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Staff Directory We encourage our employees to be involved in community organizations and events, and they are active in a range of civic and charitable activities. We foster a spirit of volunteerism, and our employees lend meaningful support to many projects.

Portfolio Management
Nick Kaiser Nicholas Kaiser
Director & President
Equity Portfolio Manager

Phelps McIlvaine
Director & Vice President
Bond Portfolio Manager

Monem Salam Monem Salam
Director & Vice President
of Islamic Investing

Peter Nielsen Peter Nielsen
Senior Investment Analyst & Core Fund Portfolio Manager

Field Representatives
M. Mushtaq Hussain M. Mushtaq Hussain
Investment Manager - Central U.S.

Owaiz M. Dadabhoy Owaiz M. Dadabhoy
Investment Manager - Southwest U.S.

Brett Bonner Brett Bonner
Institutional Sales Director

Administration
Jim Gibson Jim Gibson
Chief Financial Officer

Ethel Bartholome Ethel Bartolome
Corporate Administrator

Samuel Woodcock Samuel Woodcock
Internal Audit

Kristina Box Kristina Box
Administrative Support

Rachel Lewis Rachel Lewis
Receptionist

Reception & File Operations
Meredith Ross Meredith Ross
Director & Treasurer

Renee Brandstrom Renee Brandstrom
New Accounts

Carol All Gleaves-Eriksen Carol Ann Gleaves-Eriksen
Investor Services / Transactions Processing

Operations Support
Robin Vandermay Robin Vandermay
Operations Clerk

Maria Reynolds Maria Reynolds
Operations Clerk

Johanna Krouzian Johanna Krouzian
Operations Clerk

Alaa Fouda Alaa Fouda
Operations Clerk

Jeff Tippie Jeff Tippie
Corporate Driver

Brokerage Operations
Melanie Rayne Merz Melanie Merz
Manager of Brokerage Operations
Fund Asset Transfer Administrator

Bryce Fegley Bryce Fegley
Investment Analyst

 

 

 

 

Fund Accounting & Customer Service
Chris Fankhauser Chris Fankhauser
Director & Chief Operations Officer

Matt Ward Matt Ward
Employer Services

Dan McCorkle Dan McCorkle
Dealer Services

Chris Lang Chris Lang
International Accounting Manager

Tyson Romanick Tyson Romanick
Fund Accounting Supervisor

Lisa Ray Lisa Ray
Investor Services Representative and Retirement Plan Specialist

Luke Robinson Luke Robinson
Fund Accountant & Investor Services

Kelsey Roberts Kelsey Roberts
Fund Accountant & Investor Services

Matthew Bilderback Matthew Bilderback
Fund Accountant & Investor Services

Melissa VanderYacht Melissa VanderYacht
Accounting

Information Systems & Marketing
Jane Carten Jane Carten
Director, Executive Vice President & Chief In-Forming Officer

Elan Engel Elan Engel
Systems Administrator

Chris Norman Chris Norman
Systems Analyst

John Overturf John Overturf
Advertising Director

Rochelle Wolber Rochelle Wolber
Administrative Coordinator

Ryan Rickerts Ryan Rickerts
Associate Programmer

Shannon Skinner Shannon Skinner
Copywriter/Financial Editor

Compliance
Jim Winship Jim Winship
General Counsel;
Chief Compliance Officer,
Adviser and Funds

Gordon Scott Stroh Scott Stroh
Legal Counsel and Chief Compliance Officer, SBS

Jacob Stewart Jacob Stewart
Compliance/Legal Clerk
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