Chad joined UMB in 2010 and has been a banker in the Kansas City metro since 1994. As a private banker, he has been serving clients’ wealth management needs since 2001. He attended Kansas State University, where he received bachelor’s degrees in business administration and journalism and mass communications. He holds FINRA Series 7, 63 and 65 licenses.

Bryson serves as vice president, business banking relationship officer at UMB. He has more than 10 years of experience in the financial service industry.

As a private banking client manager, Shelly is responsible for creating customized banking solutions for high-net-worth clients. She joined UMB Private Wealth Management in 2011 and has been with UMB since 2008.

James Mann joined UMB Financial Services, Inc. (UMBFSI) in 2021 as senior vice president in the Public Finance Municipal Advisory Group. James has over 21 years of experience in the municipal advisory space assisting cities, towns, counties, public utilities, school districts and special districts helping design and implement financial solutions.
_______________________________________________________________________________________________________________

Melissa Buck joined UMBFSI in 2021 as senior vice president in the Public Finance Municipal Advisory Group. Melissa provides expertise in funding municipal infrastructure, special district, utility and project finance, transportation and public-private partnerships.

James Curry is vice president/key account manager of distribution services for UMB Fund Services. He assists clients with sales distribution efforts and consults on intermediary relationships, maintaining relationships with platform providers and gatekeepers who facilitate selling agreement execution and operational onboarding processes. With more than 20 years of industry experience, James brings extensive knowledge of share class structures, supermarket platforms, broker-dealer sales channels, intermediary compensation processes and NSCC Fund/SERV trading. He is a registered representative of UMB Distribution Services with Series 6 and 63 licenses.

Jordan Taylor is a financial analyst for UMB Bank, n.a. Capital Markets Division. He is responsible for advising clients regarding asset/liability management (ALM) strategies, interest rate risk measurement issues and fixed-income portfolio strategies.