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The primary role of the Relationship Manager (RM) at KPCS is to act as a conduit between the Portfolio Managers, Research Analysts and the clients. They act as a guide so clients have confidence that their investments are being managed prudently and properly. Relationship Managers also ensure that the client's asset allocation is appropriate based on their age, risk tolerance, current financial situation and long term goals. In this role, the RM's are responsible for being aware of the investment activity that takes place in a client’s portfolio and informing them of any changes.

Additionally, RM’s are able to help coordinate interactions with trust companies, custodians, administrators, accountants, estate planners and banks in order to implement each client’s long term financial goals.

relationship managers

	Jeff Ream Phone: 913-754-1505 Jeff Ream is a Relationship Manager working in the Private Client Services Group. Previously, Mr. Ream was a Financial Advisor at UBS. Prior to that he was at Merrill Lynch as a Senior Financial Consultant. He has fourteen years of investment experience and holds a B.S. in Business from University of Kansas in Lawrence, Ks.

John Shepley, CFA Phone: 913-754-1540 Mr. Shepley is a CFA charter holder and joined Kornitzer Capital Management in 2005. He is a Relationship Manager, working with portfolios in the Private Client Services Group. Previously, Mr. Shepley was a Portfolio Manager and equity research analyst with Tom Johnson Investments. He has twenty five years of investment experience and holds an M.B.A. from Oklahoma City University and a B.A. in Business Administration from Midwestern State University.

	Dwight Twillman, CFP® Phone: 913-754-1506 Mr. Twillman is a Relationship Manager working in the Private Client Services Group, and also works with consultants, advisors and institutions. Previously, Mr. Twillman was a Regional Consultant at Dreyfus, Co. Prior to that he was at UBS/Paine Webber as a Financial Advisor. Mr. Twillman has 17 years of investment experience and holds a B.S. in Business from Central Missouri State University.
	Billie McClain, CFA Phone: 913-754-1543 Ms. McClain is a Relationship Manager working in the Private Client Services Group. Previously, Ms. McClain was a portfolio/relationship manager in UMB Bank's trust department. Ms. McClain has 9 years of investment experience and holds a B.S. in Business Administration from the University of Kansas.