Markets and Economic
Update Webinar

David Lundgren is Executive Vice President and Chief Investment Officer. He brings over 30 years of banking industry experience to his responsibilities of directing the bank’s investment approach; delivering asset allocation solutions to institutional and high net worth clients; and the management of a platform of client-focused internal and external money managers.

Throughout his 45-year career, Paul Teten, Chief Investment Strategist, has pursued “the big picture, the long view and the enduring truths of policy outcomes,” using those observations to inform his strategic investment philosophy. He supervises proprietary investment strategy formulation and develops the company’s macroeconomic context for global investment opportunities.

Stephen Morgan is an Investment Director with 25 years of industry experience in portfolio management. He leads efforts to analyze the potential impacts of national and global geopolitical events on the firm’s investment outlook.

Martin Sirera brings 30 years of banking industry experience to his position as Investment Director, where he facilitates teams dedicated to delivering superior investment strategies and client outcomes. Martin leads efforts to manage our equity portfolios and equity strategy.

Jeffery Tanguis oversees the Asset Management team’s efforts to develop and implement our fixed income strategy. As an Investment Director, Jeff brings 37 years of banking industry experience including many years as a senior fixed income portfolio manager.