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Our Team

Executive Institutional Private Investment Management Client Services All

Our Team

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    Executive Institutional Private Investment Management Client Services All
Gregory W. Goelzer Headshot

Gregory W. Goelzer

Chief Executive Officer

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Gregory W. Goelzer Headshot
Elaine A. Beaty Headshot

Elaine A. Beaty

Senior Consultant, Government/Public Plans

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Elaine A. Beaty Headshot
Jeffrey J. Borgert Headshot

Jeffrey J. Borgert

Senior Consultant

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Jeffrey J. Borgert Headshot
J. Andrew Concannon Headshot

J. Andrew Concannon

Chief Investment Officer

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J. Andrew Concannon Headshot
Leanne S. Fishel Headshot

Leanne S. Fishel

Institutional Analyst

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Leanne S. Fishel Headshot
Donald J. Hutchinson Headshot

Donald J. Hutchinson

Managing Director, Institutional Advisory Services

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Donald J. Hutchinson Headshot
Helena Ocampo Headshot

Helena Ocampo

Senior Portfolio Manager

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Helena Ocampo Headshot
Christopher A. Ryker Headshot

Christopher A. Ryker

Senior Portfolio Manager

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Christopher A. Ryker Headshot
Gavin W. Stephens Headshot

Gavin W. Stephens

Director of Portfolio Management

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Gavin W. Stephens Headshot
Janet S. Sweet Headshot

Janet S. Sweet

Senior Consultant

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George P. Wild Headshot

George P. Wild

Senior Portfolio Manager

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S. Michelle Jann Headshot

S. Michelle Jann

Senior Wealth Advisor

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S. Michelle Jann Headshot
Brian J. Pyne Headshot

Brian J. Pyne

Managing Director, Private Client

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Brian J. Pyne Headshot
Dean P. Weseli Headshot

Dean P. Weseli

Wealth Advisor

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Dean P. Weseli Headshot
Kory J. Fay Headshot

Kory J. Fay

Wealth Advisor

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Kory J. Fay Headshot
Megan M. French Headshot

Megan M. French

Client Services Associate

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Megan M. French Headshot
Suzy S. Goelzer Headshot

Suzy S. Goelzer

Director of Strategic Partnerships

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Suzy S. Goelzer Headshot
Heather A. Tilton Headshot

Heather A. Tilton

Senior Manager, Portfolio Operations & Information Technology

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Heather A. Tilton Headshot
Sherri L. Wilson Headshot

Sherri L. Wilson

Senior Manager, Client Services

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Sherri L. Wilson Headshot
Aimee M. Deveau Headshot

Aimee M. Deveau

Office Manager & IT Specialist

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Aimee M. Deveau Headshot
Jeffrey A. Bush Headshot

Jeffrey A. Bush

General Counsel and Chief Compliance Officer

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Jeffrey A. Bush Headshot
Brett D. McKamey Headshot

Brett D. McKamey

President

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Brett D. McKamey Headshot
Debra A. Rynerson Headshot

Debra A. Rynerson

Finance Manager

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Debra A. Rynerson Headshot
Chris W. Cotterill Headshot

Chris W. Cotterill

Chief Operating Officer

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Chris W. Cotterill Headshot
Craig A. Maschmeyer Headshot

Craig A. Maschmeyer

Associate Portfolio Manager

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Craig A. Maschmeyer Headshot
Umesh S. Nathani Headshot

Umesh S. Nathani

Portfolio Manager

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Umesh S. Nathani Headshot
Patrick J. Martinak Headshot

Patrick J. Martinak

Associate Portfolio Manager

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Patrick J. Martinak Headshot
Lamica A. Simmons Headshot

Lamica A. Simmons

Human Resources Director

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Adrian O. Miller Headshot

Adrian O. Miller

Senior Wealth Advisor

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Adrian O. Miller Headshot
Scott M. Breske, MBA Headshot

Scott M. Breske, MBA

Trading Manager & Associate Portfolio Manager

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Scott M. Breske, MBA Headshot
Angela Y. Richardson Headshot

Angela Y. Richardson

Client Services Associate

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Angela Y. Richardson Headshot
David S. Alexander Headshot

David S. Alexander

Senior Wealth Advisor

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David S. Alexander Headshot
Our Team