Client Service & Marketing

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Kurt Polk, CFA*
President

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Brian Bader*
Senior Vice President / Client Service and Marketing

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Lindsay Chamberlain*
Senior Vice President / Client Service and Marketing

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Steve Hanson
Vice President / Client Service and Marketing

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Aaron Kelley, CFA
Vice President / Client Service and Marketing

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Matt Welling, CFA
Vice President / Client Service and Marketing

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Kristen Troy
Marketing Manager

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Kahla Cooper
Marketing Associate

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Max Klein
Marketing Associate

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Julie Molloy
Executive Assistant/Human Resources Associate

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Larysa Tatarenko
Executive Assistant
* Denotes Partner