Jamie Cuellar, CFA

Jamie Cuellar, CFA

OUR TEAM

Education:
M.B.A. – Southern Methodist University
B.B.A. – University of San Diego

Past Experience:
Brazos Capital Management
Northern Trust

Jamie Cuellar, CFA

Portfolio Manager

Jamie joined KCM in 2015 and has 31 years of professional investment experience. From 2012 to 2014, Jamie worked at Northern Trust as a Senior Portfolio Manager. From 2000 to 2012, he worked at PineBridge Investments / Brazos Capital / John McStay Investment Counsel as Managing Director and Portfolio Manager. From 1995 to 1999, Jamie worked at Lee Financial Corp as an Investment Analyst.

At KCM, Jamie works with equity portfolios, and his focus areas include technology and healthcare.

Jamie received a B.B.A. from the University of San Diego and an M.B.A. in Finance from Southern Methodist University. He also holds the Chartered Financial Analyst designation.

Years of Experience

Years at KCM

Jeff Deardorff, CFA

Jeff Deardorff, CFA

OUR TEAM

Education:
B.S. – Kansas State University (Finance)

Past Experience:
Koch Industries

Jeff Deardorff, CFA

Portfolio Manager

Jeff joined KCM in 2002 and has 26 years of professional investment experience. From 1997 to 2001, Jeff worked at Koch Industries in Convertible Arbitrage and as a Money Markets Trader.

At KCM, Jeff works with fixed income and equity portfolios, and his focus areas include communications, energy, and financial sector.

Jeff received a B.S. from Kansas State University. He also holds the Chartered Financial Analyst designation.

Years of Experience

Years at KCM

Paul Dlugosch, CFA

Paul Dlugosch, CFA

OUR TEAM

Education:
B.S. – University of Iowa (Business)

Past Experience:
Antares Capital
LaSalle National Bank

Paul Dlugosch, CFA

Portfolio Manager

Paul joined KCM in 2002 and has 26 years of professional investment experience. Previously Paul worked at Antares Capital as an associate and at LaSalle National Bank as an analyst.

At KCM, Paul works with equity and fixed income portfolios.

Paul received a B.S. from the University of Iowa. He also holds the Chartered Financial Analyst designation.

Years of Experience

Years at KCM

Nicole Kornitzer, CFA

Nicole Kornitzer, CFA

OUR TEAM

Education:
M.B.A. – INSEAD
M.A. – Columbia University (French Cultural Studies)
B.A. – University of Pennsylvania (Biology)

Nicole Kornitzer, CFA

Portfolio Manager

Nicole was with KCM from 2000 – 2002 then rejoined in 2004 and has 23 years of professional investment experience.

At KCM, Nicole works with equity portfolios, and previous focus areas have included pharmaceuticals, medical diagnostics, and biotechnology. Her current focus is on European equity securities.

Nicole received a B.A. from the University of Pennsylvania, an M.A. from Columbia University, and an M.B.A. from INSEAD. She also holds the Chartered Financial Analyst designation.

Years of Experience

Years at KCM

Ken Laudan

OUR TEAM

Education:
B.S. – Kansas State University (Finance)

Past Experience:
Friess Associates
SunTrust Robinson
George K. Baum & Company
Hambrecht & Quist
Montgomery Securities

Ken Laudan

Portfolio Manager

Ken joined KCM in 2020 as a portfolio manager and has 30 years of professional investment experience. Ken’s previous positions have included roles as healthcare investment advisor at Friess Associates, Managing Director at SunTrust Robinson, George K. Baum & Company, and Hambrecht & Quist, as well as Principal for Montgomery Securities.

At KCM, Ken works with growth equity portfolios, and his focus is on companies in all market sectors, with additional expertise in the healthcare sector.

Ken received a B.S. in Finance from Kansas State University.

Years of Experience

Years at KCM