Scott is the Chief Executive Officer and President, managing day-to-day operations and driving the strategic vision of the firm. Scott also serves as a member of the Executive Committee and is Executive Vice President of Investment Management and Wealth Management Divisions for Bankers Trust Company. Scott has more than 25 years of investment management experience, which includes portfolio management, business management, marketing, and client service.
Jon is Chief Investment Officer for BTC Capital Management. Jon is responsible for firm-wide risk management and oversight of all investment processes and strategies. Prior to joining BTC Capital Management, Jon was CIO & Director for WB Capital Management Inc. Jon earned his Chartered Financial Analyst (CFA) designation in 1985 and has more than 30 years of investment management experience.
Jeff Birdsley is a Senior Managing Director for BTC Capital Management. Jeff has more than 25 years of investment experience. Jeff’s primary responsibilities include fixed income portfolio management and strategy. Prior to joining BTC Capital Management, Jeff was a fixed income portfolio manager for EMC Insurance Companies. He is a Chartered Financial Analyst and a member of the CFA Institute.
Justin is a Managing Director, providing portfolio management and credit analysis for fixed income strategies. He also manages the firm’s multi-manager portfolio strategies and contributes to the asset allocation framework. Justin has more than 10 years of experience focusing on management, analysis and trading of fixed income portfolios. Previously, Justin was a fixed income portfolio manager at American Trust & Savings Bank.
Mark Mandziara is a Senior Managing Director for BTC Capital Management. Mark has more than 30 years experience serving the investment needs of institutional and private clients. Mark is currently responsible for BTC domestic equity and ADR strategies. Additionally, he manages the investment staff at BTC Capital Management. Mark has a Bachelor of Finance degree from Buena Vista University.
Kuuku is an Investment Analyst with seven years experience in the Wealth Management division of Bankers Trust, most recently on the Trading Desk as a Securities/Trading Specialist. Kuuku’s primary responsibilities include supporting our portfolio managers in security and portfolio analysis. Kuuku attended Drake University and double-majored in finance and economics.
Joe joined BTC Capital Management in 2018 as a Trading and Implementation Specialist. He has 4 years of investment operations experience, including corporate actions and data entry. Joe earned his bachelor’s degree in business and administration with an emphasis in finance from the University of Iowa Tippie College of Business
Dave is Senior Managing Director for BTC Capital Management. Dave is responsible for new business development and client service for both direct Institutional investment relationships, as well as Private Client relationships in conjunction with our Wealth Management division. Dave has over 20 years experience in the financial services industry. His experience has included business development, relationship management, and product management for institutional and wealth management clients.
Brian is a Senior Managing Director for BTC Capital Management. Brian has 20 years of experience serving the investment needs of institutional and private clients. Brian also works with our bank partners, providing investment consulting and participating in client presentations and business development coaching. Brian has a very diverse background.
Deb is a Senior Manager Director and is responsible for the day-to-day client relations. Deb has more than 25 years of investment experience managing client relationships, including implementing and maintaining client portfolios. Prior to BTC Capital, Deb worked at the Federal Home Loan Bank of Des Moines. Deb has a Bachelor of Business Administration degree in Finance from the University of Iowa.