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Experience. Expertise.

Meet the Sheaff Brock Institutional Team

The Sheaff Brock Institutional Team offers decades of experience as investment advisors and prides itself on working with a direct and personalized approach. We work to understand your needs, as well as your clients’ needs. Not just when you first come to us, but throughout our relationship. We take pride in doing all the little things that let you focus on the more important client-centric aspects of your business.

David S. Gilreath, CFP,® Managing Director and Chief Investment Officer

Dave Gilreath Sheaff Brock Institutional Group

As a Managing Director and Chief Investment Officer of Sheaff Brock Institutional Group and Sheaff Brock Investment Advisors, Dave Gilreath shares responsibility for setting investment policy, asset allocation, and security selection for the company's managed accounts. He also consults with the clients of Sheaff Brock on overall portfolio construction. Dave has more than 25 years of experience in the financial services industry, beginning with Bache Halsey Stuart Shields and later with Morgan Stanley/Dean Witter. Dave is a featured contributor giving money management advice in “Market Moves,” a monthly investment column for ABCNews.com.

 

Ron Brock, Managing Director

Ron Brock, Managing Director, Sheaff Brock Institutional Group

Ron Brock serves as Managing Director of Sheaff Brock Institutional Group and Sheaff Brock Investment Advisors. In that role, he also shares responsibility for setting investment policy, asset allocation, and security selection for the company's managed accounts. Ron has more than 20 years of experience in the financial services industry, starting with Prudential Bache Securities and later with Morgan Stanley/Dean Witter.

 

 

Jim Murphy, CFP,® CAIA, Director and National Sales Manager—Investments

Jim Murphy, Director and National Sales Manager, Sheaff Brock Institutional Group

With more than 25 years in the financial services industry, Jim has extensive experience in wealth management and portfolio consulting for high net worth clients. His background includes financial consulting, organizational leadership, and regional and national wholesale distribution management.

As head of the investment team at Sheaff Brock, Jim is responsible for strategic business development and growth for the organization. Previous experience included positions with Schwab Private Investment Advisory, ING Investment Management, MFS Mutual Funds and Fidelity Investments. Contact Jim.

 

Audrey Kurzawa, CPA, Chief Compliance Officer/Director of Risk Management and Oversight

Audrey Kurzawa, CPA, Chief Compliance Officer and Director of Risk Management and Oversight

Audrey's experience includes all aspects of accounting, compliance and financial management, having most recently served as chief operating officer for Wallington Asset Management. In her previous role at Winthrop Capital Management, Audrey designed, developed and implemented the firm's strategic compliance program. Other experience includes investment operations and finance positions at 40I86 Advisors and Conseco, Inc. in the Indianapolis area and KPMG Peat Marwick in Chicago.

As Director of Risk Management at Sheaff Brock, Audrey oversees compliance for all aspects of the company's businesses. Contact Audrey.

 

Paul Coan, CFP,® ChFC, CEA® Financial Planning Group and Mid-Cap 10 Portfolio Manager

Paul Coan, Portfolio Manager, Sheaff Brock Institutional Group

Paul is the Mid-Cap 10 Portfolio Manager and head of the Financial Planning Group at Sheaff Brock. With a concentration in financial, retirement and estate planning, Paul is the author of numerous books on financial planning, the past president of the Financial Planning Association of Greater Indiana, and a registered advisory with the fee-only National Association of Personal Financial Advisors (NAPFA). Contact Paul.

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Sheaff Brock Institutional Group

Indianapolis, Indiana