Grant joined BTC Capital Management in 2019 as a Fixed Income Portfolio Specialist. In his role he provides support in the areas of security and portfolio analysis, trade execution and settlement and portfolio accounting data reconciliation.
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 Systems Specialist. In his role he is responsible for account maintenance including account onboarding, daily reconciliation and running weekly reports. Prior to his current role, Souvanny worked for Bankers Trust in IT for two years and at Wells Fargo for 10 years.
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.
Paul Larsen currently serves as Chief Compliance Officer for BTC Capital Management, as well as Wealth Management & Trust Counsel for Bankers Trust. Paul has over 20 years of experience in estate and business succession planning, trust administration, and regulatory compliance related to the trust and fiduciary business.
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.