Investment Team

The Quest Investment Committee is made up of all the wealth advisors (see below) and is chaired by Jerrod Dawson, CFA^®. The team meets bimonthly, or more often as necessary, to review current market dynamics and discuss themes and opportunities that are available to enhance our client portfolios. Quest has a dedicated investment group focused on investment due diligence and manager evaluation. This group is separate from our client facing teams to provide a more sophisticated and robust institutional investment offering. This structure also allows for an independent and transparent investment experience for our clients. The committee oversees this investment function and is therefore able to maintain an intimate level of knowledge with all of our holdings. Members also continually monitor strategic and tactical model performance and the underlying investments in each model.

Jerrod Dawson, CFA^®, Chief Investment Officer, Quest

Marisa Helland, Investment Analyst, Quest

Kalita Blessing, CFP^®, CAP^®, AEP^®, Wealth Advisor

Robert Cox, CFP^®, CDFA^®, Wealth Advisor

Chandler Ferguson, CFP^®, CIMA^®, Wealth Advisor

Carl Kunhardt, CFP^®, CIMA^®, AEP^®, Wealth Advisor

Chris Young, CFP^®, CPWA^®, AEP^®, Wealth Advisor

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, Certified Financial Planner™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment Management Consultants Association^® (IMCA^®) is the owner of the certification marks “CIMA^®”, “CPWA^®”, “Certified Investment Management Analyst^®”, and “Certified Private Wealth^®”. Use signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for certification.