Meet Your Team

THE PEOPLE THAT MAKE LSIA WEALTH SO SPECIAL 

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Karen McClintock, 
CFA, CIC

President &
Chief Executive Officer
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Mark Shank,
CFA, CIC

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

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

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