Darren Munn, CFA - President
and Lead Manager, Darren T. Munn, has managed custom portfolios since 2001. He has successfully navigated
clients through 2 extreme down markets and helped clients continue to meet their
investment objectives during
challenging times. Darren Munn has assembled one of the most
extensive resumes in the industry and is committed to continuous
learning. A Summa Cum Laude graduated from the University of Toledo, Darren has since earned the Chartered
Financial Analyst (CFA) and Certified Wealth Consultant (CWC) designations to complement six industry licenses.
is to help people and institutions make smart choices about their money so they can live life on purpose. Each
portfolio is developed based on the client’s values with the
intent of freeing them from the burden of financial management.
Darren has built a track record of successful investment management, providing client’s confidence in achieving
their financial goals. By having a realistic understanding of risk, Darren has established one of the most
unique Private Portfolio Management programs available today.
Hanley - Stephen Hanley is focused on serving Investment Professionals and their clients. He
has an analytical background with a degree in actuarial
mathematics, graduate work in economics and over 8 years experience
as a research analyst and portfolio manager. Combining his
service experience with his analytical background allow for an
in depth level of management, research and communication.
Steve’s vision is to help financial representatives
design and implement creative investment solutions for their clients. He is focused on communicating,
researching and managing the time tested philosophies of Camelot Portfolios. He believes that a well designed
plan, combined with a customized and flexible investment strategy can meet the client’s long term goals.
You may contact Steve
by emailing him at email@example.com or by calling the main office.
Laura Noble, JD - As
a Relationship Manager and Wealth Consultant for Camelot
Portfolios, Laura counsels Investment Professionals and their clients
in wealth preservation and wealth transfer strategies. Laura’s
vision is to strengthen families,
generation to generation, by creating opportunities for them
and their advisors to engage in values-based planning which places
emphasis on life experiences, faith, family traditions,
stewardship and philanthropy.
has more than ten years of experience in wealth management
having served advisors and affluent clients in the areas of
investment management, banking, estate planning and charitable
gift planning. Laura received her Bachelor of Arts in Business/Pre-Law from Bowling Green State University
and her Law Degree from The University of Toledo, College of Law. She serves on the Boards of New
Hope Christian Community Foundation and Toledo Children’s Hospital. Laura is also an active member
of Kingdom Advisors and is pursuing certification as a Certified Wealth Consultant through the Heritage Institute.
You may contact
Laura by emailing her at firstname.lastname@example.org or by calling the main office.
Jason Born, CFA - Jason began his work in the
investment industry as a research associate for a manager of large mutual funds
in 1996. Since those beginnings he has accepted greater responsibility for
managing clients’ most complex investment needs, progressing to analyst then
portfolio manager at a large super-regional bank.
His specialties include hedging and
diversifying portfolios concentrated in a single stock or mutual fund,
allocating risk using appropriate diversification, and finding value in the
market place by employing a margin-of-safety concept to decision making.
Jason graduated with a Bachelor’s
degree in Finance and Accounting from Ashland University. He earned an MBA from
Case Western Reserve University in Cleveland, OH. Jason continued his quest for
knowledge by earning the Chartered Financial Analysts (CFA) designation, a
three year commitment to studying, from the CFA Institute. He is an active
board member and volunteer at the Bowling Green Church of The Nazarene.
Matthew Moses – Matthew
Moses works as an Internal Rep Relations Specialists and is
responsible for helping Investment Professionals and their clients
achieve their financial goals by implementing Camelot’s
investment solutions. He graduated from the University of Toledo
with a Bachelors in Entrepreneurship, Family and Small Business
and has since focused on continuing his education with a focus
on marketing and strategic planning.
Matthew's vision is to help financial
representatives grow their business by offering creative investment
and marketing solutions. He is focused on bringing the highest
level of service to investment professionals and their clients
and continuing his education to best meet the needs of those he serves. He recently obtained the Series
65 license, the Uniform Investment Advisor Law Exam.
You may contact Matthew
by emailing him at email@example.com or by calling the main office.
Vicky Bratton - Vicky
comes with over 25 years of financial services experience, including 13
as a mortgage processor. She has earned numerous professional
certificates and is an acting Notary Public. She currently serves
as Administrative Assistant where she works closely with
clients to establish and service accounts.
Vicky and her husband, Norm, have 3 grown sons and 2 daughters-in-law. They count it a privilege to serve at Bethany Baptist Church by teaching, singing in the choir, and serving wherever the Lord directs them. Vicky loves spending time with her family and friends and traveling.
J. Philip Ruyle, AEP - Following college, Phil Ruyle served as a Weapons Systems
Officer in the U.S.A.F. flying combat missions (F4-E Phantom) in S.E.
Asia. Then he graduated from the
University of Toledo, College of Law and began his career in Trust and
Investment Banking. In 2005, Phil became
a partner in a wealth consulting firm in the Toledo, Ohio area, serving the
investment and trust financial needs of high net worth clients.
In addition to his law degree, Phil is an honors graduate
of the National Graduate Trust School held at Northwestern University, and
Accredited Estate Planner (AEP), from the National Estate Planning
Council. He recently obtained the Series
65 license, the Uniform Investment Advisor Law Exam.
Early in Phil’s Trust Banking career, as the Trust
Officer for high net worth family groups, he worked extensively with family
offices. He provided estate planning, trust tax, and financial advice on a wide
range of issues. Munn Wealth Advisors understands the needs of family offices
and will coordinate recording and responding accordingly.
Phil is a longtime member and past president of the
Greater Toledo Pregnancy Center board of Trustees. He and his wife Renee raised five daughters
and have four grandchildren.
Sarah J. Berndt - Chief Investment Officer of Munn Wealth Advisors, Sarah
Berndt began her career in the Investment Management Industry in 1977. She started in the brokerage area but as the
industry developed Sarah later found her talents best utilized as an Investment
Advisor. She spent over 15 years in the
Trust and Investment area of one of the area’s large regional banks and
managing the team of portfolio managers for 7 of those years. Sarah felt that
clients are better served in a smaller more focused environment therefore she
left to become a partner in an investment boutique which enabled her to build
strong, lasting relationships with her clients.
Such interaction allows for the creation of customized portfolios to
meet each client’s investment objectives, tax situation and risk tolerance.
Over 30 years of experience has provided Sarah with
exposure to every type of market occurrence including oil embargoes, savings and
loan crises, wars, dot-com mania, recessions, expansions, housing bubbles and
banking chaos.. Though every event is
different and market reactions will vary, such experience is invaluable when navigating
the financial waters through times like these.
Sarah graduated Summa Cum Laude from Lourdes College and
has her Series 65 License (Uniform Investment Advisor Law Examination). She is an active parishioner in Resurrection
Polish National Catholic Church and is a proud supporter of Lourdes College.
Carol Kowalski - Carol comes with over 34
years of financial services experience, including 10 years in securities and
trading, with 19 years as an administrative assistant at various banks in the
trust division and 5 years at Investment Advisory Firms.
She currently serves as
Administrative Assistant where she works closely with clients to establish
and service accounts.
Carol and her husband of
31 years, Mike, have two grown sons and a daughter-in-law. She enjoys spending time with family and
friends, traveling, outdoor activities, reading and cooking.
Rebecca L. Perez - Rebecca Perez serves local small businesses by providing professional bookkeeping services. She holds the Certified Bookkeeper (CB) designation and is a member of the American Institute of Professional Bookkeepers. Rebecca
has acquired over 12 years of bookkeeping experience since graduating
from Penn Commercial Business Institute with an Associates degree in
Executive Office Administration.
Rebecca and her husband, Robert, are members of the Holland Free Methodist Church where she sings on the praise team and has served as the youth activities director. She enjoys spending time with family and friends, watching movies and shopping, especially for country things. Rebecca and Robert have two daughters, Ashley and Kayla.