Our People
Client portfolio manager and member of the Wealth Planning Group, Fixed Income Strategy Team, Manager Research and Asset Allocation Committee
Joined the organization in 2000 and has more than 35 years of experience in portfolio management
Managed client portfolios at American National Bank, now J.P. Morgan, and Commerce Bank of Kansas City, working with personal trusts, employee benefit accounts, foundations, endowments and investment management accounts
BA, University of Kansas
MBA, De Paul University
Chartered Financial Analyst® charterholder
CFA Institute, Member
CFA Society Kansas City, Member
Bethany Lutheran Foundation, President
Kansas State Treasury Advisory Committee, Board Member
President and Chief Executive Officer
Executive Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Chief Wealth Strategist, Wealth Planning Group
Portfolio Manager, Head of Municipal Bond Research
Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Managing Director, Trust Investment Solutions
Portfolio Manager
Senior Vice President, Co-Chief Investment Officer, Select Growth
Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Portfolio Manager, Wealth Strategist
Senior Vice President, Chief Investment Officer, Fixed Income
Senior Vice President, Head of Portfolio Implementation
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Vice President, Portfolio Manager
Senior Vice President, Relationship Manager
Senior Vice President, Head of Business Administration
Senior Vice President, Co-Chief Investment Officer, Value Equity
Senior Vice President, Co-Chief Investment Officer, Value Equity
Senior Vice President, Co-Chief Investment Officer, Select Growth
Senior Vice President, Portfolio Manager, Head of Investment Manager Research
Senior Investment Analyst
Senior Vice President, Managing Director, Portfolio Manager, Head of Asset Allocation
Vice President, Portfolio Manager
Vice President, Portfolio Manager, Wealth Strategist
Business Development Director
Senior Vice President, Portfolio Manager
Senior Vice President, Chief Compliance Officer
Senior Vice President, Portfolio Manager, Head of Portfolio Advisory Group
Senior Vice President, Portfolio Manager
Trader
Senior Vice President, Portfolio Manager, Senior Wealth Strategist
Vice President, Portfolio Manager
Equity Trader
Senior Vice President, Head of Business Intelligence
Vice President, Portfolio Manager
Senior Investment Analyst
Senior Vice President, Chief Investment Officer, Core Equity
Senior Vice President, Investment Operations
Senior Vice President, Portfolio Manager, Head of Wealth Planning & Strategy
Vice President, Trading