Our Team

Our investment professionals carry a wealth of experience and knowledge — with an average of more than 20 years of experience in the financial services industry.

In addition to industry experience, many of our portfolio managers hold the Chartered Financial Analyst or Certified Financial Planner designation and post-graduate degrees in business or finance.

• William Koehler, CFA

  President and Chief Executive Officer

• Mark Allison, CFP®

  Executive Vice President, Portfolio Manager

• Stuart Berkley, CFA

  Senior Vice President, Portfolio Manager, Chief Wealth Strategist, Wealth Planning Group

• James Braunsdorf, CFA

  Portfolio Manager, Portfolio Advisory Group

• John Callegari, CFA

  Vice President, Portfolio Manager

• Gary Cloud, CFA

  Senior Vice President, Co-Chief Investment Officer, Fixed Income

• Ute Daley Clune

  Senior Vice President

• William Courtney

  Senior Vice President, Co-Chief Investment Officer, Select Growth

• James Fields, CFA

  Senior Vice President, Portfolio Manager

• William H. Gedney

  Senior Vice President

• Peter Greig, CFA

  Senior Vice President, Co-Chief Investment Officer, Fixed Income

• Bryan Grustas

  Manager, Portfolio Administration

• Carter Harrison, Jr., CFA

  Senior Vice President

• Eugene Helm

  Managing Director, Trust Investment Solutions

• Benjamin Hill, CFA

  Senior Vice President, Portfolio Manager

• Todd LaRose

  Vice President, Portfolio Manager

• Stephen Lawler

  Head of Portfolio Administration, Trust Investment Solutions

• Jon Lewis

  Senior Vice President, Head of Business Administration

• Lee Merry

  Portfolio Manager, Senior Data Analyst

• Matthew Montgomery, CFA

  Senior Vice President, Portfolio Manager

• Dave Moore

  Manager of Business Development, Trust Investment Solutions

• Andrew Muther

  Senior Vice President, Portfolio Manager

• Jeff Otto, CFA

  Vice President, Portfolio Manager, Co-Chief Investment Officer, Select Growth

• Kristin Patterson

  Senior Vice President, Portfolio Manager, Head of Investment Manager Research

• Brian Perott, CFA

  Senior Vice President, Managing Director, Head of Asset Allocation

• Jeff Ream, CFP®

  Vice President, Portfolio Manager, Wealth Strategist

• Jenna Rose, CFA

  Vice President, Portfolio Manager

• Amy Schaff, IACCP®

  Senior Vice President, Chief Compliance Officer

• Val Schaff, CFA

  Senior Vice President, Portfolio Manager, Head of Portfolio Advisory Group

• D. Patrick Schumann, CFA

  Senior Vice President, Portfolio Manager

• Scott Sollars, CFP®

  Senior Vice President, Portfolio Manager, Senior Wealth Strategist

• Satu Stechschulte, CFA

  Vice President, Portfolio Manager

• Brian Stenson

  Equity Trader

• Rachel Stewart

  Senior Vice President, Head of Business Intelligence

• Tim Sturdy, CFA

  Vice President, Portfolio Manager

• Bryan Unterhalter

  Senior Vice President, Portfolio Manager

• Jake Urban

  Vice President, Investment Operations

• Emily West, CFP®

  Vice President, Portfolio Manager, Head of Wealth Planning & Strategy

• Jeffrey White

  Senior Fixed Income Trader