Gary Stringer, CFA
Gary Stringer, CFA serves as the President and Chief Investment Officer for Stringer Asset Management, LLC (SAM). Mr. Stringer leads the portfolio management efforts for the Firm’s mutual funds and separately managed account portfolios. In this role, he works with the team to develop the Firm’s investment management process, strategic and tactical allocations, as well […]
Kim Escue, CFA
Kim Escue, CFA serves as the Senior Portfolio Manager at Stringer Asset Management, LLC (SAM). Ms. Escue is responsible for the daily management of both the Firm’s mutual funds and separately managed account portfolios. In her role, she works with the team to develop the Firm’s strategic allocations and security selection, as well as develop […]
Chad Keller, CFP®
Chad Keller, CFP® serves as the Portfolio Manager, Chief Operating Officer, and Chief Compliance Officer for Stringer Asset Management, LLC (SAM). Mr. Keller is a member of the investments team and works on the quantitative analysis, factor-biases, and asset allocation of the Firm’s mutual funds and separately managed account portfolios. He is also responsible for […]
Jonathan Bernstein, CIMA®
Jonathan Bernstein, CIMA® serves as Vice President and Sales & Marketing Director for Stringer Asset Management, LLC (SAM). Mr. Bernstein is responsible for business development, marketing and communication. Prior to co-founding SAM, Mr. Bernstein was a Senior Vice President and the Director of Sales and Consulting at Morgan Keegan and Company, Inc. He has spent […]
Kait Dowling
Kait serves as a senior internal consultant for Stringer Asset Management, LLC (SAM) supporting both the Northeast and Midwest Regions. Kait brings over 10 years of financial services experience with some of the oldest and most well-respected financial services firms in the industry, including Delaware Funds, UBS Financial, Goldman Sachs and Raymond James. Her unique […]
