Client Service : Kornitzer Capital Management

The primary role of the Relationship Manager (RM) at Kornitzer Capital Management is to act as a conduit between the Portfolio Managers, Research Analysts and the clients. They act as a guide so clients have confidence that their investments are being managed prudently and properly. Relationship Managers also ensure that the client's asset allocation is appropriate based on their investment policy, or age, risk tolerance, current financial situation and long term goals. In this role, the RM's are responsible for being aware of the investment activity that takes place in a client’s portfolio and informing them of any changes.

Additionally, RM’s are able to help coordinate interactions with administrators, custodians, trust companies, accountants, estate planners and banks in order to implement each client’s long term financial goals.

private client relationship managers

	Jeff Ream Phone: 913-754-1505 Jeff Ream is a Relationship Manager working in the Private Client Services Group. Previously, Mr. Ream was a Financial Advisor at UBS. Prior to that he was at Merrill Lynch as a Senior Financial Consultant. He has fourteen years of investment experience and holds a B.S. in Business from University of Kansas in Lawrence, Ks.

John Shepley, CFA
Phone: 913-754-1540
Mr. Shepley is a CFA charter holder and joined Kornitzer Capital Management in 2005. He is a Relationship Manager, working with portfolios in the Private Client Services Group. Previously, Mr. Shepley was a Portfolio Manager and equity research analyst with Tom Johnson Investments. He has twenty five years of investment experience and holds an M.B.A. from Oklahoma City University and a B.A. in Business Administration from Midwestern State University.

institutional client relationship managers

	Dwight Twillman, CFP® Phone: 913-754-1506 Mr. Twillman is a Relationship Manager working in the Private Client Services Group, and also works with consultants, advisors and institutions. Previously, Mr. Twillman was a Regional Consultant at Dreyfus, Co. Prior to that he was at UBS/Paine Webber as a Financial Advisor. Mr. Twillman has 17 years of investment experience and holds a B.S. in Business from Central Missouri State University.

	Mike Beran, CFS Phone: 913-647-2308 Mr. Beran is a Relationship Manager working in the Institutional Client Services Group, working with consultants, advisors and institutions. Previously, Mr. Beran was Assistant V.P. and internal wholesaler at UMB Asset Management. Prior to that he was at American Century Investment Management working in retirement plan services and institutional sales and support. Mr. Beran has 17 years of investment experience and holds a B.S. in Business from the Koch School of Business at Emporia State University.

	Ned Meloni Phone: (913) 754-1525 Mr. Meloni is a Relationship Manager working in Institutional Sales and Service. Previously, Mr. Meloni worked in similar roles as a AVP at UMB Asset Management and Wholesaler at Transamerica Capital Inc. Mr. Meloni has 9 years of investment experience and holds a B.A. in Economics and International Business from the S.U.N.Y. College at Brockport.