www.bncbank.com

Wealth Management - Personal Wealth Management

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:
 

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


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


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


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


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


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


Lin Harman, CTFA, Wealth Management Services 

Lin has 14 years of experience in trust, agency and fiduciary tax matters; specialist in ILITs with nearly 20 years of insurance experience.

        Direct Dial Number:  701-250-3025

          Email Address:  lharman@bncbank.net


Michelle Radke, Trust Operations System Specialist

Michelle has 3 years experience in Trust Operations, several years working in Trust Department and over 25 years of accounting experience. 

            Direct Dial Number:  701-250-3383

            Email Address:  mradke@bncbank.com


Diane Andrajack, Client Relationship Manager, Wealth Management

Diane has 25 years of experience assisting in the administration of trust, agency and family wealth clients.

         Direct Dial Number:  612-305-2278

          Email Address:  dandrajack@bncbank.com


Wanda Davis, Trust Operations Project Specialist

Wanda has over 10 years of experience providing administrative support within Wealth Management

 

            Direct Dial Number:  612-305-2212

            Email Address:  wdavis@bncbank.com


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


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


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


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:

 

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

 

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

 

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

 

Want more information?  It's Easy!
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.