The Strength ofRELATIONSHIPS

Keeping your financial goals at the forefront of the planning process is critical to building a successful financial relationship with you.

To help ensure your satisfaction, Diamond Capital Management provides:

  • The stability of working with portfolio managers who average more than 20 years of experience.
  • Full access to your portfolio manager and client support personnel.
  • Ongoing, active communication and guidance.

The fact that over 90% of our clients choose to maintain their relationship with Diamond Capital Management year after year demonstrates that we have the right approach.

OUR EXPERIENCED TEAM

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Steven W. Voss

Vice President and Chief Investment Officer
steven w. voss profile

Steven W. Voss

Vice President and Chief Investment Officer

With over 40 years of financial services experience, Mr. Voss has successfully developed investment and asset allocation strategy for portfolio management of over $1 billion in assets. His chief responsibilities have included the management of equity, fixed income and balanced portfolios in personal and institutional accounts.

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Kevin D. Hampton

Vice President and Senior Portfolio Manager
kevin d. hampton profile

Kevin D. Hampton

Vice President and Senior Portfolio Manager

Mr. Hampton has over 30 years of experience in the financial services and investment industries. He has held positions which included responsibility for head equity trader functions, as well as his current focus on management of equity, fixed income and balanced portfolios for both personal and institutional accounts.

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Mark L. Smiley, CFA

Vice President and Senior Portfolio Manager
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Mark L. Smiley, CFA

Vice President and Senior Portfolio Manager

Mr. Smiley’s responsibilities include managing fixed income and equity portfolios for both personal and institutional clients. He has over 30 years of investment management experience which has included equity and fixed income analysis, trading, and portfolio management for personal, charitable, corporate, and ERISA clients.

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R. Todd Musser

Vice President and Senior Portfolio Manager
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R. Todd Musser

Vice President and Senior Portfolio Manager

With over 25 years of experience in managing equity and fixed income investment portfolios, Mr. Musser’s primary responsibilities with Diamond Capital Management include management of trust, agency, and retirement investment portfolios for high-net-worth individuals and families.

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Jeff C. Mantock, CFA

Vice President and Senior Portfolio Manager
jeff c. mantock profile

Jeff C. Mantock, CFA

Vice President and Senior Portfolio Manager

Mr. Mantock has more than 20 years of experience in the investment and trust industry, and is responsible for managing fixed income and equity portfolios for both personal and institutional clients. His prior experience includes serving as a portfolio manager, and assuming an executive leadership role while serving as a relationship manager for key clients.

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Kathy D. Cox

Vice President and Investment Administration Officer
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Kathy D. Cox

Vice President and Investment Administration Officer

With more than 25 years of banking and investment experience – primarily concentrated in the areas of personal trust and investment management – Ms. Cox is responsible for the administration of personal and institutional investment management clients. Ms. Cox also works closely with the Portfolio Managers as part of the investment team.

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Suzanne Johnson

Vice President and Investment Administration Officer
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Suzanne Johnson

Vice President and Investment Administration Officer

Ms. Johnson has more than 30 years of experience working in the retirement services industry. She is primarily responsible for helping her clients ensure that their IRAs are maintained in accordance with strict IRS regulations and she also works closely with the Portfolio Managers as part of the investment team.

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Theresa Walker

Vice President and Investment Administration Officer
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Theresa Walker

Vice President and Investment Administration Officer

Ms. Walker has over 30 years of experience in the trust and investment industry. Her responsibilities with Diamond Capital Management focus on the administration of personal, IRA and institutional custody accounts, and she also works closely with the Portfolio Managers as part of the investment team.

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Julia Kent

Portfolio Analysis Manager
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Julia Kent

Portfolio Analysis Manager

With over 20 years of investment experience, Ms. Kent is responsible for the coordination of investment research and account performance communication to Diamond Capital Management clients. She also performs mutual fund research and investment performance monitoring.

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Kim Baker

Investment Client Support Manager
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Kim Baker

Investment Client Support Manager

With The National Bank of Indianapolis since 2001, Ms. Baker assists Diamond Capital Management’s investment clients with daily requests and account maintenance, processing new client information, and providing valuable support to the Investment and Administration Officers.

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Jane Coraz

Investment Client Support Manager
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Jane Coraz

Investment Client Support Manager

Since starting with The National Bank of Indianapolis in 2007, Ms. Coraz has focused on assisting investment clients with daily requests and account maintenance, processing new client information, and providing valuable support to the Diamond Capital Management Investment and Administration Officers.

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Marti Timm

Investment Client Support Manager
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Marti Timm

Investment Client Support Manager

Having been with The National Bank of Indianapolis for over ten years, Ms. Timm is responsible for assisting with the administration of personal accounts, IRAs and institutional custody accounts. She works closely with Diamond Capital Management’s Portfolio Management team and Administrative team to support the daily requests of investment clients.

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Heather McGuire

Investment Client Support Manager and Receptionist
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Heather McGuire

Investment Client Support Manager and Receptionist

With over 20 years of banking and investment experience, Ms. McGuire supports Diamond Capital Management’s administration and portfolio manager teams by managing client accounts, communicating daily client requests, and handling event scheduling.