Gary R. Rodmaker, CFA
Managing Director of Institutional Accts, High Yield, Structured Securities, and Index & Derivatives
Joined the Firm in 1989. Portfolio Manager, Corporate Bonds and Index Products; 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.
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
Portfolio Manager - Fixed Income
Joined the Firm 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.
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. CFA Charterholder, 2001; Certified Public Accountant, 1994. 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, 2001. 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 the Firm 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
Senior Fixed Income Analyst
Mike joined the Firm in 2004. Education: B.A. in International Business emphasis in Finance, Nebraska Wesleyan University, 2000. CFA Charterholder, 2006. 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. Successfully completed Level II of the Chartered Financial Analyst Exam.
Andrew G. Melchiorre
Assistant Fixed Income Analyst
Joined the Firm in 2008. Education: BSBA in Finance and Real Estate, The Ohio State University, 2008.
K. Jessie Rieger
Assistant Fixed Income Analyst
Joined the Firm in 2008. Education: B.A. in Economics, University of Nebraska-Lincoln 2008.
Doreen T. Fornash
Senior 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
Operations Analyst
Lafran joined the Firm in 1998. Education: B.A. in Business Administration, Chadron State College, 1984.
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