Scott is the Chief Executive Officer and President for BTC Capital Management managing day-to-day operations and driving the strategic vision of the firm. He also serves as Executive Vice President of Investment Management and Wealth Management Divisions for Bankers Trust and is a member of the bank’s executive committee. Scott has more than 30 years of investment management experience, which includes portfolio management, business management, marketing and client service. Scott earned a bachelor’s degree in finance from the University of Northern Iowa and has an MBA from Drake University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute. Scott also holds a Fellowship in the Life Insurance Management Institute.
Kevin is the Chief Operating Officer for BTC Capital Management and Senior Managing Director, Institutional and Wealth Management Services at Bankers Trust. In these roles, he is responsible for BTC Capital Relationship Management, BTC Trust Company of South Dakota, Private Client Services, Qualified and Non-Qualified Retirement Plan Services, Institutional Custody, Client Services, Wealth Management Support Services and Business Technology. He also serves on the BTC Capital Management Board of Directors and the Bankers Trust Management Committee. In Kevin’s 10 years at Bankers Trust his impact has been pivotal in the growth of the organization. In his early years at the bank, Kevin focused on the strategic vision of the Wealth Management division, making significant updates to the infrastructure, process improvements, regulatory oversight, and technology support of the team. More recently, he has led expansion of the businesses through bringing in key talent, advancing automation, and growing core business lines. During his 30+ year career, he has led sales and client teams, wealth advisors, and teams within product, operations, and marketing. In addition to the areas he oversees today, Kevin’s broad industry experience encompasses foundations and endowment management, reinsurance and escrow, and global custody. During his career, Kevin has consistently achieved financial results that exceed goals, top-quartile employee engagement scores and successful execution of strategic projects and initiatives. Kevin is a graduate of the University of Cincinnati and is a Certified Financial Planner® (CFP) professional. Kevin’s community involvement includes serving on the board of directors of the Iowa Center for Economic Success and Greater Des Moines Botanical Garden, as member of the ExecuNet MBA Executive Advisory Network, member of the Business Advisory Council for MBA Research, volunteer for the CFP Board Scholarship Committee, First Friday Breakfast Club Scholarship Committee, and former board member of the Blank Park Zoo.
Jon is the Chief Investment Officer for BTC Capital Management and 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 40 years of investment management experience. He is a member of the CFA Institute and the CFA Society of Iowa. Jon earned a bachelor’s degree in finance and an MBA from the University of Iowa.
Dave is a Senior Managing Director for BTC Capital Management and is responsible for new business development and client service for direct Institutional investment relationships and Private Client relationships in conjunction with the Wealth Management division of our affiliate, Bankers Trust. He has more than 20 years of experience in the financial services industry, including 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 Principal Financial Group. He earned a bachelor’s degree from Iowa State University. Currently, Dave serves on the Board of Directors of BTC Capital Management and is an Emeritus Board Member of the ALS Association, Iowa Chapter.
Brian is a Senior Managing Director for BTC Capital Management. He has more than 25 years of experience serving the investment needs of institutional and private clients. Brian is also in charge of our bank channel, working closely with our bank partners by providing investment consulting, participating in client presentations and business development coaching. Brian’s expertise spans many industries including public accounting, private accounting, treasury and cash management, as well as other financial services. Brian earned a bachelor’s degree from the University of Northern Iowa and a master’s degree in accounting from the University of Iowa. He has also obtained his Series 65 license.
David is a Managing Director and Institutional Sales Consultant for BTC Capital Management. He has more than 15 years of investment experience including fixed income portfolio management, equity portfolio management, external manager selection, asset allocation decision making, business development and client relationship management. David earned a bachelor’s degree in finance from Iowa State University. David also holds an MBA with a specialization in finance from Iowa State University and a JD from Drake University Law School. David holds the Chartered Financial Analyst (CFA) designation.
Jeff is a Senior Managing Director for BTC Capital Management and has more than 30 years of investment experience. His primary responsibilities include fixed income portfolio management and strategy. Prior to joining BTC Capital Management, Jeff was a fixed income portfolio manager working in the insurance industry. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute. Jeff earned a bachelor’s degree in finance from Iowa State University and an MBA from the University of Nebraska.
Mark is a Senior Managing Director for BTC Capital Management and has more than 35 years of experience serving the investment needs of institutional and private clients. He has been with BTC Capital Management since the firm’s inception in 2003. Mark serves as lead manager for three of the firm’s five equity strategies, in addition to directing the firm’s equity research and trading functions. Mark earned a bachelor’s degree in finance and economics from Buena Vista University.
Deb is a Senior Managing Director for BTC Capital Management. She leads the Client Service and Relationship Management teams, comprised of professionals dedicated to providing the highest standard of client service and portfolio management. Deb has more than 30 years of experience in the investment management industry, developing and managing strong client relationships, onboarding clients, discussing investment goals and leading portfolio reviews. She enjoys building strong relationships with her clients to better help them reach their investment goals. Deb earned a bachelor’s degree in finance from the University of Iowa. Deb and her family founded and manage the Chris Norton Foundation, a nonprofit organization dedicated to helping people with spinal cord and neuromuscular disabilities.
Justin is a Managing Director for BTC Capital Management, 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 and holds the Chartered Financial Analyst (CFA) designation and a Fellowship in the Life Insurance Management Institute.
Marie is a Client Services Supervisor for BTC Capital Management. With a decade of experience in the financial services industry, she plays a pivotal role in relationship management, investment portfolio implementation, operations and project/risk management. She earned her bachelor’s degree from Simpson College, where she obtained a double major in business management and Spanish. Marie also holds an MBA with a finance concentration from the University of Iowa. In her free time, Marie enjoys traveling, baking and spending time with her husband and children.
Joseph is a Trading and Implementation Specialist for BTC Capital Management. He has 10 years of investment and operations experience, including experience in corporate actions and data entry. Joe earned his bachelor’s degree in business administration with an emphasis in finance from the University of Iowa.
Ian is an Investment Operations and Trading Specialist for BTC Capital Management. As part of the Client Service Team, he is responsible for onboarding new client accounts, account reconciliation, trading support and firm reporting. Previously, Ian worked at Wells Fargo in their Equipment Finance department. He earned a bachelor’s degree in economics and a minor in business administration from Monmouth College. Ian is the assistant varsity coach for the West Des Moines Lacrosse Club. In his free time enjoys coaching and playing lacrosse and spending time with his dog.
Gabe is an Investment Services Specialist and serves as the firm’s lead account onboarding resource. He supports the Relationship Management team by coordinating the transition of new clients into firm systems, updating existing client accounts to reflect evolving strategies and investment decisions, and preparing performance reviews for clients. Gabe holds a Bachelor of Science in Finance from Iowa State University. Outside of work, he enjoys running, playing tabletop games, and spending time at home with his wife.
Jack is an Investment Services Specialist for BTC Capital Management. He assists the relationship management team with daily requests including onboarding accounts, offboarding accounts, account change processes, and performance reporting. He also serves as support to the sales team by performing analyses and assembling client materials. He has two bachelor's degrees from Iowa State in Finance and Business Management. In his free time, he enjoys playing golf, going for bike rides, and spending time with his friends and family.
Andrew is an Investment Services Specialist and serves as the backup to the trading team. He assists the relationship management team with daily requests including onboarding and offboarding accounts, account reconciliation, and account performance reporting. He has bachelor’s degrees from Loras College in finance and business administration with an emphasis in analytics and wealth management. In his free time, he enjoys listening to classic rock, spending time outside and playing with his dog, Ace.
Paul is the Chief Compliance Officer for BTC Capital Management and Wealth Management & Trust Counsel for Bankers Trust. He has more than 25 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’s degree from the University of Michigan and a JD from Wayne State University Law School. Paul holds a Series 65 NASAA Investment Advisers Law license and is a Certified Fiduciary and Investment Risk Specialist (CFIRS®). He is a member of the Fiduciary & Investment Risk Management Association (FIRMA®), Iowa Academy of Trust & Estate Counsel, Iowa Trust Association, and the Iowa State Bar Probate, Trust & Estate Planning Law Section. Paul is past chair of the Michigan Bankers Association’s Trust Counsel Committee and past president of the Northeastern Michigan Estate Planning Council.
Alesia is an Executive Assistant for BTC Capital Management. She provides administrative assistance and support to Scott Eltjes, CEO & President of BTC Capital Management and EVP, Investment Management & Wealth Management, Bankers Trust Company. Alesia has more than 20 years of experience providing executive-level support.
