Our People
Portfolio manager working with institutional and trust clients and provides oversight for FCI's Portfolio Advisory Group
Came to FCI in 2000, serving as an equity portfolio manager and equity analyst
Has more than 35 years of experience managing portfolios for personal trusts, employee benefit plans, foundations, endowments and investment management accounts
Headed the investment management group of the Kansas City region of Mercantile Bank (now US Bank)
BA, Kenyon College
MBA, Washington University, St. Louis
Chartered Financial Analyst® charterholder
CFA Institute, Member
CFA Society Kansas City, Member
President and Chief Executive Officer
Executive Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Chief Wealth Strategist, Wealth Planning Group
Portfolio Manager, Head of Municipal Bond Research
Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Managing Director, Trust Investment Solutions
Portfolio Manager
Senior Vice President, Co-Chief Investment Officer, Select Growth
Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Senior Vice President, Relationship Manager
Senior Vice President, Chief Investment Officer, Fixed Income
Senior Vice President, Head of Portfolio Implementation
Senior Vice President, Portfolio Manager
Vice President, Portfolio Manager
Vice President, Portfolio Manager
Senior Vice President, Relationship Manager
Senior Vice President, Head of Business Administration
Senior Vice President, Co-Chief Investment Officer, Value Equity
Senior Vice President, Co-Chief Investment Officer, Value Equity
Senior Vice President, Co-Chief Investment Officer, Select Growth
Senior Vice President, Portfolio Manager, Head of Investment Manager Research
Senior Investment Analyst
Senior Vice President, Managing Director, Portfolio Manager, Head of Asset Allocation
Portfolio Manager, Wealth Strategist
Vice President, Portfolio Manager, Wealth Strategist
Business Development Director
Senior Vice President, Portfolio Manager
Senior Vice President, Chief Compliance Officer
Senior Vice President, Portfolio Manager, Head of Portfolio Advisory Group
Senior Vice President, Portfolio Manager
Trader
Senior Vice President, Portfolio Manager, Senior Wealth Strategist
Vice President, Portfolio Manager
Equity Trader
Senior Vice President, Head of Business Intelligence
Vice President, Portfolio Manager
Senior Investment Analyst
Senior Vice President, Chief Investment Officer, Core Equity
Vice President, Investment Operations
Senior Vice President, Portfolio Manager, Head of Wealth Planning & Strategy
Vice President, Trading
