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. Kevin L. Keene Index & Derivatives Analyst Joined the Firm in 2006. Educatiion: Bachelor of Business Administration in Finance, The University of Toledo, 1993. Successfully completed Level II of the Chartered Financial Analyst Exam. Experience: Director of Administration, FTJ FundChoice, 2001-2006; Pension Administrator/Financial Planning Associate, S.G. Donahue & Co., 1995-2001; Registered Representative, The Prudential Insurance Company of America, 1993-1995.
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