Mitch Steger, CAIA

Mitch Steger, CAIA

Associate Director, Investment Specialist Sub-Advisory

Mitch Steger, CAIA, is an associate director, investment specialist sub-advisory responsible for supporting the distribution efforts within the sub-advisory channel. Prior to his current role, Mitch was a sales associate responsible for supporting the distribution team. Mitch joined the firm in 2018. He received his BA in economics from the University of Iowa. Mitch is a CAIA® charterholder. He maintains the Series 6, 7 and 63 licenses and is a registered representative of Foreside Fund Services, LLC. He also holds the Series 3 registration with the National Futures Association.

Mitch Steger, CAIA
Mark Johnson, CFA

Intermediary Sales Team

Mark Johnson, CFA

Managing Director, Head of Strategic Partnerships

Chris McCrea, CFA, CAIA

Intermediary Sales Team

Chris McCrea, CFA, CAIA

Director, Investment Specialist Sub-Advisory

Stephanie Armbruster

Intermediary Sales Team

Stephanie Armbruster

Senior Sales Associate, Strategic Partners

Mark Johnson, CFA

Intermediary Sales Team

Mark Johnson, CFA

Managing Director, Head of Strategic Partnerships

Chris McCrea, CFA, CAIA

Intermediary Sales Team

Chris McCrea, CFA, CAIA

Director, Investment Specialist Sub-Advisory

Stephanie Armbruster

Intermediary Sales Team

Stephanie Armbruster

Senior Sales Associate, Strategic Partners