Articles by Stringer Asset Management

Gary Stringer - President and Chief Investment Officer

Gary Stringer
Gary Stringer

Mr. Stringer serves as the President and Chief Investment Officer for Stringer Asset Management, LLC ("SAM"). Mr. Stringer co-founded SAM in February 2013. Prior to forming SAM, Mr. Stringer was a Managing Director at Morgan Keegan and Company, Inc. where he served as the Director of Investments for Morgan Keegan's Wealth Management Services division. In this position, Mr. Stringer chaired the Investment Strategy Committee, which set the firm's asset allocation models and managed discretionary portfolios. Mr. Stringer holds a Bachelor of Science degree in Marketing from the University of Maryland as well as the Chartered Financial Analyst (CFA) and Accredited Investment Fiduciary (AIF) designations. In addition, he holds the Certified Investment Management Analyst® (CIMA®) and has completed the Securities Industry Institute sponsored by the Securities Industry and Financial Markets Association and the Wharton School. He is a member of the CFA Society of Memphis and the Investment Management Consultants Association. Mr. Stringer lives in Memphis and enjoys traveling as much as possible.

Kim Escue - Senior Portfolio Manager

Kim Escue
Kim Escue

Mrs. Escue serves as a Senior Portfolio Manager for Stringer Asset Management, LLC ("SAM"). Mrs. Escue co-founded SAM in February 2013. Prior to forming SAM, Mrs. Escue was a Senior Vice President and Senior Due Diligence Specialist at Morgan Keegan and Company, Inc. In her role as a research analyst she assessed mutual funds and separately managed accounts for retail and institutional clients. She was also a member of the Investment Strategy Committee, which set the firm's asset allocation models and managed discretionary portfolios. Mrs. Escue received both her Bachelor of Business Administration and Master of Business Administration degrees from the University of Memphis. She holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Memphis.

Chad Keller - COO and CCO

Chad Keller
Chad Keller

Mr. Keller serves as the Chief Operating Officer and Chief Compliance Officer for Stringer Asset Management, LLC ("SAM"). Mr. Keller co-founded SAM in February 2013. Prior to forming SAM, Mr. Keller was a First Vice President and Senior Investment Specialist in the Wealth Management Services division of Morgan Keegan and Company, Inc. In this role, Mr. Keller worked with investment and economic data on a daily basis and was responsible for the quantitative risk characteristics of several of the firm's discretionary models. He also wrote many client-facing papers on market and investment topics. Mr. Keller earned a Bachelor of Arts degree in Economics from the University of Tennessee and a Master of Business Administration from the University of Memphis. Additionally, Mr. Keller holds the Certified Financial Planner™ (CFP®) and the Certified Investment Management Analyst® (CIMA®) designations. He is a member of the Investment Management Consultants Association. Mr. Keller lives in Memphis with his wife, Catherine.

Jonathan Bernstein - Sales and Marketing Director

Jonathan Bernstein
Jonathan Bernstein

Mr. Bernstein serves as the Sales and Marketing Director for Stringer Asset Management, LLC ("SAM"). Mr. Bernstein co-founded SAM in February 2013. Prior to forming SAM, Mr. Bernstein was a Senior Vice President and the Director of Sales and Consulting at Morgan Keegan and Company, Inc. He also served as a Wealth Management Consultant to financial advisors across the firm. His responsibilities included the management of the Retail Sales and Consulting team that was focused on effective communication, objective consulting and best practice training. He is an accomplished and dynamic presenter with extensive experience in communication, project management, process creation and operations management. He has been recognized with the Prudential Marketing and Customer Management Award for Excellence. Mr. Bernstein earned a Bachelor of Science degree in Business Administration and Finance from Brooklyn College and holds the Certified Investment Management Analyst® (CIMA®) designation. Living in Katy, Texas, he is married with three children and is a valued resource in his community for his dedication and work in youth sports.

Stringer Asset Management

5050 Poplar Avenue
Suite 1103
Memphis, TN 38157

901-800-2956
901-800-2976 (Fax)

info@stringeram.com
www.stringeram.com

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