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 E. Goldammer
BSA Compliance Officer
Manager, Enterprise Operations & Compliance
Karen McDowell
Manager, Trust & Agency Accounting Department
Brittany McDowell
Unique Assets Admin. Assistant
Assistant to the Chief Investment Officer
Investment Specialist
Jaimee Whisennand
Executive Assistant to the CEO
Communications Specialist
Account Specialist
Anna Kovchina
Chief Accountant
Ludmila Bekker
Senior Accountant