Steven Winget works as a fixed income specialist in the Investment Banking Division offering transaction and portfolio services for banks, institutions, financial advisors and high-net worth individuals.
Michael Gros III works as a fixed income specialist in the Investment Banking Division and is responsible for balance sheet financial analysis and asset liability management.
Mike oversees the Investor Services & Transfer Agency for UMB Fund Services. He has worked in the financial services industry since 1990. Before joining UMBFS, Mike was the head of alternative product solutions at Envision Financial Systems. Before Envision, he was the senior director of software development and operations for DST Systems, where he worked for more than 28 years. Mike earned a bachelor’s degree in computer science from Iowa State University and holds a certificate in data science and applied analytics from Rockhurst University.
Terri is responsible for delivering customized financial planning with an emphasis on the areas of risk management, investing and wealth transfer. She constructs a team of UMB advisors around the specific needs of her clients to deliver holistic financial solutions.
Brad Swanson is a senior vice president and private banker and Narine Avanesova is a vice president and private banker. They operate as a private banking and wealth management team in our Denver region.
