The Quest Investment Committee is made up of all the wealth advisors (see below) and is chaired by Jerrod Dawson, CFA®. The team meets bimonthly, or more often as necessary, to review current market dynamics and discuss themes and opportunities that are available to enhance our client portfolios. Quest has a dedicated investment group focused on investment due diligence and manager evaluation. This group is separate from our client facing teams to provide a more sophisticated and robust institutional investment offering. This structure also allows for an independent and transparent investment experience for our clients. The committee oversees this investment function and is therefore able to maintain an intimate level of knowledge with all of our holdings. Members also continually monitor strategic and tactical model performance and the underlying investments in each model.
Jerrod Dawson, CFA®, Chief Investment Officer, Quest
Marisa Helland, Investment Analyst, Quest
Kalita Blessing, CFP®, CAP®, AEP®, Wealth Advisor
Robert Cox, CFP®, CDFA®, Wealth Advisor
Chandler Ferguson, CFP®, CIMA®, Wealth Advisor
Carl Kunhardt, CFP®, CIMA®, AEP®, Wealth Advisor
Chris Young, CFP®, CPWA®, AEP®, Wealth Advisor