Shaking hands in meeting.
 

Investment Team


Our Investment Team is solely focused on navigating the financial markets and determining the optimal investments to meet your goals, and our dedicated Portfolio Managers help oversee management of investment portfolios. Our highly skilled and motivated investment professionals are committed to actively monitoring your portfolio—managing assets for families, endowments, foundations and corporations. Many of our team members hold advanced designations, including Chartered Financial Analyst® charterholders, CPAs, CERTIFIED FINANCIAL PLANNER™ practitioners and MBAs.

Investment Team

Photo of Zach Hillard
Zachary E. Hillard, CFA, MBA
Senior Vice President
Chief Investment Officer
Managing Director Fixed Income
Robert Ballsrud smiling
Robert J. Ballsrud, CPA, CFA
Executive Vice President
Executive Managing Director
Aaron Sutton, CFA
Senior Vice President
Investment Portfolio Manager
Thaddeus Yasunaga smiling
Thaddeus Yasunaga, CFA, MBA
Senior Vice President
Investment Portfolio Manager
Gran McKay smiling
Grant McKay, CFA
Senior Vice President
Investment Portfolio Manager
Jason Niemann smiling
Jason Niemann
Vice President & Investment Portfolio Manager
Photo of Josh Haskell, AVP, Associate Portfolio Manager, Fixed Income
Josh Haskell
Assistant Vice President
Associate Portfolio Manager, Fixed Income
 
 
 

Solution Specialist

Aron McDonald smiling
Aron McDonald, CFP®, CTFA, AEP®
Senior Vice President & Private Wealth Advisor
Rory Mammano smiling
Rory Mammano
Assistant Vice President Implementation Specialist