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Leadership Team
Client & Investment Team
Tax Support
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Leadership Team
John Hinck
President and Chief Executive Officer
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Rufus Winton
Senior Vice President and Chief Investment Officer
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Julie Wong, CPA
Senior Vice President and Chief Financial Officer
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Dana Sanders
Senior Vice President and General Counsel
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Jessica Beavers
Senior Vice President and Trust Officer
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Gail Lust, CPA, CFP
Senior Vice President, Director of Tax & Planning, and Trust Officer
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Sheila Sornsen
Vice President and Human Resources Manager
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Conley Brooks Jr.
Retired
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Client and Investment Team
Colin Brooks
Vice President and Trust Officer
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David Drew
Vice President and Trust Officer
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Shelli Felderman
Vice President and Trust Officer
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Carl Petterson
Vice President and Associate General Counsel
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Heather White
Vice President and Trust Officer
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Rob Parish
Vice President
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Melissa Haaland
Trust Officer
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Jason Massingill, CFA
Vice President and Deputy Chief Investment Officer
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Diego Borgert, CFA
Senior Investment Analyst
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Ben Duerst, CFA, CAIA
Senior Investment Analyst
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Quinton Stein
Financial Analyst
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William Youngstrand
Investment Analyst
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Tax Support
Alyssa Cramer, CPA
Tax Director
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Alex Sievers, CPA
Tax Director
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Kelly McCarragher, CPA
Tax Manager
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Kirby Schulberg, CPA, CFP
Senior Tax Associate
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Mallory Shellum, CPA
Senior Tax Associate
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Romaine Kocer, CPA
Senior Tax Associate
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Lizzie Schut
Tax Coordinator
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Stephanie Wang
Tax Associate
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Client Support
Brenda Maldonado
Senior Client Services Coordinator
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Laura Ingebrigtsen
Paralegal
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Sara Landgraff
Senior Treasury Specialist
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Tassy Hannemann
Trust Operations Specialist
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Jeff Huybrecht
Trust Operations Specialist
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Nicole Winchell-Colby, CPA
Controller
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Nic Aubert
Senior Fund Accountant
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Jacob Schmidt, CPA
Senior Financial Accountant
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Aaron Bennett
Financial Accountant
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Victoria Rowe
Administrative Assistant
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Katie Mitchell
Accounting Coordinator
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Jenna Erhart
Administrative Assistant and Marketing Coordinator
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Heidi Uthke
Assistant Trust Officer
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Emma Stueck
Trust Operations Administrator
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Virginia Barrera
Administrative Assistant
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Helen Arneson
Administrative Assistant
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Laura Weppler
Christine Hove Trust Administrative Assistant
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