ACROPOLIS - Key Persons
Job Titles:
- Portfolio Advisor
- in 2019 As a Portfolio Advisor
Amanda joined Acropolis in 2019 as a Portfolio Advisor. She is currently responsible for client relationship management, portfolio analysis, operations, and reporting. As an essential component of wealth management, Amanda acts as an intermediary with the client and their custodian, accountant, insurance expert, banker, and attorney/estate planner.
Bob Fleming - Chief Compliance Officer
Bob re-joined Acropolis in 2015 and currently serves as the Chief Compliance Officer. He was previously with Acropolis from 2007-2010 as a Portfolio Administrator. He is responsible for overseeing Firm compliance, operations and support.
Bob began his financial services career in 1995 with Waterhouse Securities (now TD Ameritrade). He served in many roles during his 10 years with TD Ameritrade, including branch manager of the Clayton office from 1999 - 2005. After TD, he spent a total of seven years with US Bank, where he spent two years as a field compliance examiner and five years creating/managing the quality control function of the Bank's regulatory testing group.
Bob earned a B.S. in Marketing from Millikin University. He is a registered investment advisor representative as well as an Investment Advisor Certified Compliance Professional® (IACCP®).
Job Titles:
- Relationship Manager
- Relationship Manager for Acropolis Retirement Plan Solutions
Cari Noll joined Acropolis in 2024 as a relationship manager for Acropolis Retirement Plan Solutions, a division of Acropolis Investment Management. She is responsible for client relationship satisfaction, participant education, and project management.
Prior to working at Acropolis, Cari worked as a private client advisor with Bank of America, Commerce Trust Company, and Regions Bank. She held positions as a senior vice president, trust administrator and relationship manager. Cari has over 20 years of experience serving high net worth clients and business owners.
Cari received a B.A. in Human Resource Management and a M.B.A. from Lindenwood University. She holds the Certified Trust Fiduciary Advisor designation (CTFA®). Cari is a registered investment advisor representative.
Cari and her husband live on a small farm with their four-legged friends. Outside of work, she enjoys travel, cooking, and spending time with her extended family.
Chris is the President and one of the founding partners of Acropolis Investment Management. He has 40 years of experience successfully guiding clients and managing financial assets through a wide variety of market environments. Prior to starting Acropolis in 2002, Chris served for 13 years as Senior Vice President, Managing Director for Mark Twain Bank's Capital Markets Group. Chris began his career in 1980 with Bear Stearns & Company on the floor of the Chicago Mercantile Exchange. Today he continues to work with a select group of private clients and consult with various institutional accounts.
Chris is currently serving as a member of the Board of Directors for Ullico Inc. He has served on multiple charitable boards and remains active in the community today. Chris earned a B.S. in Biochemistry from the University of Missouri-Columbia.
David Ott - Chief Investment Officer
David Ott is the Chief Investment Officer and one of the founding members of Acropolis Investment Management, LLC.
In addition to working with clients, David is responsible for the Investment Committee and the Research & Trading group. The team researches strategies and securities, and implements them with the Portfolio Managers.
David also communicates the Acropolis investment philosophy as the editor of our quarterly letter, Portfolio Insights. His writing has appeared online at Morningstar and Seeking Alpha, and has been quoted in Forbes, Bloomberg, and The Wall Street Journal.
Job Titles:
- in 2022 As a Portfolio Administrator
Jennifer joined Acropolis in 2022 as a Portfolio Administrator. She is currently responsible for client relationship management, portfolio analysis, operations, and reporting. Jennifer enjoys helping clients and acting as the liaison between them and their custodian, accountant, insurance expert, banker, and attorney/estate planner.
Jessy joined Acropolis in 2021 and currently serves as a Portfolio Advisor. She is responsible for client relationship management, portfolio analysis, operations, and reporting. Jessy enjoys helping clients and acting as the intermediary between clients and their custodian, accountant, insurance expert, banker, and attorney/estate planner.
Joe joined Acropolis as Portfolio Manager in 2008 after a 35-year career in commercial banking.
Karen excitedly joined the Acropolis 401(k) team in January 2024 as a Team Support Specialist.
Karen enjoys working with clients and providing administrative and office support activities such as fielding telephone calls, scheduling meetings, creating and updating materials and presentations, assisting with the billing process, and provides other general administrative support to the 401(k) team.
Karen's background is in Human Resources where she has spent most of her career. Most recently she spent 12 years as a Human Resources Manager for a non-profit organization in St. Louis. She has a bachelor's degree in Human Resources Management with a minor in Psychology.
Leslie is our Operations Coordinator and Front Desk Manager. She has been with Acropolis since 2016. Leslie is responsible for organizing various Acropolis events during the year. These include the annual flu shot party, our Investor Social event in January, Investing 101 seminars for young adult children of clients, and the Retirement Seminar. Leslie was instrumental when Acropolis moved in Spring 2019 and will be the point person in organizing the Acropolis 20 th anniversary celebration in August 2023.
In addition, Leslie is responsible general office support, including greeting and directing visitors, answering incoming calls, creating client presentation and scheduling meetings.
Lisa joined Acropolis as Controller in 2017. She is responsible for overseeing all financial aspects of the company.
Prior to joining Acropolis, Lisa worked as Finance Director at Our Lady's Inn and Business Manager at St. Simon the Apostle Catholic Church fulfilling her "second career" goal of utilizing her finance skills to make a difference in the community. Prior to these roles, Lisa was a Director at KPMG LLP with over 20 years spent in audit services, recruiting and working within the Global Accounts program.
Lisa graduated from the University of Missouri - Columbia with a B.S. in Accountancy and is a Certified Public Accountant. Her civic involvement includes the Finance Board of Catholic Charities of St. Louis, Our Lady's Inn, and various committees at her church.
Job Titles:
- Portfolio Advisor
- in 2018 As a Portfolio Advisor
Maria joined Acropolis in 2018 as a Portfolio Advisor, taking on the responsibility of client relationship management, portfolio analysis, operations, and reporting. Playing an essential role in wealth management, Maria serves as an intermediary between her clients and their custodian, accountant, insurance expert, banker, and attorney/estate planner.
Job Titles:
- Client Services Assistant
Mary joined Acropolis in 2007 as a Portfolio Administrator Assistant. In 2013 she transitioned to the Retirement Plan Solutions team as Client Services Assistant.
She delights in working with clients, performing administrative and office support activities such as fielding telephone calls, receiving and directing visitors, creating materials and presentations, mailings, filing, and scheduling meetings. Mary lends a hand wherever she is needed, doing so with professionalism and charm.
Previously, Mary was the owner of Rock Springs Farm and Greenhouses, a wholesale grower. She still has the green thumb and bachelor's degree in Horticulture from the University of Arizona..