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.

  • Craig Fehr's head shot

    Craig Fehr

    Principal, Investment Strategist

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  • Scott Thoma's head shot

    Scott Thoma

    Principal, Advice & Guidance - Client Needs Research

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  • Angelo Kourkafas' head shot

    Angelo Kourkafas

    Investment Strategist, Strategy

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  • Amy Theisen's head shot

    Amy Theisen

    Senior Strategist, Estate and Legacy

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  • Mona Mahajan's head shot

    Mona Mahajan

    Senior Investment Strategist

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