Rege S. Eisaman, Chief Executive Officer & Chief Investment Officer

  • Experience includes employment at Morgan Stanley, Montgomery Private Client Services, and Bank of America
  • Chartered Financial Analyst® (CFA®), member of the CFA Institute, and the CFA Society of Chicago
  • MBA, Northern Illinois University; Bachelor of Science, Summa Cum Laude, Eastern Illinois University

Jeffrey S. Camp, Chief Financial Officer & Senior Portfolio Manager

  • Experience includes employment at Morgan Stanley, Montgomery Private Client Services and Bank of America
  • Chartered Financial Analyst® (CFA®), member of the CFA Institute, and the CFA Society of Chicago
  • MBA, University of Illinois at Chicago; Bachelor of Science, Eastern Illinois University

Mark E. Carr, President

  • Experience includes employment at Morgan Stanley, Montgomery Private Client Services, CIBC Oppenheimer and Kidder Peabody
  • Bachelor of Science, Xavier University

David J. Janczewski, Portfolio Manager

  • Chartered Financial Analyst® (CFA®), member of the CFA Institute, and the CFA Society of Chicago
  • Certified Financial Planner™ (CFP®)
  • Bachelor of Science, Northern Illinois University

Mark H. Bergsohn, Financial Analyst

  • CFA Level II Candidate
  • Bachelor of Science, Northern Illinois University

Jason L. Buck, Sr. Vice President

  • Experience includes various client facing and leadership roles with Charles Schwab
  • Certified Financial Planner™ (CFP®)
  • MBA, Ball State University; Bachelor of Science, Ball State University

Troy G. Heurlin, Financial Analyst

  • CFA Level I Candidate
  • Bachelor of Science, Northern Illinois University

Erik N. Larson, Portfolio Manager

  • Experience includes employment at Guggenheim Partners and PricewaterhouseCoopers
  • Chartered Financial Analyst® (CFA®), member of the CFA Institute, and the CFA Society of Chicago
  • Certified Public Accountant (CPA)
  • Master of Accounting, Stephen M. Ross School of Business at the University of Michigan; Bachelor of Arts, University of Michigan

Nick D. Rounds, Financial Analyst

  • Experience includes an internship with BMO Harris Bank
  • Passed all three levels of the CFA® Program
  • Bachelor of Science, Northern Illinois University

Forrest P. Sumlar, Chief Compliance Officer

  • Experience includes an internship with the Cook County Office of the Public Defenders, a clerkship with the Honorable Associate Judge Allen P. Walker, and employment with the Chicago Debate Commission
  • Member of the Illinois Bar
  • Juris Doctorate, DePaul University College of Law; Bachelor of Science in Accounting, University of Illinois at Urbana-Champaign

Michael D. Denton, Controller

  • Experience includes employment at Rome Associates LLP and Ronald A. Landsman & Company
  • Certified Public Accountant (CPA), member of Illinois CPA Society
  • Bachelor of Science, University of Illinois at Urbana-Champaign