Thomas A. (Tad) Dillon III, CFA
Managing Director
941.685.3789 | tdillon@ascendiant.com
Sarasota, Florida

  • 40 years of experience in institutional equities and equity research

  • Merrill Lynch, Salomon Brothers, Donald Lufkin & Jenrette, UBS, and others

  • Marine Corps Fighter Pilot and Vietnam Veteran

  • MBA, Finance – Emory University

  • B.S., Business – University of North Carolina, Chapel Hill

  • Chartered Financial Analyst (CFA)

  • FINRA Series 7, 24, 55, and 63 securities registrations

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Chris Bedowitz
Senior Vice President
762.233.6989
cbedowitz@ascendiant.com
Denver, Colorado

  • 20 years of experience in mutual funds, portfolio management, and equity research

  • Choice Funds, Invesco Funds Group, and Waddell & Reed

  • MBA - Finance, University of Texas at Austin,

  • B.S – Business Administration, Menlo College

  • B.S. – Computer Information Systems, Menlo College

  • FINRA Series 7 and 63 securities registrations

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Ed Bruksch
Senior Vice President
847.226.4121 | ebruksch@ascendiant.com
Chicago, Illinois

  • 40 years of experience in institutional equities

  • J.P. Morgan, ABM Amro, Lehman Brothers, CS First Boston, and Smith Barney

  • B.S. - University of Minnesota, Twin Cities

  • FINRA Series 1, 4, 5, 8, 40, 62, and 63 securities registrations

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Matt Deuschle
Senior Vice President
501.529.6288 | mdeuschle@ascendiant.com
Dallas, Texas

  • 18 years of experience in institutional equities

  • Stephens Inc.

  • Marketing and Finance, University of Arkansas

  • FINRA Series 7 and 63 securities registrations

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John Kurtz
Senior Vice President
816.210.5600 | jkurtz@ascendiant.com
Kansas City

  • 40 years of experience in institutional equities

  • Neidiger Tucker Bruner, Inc., Stifel, George K. Baum & Co., BC Christopher, and others

  • B.S. – University of Kansas

  • FINRA Series 1, 24, and 63 securities registrations

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Gregg Thatcher
Senior Vice President
949.922.2006 | gthatcher@ascendiant.com
Irvine, California

  • 20 years of experience in institutional equities

  • Prudential Securities, Merrill Lynch, and Roth Capital Partners

  • B.S. - University of Southern California

  • FINRA Series 7 and 63 securities registrations

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