JUNTO WEALTH - Key Persons


Chand Pattela

Job Titles:
  • Finance
  • Operations Manager
Career Highlights: Prior to joining Junto Wealth in 2014, I spent 25 years working in the restaurant industry. At age 14, I started working part-time as a dishwasher.

David Swenson

Job Titles:
  • Manager of Yale 's Endowment

Kevin Harper - Chief Investment Officer

Job Titles:
  • Chief Investment Officer
Career Highlights: I have over 20 years of experience, including nine years working for and investing on behalf of leading Ivy League endowments.

Kim Angstadt

Job Titles:
  • Client Service Associate
Career Highlights: Before joining our team in 2017, I worked in the fitness and recreation industry. Upon completion of my bachelor's degree, I coached a Division-III field hockey program.

Margo Richardson

Job Titles:
  • Client Service Associate
Career Highlights: After graduating with my bachelor's degree in Fine Arts, I worked a variety of compliance and administrative positions, searching for the best job that would let me combine my creative and organizational sides.

Stephanie DiSabello

Job Titles:
  • Director of Client Service