Our people

Ron Heath, Managing Director
Ron has overall responsibility for leading Morley Capital Management and is a member of Morley’s Investment Committee and Stable Value Construction Team. Previously, Ron was a senior member of Morley’s Management Team with overall responsibility for all sales, relationship management, client service and marketing functions. He has 28 years of financial service experience, including 25 years in stable value. Before joining the firm in 2010, Ron was a Senior Vice President at Dwight Asset Management, where he worked with stable value and fixed income clients in the public and private sectors. Ron received an MBA and bachelor’s degree in finance from the University of Oregon.

Ron Heath
Managing Director

William Finley, CFA, Portfolio Manager
Bill is responsible for the development and execution of Morley Capital Management’s investment strategy and is head of the stable value Macro Team and Morley’s Investment Committee and a member of the Stable Value Construction Team. He has 41 years of financial service experience, including 34 years in stable value. Before joining the firm in 2010, Bill was the Head of Stable Value and U.S. Money Market Funds at BNP Paribas. Bill received an MBA from Kellogg School of Management, Northwestern University and a bachelor’s degree, with distinction, from the University of Nebraska. He has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.

William Finley, CFA
Portfolio Manager

Perpetua Phillips, Portfolio Manager
Perpetua is a portfolio manager at Morley Capital Management and is the lead manager on various stable value portfolios as well as the head of Morley’s MBS team. She is a member of Morley’s Investment Committee and Stable Value Construction Team. She has 30 years of financial service experience, including 20 years in stable value. Prior to joining the firm in 1999, Perpetua was a portfolio manager of core fixed income portfolios for a New York asset management firm. Perpetua received an MBA in finance from New York University and a bachelor’s degree in economics from Columbia University.

Perpetua Phillips
Portfolio Manager

Mark Kummerer, CFA, Portfolio Manager
Mark is a portfolio manager at Morley Capital Management and is the lead manager on various stable value portfolios as well as a sector specialist responsible for the government sector and implementation of rates and curve strategies for fixed income portfolios. He is a member of Morley’s Investment Committee and Stable Value Construction Team. He has 39 years of financial service experience, including 20 years in stable value. Prior to joining the firm in 2003, Mark held the position of Managing Director of Fixed Income at National City Bank in Cleveland. Mark received an MBA in finance from the University of Dayton and a bachelor’s degree in finance from Ohio University. He has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.

Mark Kummerer,
CFA
Portfolio Manager

Shane Johnston, Portfolio Manager
Shane is a portfolio manager at Morley Capital Management. He is head of the Stable Value Construction Team that focuses on stable value strategy, portfolio design and management, and oversight of all wrap issuer and external manager relationships. He is a lead portfolio manager for stable value portfolios, head of Morley’s Risk Group, and a member of Morley’s Investment Committee. Shane has 19 years of financial service experience, including 18 years in stable value. Prior to joining the firm in 2009, he held an investor relations position at Portland General Electric. Shane received an MBA in finance/accounting from Northern Arizona University and a bachelor’s degree in economics from the University of Oregon.

Shane Johnston
Portfolio Manager

Gene Lackershire, Portfolio Manager
Gene is a portfolio manager at Morley Capital Management and is the lead manager on various stable value portfolios. He is a member of the Stable Value Construction Team and Morley’s Investment Committee. He also leads external manager oversight for Morley. Gene has 23 years of financial service experience, including 13 years in stable value. Prior to joining the firm in 2011, he held the position of Director of Investments at Portland General Electric. Gene has received an MBA in finance from Drake University and a bachelor’s degree in business/finance from Briar Cliff University.

Gene Lackershire
Portfolio Manager

Dan Kang, CFA, Portfolio Manager
Dan is a portfolio manager at Principal Global Fixed Income for investment grade credit. He is the head of Morley’s Allocation Team and a member of Morley’s Investment Committee. Dan has 20 years of financial service experience, including 8 years in stable value. Prior to joining the firm in 2011, Dan was a Senior Credit Research Analyst for investment grade and high yield assets at River Capital Advisors. Dan received an MBA in finance and Accounting from the Kellogg School of Management, Northwestern University and a bachelor’s degree in economics with a minor in mathematics from University of Pennsylvania, with honors. He has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.

Dan Kang, CFA
Portfolio Manager

Jordan Reynolds, ASA, CFA, Quantitative Analyst
Jordan is a quantitative analyst at Principal Global Fixed Income focusing on financial modeling, risk management and analysis. He is a member of Morley’s Stable Value Construction Team and supports Morley’s external manager oversight. Jordan has 5 years of financial service experience spent in the stable value industry. Jordan received a bachelor’s degree in mathematics and physics from the University of Oregon. Jordan is an Associate of the Society of Actuaries and has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.

Jordan Reynolds,
ASA, CFA
Quantitative Analyst

Jason Swokins, CFA, CPA, Portfolio Management Assistant
Jason is a portfolio management assistant at Morley Capital Management and a member of Morley’s MBS team. He is also responsible for portfolio analytics and trading. Jason has 5 years of financial service experience, including 3 years in stable value. Prior to joining the firm in 2017, he was an auditor at Deloitte where he was responsible for the design and execution of audit techniques for client portfolios and the evaluation of clients’ business processes, risks and internal controls. Jason has received a bachelor’s degree in finance/accounting from the University of Washington. He has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.

Jason Swokins,
CFA, CPA
Portfolio Management
Assistant

Bill Gardner, Director
Bill has overall responsibility for all sales, relationship management, client service, and marketing functions. He has 33 years of financial service experience, including 31 years in stable value. Before joining the firm in 2011, Bill was a Senior Vice President with Dwight Asset Management, where he worked with stable value and fixed income clients in the public and private sectors as well as collective investment trusts. He is a past chairman of the Stable Value Investment Association. Bill received an MBA and bachelor’s degree in finance from the University of Oregon.

Bill Gardner
Director

Brett Okamoto, Relationship Manager
Brett is a relationship manager responsible for building and retaining relationships with prospective and existing clients directly and through consultants, platforms, TPAs and advisors. Brett has 17 years of financial service experience, including 14 years in stable value. Prior to joining the firm in 2005, he was a personal banker with US Bank. Brett received a bachelor’s degree from Willamette University.

Brett Okamoto
Relationship
Manager

Jim Pondel, Senior Relationship Manager
Jim is a senior relationship manager responsible for building and retaining relationships with prospective and existing clients directly and through consultants, platforms, TPAs and advisors. Jim has 20 years of financial service experience, including 12 years in stable value. Prior to joining the firm in 2015, he was a Senior Investment Consultant for Aon Hewitt. Jim received an MBA in finance from Kellstadt Graduate School of Business at DePaul University and a bachelor’s degree in finance from the University of Illinois.

Jim Pondel
Senior Relationship
Manager

Yolanda Reyes White, QPA, QKA, Relationship Manager
Yolanda is a relationship manager responsible for building and retaining relationships with prospective and existing clients directly and through consultants, platforms, TPAs and advisors. Yolanda has 14 years of financial service experience, including 9 years in stable value. Prior to joining the firm in 2010, she was a Senior Account Manager for Standard Insurance Company. She is a board member of the Western Pension & Benefits Council and a member of the American Society of Pension Professionals and Actuaries. Yolanda received a master’s degree from University of Oregon and a bachelor’s degree from Oregon State University.

Yolanda Reyes White
QPA, QKA
Relationship Manager