James R. McGlynn, CFA
Managing Director of Equities
Joined the Firm in 1999. Education: B.B.A. in Finance, University of Texas, 1980; CFA Charterholder, 1983. Experience: Tom Johnson Investment Management, Portfolio Manager 1991-1999; Securities Management and Research, Portfolio Manager 1987-1991; American National Insurance Company, Assistant Portfolio Manager 1984-1987; University of Texas, Securities Analyst 1980-1983.
John N. Thompson, CFA, CFP
Managing Director of Equities and Surplus Investment Strategies
John joined the Firm in 1995. Education: B.S. in Business Administration, University of Nebraska-Lincoln, 1989; MBA Business Administration, University of Nebraska-Omaha, 1991. CFA Charterholder, General Securities Registered Principal of Ameritas Investment Corp., an Investment Advisor Representative of Summit Investment Advisors, member of the CFA Institute, past president of the CFA Society of Nebraska, and member of the Financial Planners Association. Experience: Financial Analyst, Immanuel Medical Center 1991-1995.
Eugenia M. Simpson, CFA
Director - Private Clients
Joined the Firm in 2002. Education: B.S. in Business Administration, MBA in Business Administration, University of Nebraska-Lincoln, 1980 and 1982, respectively. CFA Charterholder, General Securities Registered Representative of Ameritas Investment Corp., an Investment Advisor Representative of Summit Investment Advisors, member of the CFA Institute, and past director and past president of the CFA Society of Nebraska. Experience: Officer and Director of Research for Kirkpatrick Pettis; Chief Investment Officer, LongView Capital Management; Officer and Director of Research for Mutual of Omaha Fund Management Company; Portfolio Manager, Mutual of Omaha Fund Management Company; Various Positions, First Mid America.
Yvonne M. Bishop, CFA
Assistant Portfolio Manager of Equities
Joined the Firm in 2000. Education: M.B.A., Xavier University, 1996; B.A. in Mathematics with concentration in Statistics, University of Cincinnati, 1989; CFA Charterholder, 1999. Experience: Pacholder Associates, Inc., Senior Vice President, 1997-2000; Gradison McDonald Investments, Inc., Registered Investment Associate, 1990-1997.
Soniya V. Choksi, CFA
Senior Equity Analyst
Joined the Firm in 2002. Education: B.S. in Business Administration magna cum laude, in Finance, The Ohio State University, 2002. CFA Charterholder, 2006.
Joseph M. Lionberger, CFA
Equity Analyst
Joe joined the Firm in 2002. Education: B.S. in Finance, University of Nebraska–Lincoln, 2000. CFA Charterholder, General Securities Registered Representative of Ameritas Investment Corp., an Investment Advisor Representative of Summit Investment Advisors, member of the CFA Society of Nebraska, and a member of the CFA Institute.
Ryan D. Johnson
Equity Analyst
Joined the Firm in 2004. Education: B.S. in Business Administration emphasis in Finance, University of Nebraska–Lincoln, 2004; Passed all three levels of the CFA Program and may be eligible for the CFA charter upon completion of the required work experience. General Securities Registered Representative of Ameritas Investment Corp. and an Investment Advisor Representative of Summit Investment Advisors.
Susanne E. Rinne
Senior Administrative Assistant
Susanne joined the Firm in 2006. Education: B.S. in Business Administration emphasis Finance, University of Nebraska-Lincoln, 1998. Experience: Sales Assistant, Smith Hayes Financial Services, 2000-2006; Sales Assistant, Piper Jaffray, 1998-2000.
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