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.
William Koehler
President and Chief Executive Officer
11 reports
Jenna Rose
Portfolio Manager & Senior Vice President
4 reports
Matt Montgomery
Senior Vice President, Portfolio Manager, Co-chief Investment Officer, Value Equity
Jeff Otto
Senior Vice President & Co-chief Investment Officer, Select Growth
Kristin K. Patterson
Senior Vice President, Portfolio Manager & Head Of Investment Manager Research
Matt Schmitt
Senior Vice President & Portfolio Manager
Emily West
Senior Vice President, Portfolio Manager
Brian Perott
Senior Vice President, Managing Director
Jobs at Midwest Advisors
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