The professional endeavors of the portfolio managers at Geneva Capital Management Ltd. are complemented and enhanced by a skilled staff whose experience, resourcefulness and dedication allow for efficient and confidential service of the highest quality

Kris Amborn - Vice President - Operations, Chief Compliance Officer 19 years of experience. Oversees account administration, coordinates office administration, compliance administration, human resources and training efforts. Passed NASD Series 65 Investment Advisor Representative examination.

Greg Blair - Marketing Manager 21 years of experience. Manages marketing efforts, IT responsibilities and the coordination of new business opportunities.

April Harriell - Account Service Specialist 7 years of experience. Coordinates the preperation of client meeting materials. Assists in aspects of the internal client database.

Katie Ellenberg - Vice President - Director of Trading 20 years of experience. Manages institutional and retail trading efforts. Passed NASD Series 65 Investment Advisor Representative examination.

Jodie Emmert Mrotek - Trader 8 years of experience. Assists in all aspects of trading efforts. Passed NASD Series 65 Investment Advisor Representative examination. Lela Harris - Compliance Administrator 5 years of experience. Oversees compliance administration duties.

Sue Kammers - Operations Assistant 10 years of experience. Performs reception duties and assists operations team.

Lori Klomstad - Account Service Coordinator 26 years of experience. Account Service Team Leader. Oversees setup and maintenance of account data. Performs account reconciliation and prepares client mailings.

Marcia Macklin - Account Service Specialist 26 years of experience. Assists in setup and maintenance of account data. Performs account reconciliation and prepares client mailings.

Nicole Mueller - Account Service Specialist 24 years of experience. Assists in setup and maintenance of account data. Performs account reconciliation and prepares client mailings.

Organizational Chart

For more information regarding Geneva and our operations please contact us with your inquiry.