The Client Services Team is the glue in your portfolio. Responsible for overall account maintenance, the client services team assures that trades are executed, the paperwork is done and accurate reports are generated.
Andrew Brown
Ann Arbor, Michigan
Andrew is a Senior Securities Assistant in the Ann Arbor, Michigan office, where he manages client accounts and assists clients. He graduated from Eastern Michigan University with a concentration in Finance. While attending Eastern Michigan University, Andy was the committee director of the finance club and president and team captain of the gymnastics club. Prior to working for StanCorp Investment Advisers, he was a credit analyst for a community bank and a men’s program director at a gymnastics club.
Rian Clark
Portland, Oregon
Rian came to StanCorp Investment Advisers with 10 years experience in the investment industry. During his career, he has worked for regional, boutique Registered Investment Advisories, most recently at Coldstream Capital Management. At StanCorp Investment Advisers, he is a Senior Securities Assistant and is primarily responsible for the back office operations of the firm, providing trading on clients’ accounts, client service and support for our portfolio management systems. Rian graduated from the University of Oregon with a degree in Economics and lives in Portland with his wife and son.
Adam Dunn
Portland, Oregon
Adam joined StanCorp Investment Advisers with eight years of experience at Bank of America Securities, where he started in a support role for back-office operations and ultimately transitioned to conducting institutional trades. Adam assists advisors with their trading and client support needs and provides customer service to clients. He holds a bachelor’s degree in Economics from the University of California at Santa Cruz.
Elizabeth Hartzler
Ann Arbor, Michigan
Elizabeth is primarily responsible for trading client accounts and maintains the portfolio management software and trading systems in the Ann Arbor, Michigan office. She assists with production of the quarterly newsletter and performance reports. Elizabeth was with Tisch Investment Advisory Incorporated for three years prior to joining StanCorp Investment Advisers.
Sarah Layer
Lynnwood, Washington
As a Securities Assistant, Sarah supports back-office operations for the firm and provides client service in the Lynnwood office. She has worked in the financial services industry since 2002 in support roles at regional banks and at Edward Jones.
Carole Nairn
Ann Arbor, Michigan
Carole, as 401(k) Administrator, works directly with third-party administrators and trustees to set up and open new retirement plans. She services and maintains those accounts and provides customer service to 401(k) participants. Prior to joining StanCorp Investment Advisers, Carole worked for Tisch Investment Advisory Incorporated and AAA Insurance of Michigan. She attended Northern Michigan University and resides in Ann Arbor with her family.
Michelle Reynolds
Indianapolis, Indiana
Michelle processes account transactions and supports advisers with client service needs. She has 2 years of experience working in a similar role at Redwood Investment Advisors and she began her career as a fund administrator for a mutual fund service provider. Michelle is a graduate of Indiana University, where she received a Bachelor of Arts in English.
David J. White
Ann Arbor, Michigan
David provides portfolio management and trading assistance as well as client support services in the Ann Arbor, Michigan office. Prior to working in this position, he ran a grant-writing business helping area not-for-profit organizations obtain funding for their programs. David has two degrees from the University of Michigan and is currently pursuing a Certified Financial Planner® designation.
