Our people

Leadership team

The Leadership team, averaging over 30 years experience, is focused on two main priorities:  effectively managing client portfolios and consistently striving to provide the highest level of service to our clients.

  • Ron Heath 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 27 years of financial service experience, including 24 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

  • Bill Finley 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 40 years of financial service experience, including 33 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
    Investments

  • Bill GardenerBill Gardner, Director
    Bill has overall responsibility for all sales, relationship management, client service, and marketing functions. He has 32 years of financial service experience, including 30 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
    Relationship
    Management

  • Sharon HoppelSharon Hoppel, Director of Operations
    Sharon is responsible for overall strategic and operational functionality for investment operations, information technology and data management and is also a member of Morley’s Investment Committee. Previously, she was a Client Portfolio Manager with the firm. Sharon has 35 years of financial service experience, including 34 years in stable value. Prior to joining the firm, Sharon was a Vice President with Dwight Asset Management where she worked with stable value clients in the public and private sectors as well as collective investment trusts.

    Sharon Hoppel
    Operations

Investment team

Our Investment team believes that a collaborative approach to investing best serves the needs of our clients. 

  • Perpetua M. Phillips 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 29 years of financial service experience, including 19 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 R. Kummerer 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 38 years of financial service experience, including 19 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 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 18 years of financial service experience, including 17 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 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 22 years of financial service experience, including 12 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

  • Jordan Reynolds 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 4 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

  • Dan Kang 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 19 years of financial service experience, including 7 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

  • Nancy McFadden Nancy McFadden, CFA, Analyst
    Nancy is a fixed income analyst at Principal Global Fixed Income. She is responsible for analyzing corporate credits in Basic Industries and Energy. Prior to joining the firm in 2012, Nancy was a Senior Credit Analyst at Pugh Capital Management. Nancy received an MBA from Seattle University and a bachelor’s degree in business administration from Washington State University. She has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.

    Nancy McFadden,
    CFA
    Analyst

  • Jessica Fedderly Jessica Fedderly, CFA, Analyst
    Jessica is a fixed income analyst at Principal Global Fixed Income. She is responsible for analyzing corporate credits for a variety of sectors, including Food and Beverage, Consumer Products, Tobacco and a portion of Technology. Prior to joining the firm in 2017, Jessica was a Finance Manager at Space Exploration Technologies. Jessica received an MBA from Yale University and a bachelor’s degree in history from Princeton University. She has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.

    Jessica Fedderly, CFA
    Analyst

  • Jason Jenkins 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 4 years of financial service experience, including 2 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

Relationship team

Our Relationship team is committed to delivering exceptional service to meet the unique needs of each client.

  • Brett Okamoto 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 16 years of financial service experience, including 13 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 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 19 years of financial service experience, including 11 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

  • Audrey White Audrey White, Senior Relationship Manager
    Audrey is a senior relationship manager responsible for stable value separate account clients and the Principal Stable Value Fund. She is also responsible for building and retaining relationships with prospective and existing clients directly and through consultants, platforms, TPAs and advisors. Audrey has 19 years of financial service experience, including 13 years in stable value. Prior to joining the firm in 2005, she was at AIG Financial Services where her responsibilities included sales and relationship management. Audrey received a bachelor’s degree from the University of Oregon.

    Audrey White
    Senior Relationship
    Manager

  • Yolanda Reyes 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 13 years of financial service experience, including 8 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

  • Maria Hatziyiannis Maria Hatziyiannis, Client Service Advisor
    Maria is a client service advisor responsible for assisting stable value clients, developing marketing materials and preparation of RFPs and RFIs. Maria has 25 years of financial service experience, including 3 years in stable value. Prior to joining the firm in 2015, she was an Investment Reporting Analyst at CTC|myCFO. Maria received a bachelor’s degree from Portland State University.

    Maria Hatziyiannis
    Client Service
    Advisor