Jenny McBee, CFA^®

Posted on March 4, 2022December 19, 2023 by Nuance Development

Jenny McBee, CFA^®

Jenny McBee, Chartered Financial Analyst (CFA), is a Vice President and Senior Client Portfolio Manager for Nuance. Her responsibilities include business development and client services.

Jenny has more than 19 years of investment industry experience. Prior to joining Nuance in 2015, she was a Senior Investment Analyst and Relationship Manager at Security Benefit. She oversaw more than 50 asset manager relationships and provided investment recommendations for annuity and retirement plan products. Jenny held the Series 7 and 63 while at Security Benefit. Prior to working at Security Benefit, she served as Client Service Manager and an Investment Advisor Representative at Larmer & Elstun, LLC.

Jenny holds a Bachelor of Science (BS) in Business Administration with an emphasis in Finance from the University of Kansas. Jenny 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

D. Adam West, CFA^®

Posted on March 10, 2022December 19, 2023 by Nuance Development

D. Adam West, CFA^®

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 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

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

Aditya Narvekar, CFA^®

Posted on March 30, 2022January 3, 2023 by Nuance Development

Aditya Narvekar, CFA^®

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 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

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

Dustin Meza

Posted on March 16, 2022December 20, 2023 by Nuance Development

Dustin Meza

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 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

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

Tony Kim, CFA^®

Posted on March 15, 2022December 19, 2023 by Nuance Development

Tony Kim, CFA^®

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 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

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

Trip Hanley

Posted on March 14, 2022December 20, 2023 by Nuance Development

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 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

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

Meghan Hampton

Posted on March 13, 2022December 19, 2023 by Nuance Development

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 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

Maureen Slattery

Posted on March 5, 2022December 22, 2022 by Nuance Development

Maureen Slattery

Maureen Slattery is a Client Portfolio Manager with Nuance. Her responsibilities include business development and client services.

Prior to joining Nuance in 2017, Maureen spent almost five years at Bloomberg LP, where she worked in sales and was responsible for managing and growing Bloomberg’s relationships with investment managers.

Maureen holds a Bachelor of Arts (BA) in Economics from Boston College and a Master of Business Administration (MBA) from Columbia University.

How to invest

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

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

Garrett Brinton

Posted on July 21, 2022December 19, 2023 by Katie Carver

Garrett Brinton

Garrett Brinton is a Trader and Data Analyst for Nuance Investments.

Prior to joining Nuance, Garrett was a Senior Equity Trader at Kennedy Capital Management where he specialized in executing trades in liquidity constrained Micro and Small Cap companies. Prior to Kennedy Capital Management, Garrett worked as a Portfolio Manager Associate at Commerce Trust Company where he was a consultant for high-net-worth individuals and institutional investors focusing on asset allocation, portfolio modeling, and risk management.

Garrett holds a Bachelor of Science in Business Administration (BSBA) from the University of Missouri where he completed a dual emphasis in Finance & Banking and Real Estate.

How to invest

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

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

John Sigmon, CFA^®

Posted on July 22, 2022December 22, 2022 by Katie Carver

John Sigmon, CFA^®

John Sigmon is an Associate Investment Analyst with Nuance. Prior to joining Nuance, John was a Portfolio Manager for the MBA Investment Fund at the University of Texas, McCombs School of Business. John also worked in performance measurement at Capital Group in Los Angeles for seven years and prior to that was an analyst for Beacon Pointe Advisors.

John holds Bachelor of Arts (BA) degrees in Economics and Japanese Language & Literature from the University of California, Irvine and a Master of Business Administration (MBA) with a concentration in Investment Management from the University of Texas, McCombs School of Business. John 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 Investments, LLC
4900 Main Street, Suite 220
Kansas City, MO 64112
Telephone: (816) 743-7080
Fax: (913) 387-2729

How to invest

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Investor Resources

About Nuance Investments

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Nuance Investments

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

Jenny McBee, CFA®

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D. Adam West, CFA®

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Aditya Narvekar, CFA®

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Dustin Meza

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Tony Kim, CFA®

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Trip Hanley

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Meghan Hampton

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Maureen Slattery

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Garrett Brinton

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John Sigmon, CFA®

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Jenny McBee, CFA^®

D. Adam West, CFA^®

Aditya Narvekar, CFA^®

Tony Kim, CFA^®

John Sigmon, CFA^®