by Joel Crampton | Jul 15, 2021
Education:
M.B.A. – Univ. of Texas – San Antonio
B.B.A. – Univ. of Texas – Austin
Experience:
Prudent Money Financial Services
Precept Capital
Echelon
AIG
John McStay Investment Counsel
USAA
Brian Gerber, CFA
Equity Research Analyst
Brian joined KCM in 2021 and has 38 years of professional investment experience. From 2010 to 2021, Brian was with Prudent Money Financial Services. Prior to 2010, Brian held various portfolio management positions with Precept Capital, Echelon, AIG, John McStay Investment Counsel, and USAA.
Brian received a Bachelors in Business Administration — Finance from the University of Texas — Austin and an MBA from the University of Texas — San Antonio. He also holds the Chartered Financial Analyst designation.
by Joel Crampton | Nov 21, 2018
Education:
M.B.A. – Columbia University (Finance)
B.A. – Colgate University
Experience:
Great Plains Trust Company
Sterneck Capital Management
Sanford C. Bernstein & Co.
Cantor Fitzgerald
Derivex
E Commerce Group
Michael Grossman, CFA
Investment Research Analyst
Michael joined KCM in 2018 and has 31 years of professional investment experience. From 2013 to 2018, Michael was a consultant specializing in helping startup companies raise funding and execute. From 2010 to 2013, he worked at Great Plains Trust Company as an Account Executive, and from 2005 to 2010, Michael worked at Sterneck Capital Management as a Portfolio Manager. From 1992 to 2004, Michael was based in New York City and worked at a variety of Wall Street firms, including Sanford C. Bernstein & Company in Institutional Equity Research Sales, Cantor Fitzgerald as a Municipal Bond Trader, Derivex as its President, and E Commerce Group as its Controller/CFO.
At KCM, Michael researches and analyzes new investment opportunities, while maintaining accurate data on existing investments, for our Private Client and Institutional Investment teams.
Michael received a B.A. from Colgate University and an M.B.A. in Finance from Columbia University. He also holds the Chartered Financial Analyst designation.
by Joel Crampton | Jul 15, 2021
Education:
M.B.A. – Saint Louis University
B.S. – University of Missouri – Columbia
Experience:
American Century Investments
Calamos Investments
Perkins Investment Management
Missouri Valley Partners
Bank of America Capital Management
Tim Jenkins, CFA
Equity Research Analyst
Tim joined KCM in 2021 and has 27 years of professional investment experience. He has previously held a Senior Investment Analyst role at American Century Investments, Calamos Investments, and Perkins Investment Management, as well as Equity Research Analyst roles at Missouri Valley Partners and Bank of America Capital Management.
Tim received a B.S. in Finance and Banking from the University of Missouri — Columbia and an MBA in Finance from Saint Louis University, and he also holds the Chartered Financial Analyst designation.
by Joel Crampton | Nov 23, 2021
Education:
B.B.A. – University of Missouri – Kansas City
Experience:
Commerce Bank
Tori Johnson, CFA
Equity Research Analyst
Tori joined KCM in 2021 and has 8 years of professional investment experience. From 2016 to 2021, Tori worked at Commerce Bank as a Portfolio Manager.
Tori received a B.B.A. from the University of Missouri – Kansas City. She also holds the Chartered Financial Analyst designation.
by Joel Crampton | Jul 15, 2021
Education:
M.B.A. – University of Missouri – K.C.
B.S. – University of Missouri – Columbia
Experience:
Great Plains Trust Company
Country Club Financial Services
Nathan Soulis, CFA
Equity Research Analyst
Nate joined KCM in 2021 and has 20 years of professional investment experience. From 2012 to 2021, Nate worked at Great Plains Trust Company as an Account Executive, and from 2003 to 2012 he worked at Country Club Financial Services as an Investment Officer.
Nate received a B.S. in Finance and Banking from the University of Missouri — Columbia and an MBA from the University of Missouri — Kansas City, and he also holds the Chartered Financial Analyst designation.
