by Joel Crampton | Feb 28, 2017
Education:
M.B.A. – Southern Methodist University
B.S. – University of Kansas (Business Admin)
Past Experience:
USAA
Waddell & Reed
Bob Male, CFA
Portfolio Manager
Bob joined KCM in 1997 and has 37 years of professional investment experience. From 1991 to 1997, Bob worked at USAA as a Senior Equity Analyst.
At KCM, Bob works with equity portfolios, and his focus areas include leisure, financial services, and retail.
Bob received a B.S. from the University of Kansas and an M.B.A. from Southern Methodist University. He also holds the Chartered Financial Analyst designation.
by Joel Crampton | Feb 28, 2017
Education:
M.B.A. – University of Kansas (Finance)
B.S. – Kansas State University (Life Sciences)
Past Experience:
A.G. Edwards
Stifel Nicolaus
Craig Richard, CFA
Portfolio Manager
Craig joined KCM in 2008 as a research analyst and has 21 years of professional investment experience. From 2005 to 2007, Craig worked at A.G. Edwards as a Senior Associate Analyst. From 2002 to 2005, he worked at Stifel Nicolaus as an Associate Equity Research Analyst.
At KCM, Craig works with equity portfolios.
Craig received a B.S. from Kansas State University and an M.B.A. in Finance from the University of Kansas. He also holds the Chartered Financial Analyst designation.
by Joel Crampton | Apr 5, 2017
Education:
M.B.A. – Oklahoma City University
B.A. – Midwestern State University (Business Administration)
Past Experience:
Tom Johnson Investments
John Shepley, CFA
Portfolio Manager of Private Clients
John joined KCM in 2005 and has 40 years of professional investment experience. Prior to joining KCM he worked at Tom Johnson Investments as a portfolio manager and equity research analyst.
At KCM, John manages portfolios in the Private Client Services Group.
John received a B.A. in Business Administration from Midwestern State University and an M.B.A. from Oklahoma City University. He also holds the Chartered Financial Analyst designation.
by Joel Crampton | Feb 28, 2017
Education:
M.B.A. – University of Chicago
B.B.A. – University of Toledo
Past Experience:
BancOne Investment Advisors
Anthem
Duff & Phelps
Jeff Sitzmann, CFA
Portfolio Manager
Jeff joined KCM in 2002 and has 36 years of professional investment experience. From 1997 to 2002, Jeff worked at BancOne Investment Advisors as a Fixed Income Analyst. From 1992 to 1997, he worked at Anthem as a Fixed Income Analyst. From 1987 to 1992, Jeff worked at Duff & Phelps as a Co-portfolio Manager and Investment Analyst.
At KCM, Jeff works with both equity and fixed income portfolios, and his focus areas include media, consumer staples, and industrials.
Jeff received a B.B.A. from the University of Toledo and an M.B.A. from the University of Chicago. He also holds the Chartered Financial Analyst designation.
by Joel Crampton | Apr 5, 2017
Education:
M.B.A. – Rockhurst University
B.A. – Emporia State University (Business Administration)
Past Experience:
Wealth Management Advisors
Patrick Warren, CFA
Portfolio Manager of Private Clients
Pat joined KCM in 2013 and has 27 years of professional investment experience. Prior to joining KCM he worked at Wealth Management Advisors as a portfolio manager.
At KCM, Pat manages portfolios in the Private Client Services Group.
Pat received a B.A. in Business Administration from Emporia State University and an M.B.A. from Rockhurst University. He also holds the Chartered Financial Analyst designation.
