Meet the Team

David Meyer

Chief Executive Officer

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John Meyer

President and Chief Investment Officer

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Teresa Tracey

Vice President, Secretary/Treasurer and Chief Financial Officer

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Vicki Bandor Braun

Chief Compliance Officer

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George Donner

Portfolio Manager

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Noel Knox

Financial Advisor

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Adam Beard

Investment Analyst

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Stephanie Deck

Client Service Administrator 

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Elizabeth Freck

Client Service Administrator

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Katherine Moenter

Foundation Services

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