Alex joined MainStreet Advisors in 2009 and is President of the firm. With nearly 30 years of experience, Alex has a deep understanding of investment management and the unique needs of MainStreet’s clients. Alex oversees all aspects of the firm, working closely with each member of the firm’s leadership team to ensure that the organization’s goals are on track for long-term success. He leads the firm and its team with a strategic focus on developing existing client relationships and identifying opportunities for new business. Alex received his bachelor’s degree from the University of Connecticut. Additionally, he holds the Chartered Financial Analyst® (CFA) designation and is a member of both the CFA Institute and the CFA Society Chicago.

Jeff is the Chief Economist for Fifth Third Commercial Bank. In this role, he provides research and analysis that impacts the Bank’s key markets as well as business leaders and policymakers throughout the country. He is an award-winning author whose writings have been featured in the Harvard Business Review, Newsweek, Forbes and many other national and regional publications; Jeff has appeared regularly on CNBC, Bloomberg and Fox Business News. Policymakers have sought his expertise on a variety of topics leading to his testifying before state legislatures and on Capitol Hill. Most recently, Jeff has been lauded as a leading expert on private sector models for hiring people with criminal records and advancing public safety through employment. Jeff earned both a bachelor’s degree in economics and a certificate of proficiency in Near Eastern studies from Princeton University. He serves as a member of the Board of Advisors of the Peabody Essex Museum.

Daisuke (“Jaewoo”) is the founder of SG Brands, a U.S. importer of sake beverage from Japan. He directly faces the challenges of Japan’s labor shortages in the manufacturing industry and regularly discusses labor issues and policy options with local and national policymakers in Japan. Previously, he was a Managing Director on the Economic Research team at Evercore ISI and was responsible for analyzing the U.S. and Japan’s economies and policies. Before joining ISI Group in 2006, he started his economist career in the research department at the Federal Reserve Bank of Chicago. Jaewoo received an AB from Brown University in 2003 and received an MA from Columbia University in 2004.

Tom is the Chief Investment Officer for MainStreet Advisors. In this role, he manages MainStreet’s team of Investment Analysts and is responsible for directing and coordinating the firm’s strategic asset allocation, portfolio construction and security selection processes. He oversees MainStreet’s third-party manager due diligence, evaluation, and monitoring efforts. Tom also directs content creation for all of MainStreet’s proprietary investment publications. Tom is Chair of MainStreet’s Investment Committee, Chair of MainStreet’s Equity Committee and manages the firm’s Large Blend model portfolio. He joined MainStreet Advisors in 2016. Prior to joining MainStreet, Tom spent over eight years with MB Financial Bank serving in various roles including Head of Investment Research and portfolio manager. Tom received his bachelor’s degree from Colgate University with a concentration in International Relations. Additionally, he holds the Chartered Financial Analyst® designation and is a member of both the CFA Institute and the CFA Society Chicago.

Mike is a managing director of applied insights for Hartford Funds. In his current role, he is responsible for engaging and educating both financial professionals and their clients about current and emerging opportunities in the financial services marketplace. Mike joined Hartford Funds in 1993 and has held various roles within the organization, including vice president and national director of The Hartford’s Retirement and Wealth Consulting Group, which provided thought leadership and financial education focused on retirement and small-business planning. In 2012, he joined Hartford Funds. He has been quoted on Fox Business, Today.com, Barron’s, U.S. News & World Report, and MarketWatch. Mike earned his bachelor’s degree in business administration from Eastern Connecticut State University. He is a registered representative of Hartford Funds Distributors and is FINRA Series 6, 63, and 26 registered and holds a life, health, and variable insurance license.

Maura leads project development for Invesco Global Consulting (IGC), where she is responsible for the strategic and creative development of IGC content and delivery. Maura is also a member of the IGC Leadership Team, which develops programs designed to help financial professionals grow, keep and optimize their practices. In addition, she oversees the “Showtime” program, which is designed to help financial professionals tell their team stories in clear, concise and compelling ways. Maura has worked in the financial industry since 2000 and has consulted with hundreds of financial teams across the country on enhancing marketing their practices. She regularly presents at regional and national conferences on a wide range of topics. Maura holds a bachelor’s degree in marketing from Michigan State University and earned the Registered Corporate Coach™ designation in 2010.

Matt is BCA Research’s Chief Strategist, Geopolitical Strategy and U.S. Political Strategy. He oversees the firm’s coverage of market-relevant policy developments across the world. Prior to joining BCA in 2015, Matt worked as a Senior Analyst at Strategic Forecasting, Inc (Stratfor) and in various academic and publishing roles. Matt holds an MPhil from the University of Cambridge and a PhD from the University of Texas at Austin.

Loyd is the Chief Executive Officer of Pohl Consulting and Training, Inc. He oversees the growth and development of the firm and its affiliate organizations – TRUSTCOMPARE® and WEALTH MANAGEMENT COMPLIANCE ALLIANCE™. Loyd’s diverse background in the Financial Services industry includes Bank Management, Trust and Investment Management, Agricultural and Commercial Lending. His banking career began in 1981; his consulting career in 1992 and he purchased the firm in 2000. Loyd is frequently invited to share his insights and expertise as a speaker at state, regional and national banking and trust conferences. Loyd is a graduate of the Prochnow Institute Graduate School of Banking, and Southern Illinois University. He holds master’s and bachelor's degrees in Agribusiness Economics.

Chuck is a Senior Portfolio Manager for MainStreet Advisors. In this role, he is responsible for managing client relationships, which includes portfolio management and analysis. He is a member of the Investment Committee which establishes investment strategy and policy. Prior to joining MainStreet Advisors, Chuck was a Senior Vice President and Portfolio Manager with FCI, Inc. where he managed Trust Investment Solutions client portfolios, was head of FCI’s Equity Income Team and a member of the Core Equity Investment Team. Earlier, Chuck was a Senior Vice President and Portfolio Manager with Wright Investors’ Service where he managed Large Cap Equity investment strategies. Chuck has deep experience managing portfolios for trust clients, institutional clients and mutual funds. Additionally, he has an extensive background in building and implementing quantitative equity investment models. Chuck earned his BS in Mathematics from Fairfield University. In addition, he holds the Chartered Financial Analyst® (CFA) designation, and is a member of both the CFA Institute and the CFA Society New York.

Anne is a Senior Portfolio Manager for MainStreet Advisors. In this role, she is responsible for managing client relationships, which includes portfolio management and analysis. She is a member of the investment committee and manages the firm’s Socially Responsible Investing portfolio. Additionally, Anne is frequently invited to share her investment knowledge as a speaker at conferences and client events. Prior to joining MainStreet Advisors, Anne was a Director at Fiduciary Management Associates, a Chicago-based investment management firm, where she was involved in the research and analysis of large cap publicly traded companies. Anne received her Bachelor of Science degree in Marketing from Marquette University, and her MBA in Finance and Strategic Management from the University of Illinois at Chicago. In addition, Anne holds the Chartered Financial Analyst® (CFA) designation, and is a member of both the CFA Institute and the CFA Society Chicago.

Dan is a Senior Investment Analyst for MainStreet Advisors. In this role, he works closely with the firm’s Chief Investment Officer and leads integral components of our asset allocation, security selection, data aggregation and investment publication processes. He also provides analytical and research support to the firm’s Portfolio Managers. Prior to joining MainStreet Advisors, Dan was a Commercial Portfolio Manager at BMO Harris Bank where he conducted financial statement analysis for commercial loan renewals. Dan earned his BS in Business Administration, Finance & Accounting from Marquette University. Dan holds the Chartered Financial Analyst® (CFA) designation and is a member of both the CFA Institute and the CFA Society Chicago.

John is the Chief Fixed Income Officer for MainStreet Advisors, providing leadership and vision for the Fixed Income team. In his role, he is responsible for credit research, economic analysis, and the formation and execution of traditional fixed income strategies, with emphasis on liquidity and short-duration strategies. John also serves as a senior credit analyst for both corporate and municipal issuers. With more than 26 years of experience, John has a deep understanding of fixed income management and the unique needs of our clients. John earned his BS in Finance from the University of Dayton. Additionally, he holds the Chartered Financial Analyst® (CFA) designation and is a member of both the CFA Institute and the CFA Society Cincinnati.

Michael is a Senior Portfolio Manager on the Fixed Income team for MainStreet Advisors. In this role, he is responsible for credit research, economic analysis and the formation and execution of strategies including intermediate and core fixed income and preferred securities strategies. He also serves as lead analyst for the securitized markets. Michael has a deep understanding of fixed income management and the unique needs of MainStreet's clients. Michael earned both his BS and MBA in Finance from the University of Dayton.

Jonathan is a Senior Portfolio Manager / Relationship Manager on the Fixed Income team for MainStreet Advisors. In this role, he is responsible for credit research, economic analysis and the formation and execution of traditional fixed income strategies including short duration, intermediate and core fixed income portfolio strategies. Jonathan has a deep understanding of fixed income management and the unique needs of MainStreet's clients. Jonathan earned his BS in Finance from the University of Dayton.