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 contributor of investment news and perspectives to a variety of financial publications, including CNBCInvestopedia.comMD Magazine (Physicians' Money Digest)Seeking Alpha, and Wealth Management.

 

Ron Brock, Managing Director

Ron Brock | 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.

 

 

 

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.

  

Paul T. Massie, CFA, CAIA, Head of Intermediary Distribution

Paul Massie Sheaff Brock Institutional

Paul Massie joined Sheaff Brock Institutional Group as the Head of Intermediary Distribution, where he is responsible for partnering with a wide range of financial institutions to position Sheaff Brock's innovative portfolio solutions. Prior to joining Sheaff Brock Institutional, he spent 14 years at New York Life, with his last 10 years in distribution and relationship management at New York Life Investments. His role there was primarily focused on the RIA and Private Bank & Trust channel.

 

 

 

David M. King, Vice President of Institutional Distribution

David King, Sheaff Brock Institutional Group

Dave serves as Vice President of Institutional Distribution, where he is responsible for development of strategic accounts and solutions for institutional investors. Dave most recently worked as National Director of Intermediary Sales at Forester’s Financial in New York, where he built the wholesaling force and support staff for placement of First Investors Funds within broker dealers, RIAs, TAMPS, bank trust/wealth management departments, and investment consultants. Prior experience included serving as Divisional Vice President for AIG Financial Distributors and Regional Vice President for Jackson National Life, Genworth Financial, and Allianz Life Financial Services. Dave also spent close to a decade working as an independent financial advisor.

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Sheaff Brock Institutional Group

Indianapolis, Indiana