

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.

Zachary E. Hillard, CFA, MBA
Executive Vice President, Chief Investment Officer

Robert J. Ballsrud, CPA, CFA
Executive Vice President, Executive Managing Director, Wealth Advisor

Kevin Pfleger
Executive Vice President,
Investment Portfolio Manager
Investment Portfolio Manager

Mike Bartochowski
Senior Vice President, Investment Portfolio Manager

Mike Elvin, CFP®, CFA, CAIA
Senior Vice President, Director of Fixed Income

Grant McKay, CFA, MBA
Senior Vice President,
Investment Portfolio Manager

Aaron Sutton, CFA
Senior Vice President,
Investment Portfolio Manager
Investment Portfolio Manager

Patrick Jones, CFA
Assistant Vice President
Associate Portfolio Manager, Fixed Income
Associate Portfolio Manager, Fixed Income

Mustafa Odeh
Assistant Vice President
Associate Portfolio Manager, Trading II
Associate Portfolio Manager, Trading II

Michael Braker
Officer, Associate Portfolio Manager, Trading
