Christopher Cook, CPA, CFA
Director
Institutional Consultant
University of Northern Iowa, BA 1990
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Chris Cook, CPA, CFA, is Director and Institutional Consultant for WB Capital Management Inc. He is responsible for consultation and communication to the firm's institutional clients. Chris's expertise lies in asset allocation, investment policy, and portfolio construction. Prior to joining WB Capital Management he was a portfolio manager with Norwest Investment Advisors. He is a member of the Iowa Society of CPA's and the CFA Institute.
Phone: (800) 343-7084
Fax: (866) 580-1262
ccook@wbcap.net
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Karen Green, CIMA
Director
Institutional Consultant
University of Iowa, BS 1985
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Karen Green, CIMA, is an integral member of WB Capital's marketing team focusing on the broker/dealer, banking and consultant channels. Karen earned her Certified Investment Management Analyst designation in 1989 and is currently enrolled in the University of Iowa's Executive MBA program.
Active in the community, Karen is the Treasurer and board member of Foundation 2. She also serves WB Capital's Cedar Rapids chairperson for United Way of East Central Iowa. Prior to joining WB Capital Management Inc., Karen was an Assistant Vice President with AEGON USA Investment Management, Inc.
Phone: (319) 739-2112
Fax: (866) 580-3678
kgreen@wbcap.net
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Dave Jackson
Vice President
Institutional Consultant
Iowa State University, BA 1993
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David Jackson is Vice President and Institutional Consultant for WB Capital Management. He will focus on sales of investment services in consultant, institutional, and banking channels. David has thirteen years experience in sales of retirement plans. Prior to joining WB Capital Management David was a sales leader with Zurich North America in Cleveland, Ohio.
Phone: (515) 226-7014
Fax: (866) 743-3412
djackson@wbcap.net
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Brian Rolland, CPA, CFA, CTP
Vice President
Institutional Consultant
University of Iowa, MA Accounting 1989
University of Northern Iowa, BS 1980
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Brian Rolland, CPA, CMA, CTP, is Vice President and Institutional Consultant for WB Capital Management. He is an integral member of the Sales Team and focuses his efforts on institutional clients. Brian has earned the following designations during his career in investments: Certified Public Accountant (CPA), Certified Managerial Accountant (CMA), and Certified Treasury Professional (CTP). Prior to joining WB Capital Management Inc. Brian was the Treasurer/Vice President for AEGON USA Investment Management, LLC.
Phone: (319) 739-2128
Fax: (866) 580-3684
brolland@wbcap.net
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Ron Shortenhaus
Vice President
Institutional Consultant
Morningside College,
BS 1987
Drake University, MBA 1993
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Ron Shortenhaus is Vice President and Institutional Consultant for WB Capital Management. He works with current and prospective institutional clients to facilitate use of WB Capital Management Inc.'s investment management products and services. Professional qualifications include NASD Series 7 and 63 licenses. Active in his community, Ron is a volunteer teacher for Junior Achievement and is on the Investment Committee for the Salisbury House Foundation. Prior to joining WB Capital Management Inc., he was the Regional Marketing Director with Boatman's Trust Company (now Bank of America).
Phone: (515) 224-2724
Fax: (877) 884-6119
rshortenhaus@wbcap.net
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