William W. Lester, CFA
Senior Managing Director of Insurance Investments
Bill joined the Firm in 1983. Education: B.S. in Business Administration, University of Nebraska-Lincoln, 1980. CFA Charterholder, General Securities Registered Representative and General Securities Principal of Ameritas Investment Corp., an Investment Advisor Representative of the Summit Investment Advisors, member of the CFA Institute, past director and past President of the CFA Society of Nebraska. Experience: Research Analyst, First Mid American, 1980-1983.
Steven R. Sutermeister
Senior Managing Director of Mutual Funds, Separate Accounts and Structured Products
Joined the Firm in 1990. Education: M.B.A., Northwestern University Kellogg School of Management, 1977; B.S. in Business Administration, in Finance and Management, Miami University 1976. Experience: Summit Investment Partners, President, 1999-present; Summit Investment Partners, Manager Fixed Income Department, 1990-1999; Summit Mutual Funds, Inc., President, Director and Chief Executive Officer, 1999-present; Union Central Mortgage Funding, Inc., President and Director, 2002-present; Washington Square Capital, Inc., Senior Vice President, 1988-1990; Salomon Brothers, Inc., Vice President, 1977-1987.
Marci S. Gartner, FLMI
Senior Investment Operations Analyst
Marci joined the Firm in 2002. Education: B.S in Business Administration emphasis in Accounting, University of Nebraska-Lincoln, 2001. FLMI, General Securities Registered Representative of Ameritas Investment Corp., and Investment Advisor Representative of Summit Investment Advisors.
Mary H. LoChiano
Investment Operations Analyst
Mary joined the firm in 2000. Education: BS in Finance; Northwest Missouri State, 1997, General Securities Registered Representative of Ameritas Investment Corp. Experience: Administrative Assistant, Nebraska Bankers Insurance & Services Co., 1998-2000.
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