Experience Makes all the difference

Our Approach to Corporate Cash Management

The group seeks to add value by educating, suggesting new perspectives, improving efficiency, and providing operational insights to our institutional clients. We find that our clients appreciate our transparent, communicative, and customer-driven approach to customizing investment programs. The Corporate Cash Management Group recognizes that each client has unique investment objectives and risk tolerance levels. Accordingly, the fixed income portfolios we manage are customized to pursue a client's particular income tax, cash flow, and time horizon requirements.

Gregory Glyman

Managing Director - Investments
800-372-1993

email



Northwestern University, Kellogg Graduate School of Business – M.B.A.
Lake Forest College, B.A. Economics
Years of Experience: 35 years


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Paul Tashima

Managing Director - Investments
800-372-1993

email



The University of Chicago, Graduate School of Business – M.B.A.
University of California, Los Angeles, B.A. Economics
Years of Experience: 27 years

Barron's "Top 100 Advisors" list (April, 2019)

Barron's "Hall of Fame" 2019


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Louis Paster

Managing Director - Investments
800-372-1993

email



University of Wisconsin, Madison, B.S. Industrial Engineering
Years of Experience: 27 years

Barron's "Top 100 Advisors" list (April, 2019)


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Monty Wambold

Investment Associate
800-372-1993

email



University of Iowa, B.S. Finance
Years of Experience: 32 years


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Scott Fox, CFA

Investment Associate
800-372-1993

email



University of Wisconsin, Madison, B.A. History;
Years of Experience: 23 years


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Kimberly Holtrop

Senior Client Service Associate
800-248-4201

email



University of Iowa, B.B.A Economics
Years of Experience: 19 years

Nicholas Stell

Investment Associate
800-372-1993

email



Denison University, B.A. Economics
Years of Experience: 19 years


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ronan Tipan

Senior Wealth Strategy Associate
800-372-1993

email



DePaul University, B.S. Finance & Economics
Years of Experience: 16 years


Registered States:
IL

Michael Buckley

Senior Wealth Strategy Associate
800-248-4201

email



The University of Chicago, Booth School of Business

Indiana University, B.S. Informatics

Years of Experience: 14 years


Registered States:
IL

Cara Hill

Team Administrator
800-372-1993

email



University of Illinois at Chicago, B.S. Finance
Years of Experience: 16 years


Registered States:
IL

Mason Sager, CFA

Investment Associate
800-248-4201

email



University of Chicago, B.A. Economics

Years of Experience: 9 years


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Jonathan Glyman

Senior Client Service Associate
800-372-1993

email



Indiana University, B.A. Economics

Years of Experience: 7 years

Cynthia Konieczny

Client Service Associate
800-372-1993

email



Elmhurst College, B.S. Marketing

Years of Experience: 5 years

Karl Engebretson

Client Service Associate

email



North Park University, B.A. Theology & History

Years of Experience: 2 years


Registered States:
IL

Amanda Danielle Wilson

Client Service Associate
800-372-1993

email



Lewis University, College of Business

Florida Atlantic University, B.H.S. Healthcare Administration

Years of Experiance: 1 Year

Chelsea Nicole Gassman

Client Service Associate
800-372-1993

email



Northwest Missouri State University, B.S. Business Management

Years of Experience: 7 years

Dustin Ray Shidaker

Client Service Associate
800-372-1993

email



The Ohio State University, B.S. Consumer Sciences & Family Financial Services 

Years of Experience: 1 year

Jack Solomon Korchek

Client Service Associate
800-372-1993

email



Indiana University, B.S. Finance

Years of experience: 1 year


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Max Waller Montgomery

Client Service Associate
800-372-1993

email



University of Kansas, B.S. Finance

Years of Experience: 1 year