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

Kate Hurt

Senior Vice President of Operations

Roberta Maue

Senior Vice President, Director of Equity Trading & Portfolio Operations

Debbie Mertz, JAG CFO

Debbie Mertz

Chief Financial Officer

JoAnn Seagren

Managing Director & Wealth Advisor

James Sindelar, VP, Director of Business Development

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.

Gina Barro

Equity Trader & Portfolio Database Administrator

Bob Berger

Fixed Income Trading Assistant &
Portfolio Database Administrator

Mike Buck, CFA®

Quantitative Analyst

Sheryl Dineen

Marketing Manager

Nico Falkinhoff

Associate Portfolio Manager & Equity Research Analyst

Dave Kingston

Director of Fixed Income

Greg Lowhorn

Investment Associate, Business Development & Client Service

Cynthia Ma, CFA®

Senior Fixed Income Analyst

George Margvelashvili, CFA®

Equity Research Analyst

Connie Makarewicz

Operations Assistant

Tucker O'Neil

Junior Equity Research 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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