Meet our team

Meet Our Team

The Financial Institutions Division divides the country into two divisions with directors and teams of experienced staff dedicated to new institutional business development and relationship management. They can help you successfully recruit and build a well-managed, profitable retail investment program within your institution.

Unlike many bank investment providers, our management team has broad experience in traditional brokerage to complement their experience in bank brokerage and third-party marketing. We believe this critical difference is an important asset in their ability to assist you in effectively competing in the marketplace.

Key highlights

29 years of average industry experience

$83 million in average assets under management per advisor

$500k average advisor production in client institutions

National leadership

Tim Killgoar
Tim Killgoar
SVP, Head of Financial Institutions Division
 
Read Bio
Jamie Kosharek
Jamie Kosharek
VP, Director of Strategy and Operations
 
Read Bio

Eastern Division

Tom Poole
Thomas G. Poole
VP, Eastern Division Director
Institutional Business Development
 
Read Bio
Jon Demayo
Jon DeMayo
Business Development Specialist
 
Read Bio
John Houston
John W. Houston
VP, Division Director
Relationship Management
 
Read Bio
Grace Austin
Grace Austin
Assistant Division Director
Relationship Management
CT | DE | MA | MD | ME | NH | NJ | NY | PA | RI | VT
 
Read Bio
Anita Lemon
Anita Lemon
Assistant Division Director
Relationship Management
KY | NC | OH | SC | TN | VA | WV
 
Read Bio

Western Division

Gordon Marshall
Gordon E. Marshall
VP, Western Division Director
Institutional Business Development
 
Read Bio
Carolyn Gaynoe
Carolyn Bradshaw
Business Development Specialist
 
Read Bio
Sam Nasser
Sam Nasser
VP, Western Division Director
Relationship Management
 
Read Bio
Matthew Mehltretter
Matthew Mehltretter
Regional Manager
Relationship Management
AK | AZ | CA | HI | ID | NM | NV | OR | TX | UT | WA
 
Read Bio
Patrick Inglesby
Patrick Inglesby
Assistant Division Director
Relationship Management
IL | IN | IA | MI | MO | MN | WI
 
Read Bio
Amara Duderstadt
Amara Duderstadt
Assistant Division Director
Relationship Management
AR | CO | KS | LA | MT | NE | ND | OK | SD | WY
 
Read Bio