Our Team

Our investment professionals carry a wealth of experience and knowledge — with an average of more than 20 years of experience in the financial services industry.

In addition to industry experience, many of our portfolio managers hold the Chartered Financial Analyst or Certified Financial Planner designation and post-graduate degrees in business or finance.

• William Koehler, CFA

  President and Chief Executive Officer

• James Braunsdorf, CFA

  Vice President, Portfolio Manager

• Gary Cloud, CFA

  Senior Vice President, Portfolio Manager

• Peter Greig, CFA

  Senior Vice President, Chief Investment Officer, Fixed Income

• Jon Lewis

  Senior Vice President, Head of Business Administration

• Amy Schaff, IACCP^®

  Senior Vice President, Chief Compliance Officer

• Tyler Sellers

  Trader

• Brian Stenson

  Equity Trader

• Joe Tyner, CFA, CPA

  Senior Investment Analyst

• Jeffrey White

  Vice President, Trading