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