Our Team

Our investment professionals carry a wealth of experience and knowledge — with an average of more than 20 years of experience in the financial services industry.

In addition to industry experience, many of our portfolio managers hold the Chartered Financial Analyst or Certified Financial Planner designation and post-graduate degrees in business or finance.

• William Koehler, CFA

  President and Chief Executive Officer

• Ute Clune

  Managing Director, Trust Investment Solutions

• James Fields, CFA

  Senior Vice President, Portfolio Manager

• Bryan Grustas

  Senior Vice President, Head of Portfolio Implementation

• Benjamin Hill, CFA

  Senior Vice President, Portfolio Manager

• Stephen Lawler

  Senior Vice President, Relationship Manager

• Craig Rockey

  Business Development Director