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finance/executiveprofiles By Blaise Hart-Schmidt
Dan Esser Portfolio Manager Acropolis Investment Management 14755 N. Outer 40 Road, 636-449-4900, acrinv.com Esser graduated from the University of Missouri with a B.S.B.A. in marketing logistics. He also earned the chartered retirement planning counselor designation from the College for Financial Planning. He lives in Chesterfield with his wife, Linda, and daughter, Rachel.
Lori Heise VP Heise Advisory Group 12444 Powerscourt Drive, Ste. 235, 909-1116, heiseadvisorygroup.com Lori Heise has more than 23 years of experience in the insurance industry, specializing in helping clients preserve their assets and provide guaranteed lifetime income for a worry-free retirement. She is committed to her clients’ financial security and is proud to provide exemplary customer service, while displaying the highest standard of ethics and professional knowledge.
Chris Lissner President Acropolis Investment Management 14755 N. Outer 40 Road, 636-449-4900, acrinv.com Lissner, one of Acropolis’ founding partners, began his career at Bear Stearns and served as senior VP at Mark Twain Bank. He received a B.S. in biochemistry from the University of Missouri and is a board member of The Sheldon Concert Hall.
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March 28, 2014 {LadueNews.com}
Barry Feldman Home Loan Consultant First Bank 249-0603, barry.feldman@fbol.com Feldman is a graduate of Ladue High School, as well as the University of Denver. He is a member of the American Banker’s Association, the Mortgage Bankers Association and the Private Wealth Management Association. He also is actively involved in fundraising for breast cancer research.
Joe Kelley Portfolio Manager Acropolis Investment Management 14755 N. Outer 40 Road, 636-449-4900, acrinv.com Kelley graduated from the University of Denver with a degree in economics; and spent 35 years in commercial banking, developing and managing corporate client relationships. In 2008, he became a portfolio manager at Acropolis, where he helps his clients implement realistic, long-term financial plans that address their needs and goals for retirement.
David Ott Partner Acropolis Investment Management 14755 N. Outer 40 Road, 636-449-4900, acrinv.com Ott co-founded Acropolis after working in the bond department of Mark Twain Bank and its successor, U.S. Bank. In addition to working with clients, he is the chief investment officer and the co-editor of Portfolio Insights, the company’s quarterly newsletter.
Ken Heise Financial Adviser Heise Advisory Group 12444 Powerscourt Drive, Ste. 235, 909-1116, heiseadvisorygroup.com Ken Heise has more than 22 years of experience in the insurance and securities industry, and his personal mission is to help clients create a simple path toward financial security. He is an investment adviser representative, Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser.
Peter Lazaroff Portfolio Manager Acropolis Investment Management 14755 N. Outer 40 Road, 636-449-4900, acrinv.com Lazaroff, a member of the investment committee that sets overall investment policy for the firm, also is a co-editor and a regular contributor to the firm’s various newsletters. He holds leadership roles in a variety of community organizations, including the United Way, Boys and Girls Clubs of Greater St. Louis and City Academy.
Cliff Reynolds Portfolio Manager Acropolis Investment Management 14755 N. Outer 40 Road, 636-449-4900, acrinv.com Reynolds is a CFA charter holder and a graduate of Spring Hill College. He is a member of the firm’s investment committee and an editor of ALM Insights. In addition to working as a portfolio manager with individuals, Reynolds is VP of the Bank Services Group, which focuses on portfolio management for depository institutions.