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Joe joined Wespath in March 2019. As the senior managing director of Institutional Investment Services for Wespath and its subsidiaries, he is responsible for the organization’s institutional sales, marketing and client servicing efforts. He leads a team of professionals who are responsible for expanding Wespath and its subsidiaries’ reach among institutional investors. Prior to this role, Joe was senior vice president and regional manager of Institutional Investments at PNC, where he was responsible for the Midwest and West Coast markets as well as PNC’s Healthcare National Practice Group. He has extensive experience servicing nonprofit institutions with a focus on sustainable investments. Joe received a bachelor’s degree in Finance and his MBA from the University of Illinois. He holds the Chartered Alternative Investment Analyst (CAIA) and Certified Investment Management Analyst (CIMA) designations.

Karen joined Wespath in April 2013. Karen is primarily responsible for developing and managing relationships with institutional clients for Wespath and its subsidiaries. Specifically, she helps guide clients with asset allocation analysis, investment policy statement development and in incorporating sustainable investing guidelines into an overall investment program. Karen also frequently presents on investment-related topics at United Methodist-affiliated conferences and events. Prior to Wespath, Karen served as an Associate Investment Program Manager for Northern Trust Global Advisors, where she was responsible for developing, implementing, monitoring and evaluating custom investment programs for institutional and ultra-high net worth clients. Prior to that, she was a Senior Investment Performance Analyst within Northern Trust’s Investment Risk and Analytical Services department. She received a bachelor’s in Psychology and her MBA from the University of Illinois.

Evan joined Wespath in January 2020. Evan is primarily responsible for developing and managing relationships with institutional clients along with overseeing development and execution of products and services that enhance the institutional investor client experience. Previously, Evan was with the State of Wisconsin Investment Board as the performance measurement operations manager where he worked to build client relationships and to implement data analytics systems used for performance reporting. Prior to that role, he worked at Northern Trust within the Investment Risk and Analytical Services group as well at Aon Hewitt where he managed and consulted on investment product enhancements in the area of defined contribution. Evan received his bachelor’s degree in History from The Ohio State University and an MBA from Roosevelt University. Evan holds a Certificate in Investment Performance Measurement (CIPM) and is an FSA Credential Holder.

Krystal leads a team of four client services managers and an institutional operations associate who deliver operational support to annual conferences, institutional clients and large plan sponsors. She joined Wespath in 2002 and served in multiple roles on our Customer Service and Institutional Investments teams before moving to the Plan Sponsor Relations department in 2021. With a depth of experience across varied parts of Wespath’s business, Krystal understands the needs of clergy and other benefit plan participants, as well as plan sponsors and institutional clients. She received a bachelor’s degree in leadership studies from DePaul University.

Micah joined Wespath in 2016. As an Institutional Operations Specialist, he provides operational support to institutional clients and collaborates with the Institutional Investment Services team to address client needs. Previously, Micah worked on the Plan Adoption and Contributions team and the Customer Solutions team in Wespath’s Customer Service division, supporting participants, local churches, organizations, and agencies.