Cindy Sheridan
Ms. Sheridan is a Client Service Specialist & Portfolio Analyst at Geneva Capital Management. She is a member of the Investment Operations Team and her primary responsibilities include pre-trade and trade compliance support, fee invoicing and...
Nicole Mueller
Ms. Mueller is a Client Service/Accounts Payable Specialist at Geneva Capital Management. She is a member of the Portfolio Administration Team and her primary responsibilities include client reporting and client support. Prior to joining Geneva in 2006,...
Carinda Lisiak
Ms. Lisiak is a Portfolio Accounting Analyst at Geneva Capital Management. She is a member of the Portfolio Administration Team and her primary responsibilities include portfolio reconciliation and proxy voting processes. Prior to joining Geneva in...
Caitlin Klomstad
Ms. Klomstad is an Operations Associate at Geneva Capital Management. She is a member of the Portfolio Administration Team and her primary responsibilities include portfolio reconciliation and proxy voting processes. Prior to joining Geneva in 2024, Ms....
Jacob Fink, CFA
Jacob Fink, CFA is a Data Analyst at Geneva Capital Management. In this role, he helps the investment team more efficiently leverage data and analytics, including how we monitor and measure risk. He joined Geneva in 2022. Prior to Geneva Mr. Fink was a...
Chris Eckel
Mr. Eckel is a Portfolio & Performance Analyst at Geneva Capital Management. He is a member of the Investment Operations Team and his primary responsibilities include performance and GIPS verification and trade support to the Head Trader. Prior to...
Katie Ellenberg
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...