Staff Profiles

Scott Eltjes

Scott Eltjes, CFA, FLMI
Chief Executive Officer and President

Scott is the Chief Executive Officer and President for BTC Capital Management.  Scott is responsible for the overall firm management and strategic development.  Scott has over 23 years of investment management experience, which includes: portfolio management, marketing, client service, and business management. 

 

Scott earned a Finance degree from the University of Northern Iowa and has a Masters of Business Administration degree from Drake University.  Scott currently serves on the University of Northern Iowa’s Business School Finance Department Advisory Boards.  He is a Chartered Financial Analyst and a member of the CFA Institute and the CFA Society of Iowa.  He currently holds the Series 6 and 63 licenses and a Fellowship in the Life Insurance Management Institute.  He is also a member of the Association for Investment Management and Research.

 

Jon Augustine

Jon Augustine, CFA
Chief Investment Officer

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.   Jon has over 29 years of investment management experience.   He is a member of the CFA Institute and the CFA Society of Iowa.  Jon earned his BBA in Finance and a Masters of Business Administration degree from the University of Iowa.  

 

Mark Mandziara

Mark Mandziara
Senior Managing Director and Equity Portfolio Manager

Mark Mandziara is a Senior Managing Director & Equity Portfolio Manager for BTC Capital Management.  Mark is responsible for BTC domestic equity and ADR strategies.  He has over 25 years of experience serving the investment needs of institutional and private clients.  Mark has a Bachelor of Finance degree from Buena Vista University.  He also holds a Series 65 license as a registered investment adviser representative.

 

Jason Clevenger

Jason Clevenger, CFA
Managing Director II and Equity Portfolio Manager

Jason Clevenger is a Managing Director & Equity Portfolio Manager for BTC Capital Management. Jason has 12 years of investment experience and is responsible for small-cap equity management, security analysis, and equity strategy implementation and trading. Jason earned his Bachelor of Science degree from Iowa State University in Finance and Marketing and has a Master of Financial Management degree from Drake University. Jason is a member of the CFA Institute and the CFA Society of Iowa.

 

Jeff Birdsley

Jeff Birdsley, CFA
Senior Managing Director and Fixed Income Portfolio Manager

Jeff Birdsley is a Senior Managing Director & Fixed Income Portfolio Manager for BTC Capital Management. Jeff is responsible for the fixed income portfolio management and strategy.  Jeff has 23 years of investment management experience.   Jeff earned a Bachelor’s degree in Finance from Iowa State University and a Masters of Business Administration degree from the University of Nebraska.

 

 

Annette Shaw

Annette Shaw, CFA, FLMI
Senior Managing Director and Fixed Income Portfolio Manager

Annette Shaw is a Senior Managing Director & Fixed Income Portfolio Manager for BTC Capital Management.  Annette has 29 years of institutional investment management experience primarily with insurance companies: including related issues such as regulatory and capital requirements, risk management, and strategic planning.  She has extensive experience in fixed income investments including investment grade and high-yield corporate bonds, municipal bonds, mortgage-backed securities, and structured finance securities.   Annette earned a Finance degree from Drake University and is a Chartered Financial Analyst and member of the CFA Institute.  Additionally, she also holds a Fellowship in the Life Management Institute and serves on the Board of Directors of several community non-profit organizations.

 

Jonathan Fletcher

Jonathan Fletcher
Managing Director

Jonathan Fletcher is a Managing Director for our Advisory & Consulting Services at BTC Capital Management.  Jonathan is responsible for allocation design, external manager due diligence, and the construction of our multi-manager programs. Jonathan has over 10 years of investment experience.  Jonathan earned a Bachelor of Arts degree from Hamilton College in Clinton, New York, and a Master of Business Administration from the University of Iowa. 

 

David Chapman

David Chapman
Investment Analyst

David Chapman is an Investment Analyst for BTC Capital Management.  David is responsible for the portfolio management, as well as supporting our other portfolio managers in security and portfolio analysis. He has experience in portfolio strategy, credit analysis, and security valuation. David has a Bachelor of Science degree from Iowa State University with a major in finance and a minor in marketing. He also earned a Master of Business Administration degree with a specialization in finance from Iowa State University.  David holds a Series 65 license as a registered investment adviser representative.

 

Brian Rolland

Brian Rolland, CPA, CMA, CTP
Institutional Sales Consultant and Senior Managing Director

Brian is the Institutional Sales Consultant & Senior Managing Director for BTC Capital Management.  Brian has over 18 years of experience serving the investment needs of institutional and private clients.  Brian has earned a Bachelor’s degree from the University of Northern Iowa and a Masters of Accounting degree from the University of Iowa. 

 

 

Dave Jackson

Dave Jackson
Investment Management Consultant and Managing Director

Dave is the Investment Management Consultant & Managing Director for BTC Capital Management. Dave is responsible for new business development and client service for both direct Institutional investment relationships.  Dave has over 18 years experience in the financial services industry. He earned a Bachelor’s degree from Iowa State University. Currently, Dave serves on the Board of Directors for the ALS Association, Iowa Chapter.

 

Debra Norton

Deb Norton
Relationship Manager

Deb is a Relationship Manager for BTC Capital Management.  Deb  has 22 years of investment management experience. Deb’s experience includes managing investment portfolios, including short-term fixed income portfolios for large financial institutions. Deb has a Bachelor of Business Administration degree in Finance from the University of Iowa.

 

 

Toni K. Minard

Alesia Gray
Executive Assistant II

Alesia Gray 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 10 years of experience providing executive-level support.