Kornitzer Capital Management
client service

The primary role of a Portfolio Manager of Private Clients 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. As a private client at KCM, your personal Portfolio Manager also ensures that your asset allocation is appropriate based on your investment policy, or age, risk tolerance, current financial situation and long term goals. In this role, your portfolio manager is responsible for being aware of the investment activity that takes place in a client’s portfolio and informing them of any changes.

Additionally, they 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.

John Shepley, CFA
Portfolio Manager of Private Clients
Phone: 913-754-1540

Mr. Shepley is a CFA charter holder and joined Kornitzer Capital Management in 2005. He manages portfolios in the Private Client Services Group. Previously, Mr. Shepley was a Portfolio Manager and equity research analyst with Tom Johnson Investments. He has 30 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.

   

Patrick Warren, CFA
Portfolio Manager of Private Clients
Phone: 913-647-9872

Mr. Warren is a CFA charter holder and joined Kornitzer Capital Management in 2013. He manages portfolios in the Private Client Services Group. Previously, Mr. Warren was a Portfolio Manager at Wealth Management Advisors. He has over 17 years of investment experience and holds an M.B.A. from Rockhurst University and a B.A. in Business Administration from Emporia State University.