Spectrum Management Blog

By Editor | December 1, 2014

Employee spotlight: Kathy Crone

In this employee spotlight we are highlighting Kathy Crone, a Client Service Associate at the firm. Kathy joins us having 17 years of experience in various types of client service and operations roles with both an investment advisory team and a brokerage firm. She has experience handling client-related duties, such as processing daily transactions, generating client reports and all types of account service. Kathy's attention to detail and willingness to take extra steps on behalf of our clients makes her a perfect addition to our team.

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Topics: Company News, Employee Spotlight

By Editor | October 27, 2014

Employee Spotlight: Carol Barnes

Carol Barnes is the voice that will greet you when you call the Spectrum Management Group office or come in for a meeting. Carol joined the firm as Executive Assistant, having prior experience working in various positions including Office Manager, Marketing Director, and Executive Assistant to the President in both national and international nonprofit organizations. She enjoys being part of the Spectrum team, assisting the staff so they can focus on serving clients with excellence.
 
Outside of work, Carol is active in her church, working with women's events and teaching ladies' bible studies. She loves to travel, garden, and get together with friends. 

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Topics: Company News, Employee Spotlight

By Editor | October 16, 2013

Employee spotlight: Eric Kurth

Eric Kurth, Portfolio Analyst
In this Employee Spotlight post, we would like to highlight the addition of Eric Kurth to the team. Eric is a Portfolio Analyst here at the firm, where he offers investment insight and assists in the investment decision making. In his previous work, he specialized in derivative securities trading, helping clients with complex trade decisions. We are excited to have Eric's knowledge and experience onboard.

Eric grew up in Indianapolis and returned to the area after graduating from Hanover College in Hanover, Ind., with a Bachelor of Arts degree in economics. He is a Chartered Financial Analyst and obtained this designation in 2012.

Outside of work, Eric enjoys cooking and staying active with activities like cycling and traveling.

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Topics: Company News, Employee Spotlight

By Editor | March 8, 2013

Employee Spotlight: Stuart Cary

Stuart Cary, Portfolio Analyst

As we continue our Employee Spotlight series, I would like to introduce Stuart Cary, Portfolio Analyst at the firm. He assists the advisory/investment team with both fundamental and technical analysis of equities across the globe. Stuart provides recommendations on what the best investments are so we can best serve our clients. With a thirst for the markets, he is currently studying to become a Chartered Market Technician.

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Topics: Company News, Employee Spotlight

By Editor | December 14, 2012

Employee spotlight: Christy Owen

Christy Owen, Client Service Associate

As we continue with our Employee Spotlight series, I would like to introduce Christy Owen, one of our Client Service Associates. Christy, who holds a degree in humanities from Indiana University-Purdue University of Indianapolis, has worked in the financial world for over 15 years. She has worked as an account administrator, managed transactional data, created client reports, and conducted research, in addition to handling other client-related duties.

Christy's firm grasp of financial and client issues, paired with her light touch, make her an invaluable member of our team and a huge asset to our clients. They know that when they call Christy, she is reliable and will do the job correctly and on time. Christy, like her counterpart, Angie French,
is studying to earn her certification as a Registered Paraplanner --
another step in her career growth as she aims to serve clients in more ways.

Christy thoroughly enjoys the fact that she gets to use her knowledge to make clients' lives easier. She feels it is tremendously satisfying to take something complex to a client and make it "just happen" for them.

Outside of work, Christy is an avid runner (having completed 10 marathons and over 50 half-marathons), enjoys raising her three children and drinking the occasional glass of wine. 

We will continue highlighting the Spectrum Management Group staff making a difference for our clients. Please check back for upcoming posts spotlighting these employees.

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Topics: Company News, Employee Spotlight

By Editor | October 25, 2012

Employee spotlight: Angie French

Angie French, Client Service Associate
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Topics: Company News, Employee Spotlight

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