Investment Management Group
We provide investment education, expertise and advice to advisors in order to help clients achieve their goals while managing risk.INVESTMENT COMMITTEE
The investment committee is responsible for establishing and driving investment policies for the firm. This includes but is not limited to, items such as establishing capital market assumptions and asset allocation guidelines, as well as the hiring and firing of third party strategies for use in client portfolios.
Katrina Radenberg, CFA
Chief Investment Officer
Bill Greiner, CFA
Chief Economist
Jeffrey Krumpelman, CFA
Chief Investment Strategist, Head of Equities
Ken Powell, CFA
Senior Portfolio Manager, Equities
Brad Rollins, CFA
Vice President, Investments
Alan Skrainka, CFA
Director, Manager Research
Sanja Milas Hardy, CFP®
Senior Wealth Advisor
Justin Richter, CFA, CFP®
Senior Wealth Advisor
Rob Woodard, CFA, CAIA®, CLU®, ChFC®, CFP®
Managing Director, Institutional Consulting
Brett Kunshek, CFA
Head of Options
Sandy Pourcillie, CFA
Head of Fixed Income
MANAGER RESEARCH TEAM
This team of experienced professionals with diverse expertise and backgrounds is responsible for the oversight of the investment strategy due diligence, selection and monitoring processes. In addition, the team is multi-faceted providing support to advisors and their teams for high net worth, retirement and institutional clients.
Alan Skrainka, CFA
Director, Manager Research
Amanda Johnson
Analyst, Manager Research
PORTFOLIO IMPLEMENTATION TEAM
Connecting the various pieces of the investment management group through education, communication, & technology to implement ideas and strategies in client portfolios.
Shaun Newkirk
Manager, Investments
Rickey Gallagher
Senior Analyst, Portfolio Implementation
Adrian Fedorkiw
Senior Manager, Portfolio Management
Derek Sanborn
Senior Analyst, Portfolio Management
Brian Cunningham
Analyst, Portfolio Implementation
Mindy Lott
Analyst, Portfolio Implementation
INVESTMENT EDUCATION & INTEGRATION TEAM
Will Baun
Director, Investments Education & Training
Loy-Anne Harrison
Senior Associate, Investments
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