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The Towneley Advantage
Who We Are
What We Offer
Our Team
Institutions
Solutions for Institutions
Multiple Mutual Fund Strategy
Exchange Traded Fund Strategy
The Fiduciary Edge
TM
Get Started with Towneley
Private Clients
Solutions for Private Clients
Multiple Mutual Fund Strategy
Exchange Traded Fund Strategy
Financial Planning Services
Get Started with Towneley
Education and Resources
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2020-02-28T19:14:13+00:00
Tracy Kuntz, M.B.A., CFP
®
President, Board Member
Wesley McCain, M.A., M.B.A., Ph.D., CFA
®
Founder, Chairman, Board Member
Ernie Garrett, M.A., CFP
®
Vice President, Investment Services
Robyn L. Clarke, J.D., CFP
®
, AIFA
®
Director of Fiduciary Services
Shu Chin Li, M.S., M.B.A., CFA
®
Director of Research, Portfolio Strategist
Lisa Tomlinson, CFP
®
Portfolio Manager, Client Service
Heidi Haynes, CFP
®
Portfolio Manager, Client Service
Martin Standish, CFA, CFP
®
, CAIA
Portfolio Manager, Client Service
Sasha Childers
Research Analyst
Shannon Swift
Strategic Manager
Alma Ramos
Office Manager
Jessica Maslankowski
Administrative Assistant
Karmen Younes, PFP
®
Client Service Specialist
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TOWNELEY.