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Our Team

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Our Team

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Elaine Beaty Headshot Beaty, Elaine Headshot

Elaine Beaty

Institutional Investment Advisor

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Beaty, Elaine Headshot
Jeffrey J. Borgert Headshot Borgert, Jeffrey Headshot

Jeffrey J. Borgert
CAIA

Institutional Investment Advisor

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Borgert, Jeffrey Headshot
Jeffrey Bush Headshot Bush, Jeffrey Headshot

Jeffrey Bush
JD

General Counsel and Chief Compliance Officer

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Bush, Jeffrey Headshot
Tracy A. Colson Headshot Colson, Tracy Headshot

Tracy A. Colson

Client Services Associate

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Colson, Tracy Headshot
J. Andrew Concannon Headshot Concannon, Andrew J. Headshot

J. Andrew Concannon
CFA, CFP®

Chief Investment Officer

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Concannon, Andrew J. Headshot
Chris W. Cotterill Headshot Cotterill, Chris Headshot

Chris W. Cotterill

Chief Operating Officer

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Cotterill, Chris Headshot
Aimee Deveau Headshot Deveau, Aimee Headshot

Aimee Deveau

Office Manager

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Deveau, Aimee Headshot
Kory Fay Headshot Fay, Kory Headshot

Kory Fay
CFP®

Associate Investment Advisor

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Fay, Kory Headshot
Leanne S. Fishel Headshot Fishel, Leanne Headshot

Leanne S. Fishel

Institutional Analyst

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Fishel, Leanne Headshot
Megan M. French Headshot French, Megan Headshot

Megan M. French

Client Services Associate

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French, Megan Headshot
Jonah Gjertson Headshot Gjertson, Jonah Headshot

Jonah Gjertson

Institutional Analyst

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Gjertson, Jonah Headshot
Gregory W. Goelzer Headshot Goelzer, Greg Headshot

Gregory W. Goelzer

Chief Executive Officer

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Goelzer, Greg Headshot
Suzy Goelzer Headshot Goelzer, Suzy Headshot

Suzy Goelzer

Director of Strategic Partnerships

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Goelzer, Suzy Headshot
Leigh Ann Hayes Headshot Hayes, Leigh Ann Headshot

Leigh Ann Hayes

Trading Manager

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Hayes, Leigh Ann Headshot
Donald J. Hutchinson Headshot Hutchinson, Donald Headshot

Donald J. Hutchinson

Managing Director, Institutional Advisory Services

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Hutchinson, Donald Headshot
S. Michelle Jann Headshot Jann, Michelle Headshot

S. Michelle Jann
CFP®,  CPWA®

Investment Advisor

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Jann, Michelle Headshot
Jared M. Luegers Headshot Luegers, Jared Headshot

Jared M. Luegers
CFA

Associate Portfolio Manager

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Luegers, Jared Headshot
Brett D. McKamey Headshot McKamey, Brett Headshot

Brett D. McKamey
CFA

President

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McKamey, Brett Headshot
Helena Ocampo Headshot Ocampo, Helena Headshot

Helena Ocampo

Senior Portfolio Manager

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Ocampo, Helena Headshot
Brian J. Pyne Headshot Pyne, Brian Headshot

Brian J. Pyne
CFA, CFP®

Managing Director, Private Client

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Christopher A. Ryker Headshot Ryker, Christopher Headshot

Christopher A. Ryker
CFA

Senior Portfolio Manager

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Debra A. Rynerson Headshot Rynerson, Debra Headshot

Debra A. Rynerson

Finance Manager

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Rynerson, Debra Headshot
Gavin W. Stephens Headshot Stephens, Gavin Headshot

Gavin W. Stephens
CFA

Director of Portfolio Management

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Stephens, Gavin Headshot
Janet Sweet Headshot Sweet, Janet Headshot

Janet Sweet
CFA, CAIA

Institutional Investment Advisor

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Heather A. Tilton Headshot Tilton, Heather Headshot

Heather A. Tilton

Portfolio Operations Manager

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Dean Weseli Headshot Weseli, Dean Headshot

Dean Weseli
CFP®

Investment Advisor

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George P. Wild Headshot Wild, George Headshot

George P. Wild
CFA

Senior Portfolio Manager

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Sherri L. Wilson Headshot Wilson, Sherri Headshot

Sherri L. Wilson

Client Services Manager

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Wilson, Sherri Headshot
Our Team