company profile


Investment Team

Pennant Management, Inc.’s investment team is tightly focused, yet it contains a wide array of specialties and talents, and a quantity of investment management experience for which no substitute can be found. Our depth of knowledge and expertise allows us to diversify your portfolio in any investment climate.

Our professionals have earned many titles and awards, including the Chartered Financial Analyst (CFA)® designation, the standard of excellence for the portfolio management industry. CFA® holders follow a stringent code of ethics and procedures in their analysis, management, and communication of the investment process. Our staff and that of our affiliates include many attorneys, as well as those who hold other specialized professional designations, such as Certified Public Accountant (CPA), Certified Employee Benefits Specialist (CEBS), Certified Financial Planner (CFP)™, Certified Trust and Financial Advisor (CTFA)™, and Certified Securities Operations Professional (CSOP)©.

For more information about a member of our team, or to send an email, please click on the individual’s name:

Mark A. Elste, CFA
President & Chief Executive Officer, Chief Investment Officer, Chief Operating Officer, Treasurer melste@usfiduciaryservices.com

Jay B. Kaun, CPA
Executive Vice President
jkaun@pennantmanagement.com

Lauren E. McAfee
Chief Compliance Officer, Secretary, Risk Management Officer
lmcafee@usfas.com

 

John P. Culhane, CFA
Senior Vice President
jculhane@greatbanctrust.com

Pamela C. Dix
Senior Vice President
pdix@pennantmanagement.com

James E. Habanek, CFA
Senior Vice President
jhabanek@pennantmanagement.com

Chris J. Weber
Vice President
cweber@pennantmanagement.com

David Trotter
Investment Officer
dtrotter@pennantmanagement.com

Connie Mullins
Client Services Officer
cmullins@pennantmanagement.com

CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.