Fixed Income | Investment Team
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Westcore Plus Bond Investment Team

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





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
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Lisa M. Snyder, CFA

Partner
Portfolio Manager, 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
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Drew D. Conrad
Vice President
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
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Natalie M. Corrado

Portfolio Associate

2011 to Present Denver Investments
2010: AllonHill, Vendor Relations Manager, Analyst
2009 to 2010: Global Financial Review, Due Diligence Analyst
Education: BA – Colorado College
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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
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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

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Troy A. Johnson, CFA

Partner 
Analyst

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
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Steven G. Kindred, CFA, CPA

Vice President
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
Member of the CFA Institute and the CFA Society of Colorado
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William Oh, FRM
Analyst
2011 to Present Denver Investments
2010 to 2011: Nationwide Insurance, Finance Leadership Rotation Program
2009 to 2010: AEGON USA Investment Management, Corporate Credit Strategy Intern
2004 to 2008:    One West Bank (Formerly Indymac Bank), Assistant Vice President, Buy-Side MBS & Whole Loan Trader
2002 to 2004: Bear Stearns Residential Mortgage, Business Development Analyst
2001 to 2002: Wells Fargo Bank, Premier Banking Officer and Trust Account Manager
Education: BA – Claremont McKenna College; MBA – The University of Chicago
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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
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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
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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.