Susan C. Steele

Susan C. Steele

female
bachelor of science degree, University of Portland, Chief Compliance Officer, graduated from the University of Portland, IMS Strategic Allocation Fund
Susan C. Steele Ms. Steele provides the first point of contact to clients and service providers. She manages the firm's back office operations...
Steven F. Haug

Steven F. Haug

male
business management, Whitworth College, IMS, Bachelor of Science degree in Business Management, IMS Strategic Allocation Fund
Steven F. Haug Mr. Haug is responsible for managing client relationships, new business development and helping clients achieve their investment...
Reid Weaver

Reid Weaver

male
University of Oregon, bachelor of science degree, graduated from the University of Oregon, IMS Strategic Allocation Fund
Reid Weaver Mr. Weaver is responsible for operations, trading and client service in the Eugene office. He has over five years of industry...
Monte D. White

Monte D. White

male
Oregon State University, IMS, IMS Strategic Allocation Fund, principal of IMS Capital Management
Monte D. White Mr. White is a principal of IMS Capital Management and has 28 years of securities industry experience. His areas of responsibility...
Rita F. Aguilar

Rita F. Aguilar

female
Western Washington University, IMS, IMS Strategic Allocation Fund, principal of IMS Capital Management
Rita F. Aguilar Ms. Aguilar is a principal of IMS Capital Management. She is responsible for managing client relationships, conducting research...
Pat Haith

Pat Haith

New York University, director, superintendent, administrator, pace university, mathematics education…Director of Allocation
Pat Haith Although trained as a teacher of high school mathematics, Pat Haith began her teaching career with third grade students. Serving in...
Ronald D. Frashure

Ronald D. Frashure

male
acadian, president, MIT, putnam, Harvard Business School, cio…Director of Asset Allocation
Ronald D. Frashure , CFA President, Co-Chief Investment Officer Mr. Frashure is President of Acadian Asset Management, Inc. He is Co-Chief...
Adrian Cronje

Adrian Cronje

male
university of cape town, University of Cambridge, CFA, Instructor, investment management, Ph.D.…Director of Asset Allocation, Director of Asset Allocation with Wilmington Trust
ADRIAN CRONJE , PH.D., CFA Adrian is Director of Asset Allocation with Wilmington Trust. Adrian has a BCom (Honors) in Economics from the...
Cecilia Isaksson

Cecilia Isaksson

female
officer, CFA, Asset Allocation Analyst, VP Bank, University of Northern British Colombia, VP Bank AG
Cecilia Isaksson an Asset Allocation Analyst in the Investment Strategy Team at VP Bank AG in Liechtenstein. She started working for VP Bank in...