Jon Augustine, CFA
Director
Equity Group - Manager
University of Iowa, BA, 1981 MBA 1989
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Jon Augustine, CFA, is Director and Equity Group Manager for WB Capital Management Inc. He earned his Chartered Financial Analyst (CFA) designation in 1985 and is currently the Treasurer for the Johnston "Dollars for Scholars" scholarship program. Before joining WB Capital Management Inc., Jon was a managing director of Norwest Investment Advisors, Inc., and a vice president of Norwest Bank Iowa Investment Management and Trust.
Phone: (515) 226-7010
Fax: (866) 580-1249
jaugustine@wbcap.net
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Allen W. Goody, CPA, CFA
Vice President/Equity Analyst
Iowa State University, BA 1992 BBA 1995
University of Iowa, MBA 2002
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Allen Goody, CPA, CFA, is Vice President and Equity Analyst for WB Capital Management Inc. He earned his BA in Economics and BBA in Accounting from Iowa State University and his MBA in Finance from The University of Iowa. Allen earned the Chartered Financial Analyst (CFA) designation in 2005. He is a member of the Iowa Society of Financial Analysts and the CFA Institute. Prior to joining WB Capital Management Inc., Allen was with Allstate Investments as an investment analyst.
Phone: (515) 224-2768
Fax: (877) 816-0122
agoody@wbcap.net
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David Kaplan, CFA
Sr. Vice President
Portfolio Manager
University of Utah, BS 1992
University of Washington, MBA 1996
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David Kaplan, CFA, is Sr. Vice President and Portfolio Manager for WB Capital Management Inc. He earned his Chartered Financial Analyst (CFA) designation in 1998. David was an equity analyst and trader with Summit Capital Management before coming to WB Capital Management Inc.
Phone: (801) 733-5721
Cell: (801) 520-1353
Fax: (866) 580-3679
dkaplan@wbcap.net
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Thomas Myers, CFA
Director
Alternative Investments/Equity Group- Manager
Coe College, BA 1986
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Tom Myers, CFA, is Director and Alternative Investments/Equity Group Manager for WB Capital Management Inc. Prior to joining WB Capital Management Inc., he was with AEGON USA Investment Management, Inc. Tom earned his Chartered Financial Analyst (CFA) designation in 1992.
Phone: (800) 343-7084
Fax: (866) 580-3680
tmyers@wbcap.net
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