Our Mission



We exist because investors deserve a fixed income portfolio that is built, managed and serviced with their best interests in mind.  We achieve this by acting as disciplined and responsive fiduciaries to our clients and by being ethical owners of an innovative business.

 SNW adds value to clients’ fixed income portfolios by doing thorough, ongoing credit analysis on each security within our clients’ portfolios, while also actively managing the interest rate and sector risk inherent in fixed income investing.

Eddie Bernhardt

Eddie Bernhardt, CFA, SVP, SNW Investment Team Lead & Sr. Portfolio Manager

Tim Benzel

Tim Benzel, CFA, VP & Sr. Portfolio Manager 

Lisa Cook, AWMA, VP of Relationship Management

Haley Estenson, APMA, AVP Relationship Manager


Ken Frey, CFA, VP Corporate Credit Analyst

Fuller, Sean Photo.png

Sean Fuller, Jr. Trader

Lisa Krulish

Lisa Krulish, AVP  Trade Operations


Sarrah McFadden, VP Municipal Credit Analyst

Kent McGlincy 06-profile-BW.JPG

Kent McGlincy, AVP Branch Consultant

Placeholder Square Flat copy.jpg

Dorothy Michak, VP Compliance and Operations Manager

Placeholder Square Flat copy.jpg

Jordan Mixsell, AVP Trader


Placeholder Square Flat copy.jpg

David Richardson, VP Client Portfolio Manager 


Brittany Russo, AVP Relationship Manager

Placeholder Square Flat copy.jpg

Mark Stockwell, VP Municipal Credit Analyst

Placeholder Square Flat copy.jpg

Galen True, CFA, VP Municipal Trader

Whitman, B Photo.png

Brandon Whitman, Relationship Management Associate


Glen K. Yelton, VP ESG & Impact Analyst