Investment Analysis Support Team

Alex Kluesner

Alex Kluesner

Investment Analysis Associate

Jacob Masterson

Jacob Masterson

Investment Analysis Associate

Corey Hendershot

Corey Hendershot

Investment Strategist

Josh Ernst

Josh Ernst

Investment Analysis Associate

Daniel Campbell

Daniel Campbell

Investment Analysis Manager

Kevin Grogan, CFA, CFP<sup>®</sup>

Kevin Grogan

Director of Investment Strategy

Jared Kizer, CFA

Jared Kizer

Chief Investment Officer

Anne Ortwerth

Anne Ortwerth

Investment Analysis Associate

See more of our team

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