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.

  • Meagan Dow's head shot

    Meagan Dow

    Senior Client Needs Research Analyst

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  • Craig Fehr's head shot

    Craig Fehr

    Principal, Investment Strategist

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  • Angelo Kourkafas' head shot

    Angelo Kourkafas

    Investment Strategist, Strategy

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  • Tom Larm head shot

    Tom Larm

    Portfolio Strategist - Strategy

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  • Mona Mahajan's head shot

    Mona Mahajan

    Senior Investment Strategist

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  • Sloane Marshall headshot

    Sloane Marshall

    Associate Analyst

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  • Julie Petrera

    Senior Strategist - Client Needs, Canada

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  • Amy Theisen's head shot

    Amy Theisen

    Senior Strategist, Estate and Legacy

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  • Scott Thoma's head shot

    Scott Thoma

    Principal, Advice & Guidance - Client Needs Research

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  • Katherine Tierney's head shot

    Katherine Tierney

    Senior Strategist, Retirement

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