Lead Portfolio Manager, CFPTM
Michael Ball is Managing Director 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.
Kerry has been with Weatherstone Capital Management for over 8 years. Her primary responsibilities include assisting clients and advisors with their operational questions, processing paperwork, handling any issues that arise for existing and on-boarding clients, as well as trading. She recently received her Associate of Arts degree, and plans to go back to school this fall to obtain her Bachelor’s degree in business.
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, sales, marketing, and business development of alternative investment strategies. 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.
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.
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.
Kelli brings over 30 years of experience as a client associate working inside of Merrill Lynch and JP Morgan, and has extensive experience in working with clients, operations, and trading. Her responsibilities include helping clients service tasks and daily operational support.
Director of Opperations
William Hnatik joined Weatherstone Capital Management as the Director of Operations in 2018. He brings with him over 18 years of industry experience, most notably with McKinley Capital Management, LLC. While at McKinley Capital, William performed many leadership roles within compliance, operations, and orchestrated the launch and ongoing operation of multiple funds. William has a B.A. in Finance from the University of Alaska Anchorage.
Director of Financial Planning and Associate Portfolio Manager, CAIA, CFATM
Paul is a Chartered Financial Analyst® and Chartered Alternative Investment Analyst® charter holder who brings over 20 years of experience in the financial industry. Both designations are globally respected, graduate-level investment credentials. The CFA® and CAIA® charters demonstrate mastery of advanced skills needed for investment analysis and decision making in today’s volatile markets, as well as a commitment to the highest ethical standards.
In October of 2018, Paul joined Weatherstone Capital Management as the Director of Financial Planning and Associate Portfolio Manager. Paul draws on his years of experience in investment management and financial planning when working with clients. He appreciates that people have different knowledge and comfort levels when it comes to personal financial planning which is why he takes the time to help them fully understand their options, offering the expert guidance necessary for them to feel confident with their choices. In his free time, he enjoys cooking, reading, and spending time with friends and family.