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Institutional Asset Management

Managing an endowment is a heavy responsibility.
A member of our Institutional Asset Management team could help lighten the load.

  • All
  • Wealth Managers
  • Retirement Plan Advisors
  • Exit Strategy Advisors
  • Institutional Asset Management
  • Operations
Matt Baisden
Border
Matt Baisden
Director of Retirement Plan Advising
Susan Conrad
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Susan Conrad
Chief Growth Officer
Leo Haas
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Leo Haas
Advisor
Patti Jones
Border
Patti Jones
Client Service Consultant
Chris Kerckhoff
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Chris Kerckhoff
President & CEO
Sean Kyle
Border
Sean Kyle
Senior Wealth Manager
Peter Lazaroff
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Peter Lazaroff
Chief Investment Officer
Larry LeGrand
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Larry LeGrand
Tax Advisor & Partner Emeritus
Charley Meyer
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Charley Meyer
Director of Institutional Asset Management

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