Investment strategists

Our nationally recognized investment strategists dive deep every day to find the relevant information hidden in data overload. They put it all in context and give our clients new perspectives perhaps not previously considered.

  • Craig Fehr's head shot

    Craig Fehr

    Principal, Investment Strategist

    Read Bio
  • Scott Thoma's head shot

    Scott Thoma

    Principal, Advice & Guidance - Client Needs Research

    Read Bio
  • Angelo Kourkafas' head shot

    Angelo Kourkafas

    Investment Strategist, Strategy

    Read Bio
  • Amy Theisen's head shot

    Amy Theisen

    Senior Strategist, Estate and Legacy

    Read Bio
  • Mona Mahajan's head shot

    Mona Mahajan

    Senior Investment Strategist

    Read Bio