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 21 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 14 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 2013.3
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 where she completed the Applied Security Analysis Program (ASAP). She has 16 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 12 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 10 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 8 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 23 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 19 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 57 years of financial industry experience.
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 34 years of financial industry experience.
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 32 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 28 years of financial industry experience.
Ms. Angel is a Senior Marketing & Proposal Specialist at Geneva Capital Management. In this role, she supports the distribution effort of the Geneva growth equity strategies. She joined Geneva in 2009.
Ms. Angel earned her BBA degree in finance from the University of Wisconsin-Milwaukee. She has 16 years of industry experience.
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 joining Geneva in 2013, Mr. Eckel was an Investment Operations Specialist at BMO Harris Bank. Mr. Eckel earned his BA from the University of Wisconsin-Milwaukee. He has 20 years of industry experience.
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 Senior Equity Risk Analyst at Allspring Global Investments. Mr. Fink earned his BS degree in Business Economics from Wisconsin Lutheran College and his Master of Science in Applied Economics from Marquette University. He has 19 years of industry experience.
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. Klomstad was an Operations Associate at KLCM Advisors, Inc. Ms. Klomstad earned her BS degree from the University of Wisconsin-LaCrosse. She has 11 years of industry experience.
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 2014, Ms. Lisiak was an Operations/Portfolio Assistant at Red Granite Advisors. She has 24 years of industry experience.
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, Ms. Mueller was a Sales Associate at United Healthcare. She has 39 years of industry experience.
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 institutional client support.
Prior to joining Geneva in 2012, Ms. Sheridan was a Trader at Red Granite Advisors. She has 25 years of industry experience.