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

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.

 

 

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

Laurie Mardis , CFA
Senior Managing Director

Laurie is a Senior Managing Director and has over 20 years of experience in the investment industry, focusing on the management of institutional fixed income portfolios. Laurie has a bachelor’s degree in finance and a Master of Business Administration degree from Drake University. Additionally, Laurie holds the Chartered Financial Analyst designation and is a member and past President of the CFA Society of Iowa.

 

Annette Shaw

Justin Carley , CFA, FLMI
Managing Director

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 over 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. Justin has a bachelor’s degree from Truman State University, holds the Chartered Financial Analyst designation and holds a Fellowship in the Life Insurance Management Institute.

 

 

 

David Chapman

Kuuku Saah
Investment Analyst

Kuuku is an Investment Analyst with five 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. During that time he interned with BTC Capital Management. He is working toward the Chartered Financial Analyst designation and has passed Level I and Level II examinations.

 

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
Managing Director, Senior Client Administration Officer

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

Annette Shaw, CFA, FLMI
Senior Institutional Relationship Manager

Annette Shaw is Senior Institutional Relationship Manager for BTC Capital Management and has more than 38 years of institutional investment management experience with insurance companies, corporations, foundations, banks and high net worth individuals. She currently works with institutional clients on strategic asset allocation, risk management, and investment services. Ms. Shaw has a degree in Finance from Drake University, is a Chartered Financial Analyst, a member of the CFA institute, former President of the CFA Society of Iowa, and holds a Fellowship in the Life Insurance Management Institute. Prior to joining BTC Capital Management in 2007, she had direct experience in setting strategy and managing the portfolios of noted Iowa financial institutions including Equitable of Iowa, American Equity, Hawkeye Bancorporation, and others. Currently Annette serves as Chair of the Iowa Higher Education Loan Authority and is on the Board or Finance committee of several charitable and educational organizations in the Des Moines metro area.

 

 

 

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.