

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

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

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

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

Valeria Rohde
Assistant Vice President
Associate Portfolio Manager, Fixed Income
Associate Portfolio Manager, Fixed Income

Mike Bartochowski
Senior Vice President, Investment Portfolio Manager
Solution Specialist

Rory Mammano
Vice President, Portfolio Implementation Manager
Investment Products and Services are:
Not FDIC Insured | May lose value | No bank guarantee