Allen is a Manager Director for BTC Capital Management and has more than 15 years of investment management experience with institutions and high net worth individuals. He earned Bachelor’s degrees in Economics and Accounting from Iowa State University and an MBA in Finance from the University of Iowa. In addition, Allen earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Iowa and the CFA Institute.
David is a Managing Director and Institutional Relationship Manager for BTC Capital Management. David has over 10 years of investment experience including fixed income portfolio management, equity portfolio management, external manager selection, asset allocation decision making and client relationship management. David has a Bachelor of Science degree with a major in finance from Iowa State University.
Marie is an Investment Services Client Specialist for BTC Capital Management with six years of experience in the financial services industry. Her primary responsibilities consist of portfolio implementation, asset allocation and client relationship management. Marie earned a Bachelor of Arts degree from Simpson College with a double major in business management and Spanish.
Alesia Endres is an Executive Assistant for BTC Capital Management. Alesia provides administrative assistance and support to Scott Eltjes in his dual role with BTC Capital Management and Bankers Trust Company. Alesia has over 20 years of experience providing executive-level support.