Btc capital management 665 locust st des moines ia
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Deb has more than 30 years of experience in the investment management industry developing and managing strong client relationships, onboarding clients, discussing investment goals, and leading portfolio reviews. She enjoys building strong relationships with her clients to better help them reach their investment goals. Deb and her family founded and manage the Chris Norton Foundation; a nonprofit organization dedicated to helping people with spinal cord and neuromuscular disabilities.
The Chris Norton Foundation provides grants to medical facilities to fund various accommodations and neuromuscular deficiencies equipment in addition to sponsoring an annual wheelchair camp. In her free time, Deb enjoys spending time with her family, reading, and traveling. Jeff has more than 25 years of investment experience. Mark has more than 35 years of experience serving the investment needs of institutional and private clients and has been with BTC Capital Management since the firm's inception in Mark directs the portfolio management activities, including research and trading of the firm's Equity team.
Mark also serves a lead strategy manager for two of the firm's five equity strategies. Justin has more than 10 years of experience focusing on management, analysis and trading of fixed income portfolios. In his role he provides support in the areas of security and portfolio analysis, trade execution and settlement and portfolio accounting data reconciliation. He has over five years of wealth management and investment management experience. He has 4 years of investment operations experience, including corporate actions and data entry.
In his role he is responsible for account maintenance including account onboarding, daily reconciliation and running weekly reports. David has over 10 years of investment experience including fixed income portfolio management, equity portfolio management, external manager selection, asset allocation decision making and client relationship management.
David holds the Chartered Financial Analyst designation. Her primary responsibilities consist of portfolio implementation, asset allocation and client relationship management. Our team of professionals average more than 20 years of experience in delivering a variety of investment management solutions. From purely discretionary investment management to serving as an independent outsourced CIO, the team is prepared to discuss your needs.
Please contact us if you have any questions about our services. We look forward to working with you. Best Regards,.
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