Gregory D. Boal, President and Chief Investment Officer, is a proven business builder with more than 25 years of success in the asset management industry spanning institutional, mutual fund, and insurance areas. From 2003 through 2008 Greg was the President and Chief Investment Officer of AmerUs Capital Management, the asset management company of AmerUs Group. Aviva plc acquired AmerUs in 2006, and from 2008 to February 2010 Greg was the Chief Executive Officer of Aviva Investors North America, a $50 billion AUM division of Aviva Investors Global based in the UK. Prior to joining AmerUs, Greg served as Group Head & Managing Director — Global Quantitative Fixed Income, for Deutsche Bank Asset Management, Director of Fixed Income & Managing Director — Mutual Funds/Institutional Group and Director of Fixed Income for ABN AMRO Asset Management in Chicago.

Gregory received a Masters in Finance and B.S. in Broadcasting from the University of Wyoming. Throughout his career, Greg has maintained numerous professional affiliations and served on multiple boards. Board directorships have included the Salisbury House, Calvert Variable Series and Inflective Asset Management, LLC. He has earned the right to use the Chartered Financial Analyst designation and is a member of the Investment Analyst Society of Iowa.

Laurie is Director, Fixed Income for Miles Capital and a member of Miles Capital’s Fixed Income Research Committee. She earned her Bachelor of Business Administration degree and Master of Business Administration from Drake University. She earned her Chartered Financial Analyst (CFA) designation in 1998. Ms. Mardis is a current member and a past President of the CFA Society of Iowa. Prior to joining Miles Capital in 2001, she was an investment manager with Wells Fargo managing proprietary fixed income insurance and ERISA qualified accounts as well as balanced separate accounts.

Allen Goody, CFA, CPA, serves as Director of Equities for Miles Capital, and manages the Small Cap Core strategy as well as the firm’s three Large Cap strategies. He earned his BA in Economics and BBA in Accounting from Iowa State University and an MBA in Finance from the University of Iowa. Allen earned the Chartered Financial Analyst (CFA) designation in 2005. He is a member of the CFA Society of Iowa and the CFA Institute. Prior to joining Miles Capital as an analyst and portfolio manager, Allen was with Allstate Investments as an investment analyst.

Doug Earney, CFA is Senior Fixed Income Portfolio Manager and a member of Miles Capital’s Fixed Income Research Committee. He is responsible for asset allocation, risk management, and multi-sector portfolio strategies. Doug earned his BS degree in Mechanical Engineering from Iowa State University and his Master of Business Administration from the University of Chicago Booth School of Business. He earned his Chartered Financial Analyst (CFA) designation in 2003 and is a member of the CFA Society of Iowa. Prior to joining Miles Capital, Doug was a portfolio manager with Principal Global Investors managing fixed income portfolios for insurance, pension, endowment and other institutional clients.

Jon Davidson, CFA, is Senior Analyst, Equity. He earned his BSBA from Washington University and his MBA from Indiana University. Jon earned the Chartered Financial Analyst (CFA) designation in 1990. Prior to joining the firm, Jon was with Principal Global Investors as a Portfolio Manager.

David Albright, CFA, is Senior Fixed Income Analyst for Miles Capital and a member of Miles Capital’s Fixed Income Research Committee. David is responsible for credit analysis and related activities in support of portfolio management. David earned a Bachelor of Arts Degree and his Master of Business Administration (Finance) from the University of Wisconsin. He earned his Chartered Financial Analyst (CFA) designation in 1991 and is a member of the CFA Society of Iowa. He most recently worked for Principal Financial Group and Northwestern Mutual Life.

John Osier, CFA, is a Fixed Income Analyst and Portfolio Manager for Miles Capital and a member of the firm’s fixed income research committee. He earned his BS degree in Finance and Transportation Logistics from Iowa State University and his Master of Business Administration from the University of Iowa. John is responsible for credit analysis and related activities in support of the credit analysis and management team. He earned his Chartered Financial Analyst (CFA) designation in 2006 and is a member of the CFA Institute. Prior to joining Miles Capital, John was with Oppenheimer Funds.

Joanna Crutison is Manager of Trading and Implementation for Miles Capital. She oversees the day-to-day operations of the trading team and is responsible for the implementation of all changes to account strategies. Joanna also provides stock analysis for the Equity team. Joanna earned her BS in Accounting from AIB College of Business. Prior to joining Miles Capital, Joanna was an accountant for West Bank.

Keo Synarong is Performance Administrator and Equity Analyst for Miles Capital. He is responsible for ensuring the GIPS compliance of all Miles Capital composites and verification of performance. He also works with the Equity team, mining for stocks for our focus lists. He earned his BBA in finance from the University of Iowa. Prior to joining the firm, Keo was with Principal Global Investors as an Investment Accountant.

Kyle Larson is Equity Analyst for Miles Capital. He focuses primarily on stocks in the small- to mid-capitalization range. He graduated magna cum laude in 2008 from Iowa State University with a B.S. in Accounting and Finance. During his tenure at Iowa State, he was involved with the Beta Alpha Psi business fraternity. Prior to joining Miles Capital, Kyle served as an intern at Principal Global Investors in the Commercial Real Estate – Asset Management division.

Jeremy is Trader, Fixed Income for Miles Capital. He is responsible for trading and implementation of several Miles Capital fixed income strategies. He earned his Bachelor of Business Administration degree from Northwestern College and his Master of Business Administration degree from Azusa Pacific University. Prior to joining Miles Capital in 2007, he worked for Wells Fargo Financial.