MainStreet Advisors

Relationship Summary

Form CRS

Relationship Summary

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Speaking Opportunities

In The News

Conference Appearances

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Asset Allocation

Time to Diversify.

Asset Allocation

Learn about our asset allocation strategies. link

Isolated Conifers

Portfolio Managers

Portfolio Managers are responsible for managing client relationships, new business development and conducting portfolio analysis and review.

Anne Durkin

Anne Durkin, CFA

Senior Portfolio Manager

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Jonathan Finkler

Jonathan Finkler

Senior Portfolio Manager / Fixed Income

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Ryan Haartman

Ryan Haartman

Senior Portfolio Manager / Fixed Income

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Michael Henke

Michael Henke

Portfolio Manager / Fixed Income

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John Hoeting

John Hoeting, CFA

Co-Chief Fixed Income Officer

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Michael Kemer

Michael Kemer

Senior Portfolio Manager / Fixed Income

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Alan Kort

Alan Kort, CFA

Senior Portfolio Manager / Fixed Income

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Igor Marjanovic

Igor Marjanovic, CFA

Senior Portfolio Manager

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Sarah Quirk

Sarah Quirk

Co-Chief Fixed Income Officer

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Chuck Simko

Charles Simko, CFA

Senior Portfolio Manager

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Bruce Simpson

Bruce Simpson, CFA, CFP®

Chief Client Officer / Portfolio Manager

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Mike Steele

Michael Steele

Chief Operating Officer / Portfolio Manager

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Philip Vergunst

Philip Vergunst, CFA

Portfolio Manager / Fixed Income

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Sean Whitney

Sean Whitney, CFA, CFP®

Portfolio Manager

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