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Midwest Advisors jobs and careers

About Midwest Advisors

Midwest Advisors is the investment division of Midwest Trust. Midwest Trust manages investments for institutional and private clients. Today we manage over $15 billion in assets, but retain the trading flexibility and client service ethic of a smaller firm. Our focus on solutions-based investment management has helped us achieve success for a wide range of clients with a wide range of goals, using both our own investment tools and our knowledge of outside managers and products. One of Midwest Advisors greatest strengths is our staff of 30 investment professionals. As a group, these managers have an average of over 20 years’ experience in the financial services industry. When combined with their creativity and innovation, this wealth of experience produces customized investment solutions based on a strong understanding of client needs and investment strategy. And because of our record of low staff turnover, our strength is combined with consistency.

Employees
125

Leadership

The top of Midwest Advisors's org chart, with how many people report into each leader.

WK

William Koehler

President and Chief Executive Officer

11 reports

JRPhoto of Jenna Rose

Jenna Rose

Portfolio Manager & Senior Vice President

4 reports

MMPhoto of Matt Montgomery

Matt Montgomery

Senior Vice President, Portfolio Manager, Co-chief Investment Officer, Value Equity

JOPhoto of Jeff Otto

Jeff Otto

Senior Vice President & Co-chief Investment Officer, Select Growth

KPPhoto of Kristin K. Patterson

Kristin K. Patterson

Senior Vice President, Portfolio Manager & Head Of Investment Manager Research

MSPhoto of Matt Schmitt

Matt Schmitt

Senior Vice President & Portfolio Manager

EWPhoto of Emily West

Emily West

Senior Vice President, Portfolio Manager

BPPhoto of Brian Perott

Brian Perott

Senior Vice President, Managing Director

Jobs at Midwest Advisors

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