WESTMINSTER FINANCIAL - Key Persons
Job Titles:
- Chief Financial Officer Westminster Financial Companies
Angela joined Westminster in 2000 and serves as the Chief Financial Officer for all four of Westminster's subsidiary companies. Angela earned her degree in Accounting from Wright State University and is registered as a Series 27 (Financial and Operations Principal) and Series 99 (Operations Professional). In her free time, Angela enjoys spending time with her dog and being with family.
Collin Brazie serves as a Relationship Manager. In addition to participating in the Investment Policy Committee sessions; Mr. Brazie's duties include portfolio strategy implementation, client and investment professional relations and companywide communications. While working at Westminster in various capacities since 2014, it was in 2020 he earned his Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) registrations. He graduated from Seton Hall University where he studied Business Management at the Stillman School of Business as well Communications/Film at the College of Communication & Arts. Collin went on to earn a Masters in Film from Chapman University.
In his free time he enjoys live music, photography, and seeing the latest release at the cinema. He has a wife and one daughter.
Reed Laughlin became affiliated with Westminster Financial in May of 2017 as Managing Director of Investments. An experienced professional with 52 years in the financial services industry, he formerly worked for Credit Suisse as director and head of Wealth Management in London for Northern Europe, Southern Africa and Israel. Prior to Credit Suisse, Reed spent six years with Donaldson, Lufkin and Jenrette managing ultra net worth equity portfolios for European and South African families. Reed also worked for SBC Warburg Dillon Read as senior vice president and manager of the U.S. institutional business in Europe. Reed spent 14 years as senior vice president, managing senior institutional accounts in the United Kingdom and Scandinavia with Paine Webber. Reed holds a Bachelor of Arts degree in international finance from Colgate University. He also serves as committee member on the St. Thomas University Investment Committee in Miami.
With more than four decades in the financial services industry, Reed Laughlin knows that the very best that he can do for his clients is to keep his investment philosophy as simple and easily understandable as possible. That's why he manages long only global equity portfolios for ultra-high net worth families around the world. His primary objective is to preserve his clients' capital while generating a reasonable return on investments. Transparency and liquidity are hallmarks of his investment philosophy, because too often today investors are truly unaware of what they actually own and unable to understand the complexity of the structures that are in their portfolios. Having lived and worked in London for 30 years, he has a greater appreciation of the global nature of the investment business and, subsequently, the need to widen one's investment horizons. Reed believes relationships are built on trust, and that is why he has worked with the majority of his clients for over 20 years.
Grant serves as a Relationship Manager for Westminster Financial Securities, Inc. and Westminster Financial Advisory Corp. His duties include servicing client requests, investment professional support, and serves as a member Investment Policy Committee and the committee's secretary. Grant started at Westminster in March 2022, just after graduating Magna Cum Laude from the University of Cincinnati with a BS in Finance. He is registered as a Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law), Series 24 (General Securities Principal) registration, his Series 52 Municipal Securities Representative) registration, as well as his Life, Health, and Annuity insurance license. In his free time, Grant enjoys outdoor recreation and spending time with family and friends.
Jessica serves as the Chief Compliance Officer of Westminster Financial Securities, Inc. and Westminster Financial Advisory Corp. Her duties include the day-to-day supervision of registered representatives, ensuring the firm has adequate policies and procedures in place to achieve compliance with applicable rules and regulations, and providing guidance to the operations department related to client and representative support. She joined Westminster in 2002 and is registered as a Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 52 (Municipal Securities Representative), and Series 66 (Uniformed Combined State Law). Jessica is married with three daughters. Her hobbies include cooking, reading, going to concerts, and spending time with family and friends.
Job Titles:
- Member of the Board
- Member of the Westminster Financial Companies Board of Directors
Mr. Nanayakkara has been a member of the Westminster Financial Companies Board of Directors and the Investment Policy Committee since 2009. He attended the University of Maryland. Johann Nanayakkara started his career in 1980 with the regional brokerage firm, Ferris and Company. Continuing in his career he also had the opportunities to work with John Hancock Mutual Life Insurance Company. He was recruited to join Shearson Lehman Brothers in 1983. In 1987 he joined the small boutique firm, Capitol Securities Management Inc., in which in 1989 he acquired a 50% interest. He successfully sold his interest in 2006. He joined Westminster in 2009. He manages his advisory practice from Sarasota, Florida and Bethesda, Maryland.
Job Titles:
- Chief Executive Officer
- President
- President / Chief Executive Officer Westminster Financial Securities, Inc.
Kirk serves as President and Chief Executive Officer of Westminster Financial Securities, Inc. His duties include the day-to-day management of the broker/dealer, recruiting, and sales & marketing. He is registered as a Series 4 (Registered Options Principal), Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 52 (Municipal Securities Representative), Series 53 (Municipal Securities Principal) and a Series 66 (Uniform Combined State Law). Mr. Stager also serves on the Investment Policy Committee and is a member of the Westminster Financial Companies Board of Directors. Kirk has been with Westminster for 24 years. His hobbies include beekeeping, gardening, music festivals and various local charities.
Job Titles:
- Chief Executive Officer
- Chairman of the Board / Chief Executive Officer Westminster Financial Companies, Inc.
L. Miles Brazie has served as Chief Executive Officer since 1991, and Chairman since 2011. Mr. Brazie began his career in financial services at the Company in 1977. He graduated with a Bachelor of Science Degree in Business Administration from the University of Dayton in 1979, became a FINRA registered representative in 1978, and a registered investment advisor in 1995. His duties include the day to day management of the company and its subsidiaries, sales and marketing. He is also a registered operations, municipal securities and financial operations principal. In 1998 Mr. Brazie was recognized as one of the leading brokers in the United States by industry publication "Registered Rep."
Job Titles:
- Investment Professional
- Member of the Firm 's Investment Policy Committee
Larry serves as a member of the firm's Investment Policy Committee. After graduating from Rutgers University with a degree in Economics, he started working for substantial national and regional firms. Larry has been in the business for over 20 years. He specializes in fundamental analysis and is the portfolio manager for the firm's Special Opportunities portfolio. Larry holds his Series 4 (Registered Options Principal), Series 7 (General Securities Representative), Series 24 (General Securities Principal), and Series 63 (Uniform Securities Agent) registrations and works out of the firm's West Palm Beach office. In his free time, Larry enjoys playing tennis, running, biking, hiking, softball, and golf.
Michael serves as a Lead Portfolio Manager for Westminster Financial Advisory, Corp. He also serves as part of the Executive Management Staff and a member of the Investment Policy Committee. Mr. Suhay is a graduate of Miami University with a degree in Finance and a minor in Information Technology. He worked in consulting with a significant consulting firm for over a decade before finding his way back to the financial services industry. He specializes in asset allocation, portfolio management and option strategies. Michael co-hosts the firm's weekly investment strategy call and spearheads many of the Investment Policy Committee initiatives. Michael holds his Series 4, 7, 24, 53, 63 and 65 as well as his insurance license. In his free time, he enjoys spending time with his kids, running and watching sports.
Job Titles:
- President of Investments for Westminster Financial Advisory Corp
- President, Westminster Financial Advisory Corp.
Morgan serves as the President of Investments for Westminster Financial Advisory Corp. As Vice President of Investments, Mr. Brazie interfaces with investment professionals and clients across the nation. He also serves as a member of the Investment Policy Committee (IPC), where he works closely with Larry Shull, Michael Suhay, and the other IPC members to help devise investment strategies for the day-to-day management of client portfolios. He holds the Series 7 (General Securities), Series 66 (Uniform Combined State Law), Series 24 (General Securities Principal) registrations, Series 4 (Options Principal) and Life, Health & Annuity License. Mr. Brazie earned degrees in Economics and French from Lake Forest College. During his time there, he was afforded the opportunity to study at the London School of Economics & Political Science where he took numerous economics courses to fulfill his undergraduate requirements. Along with his passionate interest in securities investing, Morgan is passionate about outdoor adventuring, growing vegetables in his garden and raising chickens, and spending time with his Wife, Cori and Son, Rhys..
Job Titles:
- Director of Research
- Director of Research for Westminster Financial Companies, Inc
Moustapha Mounah is the Director of Research for Westminster Financial Companies, Inc., where he also serves as a Lead Portfolio Manager and a Member of the Investment Policy Committee (IPC) and the Investment Company Counsel (ICC). Moustapha continues to develop the research capabilities of the firm by introducing new custom market indicators and enhancing our bottom-up security selection process. He is also the lead portfolio manager of our new Dynamic Growth strategy.
Before joining Westminster, Moustapha held the position of Portfolio Manager at James Investment Research, where he managed $70 million in client assets. Additionally, he was a Member of the Investment Committee and served as a Lead Researcher responsible for various investment aspects including the Macroeconomic & Market Outlook, Asset Allocation, Sector Research, Bottom-Up Security Selection, and Duration and Quality Management of Fixed Income Strategies. With nearly a decade of experience in researching stock and bond markets and managing high net-worth client assets, Moustapha brings a wealth of expertise to his role.
Prior to his tenure at James Investment Research, Moustapha worked as a Petroleum Engineer with Schlumberger oilfield services in Norway. In this role, he executed and provided various multi-thousand-dollar logging services to deliver sub-surface information on offshore rigs for clients such as Equinor, Shell, ExxonMobil, and others.
Moustapha holds a Bachelor of Science in Mining Engineering and a Master of Science in Mineral and Energy Economics from the Colorado School of Mines. Additionally, he obtained a Master of Science in Petroleum Economics and Management from IFP School (Institut Français du Pétrole) in Paris, France, and an MBA with a concentration in Finance from Wright State University in Dayton, Ohio. He is also a CFA® Charterholder, certified by the CFA Institute, and an Energy Risk Professional (ERP) certified by the Global Association of Risk Professionals (GARP).
Moustapha resides in Dayton, Ohio, with his wife and their 5-year-old son. In his leisure time, he enjoys family activities, playing sports such as volleyball, tennis, and soccer, as well as indulging in reading economic literature and listening to music.
Niket serves as a Senior Account Manager for Westminster Financial Securities, Inc. and Westminster Financial Advisory Corp. His duties include client and rep support, as well as processing new account forms, transfers, and other client related services. Mr. Patel started at Westminster in the Fall of 2016 and graduated in the Spring of 2018 from Wright State University with a BSB in Finance. His hobbies include playing golf, cars, and spending time with family.
Job Titles:
- Member of the Board
- Vice Chairman
Dr. Burkhardt joined the Westminster Financial Board of Directors in 1998. He attended Cleveland State University where he received his B.S in Education and an M.S. in School Counseling. From there he continued his education and received a doctorate in School Administration from the University of Akron. He started his career in education in 1974 and has continued since. He currently holds a faculty position at the University of Dayton in the Department of Educational Leadership. He also works for NEOLA, which helps Columbus, Cincinnati and Dayton school districts develop policies, procedures, and guidelines for their schools. Dr. Burkhardt served as Westminster's Chairman of the Board from 2001 to 2011 and currently serves as Vice Chairman.
Job Titles:
- Senior Relationship Manager for Westminster Financial Companies, Inc
Ryan is a Senior Relationship Manager for Westminster Financial Companies, Inc. In addition to working as a part of the Portfolio Management and Operational team, he also works diligently with the Investment Policy Committee. Ryan is registered as a Series 7 (General Securities Representative), Series 24 (General Securities Principal), and Series 66 (Uniform Combined State Law). Mr. Rabold graduated from Wright State University in 2011 with a Bachelor's in Finance, and, in 2015, went on to earn his Master's in Business Administration also from Wright State University. Prior to joining Westminster, he worked as an operations supervisor at UPS for nearly six years. In his free time, Mr. Rabold enjoys playing and watching sports, as well as spending time with friends and family.
Job Titles:
- Senior Relationship Manager
Steve serves as a Senior Relationship Manager. His duties include operations and portfolio management assistance. He also serves on the Investment Policy Committee where, in addition to be a voting member, he oversees the Consumer Staples Sector. Steve is registered as a Series 4 (Registered Options Principal), Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 52 (Municipal Securities Representative), Series 53 (Municipal Securities Principal) and Series 66 (Uniform Combined State Law). He also maintains a Life, Health, and Annuity insurance license and has completed Level 1 of the CFA series. Mr. Sipniewski has his BS in Finance from Wright State University and has been with Westminster since 2013. His hobbies include exploring the outdoors, movies, and spending time with his wife, Susan and daughter, Nora.
Job Titles:
- Managing Director
- Managing Director for Westminster Financial Companies, Inc
Stuart serves as a Managing Director for Westminster Financial Companies, Inc, as well as a Lead Portfolio Manager and a member of the Investment Policy and Executive Committees. He has had over 27 years in the financial services industry and has been with Westminster for 11 of those years. Stuart holds his Series 4 (Registered Options Principal), Series 7 (General Securities Representative), Series 10 (General Securities Sales Supervisor), Series 24 (General Securities Principal), Series 27 (Financial and Operations Principal), Series 53 (MSRB Municipal Securities Principal), Series 63 (NASAA Uniform Securities Agent State Law), and Series 65 (NASAA Uniform Investment Advisor Representative) registrations as well as his Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter designations. Mr. Brazie received his Bachelor's from Wittenberg University in 1988 and then went on to take Master's courses in both Business and Education in 1990. In his free time, Stuart enjoys fitness, movies, music, and reading.
Job Titles:
- Managing Director
- Managing Director of Branch Development for Westminster Financial Companies, Inc
Tom LaBrie serves as the Managing Director of Branch Development for Westminster Financial Companies, Inc. His duties include recruiting and strategizing with investment professionals to help improve their advisory business, including help with marketing and investment techniques. Tom also works as a financial advisor where he manages and services the portfolios of his many clients. Mr. LaBrie is licensed as a Series 7 (General Securities Representative), Series 8 (General Securities Sales Supervisor), Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent), Series 66 (Uniform Combined State Law), and Series 65 (Uniform Investment Advisor). Mr. LaBrie has 31 years' experience in the financial services industry, including time spent as National Sales Manager for Moors & Cabot, Vice President of Client Management at National Financial Services, and most recently Regional Director of Metro New York and New England at Lincoln Financial Advisors. Tom is a graduate of Northeastern University, and loves spending time with his wife, Mary, and their three children.
Vivienne K. Noufer is an Investment Professional with Westminster Financial Companies, Inc. With over 34 years of experience in the financial services industry, Mrs. Noufer has achieved and maintained her Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination) registrations as well as her Life, Health, and Annuity Insurance License. She is currently pursuing her Chartered Financial Consultant (ChFC) designation.
After receiving her bachelor's degree in Business from the University of Cincinnati with an emphasis in Marketing, she went straight into the financial planning business. A Paul Harris Fellow with the Rotary Club International, she is also a member of the International Association of Women. Vivienne and her family reside in West Chester, OH and her hobbies include fitness, hiking, puzzles, spending time with family, her pets, and reading.