Kuuku is a Managing Director with nine years of investment management experience. Kuuku’s primary responsibilities include portfolio management and 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 Administration with an emphasis in Finance from the University of Iowa Tippie College of Business.
Souvanny joined BTC Capital Management in 2018 as an INDATA Systems Specialist. In his role he is responsible for account maintenance including account onboarding, daily reconciliation and running weekly reports.
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.
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.
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.
Chuck Leibold serves as Chief Compliance Officer for BTC Capital Management, as well as the senior internal legal counsel to the Bankers Trust wealth management division. He is the primary legal and technical resource for the various trust and wealth management business lines and oversees compliance and risk management.
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.