Meet Your Team

THE PEOPLE THAT MAKE LSIA WEALTH SO SPECIAL 

  • LinkedIn - Grey Circle
Karen McClintock, 
CFA, CIC

President &
Chief Executive Officer
  • LinkedIn - Grey Circle
Mark Shank,
CFA, CIC

Executive Vice President & Chief Investment Officer - Active
  • LinkedIn - Grey Circle
Jay Van Cleave, CFA
Partner
  • LinkedIn - Grey Circle
Daniel Kostaroff, 
CFA, CFP

Partner
  • LinkedIn - Grey Circle
Kristine Hollister
Treasurer & Vice President, Business Management
  • LinkedIn - Grey Circle
Joann Kayser
Vice President, 
Operations
  • LinkedIn - Grey Circle
Melanie Mayo West, Esq.
General Counsel, Secretary & Chief 
Compliance Officer
  • LinkedIn - Grey Circle
Craig Schneider
Director, Business Development, Wealth
  • LinkedIn - Grey Circle
Martha Strom
Portfolio Manager
  • LinkedIn - Grey Circle
Diane Bindas
Manager,
Trading & Settlement
  • LinkedIn - Grey Circle
Rebecca Mueller
Manager, Operations
  • LinkedIn - Grey Circle
Dinah Wellington
Executive Assistant
  • LinkedIn - Grey Circle
Laurie Kuchler
Executive Assistant
  • LinkedIn - Grey Circle
Ieman Afram
Executive Assistant
  • LinkedIn - Grey Circle
Sonseearay Townsend
Manager, Payroll & Accounts Receivable

Get To Know Us

 

THE PEOPLE BEHIND LSIA WEALTH

Discover how we improve your life beyond just investments.

Our guidance. Your peace of mind.                                                                                                                                       CAREERS  |  IMPORTANT INFORMATION