Relationship Management
Our relationship management and client service team is staffed with investment professionals respected for their industry expertise. Their commitment to accessibility and understanding each client’s organization allows us to become a strategic partner to our clients.
Lori Braunschweig is Senior Client Relationship Manager with Miles Capital. Lori serves as the dedicated resource for our institutional clients, and is committed to achieving client satisfaction. She earned her Bachelor of Arts in Political Science and History and Masters of Business Administration from Drake University. Lori also earned the right to use the Chartered Financial Analyst designation, and is a member of the CFA Institute and CFA Society of Iowa. Prior to joining Miles Capital, Lori was with the Principal Financial Group for 11 years serving as a Product Specialist for Principal Funds and Relationship Manager for Principal Global Investors.
Courtney Clarke is Manager, Marketing and Communications for Miles Capital. She is responsible for the marketing and client communication initiatives of the firm. Prior to that, she served as Manager of the Client Service Team for Miles Capital. She earned her BS in Business Management, International Business and a BA in French from Iowa State University. Prior to joining Miles Capital, Courtney was in Investment Operations with Cargill Financial Markets, UK.
Angela Plummer is Senior Client Services Administrator for Miles Capital. She is responsible for maintaining client communication and all client service and relationship management initiatives. She earned her BA in Finance from Upper Iowa University. Angela had previously been with the firm since 2000 and has recently rejoined the firm. Angela is involved with multiple community organizations.