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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
Financial Planners
Retirement Plan Advisors
Exit Strategy Advisors
Institutional Asset Management
Operations

Jeff Buckner

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Founder, Chairman and Co-Chief Investment Officer

Susan Conrad

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Chief Client Experience Officer & Director of Retirement Plan Advisors

Steven N. Frank

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Steven N. Frank

Leo Haas

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Chris Kerckhoff

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Chris Kerckhoff

President & CEO

Sean Kyle

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Senior Wealth Manager

Peter Lazaroff

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Co-Chief Investment Officer

Larry LeGrand

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Vice Chairman, Chief Financial Officer

Robert Mathias

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Business Development Manager

Charley Meyer

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Director of Institutional Asset Management

Beth Thomas

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Client Service Representative

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