About

Jim leads an investment team of more than 30 investment professionals who provide portfolio management and holistic investment services to clients.

Prior to joining the company, Jim served as President of Abbot Downing, leading a national firm of professionals with more than 600 clients and $48 billion in assets under care. Jim led a service offering that included customized investment and wealth management services and developed an investment platform that served both taxable high net worth clients and foundation and endowment clients. Jim previously served as the CEO and managing principal of Lowry Hill Investment Advisors, where he developed the firm’s overall investment strategy, led the income equity and small cap equity strategies and served as the Outsource Chief Investment Officer (OCIO) for the firm’s foundation and endowment clients. Before his management and investment roles, he was Vice President and Senior Equity Analyst at Investment Advisors, Inc. He has more than three decades of leadership and portfolio management experience in the investment industry with multiple notable publications. Effective March 2022, Jim is serving as a dual employee at 1834 Investment Advisors as part of the investment staff.

Jim earned his bachelor’s degree from Yale University, where he played on both the hockey and golf teams. Steiner earned a master’s degree in Business Administration from the University of Minnesota’s Carlson School of Management and a master’s degree in Education from Harvard University. Steiner is a past trustee of the Amherst H. Wilder Foundation. He is on the advisory council of The Global Teaching Project, an adjunct faculty member at Hamline University and on the Investment Advisory Committee for the University of Minnesota endowment.

With over 35 years of experience in the investment industry, John leads Old National’s Institutional and Outsourced Chief Investment Officer (OCIO) group, which provides investment and consulting services for governmental entities, businesses and nonprofits. He is also responsible for oversight of Old National’s Philanthropic Services, Corporate Trust, and Retirement Plan Services. Effective August 2022, he is serving as a dual employee at 1834 Investment Advisors as part of the investment staff.

John earned two degrees in Economics and English from the University of Southern Indiana. He also holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Institute®.

Kerri Schanowski works closely with Northern Oak’s clients and portfolio managers to ensure the firm fulfills all client requests. She makes customer service her priority.

Ms. Schanowski has 19 years of experience in the insurance and investment advisor industries. Her expertise lies in operations service and insurance, training, call center management, and client services. Ms. Schanowski joined Northern Oak Wealth Management (now 1834 Investment Advisors) in 2012.

Tim is responsible for overseeing all aspects of the Fixed Income team, including credit analysis, strategy implementation and monitoring all centrally managed fixed-income portfolios, which includes individual and institutional accounts. He is also tasked with product development, communication of fixed-income strategy positioning to the Investment Strategy team and clients, and overseeing all other daily activities of the Fixed Income group. Tim has been with the company for nearly 10 years. Effective March 2022, Tim is serving as a dual employee at 1834 Investment Advisors as part of the investment staff.

Tim attended the University of Evansville earning his bachelor’s degree in Mathematics. He is active in his church and invests in the next generation through various coaching and mentoring activities.

Nick Gergen has nearly 15 years of experience developing and implementing investment strategies for high-net-worth individuals and families. In his role as a portfolio manager for 1834 Investment Advisors Co. he provides investment management solutions across all major asset classes, prioritizing the preservation and growth of client wealth through asset allocation, security selection, and tax and fee efficiency.

Prior to joining 1834 Investment Advisors Co., Nick spent 10 years at Abbot Downing (a Wells Fargo company) managing $750 million in client assets.

He prides himself on maintaining extensive knowledge of the markets and investment solutions so that he can create timely and tailored strategies to help meet clients’ unique needs and objectives.

Nick earned his bachelor’s degree in business administration from the University of Notre Dame. He also holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® Institute and CFA® Society of Minnesota. He began his career with roles at both Mount Yale Capital Group and Craig-Hallum Capital Group.

Alex has been in the investment industry since 2019, primarily working as a fixed income trader specializing in taxable bonds. As part of the Fixed Income team Alex’s experience includes analyzing market trends, creating bond portfolios, assisting in strategy implementation, and fundamental credit analysis. Alex previously worked for Edward Jones in Indianapolis. She has a bachelor’s degree in Finance and International Studies from Indiana University Purdue University Indianapolis (IUPUI) and holds Series 7 & 66 Licenses. Effective April 2022, Alex is serving as a dual employee of 1834 Investment Advisors as part of the trading team.