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Operations Team

SALES Team

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Operations Team

Mark Engelbrecht

Managing Partner

Mano Fanopoulos

Managing Partner

William Bower

Managing Director

Valerie Arroyos

Managing Director & COO

Brian Weisenberger, CFA

Managing Director & Chief Market Strategist

Steven Chang

Managing Director & CCO

John Haydermayer

General Counsel

Alejandro Almada

Marketing Director

Okima Amaranthis

Compliance Officer

Trent Schneiter

Investment Operations Manager

Federico Solis

Senior Investment Operations Analyst

Gerardo Buelna

Business Intelligence Analyst

Taylor Short

Operations Associate

Sales Team

Joseph Dattolo

Partner, Regional Director

Trevor Carney

Regional Director

Zach Zachry

Regional Director

Reid McDermott

Regional Director

David Harrison

Regional Consultant

Matt Lawyer

Regional Consultant

Bob Lawhorn

Regional Consultant

Matt Lawry

Senior Regional Associate

Tanner Pietsch

Senior Regional Associate

Daniel O’Leary

Senior Regional Associate

Drake Beitel

Regional Associate

Jack Gammon

Regional Associate

Bec Reis

Regional Associate

Jon Gambill

Regional Associate

Alejandro Espinoza

Regional Associate

Barton Oaks Plaza, Building 2, Suite 225
901 S. Mopac Frontage Rd,
Austin, TX 78746

info@xtollo.com · 877.891.1206

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Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. No strategy, including diversification, ensures a profit or prevents loss.

This material is for informational purposes only and does not constitute a recommendation or solicitation to buy, sell, or invest in any product. Information presented may not reflect current views due to changing market conditions and should not be considered a substitute for personalized investment advice.

Xtollo Investment Partners, LLC (“XIP”) is not a registered investment adviser or broker-dealer. Advisory services are provided, as applicable, by Xtollo Portfolio Solutions (“XPS”), a DBA of Kensington Asset Management (“KAM”), or by The Leuthold Group (“Leuthold”). XIP, KAM, and Leuthold are affiliated entities under common ownership. XIP promotes KAM and Leuthold strategies and funds and receives compensation for these activities, which creates a conflict of interest.

KAM is the adviser to the Kensington Mutual Funds and ETFs. Kensington prospectuses available here . Leuthold is the adviser to the Leuthold Mutual Funds and ETFs. Leuthold Prospectuses available here .

The Kensington and Leuthold Funds are distributed by Quasar Distributors, LLC (“Quasar”). XIP, KAM and Leuthold are not affiliated with Quasar.