Lead Portfolio Manager, CFPTM
Michael Ball is the President and Lead Portfolio Manager, at Weatherstone Capital Management. With 25 years of experience in the financial industry, Michael has been working with people to manage their investment portfolios and helping them achieve their financial goals. Michael also been a guest on networks such as CNBC and Fox Business News, as well as quoted in publications such as Barron’s, The Wall Street Journal, and Bloomberg. After graduating from Utah State University with a
Bachelor’s degree in Corporate Finance, and a Minor in Accounting, he continued his education by becoming a Certified Financial Planner. Michael also began managing investment programs for The Bank of Idaho and Sky Valley Bancorp, where he was a member of the investment committee. Michael is the author of “Built to Last”, a comprehensive historical study of sustainable withdrawal rates from investment accounts that was published in Financial Planning magazine in 1998.
In addition to working with individual investors and small businesses, Michael provides money management services to financial advisors across the country, as an investment strategist managing SMA accounts on several broker/dealer and independent platforms such as Envestnet. Michael holds to the philosophy, that for clients in or near retirement, the damage caused by large periodic declines in the financial markets is one of the greatest risks. By incorporating a tactical investment approach where appropriate, Weatherstone Capital Management strives to increase the probability of better and more consistent returns, while providing the peace of mind that comes from knowing that investments are regularly reviewed and adjusted for changing market conditions.
Business Development Consultant
Brian McKelvey brings more than a decade of experience in financial services to Weatherstone. Previously, Brian was the Director of Marketing & Business Development for Crescat Capital, overseeing the sales and marketing of two hedge funds and a long-only investment strategy. Prior to Crescat, Brian served as a wholesaler for Transamerica Capital, Inc., marketing variable annuities and mutual funds throughout many east coast banks, wire-houses, and independent broker/dealers. Brian also worked as a Financial Services Representative with a division of Citigroup. He is currently completing his BA in Finance at Regis University in Denver.
Business Development Consultant
Bruce has over 11 years of experience in the industry as a Financial Advisor with Merrill Lynch, as well as an Internal with Jackson National, and a Business Development Consultant with Visionary Asset Management. His experience gives him an edge in understanding the financial advisor practices and how tactical third-party money management can amplify both advisor and client experiences. Bruce graduated from Texas State University with a degree in Business Management. When he has free time he enjoys cooking, working out and spending time with his family.
Kerry has been responsible for assisting clients and advisors with their operation questions at Weatherstone for more than six years, and has extensive customer experience. Her responsibilities include processing paperwork for new clients, service issues for existing clients, and assisting the operations department as needed.
Client Service Associate
Lori is a client service associate, and brings over 15 years of experience in the financial services industry, beginning with Janus Capital Group, and most recently with Shelton Capital Management. Her primary responsibilities include client and advisor related service tasks, and assisting with operational and marketing projects. Lori has a Bachelor of Science degree in Communications from the University of Colorado.