Money Management Team, from left to right: Kevin Churchill, Sterling Russell, Ronald Niedziela, and Nick Guerrieri
Kevin M. Churchill, CFA, CFP®
Chief Investment Officer
“Risk management and protecting our clients and their assets is my daily focus.”
As the Chief Investment Officer, Kevin brings over 20 years of investment experience to the team. Throughout his career, he has worked in several investment management roles including; building an investment platform with 20+ years of developing Strategic Asset Allocation models and conducting Investment Policy Committee meetings to evaluate Tactical shifts to the Strategic Models.
He spent over 5 years as a Separately Managed Accounts(SMA) portfolio manager for an S&P 1500 portfolio with 6 portfolio sleeves to build out Large, Mid and Small cap value and growth, growing assets from seed portfolio of $30,000 to over $80 million. Additionally, he has been conducting manager research for over 10 years in asset classes including: Equities, (U.S. Large, Mid and Small Cap, International Developed Markets, Emerging Markets and Frontier Markets), Fixed Income, (Government, Investment grade Municipal and Corporate, Senior Bank Loans, Emerging Market Debt and Global High Yield), and Alternative Investments, (Long/Short Equity, Long/Short Fixed Income, Global Macro and Managed Futures).
Kevin earned his Chartered Financial Analyst (CFA) designation from the CFA Institute after passing rigorous exams demonstrating a breadth of knowledge in investment management. Additionally, he has earned the Certified Financial Planner (CFP®) designation broadening his skill set in working with Private Wealth clients.
Kevin earned a Bachelor’s of Science degree in Computer Science/Business from the University of Puget Sound in Tacoma, WA and also has a Master’s of Science in Finance from Seattle University. He and his wife live in Scottsdale and enjoy golf and the outdoors.
Sterling E. Russell, CFA
Director of Fixed Income
Sterling comes to Trajan Wealth with over three decades of experience in the financial services industry. Sterling has held positions as an analyst, portfolio manager, CIO and Director of Fixed Income. Sterling’s specialties include equity and fixed income analysis, security selection and macro level investment decision making, Sterling has managed investment portfolios for individuals and institutions including $multi-billion portfolios of fixed income, equity and alternative investments.
In addition, Sterling has developed and executed trading and hedging strategies for money center banks in Asia, Europe and North America using interest rate futures & options.
Sterling earned a BA in Political Science and an MS in Economics from Brigham Young University and completed Post graduate studies in Economics at The University of Virginia. Sterling is a CFA charter holder. When not immersed in the financial markets Sterling can often be found on his bicycle.