Kevin D. Hampton, Vice President and Senior Portfolio Manager
Jeff C. Mantock, CFA, Vice President and Senior Portfolio Manager
R. Todd Musser, Vice President and Senior Portfolio Manager
Mark L. Smiley, CFA, Vice President and Senior Portfolio Manager
Kathy D. Cox, Vice President and Investment Administration Officer
Suzanne Johnson, Vice President and Investment Administration Officer
Julia A. Kent, Portfolio Analysis Manager
Kim M. Baker, Investment Client Support Manager
Steven W. Voss, Vice President and Chief Investment Officer
With over 36 years of financial services experience, Steven has been responsible for the management of equity, fixed income and balanced portfolios in personal and institutional accounts. In addition, he has managed retirement accounts for individuals and corporations, as well as three equity mutual funds with diverse investment objectives. Steven has successfully developed investment and asset allocation strategy for portfolio management of over $1 billion in assets. Steven received a B.A. in Business Administration from Hanover College and an M.B.A. in Finance from Ball State University. He has lectured at Ball State University and Anderson University on investment topics and has provided expert witness testimony on investment-related matters. He has served as chairman of the Indiana Bankers Association Investment Committee, and his investment writings have been published both locally and nationally. He is a member of the CFA Institute and the CFA Society of Indianapolis.
Kevin D. Hampton, Vice President and Senior Portfolio Manager
Responsible for the management of equity, fixed income and balanced portfolios, Kevin has considerable experience in equity analysis and portfolio management for personal, charitable, corporate and Employee Retirement Income Security Act (ERISA) clients. Prior to joining Diamond Capital Management in 2000, Kevin spent more than 20 years in the financial services and investment industries of the Trust & Investment Management Division of Merchants Capital Management and subsequently National City Bank. While at Merchants Capital Management, he also managed the equity trader functions. Kevin received a B.S. in Finance from Indiana University.
Jeff C. Mantock, CFA, Vice President and Senior Portfolio Manager
Mr. Mantock has 19 years of experience in the investment and trust industry, and he is responsible for managing fixed income and equity portfolios for both personal and institutional clients. Prior to joining Diamond Capital Management, he worked as a portfolio manager at Old National and First Merchants, managing the assets for some of their most sensitive accounts. He later accepted an executive leadership role at Old National which involved managerial duties in addition to serving as a relationship manager for key clients. Mr. Mantock received his B.S. in Marketing and M.B.A. from Ball State University, and he holds the right to use the Chartered Financial Analyst® designation. He is a member of the CFA Institute and past president of the CFA Society of Indianapolis. He has taught Economics as an adjunct professor at Ball State University.
R. Todd Musser, Vice President and Senior Portfolio Manager
With over 15 years of experience managing equity and fixed income investment portfolios, Todd currently manages trust, agency, and retirement investment portfolios for high-net-worth individuals and families. Prior to joining Diamond Capital Management, he spent seven years in portfolio management at First Trust Indiana and another seven at Indiana National Bank/First Chicago NBD/Bank One. Most recently he was a portfolio manager at M&I Wealth Management. Todd is a graduate of the Kelley School of Business at Indiana University where he earned a B.S. in Finance, and an M.B.A. with a concentration in investment portfolio management. Professionally, he is also a graduate of the ABA National Trust School at Northwestern University and of the Cannon Trust School. He is also a member of the Estate Planning Counsel of Indianapolis, and serves on the Planned Giving Committee of the Indianapolis Zoo.
Mark L. Smiley, CFA, Vice President and Senior Portfolio Manager
With 25 years of investment management experience, Mark is responsible for managing fixed income and equity portfolios for both personal and institutional clients. His experience also includes equity and fixed income analysis, trading, and portfolio management for personal, charitable, corporate, and Employee Retirement Income Security Act (ERISA) clients. Prior to joining Diamond Capital Management, Mark was both regional and portfolio manager for National City’s Charitable & Foundation division of Institutional Trust. He has also had responsibility for managing $4 billion in money market, and intermediate and long duration fixed income assets in mutual funds and separate client accounts. Mark received a B.A. in Economics from Grinnell College and an M.S. in Finance from the University of Wisconsin - Madison. He has been an instructor for the American Institute of Banking, and is a member of the CFA Institute and the CFA Society of Indianapolis.
Kathy D. Cox, Vice President and Investment Administration Officer
With more than 19 years of banking and investment experience — primarily concentrated in the areas of personal trust and investment management — Ms. Cox is responsible for the administration of personal and institutional investment management clients. Focusing on specialized service needs for professionals, businesses, and not for profit organizations, she works closely with the Portfolio Managers as part of the Diamond Capital Management investment team. Prior to joining Diamond Capital Management, Ms. Cox was an investment consultant at Union Federal Savings Bank providing products and services to clients in the metropolitan Indianapolis area. She then moved on to work within Bank One’s Private Asset Management and Investment Management Groups, gaining experience with individual and business development presentations and marketing. Ms. Cox has held both Series 6 and 63 securities licenses as accredited by the National Association of Securities Dealers (NASD), and attended Cannon training programs focusing on Fiduciary Investment Management. She earned her Bachelor of Science degree from Indiana State University.
Suzanne Johnson, Vice President and Investment Administration Officer
Ms. Johnson has been with the Wealth Management Division of The National Bank of Indianapolis since August of 2004. Ms. Johnson began working in the retirement services industry in 1982 at American United Life Insurance Company, now known as One America. There she performed the basics of retirement plan administration and recordkeeping. In 1987, she joined the Trust Division of Indiana National Bank/Bank One where she continued to primarily administer defined contribution accounts such as Profit Sharing, Money Purchase and 401(k) Plans. She also worked with IRAs, Custody accounts and other investment management accounts. Ms. Johnson’s experience includes consulting with clients on all aspects of their benefit plans in areas such as employee education, plan design and mutual fund selection. Ms. Johnson is a graduate of Indiana University and also holds the Certified Retirement Services Professional designation from the Institute of Certified Bankers.
Julia A. Kent, Portfolio Analysis Manager
At The National Bank of Indianapolis, Julia is responsible for the coordination of investment research and account performance communication to clients, as well as mutual fund research and monitoring investment performance. Previously with Edward Jones Investments in Lansing, Mich., she handled account administration, customer service and client presentations. She also spent three years at National City Bank as an investment assistant, preparing client presentations, assisting in the trading department as proxy clerk, and also assisting in the administration of personal trusts. Julia has attended Cannon Financial Institute for fiduciary investment management and accredited investment fiduciary. She earned a Bachelor’s in Business Administration from Marian College.
Kim M. Baker, Investment Client Support Manager
With The National Bank of Indianapolis since 2001, Kim assists clients with daily requests and account maintenance, processes new client information, and supports the five portfolio managers and the administration officer at Diamond Capital Management. She has worked as a customer service representative and as client support assistant for the bank. She earned a B.A. in Biblical Counseling and Bible
from Northland Baptist Bible College.
