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Applied Portfolio Management Industry Mentors

Applied Portfolio Management utilizes a unique mentorship program to connect students with some of the top finance professionals from the St. Louis area’s robust finance industry. These mentors offer students guidance and insights into the current best practices that they employ in the field, giving students a strong foundation of theory and practice. 

Asset Consulting Group, LLC

Asset Consulting Group, LLC provides investment advisory services. The Company offers investment and portfolio management services to trusts, endowments, foundations, insurance company reserves, employee benefit plans, high net worth individuals, and estates. Asset Consulting Group serves clients in the United States. 

Kevin Moore, Consultant

Kevin is a consultant who works closely with both Institutional and Private Investor Clients. His primary responsibilities include asset allocation analysis, portfolio construction, investment policy development and review, investment manager searches and due diligence, portfolio analysis, implementation and rebalancing, and performance evaluation. Prior to this role, he was part of ACG's Research Team. Kevin has participated in the APM mentoring program for the last two years. Kevin enjoys working with and mentoring students that are getting ready to enter the financial services industry. The motivated students are always seeking advice on the APM coursework, interviewing and networking, which makes the mentor role very rewarding.

Edward Jones

Although trends change, Edward Jones remains steadfast in its values and strategy. The firm focuses on building trusted personal relationships with serious individual investors. Edward Jones serves 7+ million clients through a tailored solutions-based approach and towards meeting their long-term financial goals.

John Boylan, Equity Analyst

John Boylan is an equity analyst in the research department at Edward Jones and has 25 years of analytical experience across a variety of industry sectors. He currently covers the consumer staples sector. Boylan graduated from DePauw University with a bachelor’s degree and earned his MBA from Wake Forest University. He earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of St. Louis. He enjoys supporting students and helping them learn the fundamentals and "art" of the investment process.

Logan Purk, Senior Analyst

Logan Purk began his career at Edward Jones in 2006 as an associate in the firm's Rotational Development Program, working with Edward Jones Trust Company and Equity Research. In 2007, he joined the firm's Research department as an associate analyst covering the financial services sector, and in 2011, he joined the industrials team as an analyst covering transportation stocks. In 2018, Purk joined the technology team covering semiconductors, software and IT services stocks. He graduated cum laude from University of Missouri-Columbia in 2006 with a bachelor's degree in business administration, with an emphasis in finance. He earned the Chartered Financial Analyst designation in 2010. This is his first year working with Professor Doellman's Applied Portfolio management class. Logan has also worked with students at Washington University and his alma mater, The University of Missouri-Columbia, for stock analysis projects.

Kyle Sanders, Equity Analyst

Kyle Sanders is an equity analyst in the Research department, where he is responsible for the coverage of various U.S. financial services companies. He joined Equity Research in 2013 as an associate analyst on the Technology team. He began his career with Edward Jones in 2008 in the Internal Audit department. In that role, Sanders was a manager responsible for leading audits of financial, operational and compliance processes. Prior to joining Edward Jones, he was employed as an associate in the Audit and Enterprise Risk Services division of Deloitte & Touche LLP. Sanders is from St. Louis and has been working with SLU students in Professor Doellman's Applied Portfolio Management class for several years.

James Shanahan, Equity Analyst

James Shanahan is an equity analyst in the Research department at Edward Jones. He has over 20 years of experience in equity research, covering a variety of financial services and real estate companies. A St. Louis native, Shanahan graduated magna cum laude from the Chaifetz School of Business in 1994 and later earned an MBA from the Olin School of Business at Washington University. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of St. Louis. He has been supporting SLU students for several years, as an industry mentor for both the CFA Challenge and Professor Doellman's Advanced Portfolio Management class.

Kennedy Capital Management

Founded in 1980, St. Louis-based Kennedy Capital Management, Inc. (KCM) delivers investment strategies to corporate and public pension funds, endowments, foundations, multi-employer plans and high net-worth individuals. The privately held, employee-owned boutique investment firm specializes in the management of micro-to-mid cap strategies across the growth-to-value spectrum focused on a goal of generating attractive returns for its clients. 

McAfee Burke, Equity Research Analyst and Assistant Portfolio Manager

As a research analyst, McAffe Burke is responsible for selecting and monitoring securities within the consumer and industrials sectors. He joined Kennedy Capital in 2015 from Philadelphia-based Delaware Investments, where he worked 10 years in a variety of equity analyst and portfolio management roles. McAfee earned his undergraduate degree from Bowdoin College and holds the Chartered Financial Analyst Designation. Having grown up in St. Louis, he is excited to be part of the SLU mentorship program and help foster investment talent within the St. Louis area.
 

Ryan Dunnegan, Assistant Portfolio Manager

Ryan Dunnegan is the Assistant Portfolio Manager for the Small Cap Growth and SMID Cap Growth strategies at Kennedy Capital Management (KCM). He is also a Research Analyst responsible for selecting and monitoring securities within the health care sector of KCM’s universe. In addition, Ryan co-manages the Equity Research Internship Program. Ryan began his investment career at KCM in 2006 during a two year internship. He subsequently transitioned to the role of Associate Equity Analyst with KCM in 2008 to 2009 while simultaneously earning his Master of Accounting degree. Following completion of his Master’s degree, Ryan spent nearly four years at KPMG LLP where he provided audit services in accordance with U.S. GAAP and IFRS standards to an array of public and privately held global companies. Ryan earnings both his B.S. in Business Administration with a concentration in Accounting and a Masters of Accounting from Saint Louis University. Ryan has worked with SLU students for many years in the KCM internship program and was excited for the opportunity to be an APM mentor.

Alex Mosman, Portfolio Manager 

Alex is the Portfolio Manager for the Small Cap Select and Small Cap Select SRI strategies at Kennedy Capital Management (KCM).  He was a full-time Research Analyst covering information technology for over 11 years at KCM after gaining experience in equity analysis through his two-year internship at KCM.  Alex grew up in the St. Louis metro region and attended Saint Louis University where he graduated summa cum laude and earned a B.S. in Business Administration with a concentration in Finance. He was happy to join the mentorship program to give back to SLU and help students gain industry insights into investing and capital markets.

Quinn Nolin, Research Associate 

Quinn Nolin is a research associate at Kennedy Capital Management focusing on small and mid-cap industrial equities. He has three years of professional experience in equity research, including prior internships at other St. Louis based firms. He has also held executive roles at Washington University’s student investment fund while pursuing his undergraduate degree. Quinn graduated magna cum laude from Washington University in St. Louis with a B.A. in Economics and Finance. He is currently a level 3 candidate in the CFA program. Quinn, a Des Moines native, enjoys the mentorship process and seeing students grow and develop professional skills. 

NISA Investment Advisors, LLC

NISA offers customized investment solutions for tax-exempt and taxable institutional clients. As of September 30th, 2021, NISA manages $317 billion in fixed income and equity securities and over $174 billion in derivative notional value. NISA manages assets for some of the largest institutional investors in the world. Client portfolios include investment-grade fixed income, derivative overlay, and index-like equity investments. NISA is 100% employee-owned and based in St. Louis.

Shelby MacDoniels, Investment Officer

Shelby MacDoniels was born and raised in St. Louis. She currently works at NISA Investment Advisors as an Investment Officer in the Credit Research department. Shelby has covered the Energy sector at NISA for 11 years. As a Saint Louis University alumna, she was motivated to participate in SLU mentoring program to encourage and support women who would like to pursue a career in finance.

Jordan Peasel, Senior Credit Research Analyst

A native of St. Charles, MO. Jordan Peasel has been employed at NISA Investment Advisors, LLC since July 2016. He covers investment grade companies in the consumer products, food & beverage, retail, restaurant and tobacco classes. Jordan has spent his entire career at NISA working in fixed income. Jordan was excited to participate in the APM mentorship program because he enjoys connecting with motivated undergraduate students and aiding in their learning of financial markets.

Wells Fargo

Wells Fargo Wealth and Investment Management provides a full range of personalized wealth management, investment and retirement products and services to clients across U.S. based businesses including Wells Fargo Investment Institute, Wells Fargo Advisors, and Private Wealth Management. Wells Fargo deliver financial planning, private banking, credit, investment management, and fiduciary services to high-net worth and ultra-high-net worth individuals and families.

Namaine Coombs, CFA 

Namaine Coombs is a Portfolio Strategies Consultant for Wells Fargo Investment Institute (WFII), a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. WFII serves Wells Fargo Wealth and Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank, Wells Fargo Advisors, and Abbot Downing businesses. In his role, Mr. Coombs is the primary investment contact for WFII and serves as the subject matter expert on Global Portfolio Management’s (GPM) investment offerings, strategy, and overall business. Mr. Coombs provides client-facing investment professionals with actionable investment recommendations through his deep knowledge of investment strategy, portfolio construction, and globally diversified advisory portfolios. Prior to joining GPM, Mr. Coombs was a Senior Investment Manager for Wells Fargo Wealth and Investment Management where he recommended and managed portfolios to help high net worth clients achieve their financial goals. He has served Wells Fargo for nearly 23 years in a variety of investment positions that include Equity Research Analyst, Senior Investment Associate and Lead Business Analyst. Mr. Coombs earned a Bachelor of Science in Business Administration from the University of South Carolina, a Master of Business Administration in Finance from Northeastern University and is a CFA® charter holder. He is based in Charlotte, North Carolina. 

Hazlitt Gill, Senior Research Director

Hazlitt is a senior research director for Global Manager Research (GMR), a division of Wells Fargo Investment Institute. The GMR team conducts due diligence and provides research on the third-party money managers used throughout Wells Fargo's brokerage, private banking, family wealth, and retirement businesses. Mr. Gill has more than 25 years of experience in the financial services industry. He earned both a Master's of Science in Operations Research and Statistics and a Bachelor's of Science in Mechanical Engineering from Rensselaer Polytechnic Institute.

Ken Johnson, Equity Strategy Analyst

Ken Johnson is an equity strategy analyst with the Wells Fargo Investment Institute. Mr. Johnson has been in the financial services industry for more than 10 years where he is responsible for analysis of the economy, financial markets, equity investment strategy, and asset allocation. His work contributes to Wells Fargo Investment Institute investment strategy publications.

Prior to his current role, he served as a wealth planner for the Mid-Atlantic region of Wells Fargo Private Bank where he worked with clients to develop custom wealth plans based on a thorough understanding of their personal values, assets, wealth transfer goals, and vision for their legacy. Prior to joining Wells Fargo, Mr. Johnson worked as a financial accountant for Blue Cross Blue Shield of Michigan. Mr. Johnson views mentorship as a critical ingredient to success. His goal is to expose students to the real-life world of retail and institutional investing.

Lawrence R. Pfeffer, Investment Research Analyst

Larry has over 10 years of experience in the financial services industry. He is currently an Investment Research Analyst at Wells Fargo Advisors, with responsibility for management of the firm’s Focus List as well as coverage of the Industrials and Materials sectors. He previously covered Industrials stocks at Avondale Partners. Larry graduated summa cum laude from Saint Louis University in 2010 with a B.S. in Business Administration (concentrations in Finance and Accounting). He is a CFA Charter holder. 

Ian Winlof, Head of Ultra/High Net Worth & Institutional Consulting

Ian Winlof is Head of Ultra/High Net Worth & Institutional Consulting for Wells Fargo Investment Institute (WFII). His team works with advisors in both Wells Fargo Advisors and The Private Bank to develop investment recommendations for individuals and families, as well as institutional clients.

Prior to joining Wells Fargo in 2021, Ian spent nine years recommending funds and strategies supporting investment programs at Edward Jones. Before this role, he served as a portfolio manager for a registered investment advisor in Houston, where he managed global equity and fixed-income portfolios for high net worth clients. He began his career in 1996 as an equity analyst for the Texas Permanent School Fund covering the consumer discretionary and health care sectors.

Ian earned an MBA the University of Texas at Austin, is a CFA charter holder and also holds the CIPM and FRM designations.