Experienced Team

Every Lodestar employee is committed to your success. Since day one 28 years ago, Lodestar has delivered only the highest level of service, without conflicts of interest. Your investments will always be controlled by someone with a vast amount of knowledge and experience. Your portfolio will be closely managed by a principal of the firm, typically someone who has been in the industry for at least 20 years. In addition, our operations and administrative professionals are highly knowledgeable and dedicated to meeting the ongoing needs of our clients.

Jacqueline Born-Campbell
Jacqueline Born-Campbell
Portfolio Administrator
Jackie has over 30 years of experience in the investment industry. She joined Lodestar in 2015 having previously worked at Concord Asset Management as Managing Director for Client Services. Jackie started her career in the Harris Bank Trust Department working on both the investment and administrative sides of the business. She attended DePaul University in Chicago.
Robert Dearborn
Robert Dearborn
Managing Director 
Bob has over 28 years of experience in the investment industry. He joined Lodestar in 1991 as a Portfolio Manager, having previously served as a Principal and Portfolio Manager for Stein Roe & Farnham, and an officer of Northern Trust Bank. He earned his undergraduate degree from Kenyon College and his MBA from the University of Chicago Graduate School of Business, and holds the professional designations of Chartered Financial Analyst and Chartered Investment Counselor. Bob currently serves as a Trustee for the Village of Winnetka.
Peter Flanzer
Managing Director
Peter has over 30 years of experience in the investment industry. Prior to joining Lodestar, he was a Principal with the investment management firm Cedar Hill Associates and a Portfolio Manager for Smith Barney. He earned his undergraduate degree from Kenyon College and his law degree from the John Marshall Law School in Chicago. Peter is a past Chairman of the Highland Park Community Foundation, where he currently leads the Investment Committee, and is a trustee of the Charles and M. R. Shapiro Foundation.
Connie Foundos
Connie Foundos
Portfolio Administrator
Prior to joining Lodestar in 2015, Connie spent 15 years with Concord Asset Management and 9 years with Citibank, FSB. During those years she held numerous positions with various responsibilities including client services, portfolio administration and trading. Connie managed Concord’s operations from 2004 onward, and served as that firm’s Office Manager. Connie earned a Bachelor of Science degree in Marketing and an MBA, both cum laude from the University of Illinois at Chicago.
Kimberly Geary
Kimberly Geary
Managing Director
Kim has over 30 years of experience in the financial services industry, and has been with Lodestar from the firm’s founding in 1989. She is a Managing Director with complete oversight of the company’s operating and finance departments. In addition, she serves as the firm’s Chief Compliance Officer. Kim graduated cum laude from the University of Illinois with a Bachelor of Science degree in Business Administration.
Michael Herst
Michael Herst
Managing Director
Mickey joined Lodestar in 2015 as a Managing Director and Portfolio Manager, and has over 30 years of experience managing client portfolios. Prior to joining Lodestar, he was a Principal and Managing Director for Concord Asset Management and a Principal and Portfolio Manager for Weiser Investment Management Ltd. He earned his undergraduate degree from the University of Illinois at Urbana-Champaign and his law degree from Loyola University Chicago. Mickey is a Chartered Financial Analyst and has served on the Lincolnshire Police Pension Board for the past several years.
Karen Kellams
Karen Kellams



Portfolio Administrator

Karen has been with Lodestar since 1995 and currently serves as a Portfolio Administrator. Her primary focus is client servicing and account administration. Prior to joining Lodestar, Karen stayed at home to raise four children and was employed as an Administrative Assistant at their elementary school.
Krista Linn, CFA
Managing Director
Krista has 29 years of experience in the investment industry. She joined Lodestar in 2015 as a Managing Director and Portfolio Manager, having previously worked at Concord Asset Management and The Feldman Investment Group as a Portfolio Manager. Krista started her career in the equity research department at Harris Associates. She earned her undergraduate degree in Economics from Illinois State University. Krista holds the professional designation of Chartered Financial Analyst. Krista is a board member of the Chicago Academy for the Arts.
Nancy Marijan
Nancy Marijan
Operations Administrator

Nancy has been with Lodestar since 2002 and divides her time between financial accounting and portfolio administration. She is responsible for the preparation of Lodestar’s financial statements, budgeting and budget oversight. She also serves in an investment operations role and is responsible for the data integrity within Lodestar’s portfolio accounting system. Nancy earned a BS degree in Finance from Eastern Illinois University and holds an MBA degree from Loyola University Chicago.
Ed Ruthman
Ed Ruthman
Managing Director

Ed has over 40 years of experience in the investment industry. Prior to joining Lodestar, he was a Principal with the investment management firm Talon Asset Management (acquired by BNY Mellon) and a Senior Portfolio Manager at First Chicago. He earned his degree from the University of Wisconsin–Madison in Finance. Ed serves on the boards of the Mandel Foundation and American Technion Society, and on committees of the Jewish Federation of Chicago.
Marianne Yates
Portfolio Administrator

Marianne has over 20 years of experience in the financial services industry and has been with Lodestar since 1998. Her primary responsibilities are in the area of Portfolio Administration, however she also serves as Lodestar's Marketing Coordinator. Prior to Lodestar, Marianne was a Marketing Coordinator with the Independent Dealer Group at John Nuveen & Co., Inc. She graduated from the University of Wisconsin-Platteville with a Bachelor of Science degree in Technical Communications. Marianne currently serves on the Board for the LaGrange-LePortage Chapter, National Society Daughters of the American Revolution, and is a Past Regent.

“If you don’t know where you are going, you will wind up somewhere else.”

Yogi Berra