Our People

• 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, Portfolio Manager

• Ute Clune

  Managing Director, Trust Investment Solutions

• Dustin Cook

  Portfolio Manager

• William Courtney

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

• Michael S. Fasone

  Vice President, Portfolio Manager

• James Fields, CFA

  Senior Vice President, Portfolio Manager

• Peter Greig, CFA

  Senior Vice President, Chief Investment Officer, Fixed Income

• Bryan Grustas

  Senior Vice President, Head of Portfolio Implementation

• Benjamin Hill, CFA

  Senior Vice President, Portfolio Manager

• Todd LaRose

  Vice President, Portfolio Manager

• Alexander Larsen, CFA, CAIA

  Vice President, Portfolio Manager

• Stephen Lawler

  Senior Vice President, Relationship Manager

• Jon Lewis

  Senior Vice President, Head of Business Administration

• Matthew Montgomery, CFA

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

• Andrew Muther

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

• Jeff Otto, CFA

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

• Kristin Patterson

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

• Ben Pearson

  Senior Investment Analyst

• Brian Perott, CFA

  Senior Vice President, Managing Director, Portfolio Manager, Head of Asset Allocation

• Trae Ratliff, CFP®

  Portfolio Manager, Wealth Strategist

• Jeff Ream, CFP®

  Vice President, Portfolio Manager, Wealth Strategist

• Craig Rockey

  Business Development Director

• Jenna Rose, CFA

  Senior 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

• Joe Tyner, CFA, CPA

  Senior Investment Analyst

• Bryan Unterhalter

  Senior Vice President, Chief Investment Officer, Core Equity

• Jake Urban

  Vice President, Investment Operations

• Emily West, CFP®

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

• Jeffrey White

  Vice President, Trading