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

• Meredith Bittle, CFA

  Portfolio Manager, Head of Municipal Bond Research

• James Braunsdorf, CFA

  Vice President, Portfolio Manager

• John Callegari, CFA

  Senior Vice President, Portfolio Manager

• Gary Cloud, CFA

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

• Ute Daley Clune

  Managing Director, Trust Investment Solutions

• Dustin Cook

  Portfolio Analyst

• 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

  Vice President, Head of Portfolio Implementation

• Benjamin Hill, CFA

  Senior Vice President, Portfolio Manager

• Todd LaRose

  Vice President, Portfolio Manager

• Alex Larsen, CAIA®

  Portfolio Manager

• Stephen Lawler

  Vice President, Relationship Manager

• Jon Lewis

  Senior Vice President, Head of Business Administration

• Matthew Montgomery, CFA

  Senior Vice President, Portfolio Manager, Co-Chief Investment Officer, Value Equity

• Dave Moore

  Manager of Business Development, Trust Investment Solutions

• Andrew Muther

  Senior Vice President, Portfolio Manager, Co-Chief Investment Officer, Value Equity

• Jeff Otto, CFA

  Senior 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

• Trae Ratliff, CFP®

  Portfolio Manager, Wealth Strategist

• 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

• Tyler Sellers

  Trader

• 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®

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

• Jeffrey White

  Vice President, Trading