Strategic Relationship Group

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Kelly Kraft, CIMA®
Vice President, Head of Sales

Kelly joined Weitz Investments in 2015 as director of national accounts. In 2017, she was promoted to head of sales. Prior to joining the Firm, Kelly was a strategic account manager at Lord Abbett. Previously, she worked as a regional manager for Nuveen Investments, Eastern division. Kelly has a bachelor's in political science from Illinois State University. She is also a member of the Investments & Wealth Institute (formerly IMCA).
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Yana Morgan, CFP®
Director, Client Portfolio Manager

Yana joined Weitz Investments in 2000 as a client services representative. In 2011, she was promoted to regional director and further promoted to client portfolio manager in 2018. Prior to joining the Firm, Yana was director of donor services for the Omaha Community Foundation. Previously, she worked in Washington, DC, as a legislative assistant for U.S. Sen. Chuck Hagel. Yana has a bachelor’s in psychology from Southern Connecticut State University.
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Justin O'Shea, CFA
Client Portfolio Manager

Justin joined Weitz Investments in 2018. Prior to joining the Firm, he was a director of retirement plan services at First National Wealth Management. Previously, he was vice president of trading at First National Capital Markets. Justin has a bachelor’s degree in finance and economics and also an MBA from Marquette University.
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Ernie Gordon, CIMA®
Director of Strategic Accounts

Ernie joined Weitz Investments in 2018. Prior to joining the Firm, he was vice president and accounts manager, US west region at T. Rowe Price. Previously, he worked in national accounts and as director of due diligence for Lord Abbett. Ernie has a bachelor's in international relations from University of Redlands and an MBA from Rutgers University. He is also a member of the Investments & Wealth Institute (formerly IMCA).
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Jessica Nagengast, CFP®
Regional Director

Jessica joined Weitz Investments in 2013 as an internal sales associate. In 2017, she was promoted to regional director. Prior to joining the Firm, Jessica worked at Carson Wealth Management Group as an associate wealth advisor and wealth plan design coordinator. Jessica has a bachelor's in finance and marketing from Marquette University.
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Grant Tesnohlidek
Regional Director

Grant joined Weitz Investments in 2015. Prior to joining the Firm, he was an internal sales and recruiting consultant with Mutual of Omaha. Previously, Grant worked at TD Ameritrade as a new client development consultant. Grant has a bachelor's in psychology from Creighton University.
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Brett Ritter, ChFC®, CLU®, CRC®
Regional Director

Brett joined Weitz Investments in 2019. Prior to joining the Firm, he was an internal wholesaler with Pacific Funds. Previously, he was an internal wholesaler with Wells Fargo, Retail Retirement Group and MetLife Investors. Brett has a bachelor's in international business and Japanese and also an MBA from Nebraska Wesleyan University.