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Jo Ann Quinif
Director of Marketing and Client Services

Jo Ann’s role gives her the opportunity to spread the word about Weitz Investments and our thoughtful, high-conviction approach to investing.

Jo Ann joined us in 2008, quickly sharing the same desire to see our clients succeed as the company. Her varied background as director of advisory services, commercial insurance underwriter and financial analyst, among others, has given her a well-rounded understanding of the industry and what clients need. Jo Ann has a master’s degree from Xavier University and a bachelor’s from Ohio State University.

A busy parent of three, Jo Ann still finds time for travel, sand volleyball, reading and volunteering for the Women’s Fund Circles group.
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John Gabriel, CFP
East Regional Director

As a regional director, John is constantly helping advisers work for positive investor outcomes, a focus that is supported throughout Weitz Investments.

John became part of the team in 2011 after working in the mutual fund industry for 14 years. He has an MBA from the University of Colorado with concentrations in entrepreneurship and corporate finance and an undergraduate degree from the University of Denver. While working at Rydex Funds, he won several awards from that company, including two for assets under management growth and one for new client development. But finance wasn’t always John’s focus. He started out as a sixth-grade teacher.

John loves basketball, playing on a recreational league and coaching teams for his four children. He also enjoys skiing, hiking, woodworking and going to concerts. Education is in his blood, and he continues to take classes to improve his professional skills. He recently passed his CFP exam and is in the process of sitting for the CIMA.
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Kevin Joy
Regional Director

In his role as regional director, Kevin identifies, develops and cultivates strategic relationships with institutional investors and financial intermediaries. Prior to joining Weitz Investments in 2015, Kevin spent five years at Heartland Advisors in the role of vice president of institutional sales and marketing. Prior to his time there, Kevin was with New York Life Insurance Company/NYLEX Benefits as managing director, Midwest. From 1998 to 2009, Kevin served as vice president and regional director in the Investment Management and Private Wealth Management Divisions at Goldman Sachs.

Kevin earned a BS in mechanical and biomedical engineering from Carnegie Mellon University and an MBA in finance Washington University in Saint Louis. He holds Series 7 and 65 licenses and earned the Claritas® Investment Certificate. In 2012, Kevin was included in DiversityMBA Magazine’s Top 100 Under 50 Diverse Executive & Emerging Leaders. Prior to his roles in financial services, Kevin was an advisory client manager at IBM, where he was the recipient of several IBM Marketing Excellence Awards.

In his spare time, Kevin serves as a board member for both City Year Milwaukee and the Rogers Memorial Hospital Foundation. He is also an emeritus member of the Auxiliary Board of the Art Institute of Chicago.
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Kelly Kraft, CIMA
Director of National Accounts

The culture and people of Weitz Investments make Kelly feel as though she is working with family.

Before joining us as Director of National Accounts in 2015, Kelly spent more than 18 years as a strategic account manager at Lord Abbett. Prior to that, she was a regional manager for Nuveen Investments, Eastern division.  Kelly’s experience fits well into our investment-led, collaborative environment. She feels that the open communication, team approach and encouraging management style is truly unique in our industry.

Kelly earned her bachelor’s degree in political science from Illinois State University. She is a member of IMCA and BISA and holds the CIMA® designation. In her free time, Kelly enjoys traveling, boating and golf.
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David Kratz
Product Specialist

Most of the time, you’ll find David introducing Weitz Investments to registered investment advisers across the nation.

David started at Weitz in client services, working with direct shareholders after he graduated from Creighton with his bachelor’s degree in finance in 2004. Five years later, he interned on the equity side of the business. He’s gone on to earn two master’s degrees – one in business administration and a second in security analysis and portfolio management – and he’s currently toying with the idea of returning one more time for a Ph.D.

When David’s away from the office, you’ll find him with his family and friends, preferably outdoors. He spends his vacations in Colorado or Montana, either fishing or skiing depending on weather. David is also working on his rock-climbing skills.
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Sean Mihal
West Regional Director

Sean finds great satisfaction in having the freedom to express and implement ideas for the benefit of investors. His focus is providing value to advisors through both financial return and customer service.

Before joining Weitz Investments, Sean shaped his career at several large investing corporations. He started his financial career as an advisor for Morgan Stanley Dean Witter in 1998, then moved to a similar role with Charles Schwab.  In 2003 Sean joined the advisor services group at Schwab, where he worked as Business Development Officer consulting advisors on the advantages of building independently owned and operated RIA’s.  Over his 8+ year career recruiting advisors to Schwab Sean earned several sales awards . Sean holds a Bachelor of Science degree from Loyola University in Chicago.

Sean and his wife have two young girls. While his calendar is now filling up with fatherly pursuits in soccer, ballet and music, he still makes time to run, ski and surf. Sean also volunteers with the Heal the Bay Foundation, a program dedicated to improving the quality of beaches and neighborhoods surrounding Santa Monica Bay in California.
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Yana Morgan, CFP
Midwest Regional Director

For Yana, it’s a pleasure to work with local and national clients every day. She enjoys having the chance to speak with different people, each with a different personality and different stories to tell.

Yana’s enthusiasm for Weitz Investments stems from feeling good about what she does and the services she provides. Before joining the company in 2000 as a client services representative, Yana was director of donor services for the Omaha Community Foundation. She also has a background in politics, having served as a legislative assistant for U.S. Sen. Chuck Hagel and managed several Nebraska campaigns. Yana has a bachelor’s in psychology from Southern Connecticut State University.

When Yana is not serving our clients, she’s serving as a board member of Financial Planning Association of Nebraska. She loves jazz, reading, cooking and numerous activities to stay in shape.
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Jessica Nagengast, CFP
Associate Director

In her Internal Sales Associate role, Jessica not only provides superior support to the sales team, she also reaches out to advisers across the country introducing the Weitz Way.

Before joining Weitz in 2013, Jessica worked at Carson Wealth Management Group as an Associate Wealth Advisor and Wealth Plan Design Coordinator. She graduated from Marquette University, majoring in Finance and Marketing.

In her spare time, Jessica enjoys cycling, archery and trap shooting and currently serves on the board of Nebraska Friends of Foster Children.
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Grant Tesnohlidek
Associate Director

Grant joined Weitz Investments in December 2015. In his role, Grant not only provides support to our regional directors but also has the opportunity to develop and cultivate meaningful relationships with advisors across the country.

Before joining Weitz, Grant was an Internal Sales and Recruiting Consultant with Mutual of Omaha, where he traveled around the country assisting division office management with their sales strategy and recruiting efforts. Prior to his time there, Grant spent six years at TD Ameritrade as a New Client Development Consultant, assisting new and prospective retail clients with everything from industry questions to investment strategy and asset allocation concerns. During his time at TD Ameritrade, Grant was consistently a President’s Club Award recipient for his ability to gather additional client assets. He was also a four-time recipient of the Customer Service Index Award, with a perfect client satisfaction rating.

Grant has a BA in Psychology from Creighton University. He also holds Series 7 and 66 licenses.

Outside of work, Grant’s interests include chasing his very active three-year-old son, playing hockey and running. He also enjoys surfing and snowboarding (when he can get to an ocean or mountain).