Investment strategists

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

  • Meagan Dow's head shot

    Meagan Dow

    Senior Strategist, Client Needs Research

    Read Bio
  • Zach Gildehaus headshot

    Zach Gildehaus

    Strategist, Business Owner Advice & Guidance

    Read Bio
  • Angelo Kourkafas' head shot

    Angelo Kourkafas

    Senior Global Strategist, Investment Strategy

    Read Bio
  • Tom Larm head shot

    Tom Larm

    Strategist, Investment Strategy

    Read Bio
  • Mona Mahajan's head shot

    Mona Mahajan

    Principal, Investment Strategy

    Read Bio

  • Julie Petrera

    Senior Strategist, Client Needs, Canada

    Read Bio
  • Amy Theisen's head shot

    Amy Theisen

    Senior Strategist, Estate, Legacy and Charitable

    Read Bio
  • Scott Thoma's head shot

    Scott Thoma

    Principal, Client Needs Research

    Read Bio
  • Katherine Tierney's head shot

    Katherine Tierney

    Senior Strategist, Retirement and Tax

    Read Bio