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
EQUITIES TEAM
Dedicated team managing portfolios of individual equities for the firm’s clients. Takes a highly customized approach in working with advisors in onboarding new clients and transitioning a client’s existing individual equity portfolio to our strategies. The team offers insight into the equity markets through commentary and will provide comments and opinions on stock positions to help you better communicate with clients.
Jeffrey Krumpelman, CFA
Chief Investment Strategist, Head of Equities
Ken Powell, CFA
Senior Portfolio Manager, Equities
J.P. Weidler
Product Specialist, Equities
Kyle Moore
Senior Portfolio Manager, Equities
Dan Whitney
Senior Trader, Equities
Tyler Barrett
Analyst, Equities
Austin Porta
Analyst, Portfolio Implementation
Keith Behymer
Analyst, Trading & Operations
Josh Runion
Analyst, Portfolio Implementation
FIXED INCOME TEAM
Dedicated team focused on managing individual fixed income portfolios for the firm’s clients. The team manages both corporate and municipal bond strategies. In addition to this, the team is also responsible for ongoing credit surveillance for all individual bonds held across client portfolios. The team offers fixed income expertise and outlook through commentary.
Sandy Pourcillie, CFA
Head of Fixed Income
Brian Tournier
Senior Analyst, Fixed Income
Luca Vujovic
Portfolio Manager, Fixed Income
Kojo Owusu
Portfolio Manager, Fixed Income
Mary Sawyer
Senior Trader, Fixed Income
Max Boland
Trader, Fixed Income
OPTIONS TEAM
Dedicated team focused on option strategy management and custom overlays such as covered calls and protective puts as an investment offering for clients. This team will review your client portfolios and help to identify if an option strategy is appropriate, which strategy will work for your clients, and work directly with advisor and client to fully educate on these complex offerings.
Brett Kunshek, CFA
Head of Options
Adam Finke
Portfolio Manager, Options
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