Kendra L. DeBaets

Portfolio Manager Kendra DeBaets

Kendra has been employed by Summit Investment Management, Ltd since May 2001, and has many years experience working in the Investment management business.

She handles all of the daily operations and administrative needs of the office.

She also works with our clients on a variety of issues from account set up to funds distributions and beyond.

Prior to joining Summit, Kendra gained her initial experience in the investment industry while working at Ellenbecker Investment Group as an Administrative Assistant.

Summit Investment Management, Ltd. (2001 – Present)

  • Operations and Client Service Manager

Ellenbecker Investment Group (1999 – 2000)

  • Administrative Assistant

Education

  • B.S. (Early Childhood Education) – University of Wisconsin – Milwaukee

 

 

 

 

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Thomas J. Czech, CFA

Financial Advisor Tom Czech

Tom serves as Chairman of Summit.  He came to Summit from Blunt, Ellis and Loewi/Kemper Securities in 1991, where he was employed as the regional brokerage firm’s First Vice President and Investment Strategist.

Tom brought Summit his concept of disciplined fundamental investing that forms the basis for many of the company’s equity strategies. Under Tom’s direction, these strategies were first offered to clients in late 2002. Tom was named Chairman of the Board in 2008.

After earning his MBA at Northern Illinois University, Tom was hired by Blunt Ellis & Loewi as an equity analyst in 1972. He was tasked as a generalist to discover attractive small growth companies across all industries. His success as an analyst brought him to the attention of upper management, and in 1984 he was made the company’s Director of Research. In that position, Tom oversaw the work of a dozen analysts that included pioneer work in the water industry for which the firm became nationally recognized.

He also served as the Chairman of the Stock Selection Committee which decided the designation of the rating that Blunt Ellis & Loewi gave to companies – buy, hold, or sell. Additionally, Tom was a member of the Due Diligence Committee which reviewed companies prior to their Initial Public Offering (IPO) to make sure that they met the brokerage firm’s standards.

Summit Investment Management, Ltd. (1991 – Present)

  • Chairman (2008)

Blunt Ellis and Loewi (1972 – 1991)

  • First V.P. and Director of Research

Education:

  • MBA – Northern Illinois University
  • B.S. Finance – Northern Illinois University

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Ronald E. Chandler

Portfolio Manager Ron Chandler

Ron has many years of option trading and strategy development experience. Before joining Summit in 2012, Ron had worked as an option instructor for Optionetics Inc., as well as Managing Partner for Chandler-Wiles Group, LLC, a management consulting firm and Big Dog, LLC. a  private investment firm. Ron is Summit’s President.

Ron has executive experience across a wide variety of industries (automotive, pharmaceutical, petrochemical, service, food retail and financial) and disciplines (sales, engineering, program management, product development, and operations).
After selling his manufacturing business in 1994, Ron established himself as a turnaround consultant working with troubled companies.

Ron holds a Series 65 Securities Licenses as well as State insurance licenses in Life and Health in the state of Wisconsin. He is also certified as a Lean Manufacturing Expert and a Six Sigma Black Belt by the University of Michigan-College of Engineering and has co-authored a book on those subjects.

He has been a featured speaker at investment conferences across the country and volunteers his time teaching financial literacy to school age children and young adults.

Summit Investment Management, Ltd. (2012 – Present)

  • President

Chandler-Wiles Group, LLC (2002 – 2012)

  • Managing Partner

Bankruptcy Turnaround Management (1996 – 2001)

  • Consultant

Education

  • M.B.A. (Marketing, Finance) – University of Detroit
  • B.S. (Chemical Engineering, Bio-Chemical Engineering) – University of Michigan

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Thomas Carroll, CFA

Financial Advisor Tom Carroll
Tom joined Summit as Vice President in 2012.  His responsibilities include portfolio management, investment research, and compliance, among others.

Prior to joining Summit, Tom spent twenty-six years with Northwestern Mutual and its investment management subsidiary Mason Street Advisors (MSA). At Mason Street, Tom headed the company’s six member foreign equity investment team as Managing Director.

From his appointment as portfolio manager in 1992, Tom built and successfully managed what was a very modest $58 million portfolio into a group of portfolios with combined assets in excess of $4 billion and included companies from every corner of the globe.

Earlier in his career at MSA, Tom set up the company’s first index fund, developed and managed a number of quantitatively based equity portfolios, and initiated and managed the firm’s mid-cap equity portfolio.

Previously, Tom served as an equity portfolio manager and/or analyst at Texas Commerce Bank, MGIC Investment Corporation, and Trust Company of Georgia.

Summit Investment Management, Ltd. (2012 – Present)

  • Vice President and Chief Investment Officer

Mason Street Advisors (a subsidiary of Northwestern Mutual) (1983 – 2009)

  • Managing Director – Equities

Texas Commerce Bank (1983)

  • Portfolio Manager / Analyst

MGIC Investment Corporation (1979 – 1983)

  • Assistant Portfolio Manager / Assistant to the President

Trust Company of Georgia (1977 – 1979)

  • Securities Analyst

Education

  • M.S. (Finance) – University of Wisconsin (Madison)
  • B.B.A. (Finance, Accounting) – University of Wisconsin (Madison)

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