James Mikus, CFA
Managing Director of Fixed Income
Jim joined the Firm in 1986. Education: B.S. in Business Administration, University of Nebraska-Lincoln, 1985. CFA Charterholder, General Securities Registered Representative of Ameritas Investment Corp., member of the CFA Institute, and past President of the CFA Society of Nebraska.
Gary R. Rodmaker, CFA
Managing Director of Fixed Income and High Yield
Joined the Firm in 1998. Portfolio Manager, Corporate Bonds and Index Products; Co-Portfolio Manager, Summit Bond Portfolio; Portfolio Manager, Summit High Yield Bond Fund. Education: B.S. in Finance, Xavier University, 1986; CFA Charterholder, 1992; Fellow of Life Management Institute, 1991. Experience: Union Central Life Insurance Company, Portfolio Manager, 1989-1998; Ohio Casualty Insurance Company, Financial Analyst, 1986-1989.
Michael J. Schultz
Managing Director of MBS and ABS
Joined the Firm in 1992. Education: M.B.A., The Ohio State University, 1980; B.A. in Economics, The Ohio State University, 1977; Experience: Union Central Life Insurance Company, Portfolio Manager, 1992-1998; ICH Capital Management Group, Fixed Income Portfolio Manager, 1988-1992; Ohio School Employees Retirement System, Fixed Income Portfolio Manager, 1984-1988.
Christopher D. Farwell
Director – Structured Securities
Joined the Firm in 2007. Education: M.B.A., Northern Kentucky University, 2001; B.S., University of Cincinnati, 1999. Experience: National City Bank, Director & Senior Vice President – Structured Products Investment Banking, 2007; Banc of America Securities, LLC, Vice President – Global Structured Products, 2003-2006; Fort Washington Investment Advisors, Portfolio Analyst – Fixed Income, 2001-2003.
Andrew S. White, CFA
Managing Director of Private Placements
Joined the Firm in 1999. Education: M.B.A. Business Administration, University of Maryland; B.A. in History, Geneva College. CFA Charterholder, General Securities Registered Representative of Ameritas Investment Corp, member of the CFA Institute and a member and past director of the Washington Society of Investment Analysts. Experience: Portfolio Manager, Acacia Life Insurance Company, 1977-1999.
D. Scott Keller, CFA
Assistant Portfolio Manager of Fixed Income
Joined the Firm, Inc. in 2000. Education: B.S. in Finance, University of Cincinnati, 1987; CFA Charterholder, 2001. Experience: Union Central Life Investment Product Manager 1996-2000; Fidelity Brokerage Services 1989-1996.
Kevin P. Aug, CFA
Assistant Portfolio Manager - High Yield
Joined the Firm in 2003. Education: M.B.A., University of Cincinnati, 2001; BS in Finance and Accounting, Miami University, 1997; CFA Charterholder, 2007. Experience: Crew Capital, Equity Research Analyst, 2003; Pacholder Associates, High Yield Investment Analyst, 2001-2002; PPM America, Inc., Auditor in Commercial Finance Group, 1997-2000.
Samuel P. Cooper, CFA, CPA
Assistant Portfolio Manager - High Yield
Joined the Firm in 2003. Education: M.B.A., Vanderbilt University, 1998; B.S. in Business Administration in Accounting, The University of Tennessee, 1992. Certified Public Accountant, 1994; CFA Charterholder, 2001. Experience: Morgan Keegan & Co., First Vice President (Fixed Income Research), 2002-2003; Wachovia Securities, Inc., Vice President (Corporate Finance and Fixed Income Research), 1998- 2002; Hospital Corporation of America, Senior Auditor 1994-1996; KPMG LLP., Senior Auditor, 1993-1994.
Tina J. Udell, CFA
Assistant Portfolio Manager - Fixed Income
Joined the Firm in 1998. Education: B.S. in Business Administration, University of Nebraska-Lincoln, 1997. CFA Charterholder, General Securities Registered Representative of Ameritas Investment Corp., an Investment Advisor Representative of Summit Investment Advisors, member and secretary for the CFA Society of Nebraska, and a member of the CFA Institute.
Robert C. Scott, CFA, CFP®
Senior Fixed Income Analyst Joined Summit Investment Partners in 2007. Education: M.B.A., Thomas More College, 2001; B.A. in Economics, University of Cincinnati, 1994; CFA Charterholder, 2004; Certified Financial Planner, 2002. Experience: Fixed Income Analyst, Cincinnati Financial Corp., 1999 - 2007.
Michael R. Gatliff, CFA
Fixed Income Analyst
Mike joined the Firm in 2004. Education: B.A. in International Business emphasis in Finance, Nebraska Wesleyan University, 2000. CFA Charterholder, General Securities Registered Representative of Ameritas Investment Corp., member of the CFA Society of Nebraska, and member of the CFA Institute. Experience: Associate Investment Analyst, Assurity Life Insurance Company, 2001-2004.
Craig D. Sorrell
Fixed Income Analyst
Joined the Firm in 2005. Education: B.S. in Mechanical Engineering and minor in Business, The Ohio State University, 2005. Level III candidate in the CFA Program.
Patrick A. Day
Fixed Income Research Analyst
Joined the Firm in 2006. Education: B.S. in Business Administration, in Finance, Xavier University, 1986. Fellow of Life Management Institute, 2001. Experience: Carillon Investments, Sr. Securities Principal, 1999-2006; Fidelity Brokerage Services 1998.
Gail C. Cazel
Fixed Income Research Analyst
Joined the Firm in 2006. Education: M.B.A., Xavier University, 2008; B.S. in Business Administration in Finance and minors in Math, Accounting and Business Law, University of Toledo, 2005. Experience: Summit Investment Partners, Accounting and Financial Analyst, 2006-2008.
Andrew G. Melchiorre
Fixed Income Research Analyst
Joined the Firm in 2008. Education: BSBA in Finance and Real Estate, The Ohio State University, 2008.
Doreen T. Fornash
Fixed Income Administrative Officer and Portfolio Assistant
Joined the Firm in 1999. Experience: US Bank, Senior Trust Associate 1990-1999; American Institute of Banking, Principals of Banking 1991.
Lafran B. Preble
Senior Administrative Assistant
Lafran joined the firm in 1998. Education: B.A. in Business Administration, Chadron State College, 1984.
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