Your Team – Portfolio Management

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Portfolio Management

Ed-Kuresman

Ed Kuresman, CFA
Chief Investment Officer & Principal 

Brad-Meeks

Brad Meeks, CFA
Senior Portfolio Manager 

Michael-Reed

Michael Reed, CFA
Senior Portfolio Manager 

Peter-Levin

Peter Levin, CFA, LLB
Consulting Investment Strategist 

Sheila-Adika

Sheila Adika, MBA
Trader & Portfolio Reporting 

Award Winning Leaders

See important disclosure for more information on rankings

Michael Daniels
Co-Founder & President, Nicolet National Bank 

McDermott-Jim

Duane
Dewey, CFP ®
President, Corporate Banking, Trustmark Bank 

Daniel Hoffheimer, JD
Partner, Taft, Stettinius & Hollister 

Michael Jackson
Business Executive 

Kathleen Young
Bill and Melinda Gates Foundation