Author: Nuance Development

Geoff Greene, CFA®

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Geoff Greene, CFA®

geoff green

Geoff Greene is the Vice President and Director of Trading and Portfolio Operations for Nuance. He oversees all of Nuance’s trading functions, as well as portfolio operations related initiatives.

Joining Nuance in 2014, Geoff initially served as an Equity Trader and Associate Director of Risk and Trading Operations before transitioning to his current role. In addition to trading, he focused on portfolio management systems, portfolio accounting systems and enhancing process workflows. Prior to joining Nuance, Geoff taught Survey of Business Finance at the University of Missouri.

Geoff holds a Bachelor of Science (BS) in Finance from Missouri State University and a Master of Business Administration (MBA) with a concentration in Finance from the University of Missouri. Geoff is a CFA® charterholder and a member of the CFA Institute.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

How to invest

Nuance has been managing portfolios for individuals and institutions using the same classic value investment philosophy since first registering as an investment advisor in 2008. If you would like to receive material describing our services, including our historical performance records, please contact us.

Nuance Investments, LLC
4900 Main Street, Suite 220
Kansas City, MO 64112
Telephone: (816) 743-7080
Fax: (913) 387-2729

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Nuance Investments, LLC • 4900 Main Street, Suite 220, Kansas City, MO 64112​

Aditya Narvekar, CFA®

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Aditya Narvekar, CFA®

Aditya Narveka

Aditya Narvekar is an Investment Analyst at Nuance. 

Prior to joining Nuance, Aditya worked in the Corporate Finance division for American Airlines as a Financial Analyst. He supported multiple projects that involved analyzing financial statements of airline competitors and evaluating the financial impact of operating decisions.

Aditya holds a Bachelor of Science in Engineering (BE) from the University of Mumbai and a Master of Business Administration (MBA) with a concentration in Investment Management from the University of Texas at Austin, McCombs School of Business. Aditya is a CFA® charterholder and a member of the CFA Institute.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

How to invest

Nuance has been managing portfolios for individuals and institutions using the same classic value investment philosophy since first registering as an investment advisor in 2008. If you would like to receive material describing our services, including our historical performance records, please contact us.

Nuance Investments, LLC
4900 Main Street, Suite 220
Kansas City, MO 64112
Telephone: (816) 743-7080
Fax: (913) 387-2729

How to invest

Investment Solutions

Investor Resources

About Nuance Investments

Connect with US

Nuance Investments

© Nuance Investments LLC, All rights reserved. Privacy Statement Disclosures Disclosure Brochure Form CRS Contact us Policy Notice

Nuance Investments, LLC • 4900 Main Street, Suite 220, Kansas City, MO 64112​

Dustin Meza

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Dustin Meza

dustin

Dustin Meza is the Senior Compliance Officer for Nuance. He works directly with the CCO to oversee all aspects of the Firm’s compliance program.

Dustin has more than 21 years of compliance experience. Prior to joining Nuance, he was the Manager, BD and IA Compliance at Thrivent. Dustin and his team were responsible for the compliance oversight and supervisory exam programs of the wealth manager. Prior to Thrivent, Dustin was the Director, IA Compliance for Waddell & Reed Inc. where he served as a compliance subject matter expert for the wealth manager’s RIA business.

Dustin held the Series 4, 7, 24, 63, and 66 licenses in his previous positions. Dustin holds a Bachelor of Business (BBA) in Finance from Washburn University.

How to invest

Nuance has been managing portfolios for individuals and institutions using the same classic value investment philosophy since first registering as an investment advisor in 2008. If you would like to receive material describing our services, including our historical performance records, please contact us.

Nuance Investments, LLC
4900 Main Street, Suite 220
Kansas City, MO 64112
Telephone: (816) 743-7080
Fax: (913) 387-2729

How to invest

Investment Solutions

Investor Resources

About Nuance Investments

Connect with US

Nuance Investments

© Nuance Investments LLC, All rights reserved. Privacy statement Disclosures Disclosure Brochure Contact us

Nuance Investments, LLC • 4900 Main Street, Suite 220, Kansas City, MO 64112​

Tony Kim, CFA®

Posted on by Nuance Development

Tony Kim, CFA®

tony kim

Tony Kim is a Trader and Data Analyst at Nuance. 

Prior to joining Nuance, Tony was a Trader at Southern Sun Asset Management where his responsibilities included trading and providing analytical support to various groups within the firm.

Tony holds a Bachelor of Arts (BA) in Accounting from the University of Oregon. Tony is a CFA® charterholder and a member of the CFA Institute.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

How to invest

Nuance has been managing portfolios for individuals and institutions using the same classic value investment philosophy since first registering as an investment advisor in 2008. If you would like to receive material describing our services, including our historical performance records, please contact us.

Nuance Investments, LLC
4900 Main Street, Suite 220
Kansas City, MO 64112
Telephone: (816) 743-7080
Fax: (913) 387-2729

How to invest

Investment Solutions

Investor Resources

About Nuance Investments

Connect with US

Nuance Investments

© Nuance Investments LLC, All rights reserved. Privacy statement Disclosures Disclosure Brochure Contact us

Nuance Investments, LLC • 4900 Main Street, Suite 220, Kansas City, MO 64112​

Trip Hanley

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Trip Hanley

trip hanley

Trip Hanley is a Data and Quantitative Analyst at Nuance. He supports the Client Portfolio Management, Compliance and Administration teams for data and analytical needs.

During his time at the Wisconsin School of Business, Trip served on the executive board of Capital Management Club, a student-run investment club focused on security analysis.

Trip holds Bachelor of Business Administration (BBA) degrees in Finance and Management with a concentration in Entrepreneurship from the University of Wisconsin-Madison.

How to invest

Nuance has been managing portfolios for individuals and institutions using the same classic value investment philosophy since first registering as an investment advisor in 2008. If you would like to receive material describing our services, including our historical performance records, please contact us.

Nuance Investments, LLC
4900 Main Street, Suite 220
Kansas City, MO 64112
Telephone: (816) 743-7080
Fax: (913) 387-2729

How to invest

Investment Solutions

Investor Resources

About Nuance Investments

Connect with US

Nuance Investments

© Nuance Investments LLC, All rights reserved. Privacy statement Disclosures Disclosure Brochure Contact us

Nuance Investments, LLC • 4900 Main Street, Suite 220, Kansas City, MO 64112​

Meghan Hampton

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Meghan Hampton

meghan hampton

Meghan Hampton is the Office Manager and Accounting Clerk at Nuance Investments.

Meghan holds a Bachelor of Arts (BA) in both Accounting and Business Administration from the University of MidAmerica Nazarene.

How to invest

Nuance has been managing portfolios for individuals and institutions using the same classic value investment philosophy since first registering as an investment advisor in 2008. If you would like to receive material describing our services, including our historical performance records, please contact us.

Nuance Investments, LLC
4900 Main Street, Suite 220
Kansas City, MO 64112
Telephone: (816) 743-7080
Fax: (913) 387-2729

How to invest

Investment Solutions

Investor Resources

About Nuance Investments

Connect with US

Nuance Investments

© Nuance Investments LLC, All rights reserved. Privacy Statement Disclosures Disclosure Brochure Form CRS Contact us Policy Notice

Nuance Investments, LLC • 4900 Main Street, Suite 220, Kansas City, MO 64112​

Andrea Lewis, PHR

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Andrea Lewis, PHR

Andrea Lewis

Andrea Lewis, Professional in Human Resources® (PHR®), is the Vice President and Director of Human Resources and Administration at Nuance and has been with the firm since 2014.

She oversees all aspects of the Firm’s Human Resources and Administration functions, including accounting and daily operations.

Andrea holds a Bachelor of Music from the University of Nebraska at Omaha and holds a PHR certification from HR Certification Institute (HRCI).

How to invest

Nuance has been managing portfolios for individuals and institutions using the same classic value investment philosophy since first registering as an investment advisor in 2008. If you would like to receive material describing our services, including our historical performance records, please contact us.

Nuance Investments, LLC
4900 Main Street, Suite 220
Kansas City, MO 64112
Telephone: (816) 743-7080
Fax: (913) 387-2729

How to invest

Investment Solutions

Investor Resources

About Nuance Investments

Connect with US

Nuance Investments

© Nuance Investments LLC, All rights reserved. Privacy Statement Disclosures Disclosure Brochure Form CRS Contact us Policy Notice

Nuance Investments, LLC • 4900 Main Street, Suite 220, Kansas City, MO 64112​

Jack Meurer, CFA®

Posted on by Nuance Development

Jack Meurer, CFA®

Jack-Meurer

Jack Meurer is a Vice President and Portfolio Manager with Nuance. He focuses on the Industrials, Energy, and Utilities sectors and has been with the firm since 2017.

During Jack’s tenure in the University of Wisconsin-Madison’s Applied Security Analysis Program, he was an analyst and portfolio manager for one of the program’s equity investment funds.

Jack holds a Bachelor of Business Administration (BBA) in Finance from the University of Wisconsin-Madison and a Master of Science (MS) in Finance from the University of Wisconsin-Madison’s Applied Security Analysis Program. Jack is a CFA® charterholder and a member of the CFA Institute.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

How to invest

Nuance has been managing portfolios for individuals and institutions using the same classic value investment philosophy since first registering as an investment advisor in 2008. If you would like to receive material describing our services, including our historical performance records, please contact us.

Nuance Investments, LLC
4900 Main Street, Suite 220
Kansas City, MO 64112
Telephone: (816) 743-7080
Fax: (913) 387-2729

How to invest

Investment Solutions

Investor Resources

About Nuance Investments

Connect with US

Nuance Investments

© Nuance Investments LLC, All rights reserved. Privacy Statement Disclosures Disclosure Brochure Form CRS Contact us Policy Notice

Nuance Investments, LLC • 4900 Main Street, Suite 220, Kansas City, MO 64112​

D. Adam West, CFA®

Posted on by Nuance Development

D. Adam West, CFA®

adam-west

Adam West is a Vice President and Senior Investment Analyst with Nuance. He has been with Nuance since 2010 and focuses on the Information Technology, Consumer Discretionary and Consumer Staples sectors. Adam has 18 years of investment experience and 14 years of experience using a classic value approach.

Prior to joining Nuance, Adam spent more than four years as an Investment Analyst at Commerce Trust Company.

Adam holds a Bachelor of Science in Business Administration (BSBA) with an emphasis in Finance from the University of Missouri and a Master of Business Administration (MBA) from the University of North Carolina, Kenan-Flagler Business School. Adam is a CFA® charterholder and a member of the CFA Institute. 

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

How to invest

Nuance has been managing portfolios for individuals and institutions using the same classic value investment philosophy since first registering as an investment advisor in 2008. If you would like to receive material describing our services, including our historical performance records, please contact us.

Nuance Investments, LLC
4900 Main Street, Suite 220
Kansas City, MO 64112
Telephone: (816) 743-7080
Fax: (913) 387-2729

How to invest

Investment Solutions

Investor Resources

About Nuance Investments

Connect with US

Nuance Investments

© Nuance Investments LLC, All rights reserved. Privacy Statement Disclosures Disclosure Brochure Form CRS Contact us Policy Notice

Nuance Investments, LLC • 4900 Main Street, Suite 220, Kansas City, MO 64112​

Darren Schryer, CFA®, CPA

Posted on by Nuance Development

Darren Schryer, CFA®, CPA

darren-schryer

Darren Schryer is a Vice President and Portfolio Manager with Nuance. He also focuses his analytical skills on the Health Care, Communication Services, and Information Technology sectors. 

Before joining Nuance in 2016, Darren was a Managing Director and Portfolio Manager for the MBA Investment Fund at the University of Texas, McCombs School of Business. Darren also spent three years as a Financial Advisor with Bluestone Financial Advisors in Bethesda, Maryland. Prior to working for Bluestone he worked as an Audit & Tax Associate for the Reznick Group.

Darren holds Bachelor of Science (BS) degrees in both Finance and Accounting from the University of Maryland and a Master of Business Administration (MBA)  with a concentration in Investment Management from the University of Texas, McCombs School of Business. Darren is a CFA® charterholder and a member of the CFA Institute.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

How to invest

Nuance has been managing portfolios for individuals and institutions using the same classic value investment philosophy since first registering as an investment advisor in 2008. If you would like to receive material describing our services, including our historical performance records, please contact us.

Nuance Investments, LLC
4900 Main Street, Suite 220
Kansas City, MO 64112
Telephone: (816) 743-7080
Fax: (913) 387-2729

How to invest

Investment Solutions

Investor Resources

About Nuance Investments

Connect with US

Nuance Investments

© Nuance Investments LLC, All rights reserved. Privacy Statement Disclosures Disclosure Brochure Form CRS Contact us Policy Notice

Nuance Investments, LLC • 4900 Main Street, Suite 220, Kansas City, MO 64112​

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