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Gary J. Pokrzywinski, CFA

Lead Portfolio Manager

Mr. Pokrzywinski is the Chief Investment Officer and High Yield Portfolio Manager for SiM. He has 25+ years of experience in the fixed income financial markets. He managed the Morningstar 5-star*, Principal High Yield Mutual Fund from its inception in April 1998 to May 2009. Prior to co-founding SiM, he was the CIO and a High Yield Portfolio Manager for Edge Asset Management (and its predecessor), an affiliate of Principal Financial Group. He worked for Edge and its predecessor from 1992 to 2009. Prior, Mr. Pokrzywinski was an investment officer/portfolio manager for Firstar Investment Services Co. He received a bachelor's degree in Finance and Management Information Systems from the University of Wisconsin - Milwaukee. Mr. Pokrzywinski earned the right to use the Chartered Financial Analyst designation in 1989 and is a member of the CFA Society of Seattle

* Data provided by Morningstar. CPHYX (load waived) 5-star ranking from 11/05 to 5/09. CPHYX 4- or 5-star rating from 4/03 to 5/09. Past performance is no guarantee of future results. References to other mutual funds should not be interpreted as an offer of these securities.
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Brian L. Placzek, CFA

Portfolio Manager

Mr. Placzek is the Head of High Yield Research and High Yield Portfolio Manager for SiM. He has 25+ years of experience in investment management and financial analysis.  Prior to SiM, Mr. Placzek was Head of Fixed Income/Research at Edge Asset Management, an affiliate of Principal Global Investors.  He worked for Edge Asset Management (and its predecessor) from 1990 to 2010. Prior to Edge, he had been at Washington Mutual Bank, where he worked as an investment grade and high yield bond analyst/trader. Mr. Placzek earned the right to use the Chartered Financial Analyst designation in 1994, is a member of the CFA Society of Seattle and received a bachelor's degree in liberal arts from Seattle University.
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Timothy T. Black, JD

Chief Executive Officer, Chief Compliance Officer

Mr. Black is the Chief Executive Officer and Chief Compliance Officer for SiM and is responsible for day to day operations and SEC compliance matters. Mr. Black is a former partner of Integra Ventures, a Seattle based private equity firm. Integra Ventures is a federally licensed Small Business Investment Company (SBIC), and Mr. Black was responsible for regulatory compliance and oversight management for the firm. Mr. Black is an attorney whose prior practice focused on corporate and securities matters, including issues relating to investment advisers and broker dealers. Mr. Black holds a B.A. from Colorado College and a J.D., with honors, from Seattle University.

Ryan-C_-Larson,-CFA-headshot

Ryan C. Larson, CFA

Investment Analyst

Mr. Larson is an investment analyst for the SiM High Yield Team. Mr. Larson is responsible for investment research and reporting analytics. Prior to joining SiM in 2010, from 2009 to 2010 Mr. Larson was a research analyst at Caelum Capital, a Los Angeles based equity long-short hedge fund. Prior to Caelum Capital, from 2008 to 2009 Mr. Larson trained as a research analyst at Wells Fargo Advisors in Seattle, Washington . Mr. Larson graduated with honors from Brown University in May 2008 and has a B.A. in Commerce, Organizations and Entrepreneurship (business track). Mr. Larson holds the Chartered Financial Analyst designation, and is a member of the Chartered Alternative Investment Analyst Association (CAIA).
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Jeston S. LaCroix

High Yield Trader

Mr. LaCroix is a high yield trader for the SiM High Yield Team. Mr. LaCroix is responsible for trading our high yield portfolios and reporting analytics. Prior to joining SiM in 2014, Mr. LaCroix was a fixed income trader at National Penn Investors Trust Co., a Pennsylvania based trust company. Prior to National Penn, from 2011 to 2013, Mr. LaCroix was with Munder Capital Management in Birmingham, Michigan in multiple capacities, most recently as a fixed income trader/analyst where he was responsible for trading investment grade and high yield corporate bonds for all of the firm's fixed income strategies. Mr. LaCroix has a B.A. in political science from the University of Michigan and an MBA from Wayne State University. Mr. LaCroix is a Level III CFA candidate.
Julia

Julia Landa

Operations Specialist

Mrs. Landa is an operations specialist for SiM and is responsible for monitoring day-to-day high yield portfolio operations, reporting and compliance. Prior to joining SiM in 2015, Mrs. Landa was an energy risk control and credit analyst at Puget Sound Energy Inc., a Bellevue based utility company. Prior to PSE, Mrs. Landa was for five years with Union Bank of Israel, the sixth largest Israeli bank, where she was an economist in the Controls and Risk Management Department, responsible for monitoring derivatives market risks and trading activity, as well as the bank’s proprietary asset reporting and SOX compliance. Mrs. Landa has a B.A. in Economics from Tel Aviv University and an M.A. in Business Economics from Bar-Ilan University, Israel.

Kevin Power

Operations and Reporting Associate

Mr. Power is an Operations and Reporting Associate for SiM and is responsible for high yield portfolio reconciliation and reporting. Prior to joining SiM in 2016, Mr. Power worked as a business loan officer at Business Impact NW, a non-profit Community Development Financial Institution, where he underwrote and serviced business loans. Prior to Business Impact NW, from 2006-2015, Mr. Power worked at Bank of America, in various roles, but most recently as a Banking Center Manager. Mr. Power holds a B.S. in Economics from the University of Washington.