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Indianapolis, IN: Professional Team |
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Gregory J. Hahn, CFA
President & Chief Investment Officer
Greg is President and Chief Investment Officer for Winthrop Capital Management (WCM). Greg’s primary responsibilities include setting capital market and economic strategy, leading the management of the Fixed Income Portfolio, and securities research in the financial services and health care sectors. Prior to founding WCM, Greg held senior leadership positions with Oppenheimer Investment Management and Conseco Capital Management. He holds a B.B.A. from the University of Wisconsin at Madison and an M.B.A. from the Kelly School of Business at Indiana University. Greg is a member and past president of the CFA Society of Indianapolis and a current trustee of the Indiana State Teachers' Retirement Fund.
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Kevin Kennedy
Sr. Vice President - Portfolio Manager
Kevin Kennedy joined Winthrop Capital Management in December of 2011 as Senior Vice President-Portfolio Manager. Previously, Kevin was a financial advisor at Merrill Lynch and held a variety of executive management and sales management positions with Arrow Electronics in the technology industry.
Together with the Winthrop team, Kevin specializes in serving as a trusted advisor to business owners, institutions, wealthy families, leading entrepreneurs and senior executives who value a disciplined approach to meeting their complex financial needs.
Kevin attended the University of Alabama and holds a B.S. from Indiana University in Bloomington. He is on the board of directors of the ALS Association of Indiana, as well as the Zionsville Education Foundation, and is active in the Great Banquet Community and Zionsville Fellowship Church.
Kevin and his wife, Jen, live in Zionsville with their four children.
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Audrey L. Kurzawa, CPA
Vice President, Finance & Operations Audrey is Vice President Finance and Operation for Winthrop Capital Management. Audrey’s responsibilities include the operational, administrative and financial aspects for Winthrop Capital Management. Previously, Audrey was Vice President, Controller with 40|86 Advisors, Inc. In addition, Audrey was President and Trustee for the 40|86 Strategic Income Fund, a closed end bond fund which traded on the NYSE. She holds a B.S from Indiana University. Audrey is a Certified Public Accountant (CPA) and holds membership in the American Institute of Certified Public Accountants (AICPA).
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Elliott Holden
Research Analyst Elliott is a Research Analyst for Winthrop Capital Management. Elliott’s primary responsibilities include securities research and risk analytics for the fixed income portfolios. He also assists the Chief Investment Officer in developing portfolio strategies and trading for the fixed income portfolios. Elliott received his B.A. in Economics from Wabash College. He is a CFA candidate and will be taking level II in the spring of 2012.
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Susie Jacocks
Office Manager
Susie is the Office Manager at Winthrop Capital Management. She helps maintain office responsibilities, and assists with administration and marketing. Susie is also a main contact for client service support. She was formally an Office/Systems Manager with a local firm in Rock Island, Illinois. Susie has actively volunteered in many positions with local schools and organizations. She received her B.S. in Public Relations at Illinois State University. |
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Raleigh, NC: Professional Team |
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Craig Crenshaw
Private Wealth Specialist
Craig is a Private Wealth Specialist for Winthrop Capital Management. He has eighteen years of investment experience specializing in portfolio management and financial planning for individuals and institutions. Craig started his career with Wheat First Securities in 1994 and then became a financial advisor with Bank of America in 1997. He then moved on to Wachovia Securities in 2004 to 2011 as a wealth manager. Craig attended Mars Hill College and the University of North Carolina at Chapel Hill graduating with a B.S. in Business Administration and Marketing.
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