Investments

Trading & Investment Associate

Kevin Boddy

Portfolio Manager

Ryan Burch

Director, Investments

Dan Cupkovic, CFP®

Investment Analyst

Brad Fry, CFA®

Manager of Investment Education & Communication

Clay Keeley

Investment Analyst

Brian Mattingly, MBA

Investment Analyst

Chuck McCurdy, CFA®

Trading & Investment Associate

Chase Norcini

Alternative Investment Advisor

Richie Phares, CAIA®

Investment Advisor

Will Spence, CFA®

Trading & Investment Associate

Andrew Utley

Vice President, Investments

Mike Waldridge, ChFC®

Director, Investments Operations

Matt Westfall, CFA®

Portfolio Manager

Hunter Willis, CFP®, CAIA®, CFA®