Wallington Asset Management

Description

Address: 8900 N Keystone Ave # 1015, Indianapolis, IN 46240 Phone: (317) 575-8670: : : Website: Place name: Category: : : : Hours: Website: http://wallingtonasset.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Wallington Asset Management Posting publicly on the Web Write a review Reviews Be the first to review

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Wallington Asset Management Employees

Employee
Years
Job
Industry
Jeff Dowden, CFA Jeff Dowden, CFA Indianapolis, Indiana Details
Jeff Dowden, CFA's Wallington Asset Management Experience July 1997 - Present
Job Executive Vice President at Wallington Asset Management
Industry Investment Management
Experience
Wallington Asset Management   July 1997 - Present

Education
Ball State University

John Rosebrough, CFA John Rosebrough, CFA Indianapolis, Indiana Area Details
John Rosebrough, CFA's Wallington Asset Management Experience August 2005 - July 2009
Job Portfolio Manager at Archer Investment Corporation
Industry Investment Management
Experience
Archer Investment Corporation   July 2010 - Present
Biechele Royce Advisors   August 2009 - July 2010
Wallington Asset Management   August 2005 - July 2009
Charles Schwab  January 1999 - June 2005

Skills
Equities, Investments, Portfolio Management, Fixed Income, Mutual Funds, Investment Management, Equity Research, Asset Allocation, Alternative Investments, Investment Strategies, Wealth Management, Investment Advisory, Asset Managment, Securities, Hedge Funds, Asset Management

Education
Indiana University Bloomington   1992 — 1994
Economics

Babson College   1990 — 1992

The CFA Institute

Audrey Kurzawa, CPA Audrey Kurzawa, CPA Indianapolis, Indiana Details
Audrey Kurzawa, CPA's Wallington Asset Management Experience November 2012 - Present
Job Chief Operating Officer, Wallington Asset Management
Industry Investment Management
Experience
Wallington Asset Management   November 2012 - Present
Winthrop Capital Management   January 2009 - September 2012
4086 Advisors, Inc.   October 1998 - October 2008
Conseco, Inc.   January 1992 - October 1998
KPMG Peat Marwick  September 1989 - January 1992

Education
Indiana University Bloomington   1985 — 1989
B.S Business, Accounting

Brian Dunkin Brian Dunkin Indianapolis, Indiana Area Details
Brian Dunkin's Wallington Asset Management Experience August 2009 - December 2010
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2012 - Present
Fifth Third Securities  December 2010 - April 2012
Wallington Asset Management   August 2009 - December 2010
Alliance Bernstein  November 2007 - June 2009
Edward Jones Investments  January 2004 - October 2007
Lord Abbett & Co  January 2002 - January 2004
Lord Abbett  January 1997 - January 2002
Smith Barney  January 1989 - January 1997
FSC Securities  January 1987 - January 1989

Skills
Public Speaking, Training & Development, Qualified Plan Design, Strategic Financial..., Relationship Management, Marketing, Training, Series 7, Mutual Funds, Wealth Management, Series 63, Retirement Planning, Investment Advisory, Asset Allocation, Investments, 401k, Retirement, Asset Managment, Alternative Investments, Portfolio Management, Securities, Investment Strategies, Financial Advisory

Education
Butler University - College of Business Administration   1983 — 1987
Business Administration, Bachelor of Science

Matthew Lawson, CFA Matthew Lawson, CFA Indianapolis, Indiana Area Details
Matthew Lawson, CFA's Wallington Asset Management Experience August 2008 - August 2014
Job Sr. Research Analyst at Indiana Farm Bureau Insurance
Industry Investment Management
Experience
Indiana Farm Bureau Insurance  January 2015 - Present
Wallington Asset Management   August 2008 - August 2014
KDP Investment Advisors  February 2006 - August 2008
4086 Advisors (Conseco Capital Management)   July 2003 - May 2005
Vinings Mellon   December 2000 - July 2003
The Lanrick Group/The LandOak Company   May 1999 - December 2000

Skills
Fixed Income, Statistics, Microsoft Excel, Programming, R, Python, Java, C++, Linux, Investments, Equities

Education
Indiana University Bloomington   2014 — 2014
Graduate Data Science Certificate (applicable to MS degree)

Indiana University-Purdue University at Indianapolis   2014 — 2014
Java, C++, Python Courses

CFA Institute   1999 — 2001
Chartered Financial Analyst (CFA)

Haslam College of Business at the University of Tennessee   1996 — 1999
Bachelor of Science in Business Administration

Mike Kumor Mike Kumor Indianapolis, Indiana Area Details
Mike Kumor's Wallington Asset Management Experience August 2013 - Present
Job Sr. Portfolio Accountant at Wallington Asset Management
Industry Financial Services
Experience
Wallington Asset Management   August 2013 - Present
Charles Schwab  September 2009 - July 2013
Citi  September 2006 - September 2009
Citigroup  May 2005 - September 2006
Citigroup  June 2004 - May 2005
Bank One/JP Morgan Chase  January 2001 - January 2004

Skills
Banking, Finance, Management, Portfolio Management, Financial Services, Mutual Funds, CRM, Financial Analysis

Education
OHIO UNIVERSITY   1998 — 2001
Bachelor of Arts, Economics

Ohio University   1998 — 2001
Bachelor's degree, Economics

Cindy Boise Cindy Boise Indianapolis, Indiana Area Details
Cindy Boise's Wallington Asset Management Experience September 2009 - July 2011
Job Assistant to the Principal at Guerin Catholic High School
Industry Financial Services
Experience
Guerin Catholic High School  July 2014 - Present
The O'Connor House   April 2014 - August 2014
WestPoint Financial Group  April 2014 - July 2014
MEL-RAC, LLC   March 2012 - February 2014
Wallington Asset Management   September 2009 - July 2011
Indiana Small Business Development Corp   1990 - 1993

Skills
Team Building, Account Management, Customer Service, Event Planning, Leadership, Management, Microsoft Excel, Process Improvement, Public Speaking, Strategic Planning, Budgets, Training

Education
Ball State University - College of Business   1981 — 1985
BS, Accounting and Entrepreneurship

Christopher Royce Norwood, CFA(r) Christopher Royce Norwood, CFA(r) Indianapolis, Indiana Area Details
Christopher Royce Norwood, CFA(r)'s Wallington Asset Management Experience June 2007 - March 2009
Job President at Norwood Economics Inc.
Industry Financial Services
Experience
Norwood Economics Inc.   April 2013 - Present
Biechele Royce Advisors, Inc.   March 2009 - Present
Wallington Asset Management   June 2007 - March 2009
Thunderbird Management Inc.   June 1994 - June 2007
Biechele Royce Advisors, Inc.   June 1995 - June 2000
US Air Force  May 1982 - June 1998

Skills
Asset Allocation, Investments, Portfolio Management, Estate Planning, Retirement, Mutual Funds, Investment Strategies, Investment Management, Insurance, Finance, Financial Advisory, Financial Services, Retirement Planning, Financial Planners, 401k, Capital Markets, Investment Advisory, Small Business, Wealth Management, Financial Planning

Education
The CFA Institute   1997 — 1999
CFA Charterholder, PostGraduate level courses in Economics, Finance, Capital Markets

University of Colorado Colorado Springs   1987 — 1989
MPA, Economics/Political Science

Davidson College   1978 — 1982
B.A., Journalism

Elizabeth Strange Elizabeth Strange Indianapolis, Indiana Area Details
Elizabeth Strange's Wallington Asset Management Experience July 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wallington Asset Management   July 2012 - Present
Spectrum Management Group   July 2005 - July 2012
Facets Group, Inc   January 2003 - July 2005
Gingiss Formalwear  1996 - 2003

Skills
401k, Customer Service, Leadership, Marketing Strategy, Sales Management, Sales, Account Management, Financial Analysis, Marketing, Small Business, Finance, Strategic Planning

Education
Indiana University-Purdue University at Indianapolis   1995 — 1999
BS, Biology

Jeffersonville High School

Kevin VanHimbergen Kevin VanHimbergen Louisville, Kentucky Details
Kevin VanHimbergen's Wallington Asset Management Experience March 2009 - October 2010
Job Controller at Greg Coats Cars and Trucks
Industry Automotive
Experience
Greg Coats Cars and Trucks   October 2010 - Present
Wallington Asset Management   March 2009 - October 2010

Skills
Financial Modeling, Financial Analysis, Asset Management, Financial Planning, Accounting, Forecasting, Mergers & Acquisitions, Risk Management, Hedge Funds, Valuation, Equity Research, Equities, Business Analysis, Microsoft Excel, Alternative Investments

Education
Indiana University Bloomington   2000 — 2002
Master of Business Administration (MBA), Accounting and Finance

Miami University   1993 — 1997
Bachelor of Science (BS), Finance, General