Our Advisory Team

Joseph Jerkovich, is Strategic Advisor to the CEO of R&T Deposit Solutions, having served as President & CEO and a member of the Board of Managers through January 2025. In his advisory role, Mr. Jerkovich will continue to impart his deep institutional knowledge and financial expertise to advance the company’s strategic plan. Before joining R&T, Mr. Jerkovich was Vice President and Chief Investment Officer at Winklevoss Consulting. He has also held senior management positions in the U.S. operations of the Caisse des Dépôts et Consignations (predecessor to Natixis) and began his career at KPMG Peat Marwick, providing tax consulting services to international banks and financial organizations. Joe is a Certified Public Accountant. He earned his Master of Business Administration (M.B.A.) from New York University and his Bachelor's degree in Business Economics from the University of California at Santa Barbara.

Marie E. Chinnici-Everitt is the founder and principal of MCE Strategic Consulting, specializing in marketing, branding, leadership communications, crisis communications, and public relations. With extensive experience and strategic insight, Marie helps organizations enhance their brand presence, engage with stakeholders, and navigate communication challenges. Previously, she served as Managing Director and Chief Marketing Officer at DTCC, where she oversaw global brand image, business marketing, corporate communications, and public relations while managing DTCC’s Tampa office. Her career includes driving global brand growth exceeding $2.2 billion in revenue and spearheading corporate transformation initiatives.

Marie is an active board member of the Tampa Bay Economic Development Council (TBEDC) and Feeding Tampa Bay. Her past governance roles include serving on the Board of Trustees for the University of Tampa and participating in the International Women’s Forum and the Tampa Bay Chamber of Commerce’s Protégé Program as a mentor. Named Tampa Bay Business Journal’s Woman of the Year for Financial Services in 2016 and a finalist in 2017, Marie is recognized for her strategic, results-oriented approach, passion for excellence, continuous improvement, and client-focused leadership. She was honored as one of B to B Magazine’s Top Marketers for three consecutive years (2004-2006) and won the Tampa Bay Chamber’s 2023 Dottie Berger McKinnon Woman of Influence Award. Marie holds a Bachelor of Science in Marketing from Fairfield University and an MBA in Executive Management from St. John’s University.

Andrew Mintz serves as Executive Vice President and Strategic Advisor at R&T, providing expert guidance to advance the technology and infrastructure of the organization. With over 30 years of experience, Andrew has been responsible for planning, implementing, and expanding R&T's enterprise information technology systems. He successfully managed the firm's proprietary technology and developed solutions to improve cost-effectiveness, service quality, and business development.



During his tenure, Andrew enhanced the firm's in-house transfer agency, implemented all bank and broker-dealer sweep technology solutions, and led the development of the firm's disaster recovery and business continuity programs. His wealth of knowledge, insight, and proven expertise is instrumental in steering R&T toward success and growth.

Robert Palatnik is a strategic advisor to R&T’s Executive Leadership team, providing guidance to R&T’s IT division. Since October 2023, he has been the founder of Palatnick Advisory Consulting Services and serves on several advisory boards for corporations in the financial and technology industries. Rob retired in March 2023 from a 30-year career at DTCC, where he held various executive roles including Managing Director and Global Head of Technology Research and Innovation, Chief Technology Architect, and CIO of the Fixed Income Clearing Corporation.



Rob was responsible for driving strategic technology innovation at DTCC and led significant initiatives in cloud, automation, digital assets, and generative AI. He also spearheaded technology outreach and collaboration with clients, regulators, fintech vendors, and academia to advance technology innovations across the financial services industry. A prominent voice in the financial technology sector, Rob has been a featured speaker at key conferences worldwide. He was a founding member and served as Chairman of the Governing Board of the Linux Foundation’s Hyperledger Project, a collaborative effort to build and sustain an open, distributed ledger platform across industries.




Rob holds a BS in Electrical Engineering from the University of Buffalo and is an alumnus of the David Rockefeller Fellowship.