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

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Ken Frey, CFA, VP Corporate Credit Analyst

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Sean Fuller, Jr. Trader

Lisa Krulish

Lisa Krulish, AVP  Trade Operations

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Sarrah McFadden, VP Municipal Credit Analyst

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Kent McGlincy, AVP Branch Consultant

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Dorothy Michak, VP Compliance and Operations Manager

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Jordan Mixsell, AVP Trader

 

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David Richardson, VP Client Portfolio Manager 

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Brittany Russo, AVP Relationship Manager

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Mark Stockwell, VP Municipal Credit Analyst

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Galen True, CFA, VP Municipal Trader

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Brandon Whitman, Relationship Management Associate

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Glen K. Yelton, VP ESG & Impact Analyst