Tue, Oct 20, 04:00 PM - 06:00 PM (CT)
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Table Presenters
Alec Hubbard, CFA, CAIA, CFP®
As a Senior Portfolio Solutions Specialist in Client Engagement at Stifel Financial Corp, Alec Hubbard is responsible for delivering consultative investment guidance focused on customized portfolio analyses, asset allocation guidance, and comprehensive investment recommendations to financial advisors and the high-net-worth and institutional clients they serve. He serves as an ambassador for the CIO Office, utilizing its current market and investment views, while also applying his own deep knowledge in fundamentals of portfolio construction, wealth management, and the firm’s investment products & services platform to each unique client or prospect engagement.
Prior to joining Stifel, Mr. Hubbard served as a Portfolio Analyst for Wells Fargo’s Investment Solutions division. He earned his B.S. in Economics from Truman State University and holds the Chartered Financial Analyst® (CFA®) designation, the Chartered Alternative Investment Analyst (CAIA®) designation, the CERTIFIED FINANCIAL PLANNER™ designation, and Series 7 and 66 licenses.
KATHLEEN (KAT) MCGRATH, CFA
Senior Lead Investment Research Analyst / Executive Director WELLS FARGO INVESTMENT INSTITUTE, GMR DIVISION
Kathleen “Kat” McGrath is a senior lead investment analyst for Global Manager Research (GMR), a division of Wells Fargo Investment Institute. The GMR team conducts due diligence and provides research on the third-party money managers used throughout Wells Fargo’s brokerage, private banking, family wealth, and retirement businesses.
In her role, Kat covers Emerging Markets and Asia equity managers as well as leads ESG initiatives within GMR. Prior to joining Wells Fargo in 2022, Kat worked at Asset Consulting Group (ACG) as a vice president on the global equity manager research team, focused on US Small-to-Mid Cap equity managers, and spearheaded the firm’s ESG efforts. Prior to ACG, Kat worked at WallachBeth Capital, Leerink Swann, Susquehanna Investment Group, and Stifel Nicolaus as a sell-side analyst covering the Medical Device and Equipment industries. Kat earned a BS in Business Economics and Finance with a minor in Mathematics from Southern Illinois University – Edwardsville. She holds the Chartered Financial Analyst designation and the CFA Institute Certificate in ESG Investing. She has held the positions of Vice President and President with the CFA Society of St. Louis.
Ryan M Tomlinson, CFA, CAIA, CFP®
Ryan is currently a Senior Portfolio Manager and Team Lead at U.S. Bank Private Wealth Management with 20 years of investment experience. He helps families, foundations and endowments reach their investing goals through a wide variety of investment products and services. Previously he has been a portfolio manager, investment analyst, and financial advisor. He is a CFA charterholder and holds the CAIA and CFP designations as well.
Morgan Koenig, CFA
Morgan serves as a Portfolio Manager at Enterprise Bank & Trust and has worked in the investment industry since 2002. Prior to joining Enterprise in 2019, Morgan was a Portfolio Manager and Research Analyst for Wedgewood Partners, Inc., where she was a member of the team responsible for Wedgewood’s Large Cap Focused Growth product. Prior to Wedgewood, Morgan worked at Apollo Capital Management as a Senior Hedge Fund Analyst, where she led a team responsible for the performance calculations for a hedge fund of funds structure.
Morgan received her Bachelor of Science in Business Administration with an emphasis in Finance with honors from the University of Missouri-St. Louis and has a minor in Accounting. Morgan is a CFA Charterholder and CAIA Charterholder. She is a member of the St. Louis CFA Society, as well as the St. Louis Women in Investments Network. Morgan volunteers as a member of the UMSL Business Finance Advisory Board.
Tim Westrich, CFA Mercer
Tim Westrich is a Principal and Senior Investment Consultant who specializes in advising Not-for-Profit clients in the St. Louis office of Mercer’s Investments business. He advises numerous endowment and foundation clients with assets ranging from $65 million to more than $3 billion in the areas of asset allocation and manager selection.
Prior to joining Mercer, Tim served as a Consultant at Hammond Associates also advising Not-for-Profit clients. Tim has also worked as an Analyst in the Investment Banking department at A.G. Edwards focusing on public and private real estate transactions and as an Analyst in the Public Finance department at Edward Jones.
Tim holds a BSBA in Finance/Banking and Real Estate from the University of Missouri. He has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and currently serves as Secretary of the CFA Society of St. Louis. Tim also holds a Series 3 National Commodity Futures License.
St. Louis, MO, United States