W. Scott Priebe is a Managing Principal, Portfolio Manager at Geneva
Capital Management. Mr. Priebe co-manages the Geneva Small Cap, Mid Cap,
SMID Cap and All Cap Growth strategies. As a member of the Investment
Strategy Group, he conducts high-quality, fundamental research and
supports the Geneva growth equity strategies. He joined Geneva in 2004.
Prior to Geneva, he worked for Eli Lilly & Company. Mr.
Priebe earned his BA degree from DePauw University and his MBA from the
University of Chicago, Booth School of Business. He has 20 years of
financial industry experience.
Jose Munoz is a Managing Principal, Portfolio Manager at Geneva
Capital Management. Mr. Munoz co-manages the Geneva Small Cap, Mid Cap
and SMID Cap Growth strategies. As a member of the Investment Strategy
Group, he conducts high-quality, fundamental research and supports the
Geneva growth equity strategies. He joined Geneva in 2011.
Mr. Munoz earned his BA degree from Marquette University and
his MBA from the University of Chicago, Booth School of Business. Mr.
Munoz is a CFA Charterholder. He has 13 years of financial industry
experience.
Ashley Adam is a Principal, Senior Analyst at Geneva Capital
Management. Ms. Adam is a member of the Investment Strategy Group. She
conducts high-quality, fundamental research and supports the Geneva
growth equity strategies. Ms. Adam joined Geneva in 2013.
Prior to Geneva Ms. Adam worked for Morgan Stanley. Ms. Adam
earned her BS degree from Florida State University and her MBA from the
University of Wisconsin-Madison. She has 15 years of financial industry
experience.
Sam Beres, CFA is a Principal, Senior Analyst at Geneva Capital Management.
Mr. Beres is a member of the Investment Strategy Group. He conducts
high-quality, fundamental research and supports the Geneva growth equity
strategies. Mr. Beres joined Geneva in 2017.
Prior to Geneva Mr. Beres was a member of the sell-side equity
research department at Robert W. Baird & Co. Mr. Beres earned his BA
degree from the University of Notre Dame. Mr. Beres is a CFA
Charterholder. He has 11 years of financial industry experience.
Danny Muench, CFA is a Principal, Analyst at Geneva Capital
Management. Mr. Muench is a member of the Investment Strategy Group. He
conducts high-quality, fundamental research and supports the Geneva
growth equity strategies. Mr. Muench joined Geneva in 2017.
Prior to Geneva Mr. Muench worked at William Blair. Mr. Muench
earned his BA degree from Marquette University. Mr. Muench is a CFA
Charterholder. He has 9 years of financial industry experience.
Arjun Vellayappan, CFA is an Analyst at Geneva Capital Management. Mr. Vellayappan is a member of the Investment Strategy Group. He conducts high-quality, fundamental research and supports the Geneva growth equity strategies. Mr. Vellayappan joined Geneva in 2020.
Prior to joining Geneva in 2020, Mr. Vellayappan was a full-time student at the University of Chicago. From 2015-2018 he served as an Advisory Senior Associate in Financial Services with PwC. Mr. Vellayappan earned his BA degree with majors in economics and political science from Northwestern University and his MBA with concentrations in Finance and Accounting from the University of Chicago. He also was part of the University of Chicago’s Student Managed Investment Fund. Mr. Vellayappan is a CFA Charterholder. He has 7 years of financial industry experience.
Courtney Jentz is an Analyst
at Geneva Capital Management. Ms. Jentz is a member of the Investment Strategy
Group. She conducts high-quality, fundamental research and supports the Geneva
growth equity strategies. Ms. Jentz joined Geneva in 2024.
Prior to joining Geneva in
2024, Ms. Jentz was a full-time student with
internships in the financial industry, including an internship at Geneva during
the summer of 2023. Ms. Jentz earned her BBA degree with majors in Accounting and Finance from University of
Wisconsin-Whitewater where she was a member of the Applied Investment Program
(AIP) and her MBA with a specialization in Applied Security Analysis from the
University of Wisconsin-Madison where she was a member of the Applied Security
Analysis Program (ASAP).
Andy Irwin, CFA is a Principal, Head of Trading at Geneva Capital
Management. Mr. Irwin is a member of the Investment Strategy Group. He
is responsible for all equity trading at the firm. Mr. Irwin joined
Geneva in 2011.
Prior to Geneva Mr. Irwin worked at Robert W. Baird & Co.
Mr. Irwin earned his BA degree from DePauw University. Mr. Irwin is a
CFA Charterholder and CMT. He has 22 years of financial industry
experience.
Matthew Pistorio is a Principal, Client Portfolio Manager at Geneva
Capital Management. He joined Geneva in 2014. In this role, he provides
investment management support and investment research and is responsible
for client communications for the Geneva growth equity strategies.
Prior to Geneva, Mr. Pistorio worked as Head of Research and
Analytics at Henderson Global Investors. Mr. Pistorio earned his BBA
degree in economics and finance from Loyola University Chicago. He holds
the Chartered Financial Analyst designation and has 18 years of financial industry experience.
Bill Priebe is an Advisor at Geneva Capital Management. Mr. Priebe works with Geneva in an advisory capacity to help support the firm’s high net worth clients. Mr. Priebe co-founded Geneva Capital Management in 1987 and served as co-Portfolio Manager of the Geneva Small Cap and Mid Cap Growth strategies until 2024 when he stepped down from his role as Advisor, Portfolio Manager.
Prior to Geneva Mr. Priebe worked at First Wisconsin
Trust. Mr. Priebe earned his BA and MS degrees from Northern Illinois
University and his MBA from the University of Chicago, Booth School of
Business. Mr. Priebe is a CFA Charterholder. He has 56 years of
financial industry experience.
Principal, General Counsel & Chief Compliance Officer
Steve Shenkenberg is a Principal, General Counsel and Chief
Compliance Officer at Geneva Capital Management. He joined Geneva in
2018. In this role, he provides legal and compliance support for the
firm.
Prior to Geneva, Mr. Shenkenberg worked as General Counsel and
Chief Complaince Officer at Munder Capital Management. Mr. Shenkenberg
earned his BS degree from University of Wisconsin, MBA from University
of Wisconsin and JD from University of Wisconsin. He has 33 years of
financial industry experience.
Principal, Head of Investment Operations and Portfolio Administration
Katie Ellenberg is Principal, Head of Investment Operations and Portfolio Administration at Geneva Capital
Management. In this role, she oversees all aspects of the firm's
operational processes. She joined Geneva in 1997.
Prior to Geneva Ms. Ellenberg was a Registered Representative at
American Financial. Ms. Ellenberg earned her BA from Marquette
University. She has 31 years of financial industry experience.
Jeff Rexford is a Senior Business Development Director at Geneva Capital Management. He joined Geneva in 2024. In this role, he leads the distribution effort of the Geneva growth equity strategies.
Prior to Geneva, Mr. Rexford was Principal, Head of Business Development at Jackson Square Partners, LLC. Mr. Rexford earned his BA degree from Washington College. He has 27 years of financial industry experience.