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

John Houston
John W. Houston
SVP & Managing Director
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Tim Killgoar
Tim Killgoar
VP, Director of Strategy and Consulting
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Jamie Kosharek
Jamie Kosharek
VP, Director of Sales and Administration
Eastern Division Director
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Eastern Division

Tom Poole
Thomas G. Poole
VP, Eastern Division Director
Institutional Business Development
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Jon Demayo
Jon DeMayo
Business Development Specialist
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Grace Austin
Grace Austin
Assistant Division Director
CT | DE | MA | MD | ME | NH | NJ | NY | PA | RI | VT
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Anita Lemon
Anita Lemon
Assistant Division Director
KY | NC | OH | SC | TN | VA | WV
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Jesse Burchill
Jesse Burchill
Assistant Division Director
Relationship Management
AL | FL | GA | MS
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Western Division

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