Fixed Income | Investment Team
Back

Westcore Flexible Income Investment Team

First row (left to right): Lisa M. Snyder, Troy A. Johnson, Kenneth A. Harris, Steven G. Kindred, Thomas B. Stevens
Second row (left to right): Darren G. Hewitson, Mark R. McKissick, Glen T. Cahill, Gregory M. Shea
Not pictured: Drew D. Conrad





Mark R. McKissick, CFA and CPA (inactive)

Partner
Director of Fixed Income Research, Portfolio Manager

1999 to Present: Denver Investments
1998 to 1999: Hotchkis & Wiley, Senior Research Analyst
1996 to 1998: Payden & Rygel Investment Council, Portfolio Manager
1992 to 1996: Salomon Brothers, Vice President, Institutional Fixed Income
1987 to 1990: Ernst & Young, Senior Accountant
Education: BS and BA – Oklahoma State University; MBA – University of Chicago
Member of the CFA Institute and the CFA Society of Colorado
Top


Troy A. Johnson, CFA

Vice President
Portfolio Manager
2007 to Present: Denver Investments
2002 to 2007: Quixote Capital Management, Portfolio Manager and Analyst
1993 to 2002: Invesco Funds Group, Inc., Senior Fixed Income Analyst
Education: BS – Montana State University; MS – University of Wisconsin
Member of the CFA Institute and the CFA Society of Colorado
Top


Glen T. Cahill, Jr., CFA

Partner
Client Portfolio Manager

1984 to Present: Denver Investments
1982 to 1984: E.F. Hutton and Company, Inc., Margin Credit Analyst
Education: BA – University of Colorado; MBA - University of Denver
Member of the CFA Institute and the CFA Society of Colorado
Top


Drew D. Conrad

Fixed Income Trader
2010 to Present Denver Investments
2006 to 2008: SCM Advisors, High Yield and Leveraged Loan Trader and Analyst
2001 to 2006: AIG Investment Management, Fixed Income Analyst and High Yield Trader
Education: BA – Rice University
Top


Kenneth A. Harris, CFA

Partner
Client Portfolio Manager, Analyst

2000 to Present: Denver Investments
1985 to 1999: Blue Cross and Blue Shield of Colorado, Treasurer
Education: BBA – University of Arizona; MBA – University of Colorado at Denver
Member of the CFA Institute and the CFA Society of Colorado
Top


Darren G. Hewitson

Analyst
2008 to Present: Denver Investments
2008: 180 Connect, Accountant
2007: Munro & Noble Solicitors and Estate Agents, Accountant
2004 to 2005: Clydesdale Bank PLC., Bank Teller/Customer Services Representative
Education:

BAcc – University of Glasgow, Scotland

Top


Steven G. Kindred, CFA, CPA

Analyst
2009 to Present: Denver Investments
2008 to 2009: Janus Capital Group, Equity Research Analyst
2007: Wasatch Advisors, Equity Analyst Intern
2003 to 2006: Deloitte & Touche LLP, Senior Auditor
Education: BS and MAcc – Utah State University; MBA - Dartmouth College
Top


Gregory M. Shea, CFA

Vice President
Analyst

2008 to Present: Denver Investments
2004 to 2008: Lehman Brothers Asset Management, High Yield Credit Analyst
2003 to 2004: Banc of America Securities, Investment Banking Analyst
2001 to 2003: Bank of America, Bank Credit Analyst
Education: BS & MSBA – Washington University
Member of the CFA Institute and the CFA Society of Colorado
Top


Lisa M. Snyder, CFA

Vice President
Analyst
2006 to Present: Denver Investments
1998 to 2006: Ampersand Capital, Performance Analyst
Education: BA – Stanford University; MS – University of Denver
Member of the CFA Institute and the CFA Society of Colorado
Top


Thomas B. Stevens, CFA

Partner
Client Portfolio Manager

1986 to Present: Denver Investments
1983 to 1985: Fidelity Bank Philadelphia, Vice President & Portfolio Manager
1974 to 1983: National Investment Services of America, Fixed Income Portfolio Manager
1970 to 1974: National Bank of Detroit, Fixed Income Trader
Education: BA – University of Virginia; MBA – Columbia University
Member of the CFA Institute and the CFA Society of Colorado
Top


CFA is a trademark owned by the CFA Institute.

Mark R. McKissick, CFA and CPA and Greg M. Shea, CFA are registered representatives of ALPS Distributors, Inc.