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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 Management
Retirement Plan Advisors
Exit Strategy Advisors
Institutional Asset Management
Operations

Matt Baisden

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Retirement Plan Advisor

Susan Conrad

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Chief Client Experience Officer & Director of Retirement Plan Advisors

Leo Haas

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Patti Jones

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Client Service Consultant

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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Chief Investment Officer

Larry LeGrand

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Chief Financial Officer

Charley Meyer

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Director of Institutional Asset Management

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