UMB FINANCIAL CORP - Key Persons
Job Titles:
- Senior Vice President, Institutional Business Development
Mr. Iseman is Chief Executive Officer for Scout Investments, providing strategic direction and day-to-day management of the firm and leading the firm's executive committee. In his role, Mr. Iseman has developed Scout Investments' multi-year growth strategy, which includes delivering competitive investment performance to clients, bringing Scout's award-winning equity investment strategies to the institutional channel and broadening distribution for Reams Asset Management Co., Scout's fixed income division.
Prior to joining the firm in August 2010, Mr. Iseman served as Chief Operating Officer for RK Capital Management. His previous experience also includes executive positions at Janus Capital Group, INTECH, and Berger Financial Group, and he has 30 years of financial services industry experience.
Mr. Iseman earned his master's degree and bachelor's degree in Business Administration from Rockhurst University. He serves on the board of directors of Starlight Theatre.
Job Titles:
- Member of the Investment Team
- Co - Portfolio Manager of the Scout International Equity Strategy
Mr. Lupercio is Co-Portfolio Manager of the Scout International Equity Strategy, including the Scout International Fund, and the Scout International Equity ADR Strategy. Prior to joining the firm in 2007, Mr. Lupercio was a senior associate analyst for A.G. Edwards & Sons with previous experience as an analyst with Bear Stearns. He has 15 years of financial industry experience. He earned his MBA with a concentration in Finance from the Olin School of Business at Washington University and his Bachelor of Science degree in Business Administration from Rockhurst University. He is a member of the CFA® Society Kansas City.
Job Titles:
- Fixed Income Analyst
- Fixed Income Analyst at Reams Asset Management
Bobby Flynn is a fixed income analyst at Reams Asset Management, a division of Scout Investments. He joined Reams in 2012 and has 4 years of experience in investment research and analysis. In this role, he is responsible for security research and trading for Reams' credit research team.
He earned his bachelor's degree from Augustana College. Bobby is a CFA® charterholder and a member of the CFA Institute.
Job Titles:
- Co - Portfolio Manager
- Co - Portfolio Manager for the Reams Fixed Income Strategies at Reams Asset Management
- Co - Portfolio Manager for the Scout
Clark serves as a co-portfolio manager for the Reams fixed income strategies at Reams Asset Management, a division of Scout Investments. In his role, Clark manages portfolio compliance and communicates the firm's investment outlook and strategy to current and prospective clients and their consultants.
Clark joined Reams in 2002 and has 23 years of experience as a portfolio manager, analyst and client service specialist. Prior to joining the firm, Clark was a portfolio manager and investment product specialist at Wells Fargo Investment Management Group.
He earned his master's degree in business administration from Rice University and his bachelor's degree from Taylor University. He is a CFA® charterholder and is a member of the CFA Institute.
Job Titles:
- Member of the Investment Team
- Senior Investment Analyst
Mr. West is Senior Investment Analyst, providing fundamental company research on the Scout Mid Cap Equity investment team. Prior to joining the firm in 2015, he was director of research at Guggenheim Partners and a senior research analyst at Security Benefit (prior to its acquisition by Guggenheim). His experience also includes analyst and vice president roles at A.G. Edwards & Sons, and an analyst with the California Public Employees' Retirement System. Mr. West has 21 years of financial industry experience. He earned his MBA with a concentration in Finance and his Master of Science in Biochemistry from the University of California, Davis, as well as a Bachelor of Science degree in Molecular and Cell Biology from the University of Connecticut. He is a CFA® charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute.
Job Titles:
- Director of Marketing
- Senior Vice President
Ms. Zantiny is Senior Vice President, Director of Marketing. In her role, Ms. Zantiny is responsible for developing strategic initiatives in conjunction with distribution in order to grow assets and retain clients. Prior to joining the firm in 2011, Ms. Zantiny served as internal sales manager and senior marketing representative at Transamerica Investment Management where she led the internal effort for all distribution channels as well as managed the institutional marketing effort and was an internal sales representative at Janus Capital Group supporting the insurance and sub-advisory channel. Crissy has 19 years of investment industry experience. She earned her Bachelor of Science degree in Business Administration from the University of Wisconsin-La Crosse.
Job Titles:
- Vice President
- Vice President, Client Service
Job Titles:
- Member of the Investment Team
- Co - Portfolio Manager of the Scout Mid Cap Equity Strategy
Mr. Smashey is Co-Portfolio Manager of the Scout Mid Cap Equity Strategy, including the Scout Mid Cap Fund. Prior to joining the firm in 2006, he was a director at Nations Media Partners, an investment banking firm specializing in media and communications. Mr. Smashey has 13 years of financial industry experience. He earned his MBA from the University of Kansas and his Bachelor of Science degree in Finance from Northwest Missouri State University. He is a CFA® charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute.
Job Titles:
- Member of the Investment Team
- Senior Investment Analyst
Mr. Chenoweth is Senior Investment Analyst, providing fundamental company research on the Scout Mid Cap Equity investment team. Prior to joining the firm in 2011, he was the Director of Global Energy Equity Research for Morningstar, Inc. in Chicago. He has 17 years of financial industry experience. Mr. Chenoweth earned his MBA with a concentration in Accounting and Finance from the Booth School of Business at the University of Chicago and Bachelor of Arts degrees in Mathematics and Economics from the University of Chicago. He is a CFA® charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute.
Job Titles:
- Member of the Investment Team
- Lead Portfolio Manager of the Scout Small Cap Equity Strategy
Mr. McBride is Lead Portfolio Manager of the Scout Small Cap Equity Strategy, including the Scout Small Cap Fund. Prior to joining the firm through acquisition in 2009, he worked as vice president and portfolio manager of TrendStar, a firm he co-founded in 2003. Prior to TrendStar, Mr. McBride was previously employed by KCM as a vice president and research analyst and also served in a number of increasingly responsible positions with Hewlett-Packard and subsidiary companies of Hewlett-Packard from 1989 through 2000. He has 26 years of financial industry experience. Mr. McBride earned his MBA with a concentration in Finance from Indiana University and a Bachelor of Science degree, with honors, in Mechanical Engineering from Wichita State University. Mr. McBride is also a graduate of the General Electric Manufacturing Management Program for Manufacturing Engineers in 1986. He is a CFA® charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute.
Job Titles:
- Fixed Income Analyst
- Fixed Income Analyst at Reams Asset Management
Jason Hoyer is a fixed income analyst at Reams Asset Management, a division of Scout Investments. He is responsible for security research and trading for Reams' credit team. Jason joined Reams in 2015 and has 13 years of experience as both a fixed income and equity analyst. Prior to joining the firm, he was a senior credit analyst at 40 | 86 Advisors. Prior to that, Jason was a director in the research department at Fiduciary Management Associates.
He earned his bachelor's degree from the University of Michigan.
Jason holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.
Job Titles:
- Member of the Investment Team
- Co - Portfolio Manager of the Scout Mid Cap Equity Strategy
Mr. Votruba is Co-Portfolio Manager of the Scout Mid Cap Equity Strategy, including the Scout Mid Cap Fund and previously he served as a member of the small cap equity team. Prior to joining the firm in 2002, he worked as an analyst within the Equity Research and Investment Banking divisions at George K. Baum & Company from 2000 to 2002 and Commerce Bank from 1998 to 2000. He has 19 years of financial industry experience. Mr. Votruba earned his Bachelor of Science degree in Business Administration from Kansas State University. He is a CFA® charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute.
Job Titles:
- Member of the Investment Team
- Co - Portfolio Manager of the Scout Mid Cap Equity Strategy
Mr. Indellicate is Co-Portfolio Manager of the Scout Mid Cap Equity Strategy, including the Scout Mid Cap Fund. He joined the firm in 2004 as a senior qualitative analyst and has been a member of the mid cap team since the product's inception in 2006. Mr. Indellicate has 13 years of financial industry experience. He earned his bachelor's degree in Economics from Harvard University. He is a CFA® charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute.
Job Titles:
- Vice President, Institutional Business Development
Job Titles:
- Fixed Income Analyst
- Fixed Income Analyst / Relationship Management
- Fixed Income Analyst at Reams Asset Management
Kevin Salsbery is a fixed income analyst at Reams Asset Management, a division of Scout Investments. He joined Reams in 2004 and has 15 years of experience in investment research and analysis. Kevin is responsible for security research and trading for Reams' structured products team. Prior to joining the firm, he was an investment analyst at 40|86 Advisors, Inc.
He earned his bachelor's degree from Taylor University. Kevin is a CFA® charterholder and a member of the CFA Institute.
Job Titles:
- Executive Vice President, Head of Intermediary Markets
Mr. Peterson is Executive Vice President, Head of Intermediary Markets at Scout Investments. In his role, Mr. Peterson is responsible for managing a team of professionals dedicated to the distribution and marketing of the firm's capabilities to RIA's, regional and independent broker dealers, national wire houses, family offices and bank trust departments.
Prior to joining the firm in 2004, Mr. Peterson held positions with Charles Schwab Institutional and Janus Capital Group. Mr. Peterson has 24 years of financial industry experience. He earned his Bachelor of Science degree in Business Administration from Colorado State University.
Job Titles:
- Member of the Portfolio Management Team
- Managing Director, Lead Portfolio Manager
Mark is a managing director at Reams Asset Management, a division of Scout Investments. He is also lead portfolio manager for the Reams fixed income strategies.
Mark has more than 30 years of experience managing fixed income portfolios. Prior to joining Reams in 1990, he was a portfolio manager for National Investment Services of America.
He earned his master's degree in business administration from the University of Wisconsin - Madison and his bachelor's degree from Marquette University. He is a CFA® charterholder and a member of the CFA Institute.
Job Titles:
- Member of the Investment Team
- Senior Investment Analyst
Mr. Weber is Senior Investment Analyst, providing fundamental company research on the Scout International Equity investment team. He joined the firm in 2008 to provide fundamental research on health care companies. Prior to joining the firm, he analyzed European consumer, media and retail companies for Morningstar, Inc. in London. He has 14 years of financial industry experience. Mr. Weber earned his MBA with a concentration in Finance from the University of Kansas and his Bachelor of Arts degree in Modern History from Oxford University. He is a CFA® charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute.
Job Titles:
- Member of the Investment Team
- Senior Investment Analyst
Mr. Cumming is Senior Investment Analyst, providing fundamental company research on the Scout International Equity investment team. Prior to joining the firm in 2011, he worked as an analyst at TradeLink Securities, managing the firm's Asian investments. He has 17 years of financial industry experience. Mr. Cumming earned his MBA with a concentration in Finance from Goizueta Business School at Emory University and Bachelor of Arts degrees in Business Administration and Economics from Hastings College. He is a CFA® charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute.
Job Titles:
- Member of the Investment Team
- Lead Portfolio Manager of the Scout International Equity Strategy
Mr. Stack is Lead Portfolio Manager of the Scout International Equity Strategy, including the Scout International Fund, and the Scout International Equity ADR Strategy. He has been a member of the investment team since joining the firm in 2006. Prior to joining the firm, he managed the European Equities Fund at Overseas Asset Management (OAM), an off-shore investment firm based in Grand Cayman. Mr. Stack's experience includes assisting in the management of European equity portfolios for U.S. Trust Company of New York in New York and London. Before U.S. Trust, he worked as a research analyst for a domestic brokerage house in Slovakia. In addition, he worked in the fixed income operations of Lehman Brothers. He has 22 years of financial industry experience. Mr. Stack earned his MBA with a concentration in Finance and International Business from Columbia Business School in New York and his Bachelor of Commerce degree from University College Dublin. He is a CFA® charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute.
Job Titles:
- Senior Vice President, Head of Sub - Advisory Distribution
Job Titles:
- Member of the Investment Team
Job Titles:
- Member of the Investment Team
- Lead Portfolio Manager for the Scout Mid Cap Equity Strategy
Mr. Dunkerley is Lead Portfolio Manager for the Scout Mid Cap Equity Strategy, including the Scout Mid Cap Fund. He has held this role since joining the firm in 2006; the year of the strategy's inception. Prior to joining the firm, he was assistant portfolio manager and subsequently lead portfolio manager of a mid-cap mutual fund and separate account product for Victory Capital Management from 2001 to 2006. His experience also includes roles as an equity research analyst at Edward Jones and Securities Corporation of Iowa. Mr. Dunkerley has 23 years of financial industry experience. Mr. Dunkerley earned his MBA from Golden Gate University and his Bachelor of Science degree in Business Administration from the University of Missouri. He is a CFA® charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute. Mr. Dunkerley is a veteran of the U.S. Air Force where he served at the rank of captain.
Job Titles:
- Fixed Income Analyst
- Fixed Income Analyst at Reams Asset Management
Patrick Laughlin is a fixed income analyst at Reams Asset Management, a division of Scout Investments. He joined Reams in 2004 and has 21 years of experience in investment research and analysis. In this role, he is responsible for security research and trading for Reams' structured products team. Prior to joining the firm, Pat was a portfolio manager at St. Francis Bank and a director at SF Investment Corp.
He earned his bachelor's degree from the University of Wisconsin - Stevens Point.
Job Titles:
- Managing Director
- Member of the Portfolio Management Team
- Managing Director at Reams Asset Management
Robert Crider is a managing director at Reams Asset Management, a division of Scout Investments.
He is a founding partner of Reams and has more than 30 years of experience managing fixed income portfolios. Prior to joining Reams in 1981, he worked for Cummins Engine Co., Inc. and the State Teachers Retirement System of Ohio.
Robert earned his master's degree and bachelor's degree from Ohio State University. He is a CFA® charterholder and a member of the CFA Institute.
Scott Betz - COO, EVP, Treasurer
Job Titles:
- Chief Compliance Officer
- Chief Operating Officer
- Executive Vice President
- Treasurer
- Executive Vice President, Chief Operating Officer, Chief Compliance Officer and Treasurer
Mr. Betz is Executive Vice President, Chief Operating Officer, Chief Compliance Officer and Treasurer for Scout Investments, a role he has held since 2011. In his role, Mr. Betz is responsible for management of the equity trading desk, operations and client reporting and performance measurement.
Prior to joining the firm in 2009, Mr. Betz had worked for UMB Asset Management since 1999, holding various performance reporting and operational roles, including chief administrative officer until 2009. In 2009, Mr. Betz became chief administrative officer for Scout Investments. Mr. Betz has 18 years of industry experience. He earned a bachelor's degree in Political Science and an MBA from the University of Missouri-Kansas City.
Job Titles:
- Fixed Income Analyst
- Fixed Income Analyst at Reams Asset Management
Scott Rosener is a fixed income analyst at Reams Asset Management, a division of Scout Investments. He joined Reams in 2005 and has 19 years of experience in investment research and analysis. Scott is responsible for security research and trading for Reams' credit team. Prior to joining the firm he was an investment analyst at the Lincoln Financial Group.
Scott earned his master's degree and bachelor's degree from Indiana University. He is a CFA® charterholder and is a member of the CFA Institute.
Job Titles:
- Member of the Portfolio Management Team
- Co - Portfolio Manager
Stephen leads the fixed income structured products research team at Reams Asset Management, a division of Scout Investments. He is also a Co-Portfolio Manager for the Reams fixed income strategies.
Stephen has 26 years of experience as a fixed income portfolio manager and analyst. Prior to joining Reams in 1994, he worked for the Federal Deposit Insurance Corp. and First Security Corporation.
He earned his master's degree in business administration from Indiana University and his bachelor's degree from Brigham Young University. He is a CFA® charterholder and a member of the CFA Institute.
Job Titles:
- Assistant Vice President
- AVP, Institutional Client Service
Job Titles:
- Fixed Income Analyst
- Fixed Income Analyst at Reams Asset Management
Taylor Harris is a fixed income analyst at Reams Asset Management, a division of Scout Investments. In this role, he is responsible for security research and trading for Reams' structured products team. Prior to joining Reams in 2017, he was a laboratory analyst at Bristol-Myers Squibb and Aerotek.
He earned his master's and bachelor's degrees from Indiana University.
Job Titles:
- Member of the Investment Team
- Senior Investment Analyst
Mr. Shah is Senior Investment Analyst, providing fundamental company research on the Scout International Equity investment team. Prior to joining the firm in 2012, he served as the international tech and telecomm sector manager for Teacher Retirement System of Texas. He has 20 years of financial industry experience in the U.S. and Asia. Mr. Shah earned his MBA with a concentration in Finance from the University of Karachi and a Bachelor in Business Administration degree, also from the University of Karachi. He is a CFA® charterholder and a member of the CFA Society Kansas City as well as the CFA Institute.
Job Titles:
- Member of the Portfolio Management Team
- Managing Director at Reams Asset Management
- Managing Director, Co - Portfolio Manager
Thomas is a managing director at Reams Asset Management, a division of Scout Investments. He is also a co-portfolio manager for the fixed income strategies.
Thomas has more than 30 years of experience managing fixed income portfolios. Prior to joining Reams in 2000, he was a partner with Brandes Fixed Income Partners/Hilltop Capital and held senior portfolio management roles with Zurich Financial Services in Bermuda and First Wisconsin Asset Management Company.
He earned his master's degree in business administration from the University of Wisconsin - Madison and his bachelor's degree from Marquette University. He is a CFA® charterholder and a member of the CFA Institute.
Job Titles:
- Senior Vice President
- Senior Vice President, Institutional Client Service
Job Titles:
- Member of the Investment Team
- Co - Portfolio Manager of the Scout Small Cap Equity Strategy
Mr. Miller is Co-Portfolio Manager of the Scout Small Cap Equity Strategy, including the Scout Small Cap Fund. Prior to joining the investment management team in 2013, he provided fundamental research in the industrials and materials sectors as a senior investment analyst. Before joining the firm in 2012, Mr. Miller served as senior investment analyst for American Century Investments, providing equity research coverage of the energy, industrials and materials sectors. In addition, Mr. Miller provided generalist coverage as needed for the consumer discretionary, consumer staples, information technology and health care sectors. Previous employers include Insight Capital Research & Management, C.E. Unterberg Towbin and Banc of America Securities. He has 21 years of financial industry experience. Mr. Miller earned his MBA with a concentration in Finance from Indiana University and his Bachelor of Arts degree in Economics from UCLA. He is a CFA® charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute.
Job Titles:
- Member of the Portfolio Management Team
- Co - Portfolio Manager
Todd leads the fixed income credit research team at Reams Asset Management, a division of Scout Investments. He is also a co-portfolio manager for the Reams fixed income strategies.
Todd has 23 years of experience as a fixed income portfolio manager and analyst. Prior to joining Reams in 2001, Todd worked for Conseco Capital Management Company and The Ohio Public Employees' Retirement System.
He earned his master's degree in business administration from Clemson University and his bachelor's degree from Bob Jones University. He is a CFA® charterholder and a member of the CFA Institute.
Job Titles:
- Fixed Income Analyst
- Fixed Income Analyst, Actuary
Trey Harrison is a fixed income analyst and actuary at Reams Asset Management a division of Scout Investments. He joined Reams in 2010. Previously, Trey was as an asset-liability portfolio manager at 40|86 Advisors, Inc. and played a lead role in the development of in-house asset-liability profiles for CNO Financial Group's individual statutory entities. He also served as a modeling actuary for Unum's Asset-Liability Working Group.
Trey earned a bachelor's degree in finance from Georgia Southern University and a master's degree from Georgia State's J. Mack Robinson College of Business. He is a CFA® charterholder and associate of the Society of Actuaries.