Aaron Schafer

Aaron Schafer

OUR TEAM

Education:
B.S. – University of St. Mary

Aaron Schafer

Equity Trader

Aaron joined KCM in 2022 after graduating from the University of Saint Mary with a B.S. in Mathematics. While there, Aaron traded equity options for his university’s trading team.

At KCM, Aaron trades equities and equity options.

Years of Experience

Years at KCM

Brett Coughlin

Brett Coughlin

OUR TEAM

Education:
B.A. – Hamilton College (Clinton, NY)

Experience:
PaineWebber
JP Morgan
UBS
CNBS
Waddell & Reed

Brett Coughlin

Equity & Fixed Income Trader

Brett joined KCM in 2022 and has 27 years of trading experience across multiple products. From 1995-2007 Brett traded equities for several large banks in NY including PaineWebber, JP Morgan, and UBS. From 2007-2014 he worked at CNBS, LLC as Managing Director, Brokerage Services & Trading, where he focused on Agencies, Mortgages, Treasuries and Munis. From 2014-2022 he worked at Waddell & Reed as a Fixed Income Trader, concentrating on the High Yield Bond and Bank Loan markets.

Brett holds a B.A. in Mathematics from Hamilton College in Clinton, NY.

Years of Experience

Years at KCM

Patrick Cubbage, CFA

Patrick Cubbage, CFA

OUR TEAM

Education:
M.B.A. – University of Missouri – Kansas City
B.S. – Kansas State University (Finance)

Experience:
Bank of America
Corporate Network Brokerage Services
American Century Investments

Patrick Cubbage, CFA

Equity Trader

Patrick joined KCM in 2000 and has 36 years of professional investment experience. From 1996 to 2000, he worked at Bank of America as a Private Client Portfolio Manager. From 1993 to 1996, Patrick worked at Corporate Network Brokerage Services as an Investment Advisor. From 1986 to 1993, he worked at American Century Investments as an Investment Analyst.

At KCM, Patrick heads equity trading and works with both the value and growth teams.

Patrick received a B.S. in Finance from Kansas State University and an M.B.A. from the University of Missouri – Kansas City. He also holds the Chartered Financial Analyst designation.

Years of Experience

Years at KCM

Janet Jones

Janet Jones

OUR TEAM

Education:
Metropolitan Community College

Experience:
Fountain Capital Management
Hampshire Asset Management
UMB Bank

Janet Jones

Fixed Income Trader

Janet joined KCM in 2015 and has 26 years of professional investment experience. From 1997 to 2015, she worked at Fountain Capital Management as a Trader. From 1995 to 1997, Janet worked at Hampshire Asset Management as the Office Manager. From 1987 to 1995, she worked at UMB Bank as an Investment Administrator.

At KCM, Janet heads fixed income trading.

Years of Experience

Years at KCM