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
melste@usfiduciaryservices.com

Michael Welgat
Executive Vice President
mwelgat@usfiduciaryservices.com

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

 

 

Jay B. Kaun, CPA
Senior Vice President & Treasurer
jkaun@pennantmanagement.com

Chris J. Weber
Vice President
cweber@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.