A Wealth of Expertise
Meet our Investment Professionals
Investment success begins with relationships. Our dedicated team of investment professionals get to know you and your financial goals before helping you build a tailored portfolio. Whatever’s important to you, they have the expertise to put it at the center of your financial strategy.
Adam Sitter, CFP ®
VP, Portfolio Manager
Amanda Bryant, CFA®
SVP, Portfolio Manager
Amber DeLeeuw
AVP, Investment Associate Lead
Ashley Hasey
AVP – Portfolio Manager
Chan Barden, CFA®
Director of Fund Manager Research
Chris Karlin, CFA®
SVP, Portfolio Manager
Dan Julie, CFA®
SVP, Portfolio Manager
Dave Wuertz, CFA®
SVP, Portfolio Manager
Eric Lois, CFA ®
VP – Portfolio Manager
Errin Kolden, AAMS®
Senior Portfolio Manager, Team Leader
Gary Rolain, CFA®
SVP, Portfolio Manager
Jacob Braund, CFA®
VP, Portfolio Manager
James Hartz, CFA®
SVP, Portfolio Manager
Jerry Bayer, CFA®
VP, Portfolio Manager
Joe Morgan, APMA™
AVP – Portfolio Manager
John B. Duffy
SVP, Institutional Client Advisor
Jon Sattler, CFA®
SVP, Research Analyst, Portfolio Manager
Justin D. Dahl
VP, Institutional Client Advisor
Katelyn Micheals
Institutional Sales Support Specialist
Killian McKiernan, CFA®, CIPM®
SVP, Senior Research Analyst & Portfolio Manager
Kim Mullarkey, CFA®
Senior Portfolio Manager, Team Leader
Kosana Stojcevic
AVP, Portfolio Manager
Lora Olenchek, CFA®
VP, Portfolio Manager
Marie Burns
AVP - Portfolio Manager
Mark Chan, CFA®
VP, Portfolio Manager
Mark Tumpach, CFA®
SVP, Senior Research Analyst & Portfolio Manager
Mike Adkins
VP, Portfolio Manager
Mike Gandrud, CFA®
SVP, Portfolio Manager
Mike Hochholzer, CFA®
Chief Investment Officer & EVP
Pat Fry, CFA®
SVP, Director of Fixed Income
Rolf Johnsen
SVP, Senior Research Analyst & Portfolio Manager
Sam Jacobsen, CFA®
SVP, Director of Equity Research
Scott Jennings, CIMA®
SVP, Portfolio Manager
Steve Pipp, CFA®
Senior Vice President, Portfolio Manager
