About Us
Our Team
We have offices in St. Louis and Chicago, serving individuals and organizations across the nation.
JAG Leadership
Meet the JAG Leadership team.
Norm Conley
CEO & Chief Investment Officer
Mike Kimbarovsky
Managing Director & Portfolio Manager
Dave Kingston
Director of Fixed Income
Kate Hurt
Senior Vice President of Operations
Roberta Maue
Senior Vice President, Director of Equity Trading & Portfolio Operations
Debbie Mertz
Chief Financial Officer
JoAnn Seagren
Managing Director & Wealth Advisor
James Sindelar
Vice President, Director of Business Development
Alan Vogt
Vice President, Managing Director of
Fixed Income
Michael P. Walsh
Vice President, Portfolio Manager
Meet The Professionals at JAG
Our experienced team of talented and dedicated professionals works every day to build on JAG’s legacy of service and commitment to our clients. We employ a collaborative approach to developing in-depth research that varies from consensus.
Bob Berger
Fixed Income Trading Assistant &
Portfolio Database Administrator
Eric Bruce
Operations Assistant
Mike Buck, CFA®
Quantitative Analyst
Sheryl Dineen
Marketing Manager
Adam Dobin
Investment Operations Specialist
John Krueger, CFA®
Junior Equity Research Analyst
George Margvelashvili, CFA®
Equity Research Analyst
Tucker O'Neil
Equity Research Analyst
Charles O'Rourke, CFA®
Fixed Income Analyst
Connor Pastoor, CTFA
Wealth Advisor
David Patritti
Senior Financial Advisor
Sandy Shotwell
Vice President, Director of Institutional Client Service
Rick Talerico
Senior Fixed Income Analyst
Matthew R. Walsh
Vice President, Portfolio Manager
Kelly Yovandich
Assistant to the CEO & Client Service Coordinator
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