Family Office
UMB Wealth
UMB Wealth is division of the UMB Financial Services Corporation, a regional commercial banking group founded in 1913 and based in Kansas City, Missouri.The investment approach is led by CIO Eric Kelley. Prior to his current role, he held various positions within UMB, including Head of Taxable Trading, Director of Fixe…
Asset classes & sectors
Diversified
Decision-makers
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Chief Investment Officer
Mazin Aql
Senior Associate
Tedd Carew
Managing Director
Eric Kelley
Chief Investment Officer
Katia Evenko
Vice President & Senior Portfolio Manager
Aaron Talbott
Senior Vice President & Senior Portfolio Manager
Phil Michaud
Senior Portfolio Manager
Elizabeth DeCuir
Senior Portfolio Manager
Scott Hinderliter
Senior Portfolio Manager
Michael Cox
Senior Vice President & Senior Portfolio Manager
Jake Broderick
Senior Portfolio Manager
Brandon Wardenburg
Vice President & Senior Portfolio Manager
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