Josh Hargrove

Jefferson City Office Information

111 E. Miller St.
Jefferson City, MO 65101

Phone: (573) 634-1291

Hours: 8:00 a.m. to 5:00 p.m.

Josh Hargrove, AIF®, CAIA, CFA, CIPM, CMT, FRM, MSF

Chief Investment Strategist

Direct Phone


Email Address

The design and implementation of our investments program largely rest on Josh’s academic background and financial asset management experience. Josh designed, created, and maintains core components of our turnkey asset management program (TAMP) that enable a differentiated product offering with respect to asset allocation, security selection, modeling, risk management, performance evaluation, and so on. Josh is a key member of the Investment Committee, co-leads the Allocation Committee, leads the Selection Committee, and leads the Centralized Investment Operations Group.

Education & Certifications

  • Master of Science in Finance, Washington University – St. Louis, MO
  • Bachelor of Business Administration in Finance, Kansas State University
  • Bachelor of Science in Economics, Kansas State University
  • Accredited Investment Fiduciary (AIF®)
  • Chartered Alternative Investment Analyst (CAIA)
  • Chartered Financial Analyst (CFA)
  • Certificate in Investment Performance Measurement (CIPM)
  • Chartered Market Technician (CMT)
  • Financial Risk Manager (FRM)

Our Jefferson City Team

Adam Wyrick

Adam Wyrick, CFIRS™

Vice President & Compliance Officer

Andrea Howerton, CTFA, CFP®

Executive Vice President & Jefferson City Market Executive
Bart Schulte

Bart Schulte, MBA, CWS®

Senior Vice President & Portfolio Manager
Bill Max

Bill Max

Vice President & Senior Portfolio Manager
Brian Dent

Brian Dent, J.D., CTFA

Vice President & Senior Relationship Manager

Darrell Mantle, MBA

Vice President & Relationship Manager
Debbie VanLoo

Debbie Vanloo, CFP®, CPA

Executive Vice President

Emily Kampeter

Vice President & Wealth Management Advisor
Greg Phillips

Greg Phillips, MBA

Vice President & Portfolio Manager

Heather Conway, J.D.

Vice President & Relationship Manager
Josh Hargrove

Kerrie J. Rose, MBA

Portfolio Specialist
Kyle Search

Kyle Search

Senior Vice President & Operations Manager

Robert J. Swift, Jr., J.D.

Senior Vice President & Relationship Manager

Sam Rathmann, AIF®

Vice President & Portfolio Manager
Scott Kellett

Scott M. Kellett, J.D.

President & Chief Executive Officer

Zechariah Shown, CIMA®, RMA®

Vice President & Portfolio Manager