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.

Investment Philosophy

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

Internal Strategies

Portfolio Management

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.

Manager Research Advisor Resources

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.

Portfolio Implementation Advisor Resources