As an alternative investments’ consultant, Thad is skilled across the alternatives landscape, including private markets, real assets, hedge funds and select tax-considerate investment strategies. Thad partners with financial advisors in identifying and implementing alternative investment solutions to help clients achieve their goals. He offers education, portfolio construction advice and fund selection guidance to financial advisors and their clients.

As an insurance and annuity product specialist, Linette helps financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.

Susan is a member of the Fixed Income Business Development team based in Minneapolis, where they help market taxable and tax-exempt bonds to both the Transactional and Advisory platforms. She works closely with advisors to assist with portfolio evaluation and construction, generate proposals, provide tax loss swap ideas, along with giving branch presentations featuring our best trade ideas across the fixed income market.

In Sam role as an internal wealth management consultant, he provides the primary support for platforms, solutions and strategic initiatives that serve clients.

In the wealth management banker role, Jon acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.