Our Team
The BNC Wealth Management Team is
comprised of experienced professionals; most of whom have
worked in the area of business and individual wealth
management their entire careers. They come from
organizations including U.S. Trust, Marquette Trust,
Resource Trust, National City Bank, First Trust and other reputable wealth
management firms. We are pleased to present our team to
you:
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Neil Brozen, CPA, Retirement Services Neil has over 30 years of diverse business experience including the IRS, public accounting with a national CPA firm; a private banking organization and consulting firm. Neil also has substantial merger/acquisition experience. Direct Dial Number: 612-305-2225 Email Address: nbrozen@bncbank.com |
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E. Thomas Welch, JD, President, BNC National Bank Minnesota Tom has over 40 years of trust and banking experience. He served as head of Marquette Trust Company. In 1984, he joined Resource Bank & Trust and served clients as president of the organization, and later, at U.S. Trust, continued to serve high net worth clients as the firm’s Managing Director. Direct Dial Number: 612-305-2200 Email Address: twelch@bncbank.com |
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Steve Landberg, CFA, Wealth Management and Portfolio Management Services Steve has over 23 years of wealth management expertise assisting clients with investments, tax planning, trusts and family wealth management. Direct Dial Number: 612-305-2295 Email Address: slandberg@bncbank.com |
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Mark Peiler, CFA, Portfolio Manager Mark has over 10 years of investment management experience, managing fixed income strategies, client portfolios and the bank’s fixed income portfolio. Mark is Chairman of BNC’s Asset/Liability Management Committee. Direct Dial Number: 612-305-2233 Email Address: mpeiler@bnccorp.com |
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Linda Fifield, CTFA, Wealth Management services Linda has 25 years of experience with trusts, estates, tax and investments for individuals, families and foundations; expertise also in non-qualified deferred compensation trust and IRA administration. Direct Dial Number: 612-305-2219 Email Address: lfifield@bncbank.com |
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Dennis Ott, CFA, Portfolio Manager Dennis has over 30 years experience managing individual trust portfolios with local trust companies and managing balanced and fixed mutual funds with an advisory firm. Most recently, he was a senior portfolio manager at U.S. Trust. Direct Dial Number: 612-455-2903 Email Address: dott@bncbank.com |
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Lynn Boerhave, Operations and Systems Specialist Lynn has over 25 years with local firms and independent consulting; extensive experience with fiduciary income tax issues, trust systems and trust operations. Direct Dial Number: 612-305-2297 Email Address: lboerhave@bncbank.com |
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Julie Andresen, RPA, Employee Benefits Manager Julie has over 15 years of experience with retirement plan administration with a CPA firm and with the bank. Direct Dial Number: 701-250-3380 Email Address: jandresen@bncbank.com |
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Melody Hintz-Rau, CPA – Employee Benefits Specialist Melody has a BS degree in accounting and finance, CPA since 1999, 9-years experience in employee benefits, tax and accounting. Direct Dial Number: 701-250-3021 Email Address: mhintz-rau@bncbank.com |
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Brian Mayer, Wealth Management and Portfolio Management Services Brian has over 25 years of experience managing investments for individuals, foundations, small businesses and retirement plans. Direct Dial Number: 701-250-3393 Email Address: bmayer@bncbank.net |
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Darin Svihovec, CFP®, Wealth Management and Portfolio Management Services Darin has 8 years of financial services experience working with businesses and individuals in banking and investment management. Direct Dial Number: 701-250-3067 Email Address: dsvihovec@bncbank.net |
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Palisade Asset Management, LLC, is a strategic partner of BNC National Bank’s, assisting the BNC Wealth Management Team in managing core equity strategies for its clients. Additional Palisade team members include: |
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Jim King, Portfolio Manager, Principal, Palisade Asset Management Jim has over 30 years experience managing equity portfolios for institutions, trusts, foundations and high net worth individuals. He is the past CIO of equity investments for Voyageur Asset Management. Direct Dial Number: 612-455-2900 Email Address: jking@palisadeam.com |
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Paul Kenworthy, CFP, Portfolio Manager, Principal, Palisade Asset Management Paul has over 30 years experience with financial planning and managing equity portfolios for high net worth families and individuals. He served as a partner at Ernst &Young and started the firm’s Minneapolis/St. Paul financial planning practice. Direct Dial Number: 612-455-2900 Email: pkenworthy@palisadeam.com |
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Peter Rocca, CIMA, Director of Business Development and Marketing, Principal, Palisade Asset Management Peter has over 15 years of providing comprehensive wealth management services for high net worth families and individuals. For over ten years, he managed a large and diverse client base at Merrill Lynch in Minneapolis. Direct Dial Number: 612-4552900 Email Address: procca@palisadeam.com |
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Want more information?
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Visit a
local branch,
Fill out a
Contact Us
form and a wealth management specialist will contact you, or
Call us at 1-800-BNC-BANK.
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