ISECTORS - Key Persons
Job Titles:
- Executive Assistant to Vern Sumnicht
As Executive Assistant to Vern Sumnicht, CEO of Sumnicht & Associates, LLC and iSectors®, LLC, Cammy provides time management, organizes and prioritizes Vern's communications, calendar and meetings. Cammy coordinates Vern's team and manages client meetings, and assists with strategic planning, project management and reporting. Cammy also manages all Human Resource functions for Sumnicht & Associates and iSectors.
Prior to joining the Firm in June 2013, Cammy was a Project Coordinator for almost 20 years in the National Criminal Justice Training Center at Fox Valley Technical College.
Cammy has over 30 years of experience in project coordination, management/leadership and administrative assistant roles. She earned a degree in Administrative Assistant/Information Processing from Fox Valley Technical College.
Cammy is a Notary Public for the State of Wisconsin.
Job Titles:
- Senior Investment Analyst
John began his career at iSectors during his final year at University of Wisconsin-Oshkosh. After receiving a Bachelor of Business Administration (BBA) in Finance, he joined the iSectors team full-time as an investment analyst. In 2018, John was promoted to Senior Investment Analyst.
John is a CFA® charterholder and a member of the iSectors® Investment Committee.
Joe has over 30 years of experience in leadership and management rolls, with an emphasis in project management, data analytics, and operational excellence.
Joe has a Bachelor of Science Degree in Marketing and minor in Economics from Fairleigh Dickenson University - Florham Campus in Madison, New Jersey.
Job Titles:
- Director of Business Development
- Leader
Scott is a recognized leader, author, educator and researcher in the areas of business development, peak performance, leadership, teamwork and communication. He has received many awards and recognitions in his 30 years of marketing and business development experience. As the Director of Business Development for iSectors®, Scott is responsible for all communication and advisor relationship functions. He worked with and assisted the iSectors' management team in developing our ETF based, turnkey asset management program.
Scott holds a Bachelors of Science degree from the University of Wisconsin - La Crosse and a series 65 securities license.
Job Titles:
- Associate
- Investment Analyst
Sean is the Associate Investment Analyst at iSectors. He conducts research into current and potential investment funds for iSectors allocation models preparing, analyzing, and reporting due diligence. Sean is also a member of the iSectors Investment Committee. Sean also applies proprietary investment algorithms and software to research opportunities for improvements in iSectors allocation models.
Sean holds a Bachelor of Science Degree in Economics from the University of Wisconsin-Madison and an Associate Degree in Electrical Engineering.
Job Titles:
- CCO
- CEO
- CIO
- CEO of Sumnicht & Associates
- Member of St. Pius X Catholic Church
Vern is the CEO of Sumnicht & Associates, LLC, a family wealth management and institutional investment consulting business, established in 1988. In addition, Vern founded iSectors®, LLC in 2008 and is currently CEO and Chief Investment Officer.
iSectors®, LLC offers allocation models with varying degrees of risk which allows advisors to create customized portfolio solutions for their clients. The models were created based on his experience with his own clients and a deep understanding of their needs. iSectors®, LLC was created to share his experience and allocation models with other advisors who were interested in outsourcing investment management.
For more than 35 years, Vern has published articles and has been interviewed by and quoted in many publications, including the Wall Street Journal, Investor's Business Daily, Financial Advisor, Investment News, and Forbes. He has also been a guest on the MoneyTalk radio show. Vern wrote a white paper titled, "Practical Applications of Post-Modern Portfolio Theory (PMPT)." This paper examines Modern Portfolio Theory (MPT) and some of the issues PMPT and Behavioral Finance have with MPT. The paper continues with practical ways to address these issues and catapult MPT to a new level of usefulness. Vern was featured as one of the Nation's Top 100 Wealth Advisors in Worth Magazine. Sumnicht & Associates has also been ranked among the Nation's Top 100 Wealth Managers by Bloomberg, the recipient of the Fox Cities Chamber of Commerce, and Industry's Small Business of the Year Award. He has received many other awards and recognitions.
Vern received his Bachelor's Degree and MBA from the University of Wisconsin-Whitewater. He is a Certified Financial Planner (CFP®) and is a member of Beta Gamma Sigma and the Financial Planning Association.
Vern is an active member of St. Pius X Catholic Church, where he serves on the Foundation's Board of Trustees. In addition, Vern serves on the Board of Directors of Widows of Prayer, the Board of Trustees for St. Ignatius Catholic School, and is a board member of Surface Mount Technology, Inc.