People With a Purpose

The people at CS McKee are driven by a purpose—to deliver exceptional client service while remaining consistent and disciplined in our approach to help you achieve your goals. We don’t just manage assets; we build lasting partnerships founded on trust and performance.

With an average of 22 years of experience, we combine consistency, discipline, and experience to serve our clients with confidence. At CS McKee, you’re not just working with an asset management firm—you’re partnering with a team of professionals who are invested in your success.

Leadership Team

With a commitment to trust and transparency, the leadership team provides oversight of all aspects of the firm and is responsible for the firm’s strategy, culture and administration of resources.

Timothy P. Ford

Chief Executive Officer

Brian Allen

Chief Investment Officer

Brad Cox

Chief Financial Officer

Chris Luke

Chief Marketing Officer

Seamus Murphy

Managing Director, Client Service and Distribution

Managing Director, Client Service and Distribution

Michelle Salgado

Chief Technology Officer

Ulf Skreppen

Chief Operating Officer & Compliance Officer

Meet Our Investment Teams

The majority of the investment teams have worked together for years, fostering a culture of collaboration and stability that extends across our entire organization.

Fixed Income

Brian Allen

Chief Investment Officer

Jack White

Director, Fixed Income

Zach Hubert

Portfolio Manager, Fixed Income

Bryan Johanson

Senior Portfolio Manager, Fixed Income

Jason Pettner

Senior Economic & Financial Analyst

Laura Piskurich

Financial Analyst, Fixed Income

Olivia Wininski

Financial Analyst, Fixed Income

Multi-Asset

Brad Thompson

Director, Multi-Asset

David Appleby

Portfolio Manager, Multi-Asset

Paul Frank

Senior Portfolio Manager, Multi-Asset

Clayton Wilkin

Portfolio Manager, Multi-Asset

Equity

Eric Holmes

Director, Micro & Small Cap Equities

Mary Jane Matts

Director, Large Cap Equities

Mark Roach

Director, Small & Micro Cap Equities

Harish Aiyar

Portfolio Manager, Large Cap Equities

Shawna Aufman

Portfolio Manager, Large Cap Equities

Michael Barr

Senior Portfolio Manager, Micro Cap Equities

Graham Harkins

Portfolio Manager, Large Cap Equities

Scot Heggen

Head Equities Trader

Ted Moore

Senior Portfolio Manager, Large Cap Equities

Craig Nedbalski

Senior Portfolio Manager, Micro Cap Equities

Mario Tufano

Senior Portfolio Manager, Small Cap Equities

Meet Our Servicing Team

They have been and remain the driving force behind our success! While bringing deep expertise and dedication, there is a shared commitment to client success in all areas of services we provide.

Client Relations

Seamus Murphy

Managing Director, Client Service and Distribution

Managing Director, Client Service and Distribution

Director, Client Service

Jim Contis

Director, Client Service

Director, Distribution

Director, Client Service

Director, Distribution

Chris Luke

Chief Marketing Officer

Jason Thon

Director, Marketing and Communications

Lori Bollman

Senior Marketing & Client Engagement Administrator

Lindsay Impavido

Marketing & Client Engagement Administrator

Kara Stanek

Marketing & Client Engagement Administrator

Compliance/Operations/Technology

Ulf Skreppen

Chief Operating Officer & Chief Compliance Officer

Michelle Salgado

Chief Technology Officer

Len Boss

Director, Operations

Patti Bozek

Compliance Analyst