Scott is the Chief Executive Officer and President, managing day-to-day operations and driving the strategic vision of the firm. Scott also serves as a member of the Executive Committee and is Executive Vice President of Investment Management and Wealth Management Divisions for Bankers Trust Company. Scott has more than 30 years of investment management experience, which includes portfolio management, business management, marketing, and client service. Scott earned a degree in Finance from the University of Northern Iowa and has a Masters of Business Administration from Drake University. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute. Scott also holds a Fellowship in the Life Insurance Management Institute.
Kevin Chorniak currently serves as Senior Managing Director, Chief Operating Officer. Kevin also manages the Wealth Management and Trust businesses for our affiliate, Bankers Trust. Kevin is a graduate of the University of Cincinnati and has worked in the wealth management industry for more than 25 years. Prior to joining Bankers Trust, Kevin served as Chief Operating Officer for the Institutional Services line of business at Fifth Third Bank. He has broad experience encompassing institutional trust, institutional investment management, trust operations, corporate trust, foundation & endowment management, global custody, qualified and non-qualified retirement plan services and reinsurance and escrow businesses. Highlights of Kevin’s community involvement include serving on the Board of Directors at the Blank Park Zoo, on the Board of Directors at the Iowa Center for Economic Success as Immediate Past Chair, and also serving as a member of the ExecuNet MBA Executive Advisory Network. Other highlights include serving as a former member of the Board of Directors of 3660 Grand Avenue HOA, as the former Director of Salvation Army of Southern Indiana, Exploited Children’s Help Organization, and YMCA of Southwest Indiana. In addition, he has volunteered with Animal Care Society and Try Kids Tri Splash and Dash USAT Youth Aquathlon. Lastly, Kevin is a member of the Board of Directors for a local start-up company, Emory Dry Ice.
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. Prior to joining BTC Capital Management, Jon was CIO & Director for WB Capital Management Inc. Jon earned his Chartered Financial Analyst (CFA) designation in 1985 and has more than 30 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.
Dave is a Senior Managing Director for BTC Capital Management. Dave is responsible for new business development and client service for both direct Institutional investment relationships, as well as Private Client relationships in conjunction with the Wealth Management division of our affiliate, Bankers Trust. Dave has over 20 years experience in the financial services industry. His experience has included business development, relationship management, and product management for institutional and wealth management clients. Prior to joining BTC Capital Management, Dave was an Investment Consultant for Miles Capital and previously held business development positions with Zurich, N.A., National City Bank, and the Principal Financial Group. He earned a Bachelor’s degree from Iowa State University. Currently, Dave serves on the Board of Directors for the ALS Association, Iowa Chapter.
Brian is a Senior Managing Director for BTC Capital Management. Brian has over 20 years of experience serving the investment needs of institutional and private clients. Brian is also in charge of our bank channel and works with our bank sub-advisory clients, providing investment consulting and participating in client presentations and business development coaching. Brian has a very diverse background. He started his career as a classroom educator and is an adjunct professor at the University of Iowa. He also has experience in public accounting, private accounting, treasury and cash management, as well as other financial services. Brian has earned a Bachelor’s degree from the University of Northern Iowa and a Masters of Accounting degree from the University of Iowa. He has also obtained in Series 65 license.
Deb Norton is the manager of the Client Service and Relationship Management team. Deb has more than 25 years of investment experience managing client relationships, including implementing and maintaining client portfolios. Prior to BTC Capital Management, Deb worked at the Federal Home Loan Bank of Des Moines. Deb has a Bachelor of Business Administration degree in Finance from the University of Iowa.
Jeff Birdsley is a Senior Managing Director for BTC Capital Management. Jeff has more than 25 years of investment experience. Jeff’s primary responsibilities include fixed income portfolio management and strategy. Prior to joining BTC Capital Management, Jeff was a fixed income portfolio manager for EMC Insurance Companies. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute. Jeff earned a Bachelor’s degree in Finance from Iowa State University and a Masters of Business Administration degree from the University of Nebraska.
Mark Mandziara is a Senior Managing Director for BTC Capital Management. Mark has more than 35 years of experience serving the investment needs of institutional and private clients and has been with BTC Capital Management since the firm's inception in 2003. Mark directs the portfolio management activities, including research and trading of the firm's Equity team. Mark also serves a lead strategy manager for two of the firm's five equity strategies. Mark has a Bachelor of Finance and Economics degree from Buena Vista University.
Justin is a Managing Director II, 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 more than 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.
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. He has over five years of wealth management and investment management experience. Grant earned his bachelor’s degree in mathematics and statistics from the University of Iowa. He is a CERTIFIED FINANCIAL PLANNER™ and is currently working to obtain the Chartered Financial Analyst designation.
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. He is a holder of the right to use the Chartered Financial Analyst® designation.
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.
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. David also holds a Master of Business Administration (MBA) degree with a specialization in finance from Iowa State University and a Doctor of Jurisprudence (JD) degree from Drake University. David holds the Chartered Financial Analyst designation.
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.
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. Prior to joining BTC Capital Management in 2020, Paul was the Chief Fiduciary Officer at Chemical Bank, a division of TCF National Bank. He earned a Bachelor of Arts degree from the University of Michigan and a Juris Doctor from Wayne State University Law School. Paul is past chair of the Michigan Bankers Association’s Trust Counsel Committee and past president of the Northeastern Michigan Estate Planning Council.
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.