Team
Team
Robert A. Zielke, J.D., AIF®
President, CEO and Founder
Craig Levin, MBA
Chief Financial Officer & Treasurer
Kirstin P. Zielke
Secretary & Executive Vice President
Director, Enterprise Operations & Compliance
David Foster-Koth J.D.
Chief Fiduciary Officer
Julianne Goldammer
BSA Compliance Officer
Manager, Enterprise Operations & Compliance
Karen McDowell
Manager, Distribution Operations Department
Allison Opson-Clement
Executive Assistant to the CEO
Senior Communications Specialist
Senior Trust Administrator
Brittany McDowell
Unique Assets Admin. Assistant
Assistant to the Chief Investment Officer
Trust Coordinator
Jaimee Whisennand
Executive Assistant to the CEO
Communications Specialist
Trust Administrator
Anna Kovchina
Chief Accountant
Ludmila Bekker
Senior Accountant