Summit Strategies Group
Industry: Company
DescriptionFounded: 1995 Parent organization: Mercer LLC
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Summit Strategies Group Employees
Employee
Years
Job
Industry
Donald Wehrmann Donald Wehrmann's Summit Strategies Group Experience June 2005 - Present
Job Senior Vice President at Summit Strategies Group
Industry Financial Services
Experience
Summit Strategies Group June 2005 - Present
The Competitive Edge June 1999 - September 2005
Chaminade College Preparatory 2001 - 2005
Skills
Mutual Funds, Due Diligence, Investments, Analysis, Staff Development, Marketing, Finance, Strategic Planning, Asset Managment, Sales, Asset Allocation, Portfolio Management, Equities, Fixed Income, Strategy
Education
Saint Louis University 2005 — 2008
MBA, Finance
Saint Louis University 2001 — 2003
BA, Theology and History
University of Dayton 1999 — 2001
Engineering and Theology
Chaminade College Preparatory 1995 — 1999
HS
Summit Strategies Group June 2005 - Present
The Competitive Edge June 1999 - September 2005
Chaminade College Preparatory 2001 - 2005
Skills
Mutual Funds, Due Diligence, Investments, Analysis, Staff Development, Marketing, Finance, Strategic Planning, Asset Managment, Sales, Asset Allocation, Portfolio Management, Equities, Fixed Income, Strategy
Education
Saint Louis University 2005 — 2008
MBA, Finance
Saint Louis University 2001 — 2003
BA, Theology and History
University of Dayton 1999 — 2001
Engineering and Theology
Chaminade College Preparatory 1995 — 1999
HS
Claire Hopson Claire Hopson's Summit Strategies Group Experience May 2015 - Present
Job Consulting Intern at Summit Strategies Group
Industry Financial Services
Experience
Summit Strategies Group May 2015 - Present
Town and Country Bank Midwest July 2013 - January 2015
The Buckle, Inc. December 2012 - December 2013
Skills
Accounting, Leadership, PowerPoint, Microsoft Office, Teamwork, Time Management, Banking, Microsoft Word, Customer Service, Microsoft Excel, Social Media, Social Networking, Public Speaking
Education
Saint Louis University 2012 — 2016
Bachelor of Science (BS), Business Administration- Finance and Leadership & Change Management
Summit Strategies Group May 2015 - Present
Town and Country Bank Midwest July 2013 - January 2015
The Buckle, Inc. December 2012 - December 2013
Skills
Accounting, Leadership, PowerPoint, Microsoft Office, Teamwork, Time Management, Banking, Microsoft Word, Customer Service, Microsoft Excel, Social Media, Social Networking, Public Speaking
Education
Saint Louis University 2012 — 2016
Bachelor of Science (BS), Business Administration- Finance and Leadership & Change Management
Paul Staples Paul Staples's Summit Strategies Group Experience December 2003 - Present
Job Senior Vice President and Director of Defined Contribution Services at Summit Strategies Group
Industry Financial Services
Experience
Summit Strategies Group December 2003 - Present
Independence Investments 2000 - 2003
Independence Investments 1998 - 2001
Cowen and Company 1993 - 1998
Skills
Investment Management, Alternative Investments, Defined Benefit, Defined Contribution, Governance, Consulting, Finance, Hedge Funds, Investment Strategies, Asset Allocation, Investment Policy..., Retirement Savings, Public Speaking
Education
Waltham High Scool 1988 — 1992
Northeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Summit Strategies Group December 2003 - Present
Independence Investments 2000 - 2003
Independence Investments 1998 - 2001
Cowen and Company 1993 - 1998
Skills
Investment Management, Alternative Investments, Defined Benefit, Defined Contribution, Governance, Consulting, Finance, Hedge Funds, Investment Strategies, Asset Allocation, Investment Policy..., Retirement Savings, Public Speaking
Education
Waltham High Scool 1988 — 1992
Northeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brian Scharringhausen Brian Scharringhausen's Summit Strategies Group Experience March 2008 - Present
Job Financial Performance Analyst at Summit Strategies Group
Industry Financial Services
Experience
Summit Strategies Group March 2008 - Present
84 Lumber June 2006 - March 2008
Skills
Financial Analysis, Financial Modeling, Data Analysis, Business Analysis, Microsoft Excel, Microsoft Office, Research, Analysis, Valuation, Equities, Project Management, Investments, SQL, Risk Management, Portfolio Management, Banking, Corporate Finance, PowerPoint, Investment Banking, Capital Markets
Education
Saint Louis University 2013 — 2015
Master's degree, Executive Master of International Business
Millikin University 2001 — 2006
Bachelor of Science (BS), International Business
Millikin University 2001 — 2006
Bachelor of Science (BS), Finance, General
Millikin University 2001 — 2006
Bachelor of Science (B.S.), Marketing
Summit Strategies Group March 2008 - Present
84 Lumber June 2006 - March 2008
Skills
Financial Analysis, Financial Modeling, Data Analysis, Business Analysis, Microsoft Excel, Microsoft Office, Research, Analysis, Valuation, Equities, Project Management, Investments, SQL, Risk Management, Portfolio Management, Banking, Corporate Finance, PowerPoint, Investment Banking, Capital Markets
Education
Saint Louis University 2013 — 2015
Master's degree, Executive Master of International Business
Millikin University 2001 — 2006
Bachelor of Science (BS), International Business
Millikin University 2001 — 2006
Bachelor of Science (BS), Finance, General
Millikin University 2001 — 2006
Bachelor of Science (B.S.), Marketing
Mark Caplinger Mark Caplinger's Summit Strategies Group Experience March 2001 - August 2014
Job Chief Investment Officer at Mariner Wealth Advisors
Industry Investment Management
Experience
Mariner Wealth Advisors September 2014 - Present
Summit Strategies Group March 2001 - August 2014
Teachers Retirement System of the State of Ilinois October 1998 - January 2001
Public School Retirement System of Missouri February 1995 - September 1998
Missouri State Employees' Retirement System November 1993 - January 1995
Missouri Public Service Commission April 1991 - October 1993
Central Bank June 1987 - June 1990
Education
University of Missouri-Columbia 1988 — 1990
MBA, Finance
Westminster College (MO) 1983 — 1987
BA, Business Administration and Economics
Mariner Wealth Advisors September 2014 - Present
Summit Strategies Group March 2001 - August 2014
Teachers Retirement System of the State of Ilinois October 1998 - January 2001
Public School Retirement System of Missouri February 1995 - September 1998
Missouri State Employees' Retirement System November 1993 - January 1995
Missouri Public Service Commission April 1991 - October 1993
Central Bank June 1987 - June 1990
Education
University of Missouri-Columbia 1988 — 1990
MBA, Finance
Westminster College (MO) 1983 — 1987
BA, Business Administration and Economics
Christopher Tocco's Summit Strategies Group Experience April 2004 - November 2010
Job Senior Vice President Consultant Relations Officer at Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management November 2010 - Present
Summit Strategies Group April 2004 - November 2010
Hammond Associates November 1996 - April 2004
Skills
Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Investment Management, Fixed Income, Investment Strategies, Investments, Portfolio Management, Bloomberg, Investment Consulting, Consultant Relations, Equity Research
Education
University of Missouri-Saint Louis 1992 — 2000
MBA, BSBA, Finance, Management of Organizational Behavior
Acadian Asset Management November 2010 - Present
Summit Strategies Group April 2004 - November 2010
Hammond Associates November 1996 - April 2004
Skills
Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Investment Management, Fixed Income, Investment Strategies, Investments, Portfolio Management, Bloomberg, Investment Consulting, Consultant Relations, Equity Research
Education
University of Missouri-Saint Louis 1992 — 2000
MBA, BSBA, Finance, Management of Organizational Behavior
Brian Quick Brian Quick's Summit Strategies Group Experience July 2015 - Present
Job Information Technology Manager at Summit Strategies Group
Industry Financial Services
Experience
Summit Strategies Group July 2015 - Present
Summit Strategies Group February 2013 - July 2015
Thompson Coburn LLP. April 2011 - February 2013
Thompson Coburn LLP January 2008 - April 2011
Thompson Coburn LLP May 2003 - December 2007
Marcone Supply January 1998 - April 2003
Skills
SharePoint, Microsoft SQL Server, .NET, ASP.NET, JavaScript, Web Development, Databases, SQL, VB.NET, Systems Analysis, Project Management, Business Intelligence, Agile Project Management, jQuery, T-SQL, Business Analysis, HTML, SQL Server, WordPress, C#, AngularJS, Bootstrap, Swift
Education
Udacity 2015 — 2015
Nanodegree, iOS Developer
Webster University 2004 — 2007
Masters, Business Administration
University of Missouri-Saint Louis
BS, Business Administration
Summit Strategies Group July 2015 - Present
Summit Strategies Group February 2013 - July 2015
Thompson Coburn LLP. April 2011 - February 2013
Thompson Coburn LLP January 2008 - April 2011
Thompson Coburn LLP May 2003 - December 2007
Marcone Supply January 1998 - April 2003
Skills
SharePoint, Microsoft SQL Server, .NET, ASP.NET, JavaScript, Web Development, Databases, SQL, VB.NET, Systems Analysis, Project Management, Business Intelligence, Agile Project Management, jQuery, T-SQL, Business Analysis, HTML, SQL Server, WordPress, C#, AngularJS, Bootstrap, Swift
Education
Udacity 2015 — 2015
Nanodegree, iOS Developer
Webster University 2004 — 2007
Masters, Business Administration
University of Missouri-Saint Louis
BS, Business Administration
Sam Swofford Sam Swofford's Summit Strategies Group Experience March 2014 - Present
Job Consulting Associate at Summit Strategies Group
Industry Investment Management
Experience
Summit Strategies Group March 2014 - Present
Summit Strategies July 2010 - Present
Boeing June 2004 - July 2010
Skills
Asset Management, Financial Modeling, Bloomberg, Equities, Asset Allocation, Portfolio Management, Fixed Income, Investments, Investment Strategies, Hedge Funds, Mutual Funds, Financial Analysis, Capital Markets, Data Analysis, Wealth Management, Analysis, Bloomberg Terminal, Visual Basic, CAD/CAM, Structural Engineering, Structural Analysis, CAD/CAM Software, Mechanical Engineering, Financial Risk, Risk Assessment, Risk Analysis, Market Risk, Composite Structures, Team Building, Team Leadership, Teamwork, Teamcenter, Unigraphics, Catia
Education
Washington University in St. Louis 2007 — 2009
Master of Science (MS), Finance
Saint Louis University 2005 — 2007
Master of Business Administration (MBA)
Washington University in St. Louis 2003 — 2004
Master of Science (MS), Mechanical Engineering
Washington University in St. Louis 1999 — 2003
Bachelor of Science (BS), Mechanical Engineering
Summit Strategies Group March 2014 - Present
Summit Strategies July 2010 - Present
Boeing June 2004 - July 2010
Skills
Asset Management, Financial Modeling, Bloomberg, Equities, Asset Allocation, Portfolio Management, Fixed Income, Investments, Investment Strategies, Hedge Funds, Mutual Funds, Financial Analysis, Capital Markets, Data Analysis, Wealth Management, Analysis, Bloomberg Terminal, Visual Basic, CAD/CAM, Structural Engineering, Structural Analysis, CAD/CAM Software, Mechanical Engineering, Financial Risk, Risk Assessment, Risk Analysis, Market Risk, Composite Structures, Team Building, Team Leadership, Teamwork, Teamcenter, Unigraphics, Catia
Education
Washington University in St. Louis 2007 — 2009
Master of Science (MS), Finance
Saint Louis University 2005 — 2007
Master of Business Administration (MBA)
Washington University in St. Louis 2003 — 2004
Master of Science (MS), Mechanical Engineering
Washington University in St. Louis 1999 — 2003
Bachelor of Science (BS), Mechanical Engineering
Jessica Portis, CFA Jessica Portis, CFA's Summit Strategies Group Experience December 2011 - August 2015
Job Partner at Mercer Investment Consulting
Industry Financial Services
Experience
Mercer September 2015 - Present
Summit Strategies Group December 2011 - August 2015
Summit Strategies Group 2006 - 2011
Summit Strategies Group 2004 - 2006
Summit Strategies Group 2002 - 2004
Summit Strategies Group 2000 - 2002
Skills
Asset Allocation, Investments, Mutual Funds, Project Management, Equities, Time Management, Research, Finance, Financial Services, Personnel Management, Oral & Written..., Investment Policy..., Capital Markets, Manager Research, Portfolio Transitions, Institutional..., Defined Benefit, Pension Funds, Capital Markets Analysis
Education
University of Missouri-Saint Louis 1997 — 2002
Bachelor of Science (BS), Accounting
Mercer September 2015 - Present
Summit Strategies Group December 2011 - August 2015
Summit Strategies Group 2006 - 2011
Summit Strategies Group 2004 - 2006
Summit Strategies Group 2002 - 2004
Summit Strategies Group 2000 - 2002
Skills
Asset Allocation, Investments, Mutual Funds, Project Management, Equities, Time Management, Research, Finance, Financial Services, Personnel Management, Oral & Written..., Investment Policy..., Capital Markets, Manager Research, Portfolio Transitions, Institutional..., Defined Benefit, Pension Funds, Capital Markets Analysis
Education
University of Missouri-Saint Louis 1997 — 2002
Bachelor of Science (BS), Accounting
Colleen Kroeger Colleen Kroeger's Summit Strategies Group Experience January 1998 - June 2000
Job
Industry Financial Services
Experience
Highland Private Wealth Management, LLC March 2007 - Present
Laird Norton Tyee June 2000 - March 2007
Summit Strategies Group January 1998 - June 2000
Education
Miami University 1991 — 1995
Bachelor of Science, Accounting
Highland Private Wealth Management, LLC March 2007 - Present
Laird Norton Tyee June 2000 - March 2007
Summit Strategies Group January 1998 - June 2000
Education
Miami University 1991 — 1995
Bachelor of Science, Accounting
Dan Haynes Dan Haynes's Summit Strategies Group Experience April 2015 - Present
Job
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Summit Strategies Group April 2015 - Present
Buckingham Family of Financial Services June 2007 - April 2015
BAM Advisor Services June 2007 - April 2015
Williamsville State Bank & Trust June 2004 - June 2007
K's Merchandise May 2000 - May 2004
Skills
Compliance, SEC, USA PATRIOT Act, OFAC, AML, Bank Secrecy Act, Investment Advisers Act, Social Media, Mutual Funds, Dodd-Frank, Risk Assessment, Regulations
Education
University of Illinois Springfield 2006 — 2007
Masters, Business Administration
Millikin University 2000 — 2004
Bachelor of Science, Finance
Meridian High School 1996 — 2000
Charles Schwab April 2015 - Present
Summit Strategies Group April 2015 - Present
Buckingham Family of Financial Services June 2007 - April 2015
BAM Advisor Services June 2007 - April 2015
Williamsville State Bank & Trust June 2004 - June 2007
K's Merchandise May 2000 - May 2004
Skills
Compliance, SEC, USA PATRIOT Act, OFAC, AML, Bank Secrecy Act, Investment Advisers Act, Social Media, Mutual Funds, Dodd-Frank, Risk Assessment, Regulations
Education
University of Illinois Springfield 2006 — 2007
Masters, Business Administration
Millikin University 2000 — 2004
Bachelor of Science, Finance
Meridian High School 1996 — 2000
Tabitha N. Chapman Tabitha N. Chapman's Summit Strategies Group Experience January 2015 - May 2015
Job Law School Graduate 2015
Industry Legal Services
Experience
Summit Strategies Group January 2015 - May 2015
Washburn Law Clinic August 2014 - January 2015
U.S. Court of Appeals for the Armed Forces May 2014 - August 2014
Kansas Judicial Council September 2013 - January 2014
U.S. Court of Appeals for the Armed Forces July 2013 - August 2013
Creative Computing Solutions, Inc (CCSi) December 2009 - July 2012
Motley Rice LLC August 2009 - December 2009
Law Offices of Craig A Parker/Gemini Title December 2007 - April 2009
Department of Juvenile Justice May 2007 - August 2007
Skills
Legal Research, Policy Analysis, Immigration Law, Real Estate, Microsoft Office, Legal Writing, Research, Training, Litigation, Mediation, Analysis, Government, Data Analysis, Management, Policy, Editing, Legislation, Nonprofits, Politics, Public Policy, Public Speaking, Trials
Education
Washburn University School of Law 2012 — 2015
Juris Doctor (J.D.), Law
American University
Master's Degree, Justice, Law & Society, Concentration: Law & Society
Georgia Southern University
Bachelor of Science, Justice Studies, Minor: Political Science
Lovejoy High School
College Prep with Distinction
Summit Strategies Group January 2015 - May 2015
Washburn Law Clinic August 2014 - January 2015
U.S. Court of Appeals for the Armed Forces May 2014 - August 2014
Kansas Judicial Council September 2013 - January 2014
U.S. Court of Appeals for the Armed Forces July 2013 - August 2013
Creative Computing Solutions, Inc (CCSi) December 2009 - July 2012
Motley Rice LLC August 2009 - December 2009
Law Offices of Craig A Parker/Gemini Title December 2007 - April 2009
Department of Juvenile Justice May 2007 - August 2007
Skills
Legal Research, Policy Analysis, Immigration Law, Real Estate, Microsoft Office, Legal Writing, Research, Training, Litigation, Mediation, Analysis, Government, Data Analysis, Management, Policy, Editing, Legislation, Nonprofits, Politics, Public Policy, Public Speaking, Trials
Education
Washburn University School of Law 2012 — 2015
Juris Doctor (J.D.), Law
American University
Master's Degree, Justice, Law & Society, Concentration: Law & Society
Georgia Southern University
Bachelor of Science, Justice Studies, Minor: Political Science
Lovejoy High School
College Prep with Distinction
Phineas W. Troy, CFA Phineas W. Troy, CFA's Summit Strategies Group Experience 2012 - Present
Job Vice President at Summit Strategies Group
Industry Investment Management
Experience
Summit Strategies Group 2012 - Present
Union Leage Boys and Girls Club 2010 - 2012
Chicago Child Care Society Junior Board 2010 - 2012
UBS Financial Services 2008 - 2012
Education
University of Missouri-Columbia, College of Business
MBA, Finance & Marketing
University of Missouri-Columbia, College of Business
BA, Finance
Summit Strategies Group 2012 - Present
Union Leage Boys and Girls Club 2010 - 2012
Chicago Child Care Society Junior Board 2010 - 2012
UBS Financial Services 2008 - 2012
Education
University of Missouri-Columbia, College of Business
MBA, Finance & Marketing
University of Missouri-Columbia, College of Business
BA, Finance
Craig Coleman II Craig Coleman II's Summit Strategies Group Experience April 2011 - Present
Job Senior Research Analyst, Summit Strategies Group
Industry Investment Management
Experience
Summit Strategies Group April 2011 - Present
M&I Institutional Trust November 2008 - April 2011
M&I Institutional Trust Services July 2005 - November 2008
Marshall & Ilsley July 2005 - January 2006
Skills
Investments, Asset Allocation, Portfolio Management, Investment Management, Wealth Management, Asset Managment, Mutual Funds, Series 7, Investment Advisory, Investment Strategies, Alternative Investments, Fixed Income, Due Diligence, Financial Modeling, Equities, Retirement Planning, Morningstar, 401k, Valuation, Financial Analysis, Finance, Hedge Funds, Securities, Equity Valuation, Pensions, Financial Services, Financial Advisory, Wealth Management..., Corporate Finance, Retirement, Institutional..., Defined Benefit, Equity Research, Separately Managed..., Financial Markets, Quantitative Analytics, Quantitative Finance, Portfolio Optimization, Performance Attribution, Value Investing, Investment Research, Emerging Markets, Pension Funds, ETFs, Banking, High Net Worth..., Institutional, Bloomberg, Bloomberg Terminal, Relationship Management
Education
Southeast Missouri State University - Harrison College of Business 2002 — 2004
BA, Finance, Economics
Summit Strategies Group April 2011 - Present
M&I Institutional Trust November 2008 - April 2011
M&I Institutional Trust Services July 2005 - November 2008
Marshall & Ilsley July 2005 - January 2006
Skills
Investments, Asset Allocation, Portfolio Management, Investment Management, Wealth Management, Asset Managment, Mutual Funds, Series 7, Investment Advisory, Investment Strategies, Alternative Investments, Fixed Income, Due Diligence, Financial Modeling, Equities, Retirement Planning, Morningstar, 401k, Valuation, Financial Analysis, Finance, Hedge Funds, Securities, Equity Valuation, Pensions, Financial Services, Financial Advisory, Wealth Management..., Corporate Finance, Retirement, Institutional..., Defined Benefit, Equity Research, Separately Managed..., Financial Markets, Quantitative Analytics, Quantitative Finance, Portfolio Optimization, Performance Attribution, Value Investing, Investment Research, Emerging Markets, Pension Funds, ETFs, Banking, High Net Worth..., Institutional, Bloomberg, Bloomberg Terminal, Relationship Management
Education
Southeast Missouri State University - Harrison College of Business 2002 — 2004
BA, Finance, Economics
Patrick Carse's Summit Strategies Group Experience June 2006 - August 2014
Job
Industry Investment Management
Experience
Summit Strategies Group June 2006 - August 2014
Kennedy Capital Management September 2005 - March 2006
Bridge Trading, an Instinet Company July 1998 - August 2005
Skills
Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Equities, Investments, Asset Allocation, Investment Strategies, Derivatives, Trading, Securities, Equity Trading, Fund Of Funds, Investment Management, Fixed Income, Equity Research, Investment Advisory, Asset Management
Education
St. Cloud State University 1988 — 1992
BA
Summit Strategies Group June 2006 - August 2014
Kennedy Capital Management September 2005 - March 2006
Bridge Trading, an Instinet Company July 1998 - August 2005
Skills
Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Equities, Investments, Asset Allocation, Investment Strategies, Derivatives, Trading, Securities, Equity Trading, Fund Of Funds, Investment Management, Fixed Income, Equity Research, Investment Advisory, Asset Management
Education
St. Cloud State University 1988 — 1992
BA
Neil Silverman's Summit Strategies Group Experience January 2015 - Present
Job Consulting Associate at Summit Strategies
Industry Financial Services
Experience
Summit Strategies Group January 2015 - Present
Mercer May 2012 - January 2015
W.E. Capital Management December 2009 - April 2012
Bear Stearns April 2007 - June 2008
Hain Capital May 2006 - August 2006
Education
University of Michigan 2001 — 2005
BA
Summit Strategies Group January 2015 - Present
Mercer May 2012 - January 2015
W.E. Capital Management December 2009 - April 2012
Bear Stearns April 2007 - June 2008
Hain Capital May 2006 - August 2006
Education
University of Michigan 2001 — 2005
BA
Chris Foutz's Summit Strategies Group Experience August 2007 - November 2012
Job Database Administrator at Dynamics Research Corporation
Industry Investment Management
Experience
Dynamics Research Corporation November 2012 - Present
Summit Strategies Group August 2007 - November 2012
First Bank 2004 - 2007
Skills
Microsoft SQL Server, SQL, Data Analysis, Erwin, SharePoint, ASP.NET, C#, VB.NET, Powershell, Project Management, Microsoft Office, VBScript, VBA, Visual Basic
Education
Purdue University - Krannert School of Management 1993 — 1998
Bachelor of Science (BS), Management
Dynamics Research Corporation November 2012 - Present
Summit Strategies Group August 2007 - November 2012
First Bank 2004 - 2007
Skills
Microsoft SQL Server, SQL, Data Analysis, Erwin, SharePoint, ASP.NET, C#, VB.NET, Powershell, Project Management, Microsoft Office, VBScript, VBA, Visual Basic
Education
Purdue University - Krannert School of Management 1993 — 1998
Bachelor of Science (BS), Management
Chris Foutz's Summit Strategies Group Experience August 2007 - Present
Job Sr. Application Developer at Summit Strategies Group
Industry Financial Services
Experience
Summit Strategies Group August 2007 - Present
First Bank April 2003 - August 2007
Vertecon/Perficient 2000 - 2001
Norstan Consulting August 1998 - February 2000
Skills
Visio, Microsoft SQL Server, Windows Server, Disaster Recovery, Microsoft Office, Databases, Windows 7, SharePoint, Active Directory, SQL, JavaScript
Education
Purdue University - Krannert School of Management 1993 — 1998
Bachelor of Science (BS), Management
Summit Strategies Group August 2007 - Present
First Bank April 2003 - August 2007
Vertecon/Perficient 2000 - 2001
Norstan Consulting August 1998 - February 2000
Skills
Visio, Microsoft SQL Server, Windows Server, Disaster Recovery, Microsoft Office, Databases, Windows 7, SharePoint, Active Directory, SQL, JavaScript
Education
Purdue University - Krannert School of Management 1993 — 1998
Bachelor of Science (BS), Management
Kevin Osten, CFA's Summit Strategies Group Experience 2007 - June 2012
Job Product Specialist at Brown Advisory
Industry Financial Services
Experience
Brown Advisory May 2012 - Present
Summit Strategies Group 2007 - June 2012
CFA Society 2010 - 2011
St Louis CFA Society 2003 - 2010
Anheuser-Busch 1998 - 2005
Anheuser-Busch Companies, Inc. 1998 - 2005
Skills
Alternative Investments, Investments, Asset Allocation, Mutual Funds, Portfolio Management
Education
University of Missouri-Saint Louis 1998 — 2000
MBA, Finance
Brown Advisory May 2012 - Present
Summit Strategies Group 2007 - June 2012
CFA Society 2010 - 2011
St Louis CFA Society 2003 - 2010
Anheuser-Busch 1998 - 2005
Anheuser-Busch Companies, Inc. 1998 - 2005
Skills
Alternative Investments, Investments, Asset Allocation, Mutual Funds, Portfolio Management
Education
University of Missouri-Saint Louis 1998 — 2000
MBA, Finance
Gregory Karcher's Summit Strategies Group Experience September 2000 - Present
Job Vice President at Summit Strategies
Industry Financial Services
Experience
Summit Strategies Group September 2000 - Present
Conning Asset Management September 1997 - September 2000
Skills
Asset Allocation
Education
Southern Illinois University, Edwardsville 1996 — 1997
MSA, Accounting
Southern Illinois University, Edwardsville 1994 — 1996
BS, Finance
Summit Strategies Group September 2000 - Present
Conning Asset Management September 1997 - September 2000
Skills
Asset Allocation
Education
Southern Illinois University, Edwardsville 1996 — 1997
MSA, Accounting
Southern Illinois University, Edwardsville 1994 — 1996
BS, Finance
Patrick Carse's Summit Strategies Group Experience TraderInstinet2004 - 2005
Job Senior Research Analyst at Summit Strategies Group
Industry Financial Services
Experience
Summit Strategies Group TraderInstinet2004 - 2005
Education
St. Cloud State University 1988 — 1992
BS, Business Economics
Summit Strategies Group TraderInstinet2004 - 2005
Education
St. Cloud State University 1988 — 1992
BS, Business Economics
Griffin LeFrancois's Summit Strategies Group Experience January 2012 - August 2013
Job Portfolio Management at Reinsurance Group of America
Industry Insurance
Experience
Reinsurance Group of America, Incorporated August 2013 - Present
Summit Strategies Group January 2012 - August 2013
Centene Corporation January 2009 - December 2011
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Capital Markets, Investments, Asset Allocation, Fixed Income, Alternative Investments, Private Equity, Insurance
Education
Washington University in St. Louis - Olin Business School 2015 — 2017
MBA, Finance, Strategy
Southern Illinois University, Edwardsville 2004 — 2008
BS, Economics, Finance
Reinsurance Group of America, Incorporated August 2013 - Present
Summit Strategies Group January 2012 - August 2013
Centene Corporation January 2009 - December 2011
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Capital Markets, Investments, Asset Allocation, Fixed Income, Alternative Investments, Private Equity, Insurance
Education
Washington University in St. Louis - Olin Business School 2015 — 2017
MBA, Finance, Strategy
Southern Illinois University, Edwardsville 2004 — 2008
BS, Economics, Finance
John Elking's Summit Strategies Group Experience November 2011 - Present
Job Performance Analyst at Summit Strategies Group
Industry Financial Services
Experience
Summit Strategies Group November 2011 - Present
Hammond Associates February 2007 - October 2011
Stifel Nicolaus February 2004 - August 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Bloomberg, Finance, Financial Analysis, Financial Modeling, Investments
Education
Webster University 2007 — 2010
Masters, Finance
Saint Louis University 1998 — 2002
Bachelors, Finance
Summit Strategies Group November 2011 - Present
Hammond Associates February 2007 - October 2011
Stifel Nicolaus February 2004 - August 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Bloomberg, Finance, Financial Analysis, Financial Modeling, Investments
Education
Webster University 2007 — 2010
Masters, Finance
Saint Louis University 1998 — 2002
Bachelors, Finance
Joe Goltermann, CPA, CFP's Summit Strategies Group Experience January 2007 - June 2008
Job Accountant at Goltermann & Associates P.C.
Industry Accounting
Experience
GJG Capital LLC July 2008 - Present
Goltermann and Associates P.C. January 2005 - Present
Summit Strategies Group January 2007 - June 2008
Skills
Tax, Accounting, Financial Planning, Financial Planners, Strategic Financial..., Series 7, Tax Preparation, Small Business, Investments
Education
University of Missouri-Columbia, College of Business 2001 — 2004
Finance
GJG Capital LLC July 2008 - Present
Goltermann and Associates P.C. January 2005 - Present
Summit Strategies Group January 2007 - June 2008
Skills
Tax, Accounting, Financial Planning, Financial Planners, Strategic Financial..., Series 7, Tax Preparation, Small Business, Investments
Education
University of Missouri-Columbia, College of Business 2001 — 2004
Finance
Timothy Towe's Summit Strategies Group Experience March 2012 - August 2014
Job Business Leader, Internal Communications, MasterCard
Industry Information Technology and Services
Experience
MasterCard August 2014 - Present
Summit Strategies Group March 2012 - August 2014
Unitrin Career Agency Companies / Kemper Home Service Companies August 2001 - March 2012
H&S Media October 1998 - August 2001
Skills
Newsletters, Press Releases, Editing, Editorial, Advertising, Magazines, Photography, Brochures, Marketing, Books, Public Speaking, Freelance Writing, Videography, Posters, Budgets, Social Media, Research, Crisis Communications, Media Relations, Market Research, Training, Social Media Marketing, WordPress
Education
Southern Illinois University, Carbondale 1996 — 1998
Master of Arts (MA), Telecommunications Management
Southern Illinois University, Carbondale 1991 — 1996
Bachelor of Arts (B.A.), Radio and Television
MasterCard August 2014 - Present
Summit Strategies Group March 2012 - August 2014
Unitrin Career Agency Companies / Kemper Home Service Companies August 2001 - March 2012
H&S Media October 1998 - August 2001
Skills
Newsletters, Press Releases, Editing, Editorial, Advertising, Magazines, Photography, Brochures, Marketing, Books, Public Speaking, Freelance Writing, Videography, Posters, Budgets, Social Media, Research, Crisis Communications, Media Relations, Market Research, Training, Social Media Marketing, WordPress
Education
Southern Illinois University, Carbondale 1996 — 1998
Master of Arts (MA), Telecommunications Management
Southern Illinois University, Carbondale 1991 — 1996
Bachelor of Arts (B.A.), Radio and Television
Mark Gilje, ASA, CFA's Summit Strategies Group Experience April 2008 - Present
Job Senior Vice President and Director, Modeling Group, Summit Strategies Group
Industry Investment Management
Experience
Summit Strategies Group April 2008 - Present
Education
St. Olaf College 1981 — 1985
BA, Mathematics, Chemistry
Summit Strategies Group April 2008 - Present
Education
St. Olaf College 1981 — 1985
BA, Mathematics, Chemistry
Steve Frontczak's Summit Strategies Group Experience April 2014 - November 2014
Job Senior Consultant at Pension and Retirement Services (PARS)
Industry Financial Services
Experience
Summit Strategies Group April 2014 - November 2014
Moneta Group May 2011 - April 2014
American Water Works June 2008 - July 2010
Stifel Nicolaus August 2002 - June 2008
Bank of America 1994 - 2002
Skills
Mergers, Corporate Law, Asset Managment, Contract Negotiation, Due Diligence, Litigation, Legal Writing, Mediation, Real Estate, Corporate Governance, Risk Management, Securities
Education
Saint Louis University School of Law 1989 — 1992
JD, Corporate
University of Wisconsin-Milwaukee 1984 — 1989
BA, Economics
Summit Strategies Group April 2014 - November 2014
Moneta Group May 2011 - April 2014
American Water Works June 2008 - July 2010
Stifel Nicolaus August 2002 - June 2008
Bank of America 1994 - 2002
Skills
Mergers, Corporate Law, Asset Managment, Contract Negotiation, Due Diligence, Litigation, Legal Writing, Mediation, Real Estate, Corporate Governance, Risk Management, Securities
Education
Saint Louis University School of Law 1989 — 1992
JD, Corporate
University of Wisconsin-Milwaukee 1984 — 1989
BA, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY