Meet Our Team Today

William Camp, CFA

Managing Partner, President &
Chief Compliance Officer

Mark Shank, CFA, CIC

Managing Partner
& Chief Investment Officer

Kevin Yousif, CFA

Chief Investment Officer, Passive

Karen McClintock, CFA, CIC

Managing Partner

Kristine Hollister

Partner & Director,
Business Management 

Joann Kayser

Partner & Director, Operations 

Melanie Mayo West, Esq.

Director, Compliance 

David Jones

Portfolio Manager 

Gary J. Bender

Portfolio Manager

Martha Strom

Portfolio Manager

Nicole Rivera

Portfolio Analyst

Diane Bindas

Equity Trader

Dinah Wellington

Executive Assistant

Rebecca Mueller

Executive Assistant

Laurie Kuchler

Executive Assistant

Ieman Afram

Executive Assistant

Sonseearay Townsend

Executive Assistant

Our guidance. Your peace of mind.