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John A. Barker, CFA, President & Owner

  • Responsible for relationship management, portfolio management, and research
  • Chartered Financial Analyst (CFA) designation
  • BS in Finance from the University of South Dakota
  • Trustee and Board member at the University of South Dakota; Board member at Alta Trust Company; serves on USD Investment Committee
  • Previously employed at RBS and Pitney Bowes

 

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Rachael M. Halgerson, Client Services Manager

  • Responsible for client services, reporting, and administration
  • BS in Sociology from South Dakota State University
  • Previous experience in financial services and various roles in the consumer space

 

Austin J. Wagner, Research Associate

  • Responsible for investment research and client services
  • BBA in Finance (Economics minor) from the University of South Dakota
  • Currently taking Chartered Financial Analyst (CFA) exams
  • Will complete MBA in December 2017

 

Patrick R. Baird, Research Associate

  • Responsible for investment research and client services
  • MBA from the University of South Dakota
  • BBA in Finance from the University of South Dakota
  • Currently taking Chartered Financial Analyst (CFA) exam