About Us
Our Team
Centrally located in the Midwest, serving individuals and organizations across the nation.
JAG Leadership
Meet the JAG Leadership team.
Norm Conley
CEO & Chief Investment Officer
Kate Hurt
Senior Vice President of Operations
Dave Kingston
Director of Fixed Income
Roberta Maue
Senior Vice President, Director of Equity Trading & Portfolio Operations
Deborah Mertz
Chief Financial Officer
James Sindelar
Senior Vice President, Strategic Relationships
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 Supervisor &
Senior Operations Specialist
Eric Bruce
Portfolio Trading & Operations Associate
Mike Buck, CFA®
Quantitative Analyst
Adam Dobin
Investment Operations Specialist
George Margvelashvili, CFA®
Equity Research Analyst
Tucker O'Neil
Equity Research Analyst
Charles O'Rourke, CFA®
Fixed Income Analyst
David Patritti
Senior Financial Advisor
Chrissy Prinster
Client Service Coordinator
Sandy Shotwell-Cain
Vice President, Director of Institutional Client Service
Matthew R. Walsh
Vice President, Portfolio Manager
Kelly Yovandich
Assistant to the CEO & Senior Client Service Coordinator
Endeavor to Outperform with Boutique Investment Management
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