Lead Portfolio Manager, CFPTM
Michael Ball, is the President and Lead Portfolio Manager, at Weatherstone Capital Management. With 24 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.
Director of Operations and Financial Planning, CFP®
Daniel joined Weatherstone Capital Management in 2014 as an expert in the area of financial planning. Daniel is a CERTIFIED FINANCIAL PLANNER™, and prior to his experience at Weatherstone, was a Sr. Financial Planner at Ronald Blue & Co. a nationally respected financial planning firm. He also provided guidance as a Mortgage Consultant for Foundation Mortgage in both Columbia and Charleston, SC. Daniel graduated Cum Laude from Clemson University’s Calhoun Honors College with a BS in Financial Management. In his free time Daniel loves to explore Colorado with his wife and son, Sutton.
Daisy has a Masters of Science degree in Finance from the University of Denver. Her training in quantitative methods and financial modeling make her an important addition to the Weatherstone team. Her responsibilities at Weatherstone Capital Management include day-to-day operations, trading, and performance reporting related issues as well as conducting ongoing analysis of the tactical investment offerings.
Director of Client Services
Linda is the Director of Client Services at Weatherstone Capital Management. She began a 30-year career in the financial information industry with Standard & Poors Compustat in 1980. Linda has a B.A in Business Administration and a Bachelor of Science in History from Western State University. Her primary responsibilities include client services tasks, trading and compliance related items.
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.
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.
Compliance Officer, CCO
Ann began her career in the financial service industry working in the operations department of Securities America, Inc. She quickly found her niche in compliance and worked for that firm in Advertising Review, Licensing and in other facets of the Compliance Department until moving to Clarke Lanzen Skalla Investment Firm in 2001 to serve as their Chief Compliance Officer. Ms. Zemann concurrently served as the President of Aquarius Fund Distributors, LLC, a registered broker-dealer and offered compliance consulting for independent registered investment advisers through Orion Advisor Services, LLC from 2002 until she left to create Stile Compliance in 2005. She has a bachelors of Science from the University of Nebraska at Omaha and she previously held a number of securities licenses including 7,24,4,53, and 66.
Ann has worked with Weatherstone Capital Management for over 10 years and has assumed the title of CCO which enables her to work closely with the staff to ensure adherence to compliance standards.
Kerry is the first person you speak with when calling our office. Kerry has extensive customer experience. Her responsibilities include processing paperwork for new clients, service issues for existing clients, and assisting the operations department as needed.
Whitney is the first person you speak with when calling into the office and she provides general support to clients. She is responsible for the day-to-day activities and procedures as well as backing up the operational and marketing departments as needed. Whitney graduated from the University of Colorado with a Marketing degree. She has worked at Weatherstone Capital Management for over 4 years. Outside of work Whitney keeps busy spending time with her husband and 4 amazing kids.