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: Masters of 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.
Samuel P. Cooper, CFA, CPA
Portfolio Manager - High Yield
Joined the Firm in 2003. Education: Masters of Business Administration,
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.
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.
Tina J. Udell, CFA
Portfolio Manager - Fixed Income
Joined the Firm in 1998. Education: B.S. in Finance,
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 past President for the CFA Society of Nebraska, and a member of the CFA
Institute.
Michael R. Gatliff, CFA
Assistant Portfolio Manager - Fixed Income
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.
Robert C. Scott, CFA, CFP®
Assistant Portfolio Manager - Fixed Income
Joined the Firm in 2007. Education: Masters of Business Administration, 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.
Kevin Buhrlage
Mortgage-Backed Securities Analyst
Joined the Firm in 2011. Education: B.A. in Accounting, University of Cincinnati, 2006. Successfully completed Level III of the Chartered Financial Analyst Exam. Experience: Senior Accountant, Union Central Life Insurance Company, 2008-2011; Accountant, American Financial Group, 2006-2008.
Jessie Goodwin
Fixed Income Analyst
Joined the Firm in 2008. Education: B.A. in Economics, University of Nebraska-Lincoln 2008. Successfully completed Level III of the Chartered Financial Analyst Exam.
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.
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