Investment Management Team
With over a century of experience, our dedicated team guides you with genuine care and unwavering honesty, creating personalized financial journeys that prioritize your peace of mind and trust.
Kaleb leads portfolio implementation efforts, coordinating investment execution and operational support to help deliver consistent, strategy-aligned outcomes for clients.
Kaleb serves as Team Lead - Portfolio Implementation for Midland Wealth Management. In this role, he oversees the execution of investment strategies across client portfolios, working closely with advisors, trust officers, and the research team to support consistent and efficient implementation aligned with client objectives.
Since joining Midland in 2014, Kaleb has played a key role in supporting investment operations and portfolio construction. He brings a strong analytical background to his work, with experience in investment research, model execution, and operational coordination. As team lead, Kaleb also helps develop internal processes and supports training efforts to enhance collaboration across the portfolio implementation team.
Our team of dedicated professionals are here to support you.
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