• Ted Baker

    Principal, Chief Investment Officer

    I joined the team at Irongate International in 2004. Since that time, I've served in various investment research roles both inside and outside the firm. I spent the majority of my career evaluating money managers, but I've also worked on their side of the table as an equity research analyst and portfolio manager. This experience has helped me develop a unique perspective.

    Currently, I oversee the firm's investment research efforts.

    Credentials
    B.A., University of Iowa
    J.D., DePaul University
    M.B.A., DePaul University
    Series 86 Research Analyst Exam Part 1, Series 87 Research Analyst Exam Part 2, Series 7, Series 63, and the Series 66 examinations
    Chartered Financial Analyst (CFA) Charterholder

    Ted Baker

    Principal, Chief Investment Officer

    I joined the team at Irongate International in 2004. Since that time, I've served in various investment research roles both inside and outside the firm. I spent the majority of my career evaluating money managers, but I've also worked on their side of the table as an equity research analyst and portfolio manager. This experience has helped me develop a unique perspective.

    Currently, I oversee the firm's investment research efforts.

    Credentials
    B.A., University of Iowa
    J.D., DePaul University
    M.B.A., DePaul University
    Series 86 Research Analyst Exam Part 1, Series 87 Research Analyst Exam Part 2, Series 7, Series 63, and the Series 66 examinations
    Chartered Financial Analyst (CFA) Charterholder

  • Tony Carpita

    Principal, Investment Consultant, CCO

    I began my career in the investment business in 1993 as a fixed income broker. Two years later, I joined A.G. Edwards as a retail investment advisor.

    Prior to joining Irongate, I was the lead advisor of RSM McGladrey's Wealth Management Group in Davenport, Iowa, one of the larger practices in the firm. I also served as Chairman of the Wealth Management Leadership Advisory Council. At McGladrey, I specialized in working with business owners and high net-worth investors to create customized financial plans and investment strategies.

    In addition to advising clients, I am also the Chief Compliance Officer at Irongate International.

    Credentials
    B.A., Northern Illinois University
    Series 7 and Series 63 examinations
    Certified Financial Planner®

    Service
    Board of Directors, Boys & Girls Club of the Mississippi Valley
    Executive Committee (Chair, 2018), John Deere Classic

    Tony Carpita

    Principal, Investment Consultant, CCO

    I began my career in the investment business in 1993 as a fixed income broker. Two years later, I joined A.G. Edwards as a retail investment advisor.

    Prior to joining Irongate, I was the lead advisor of RSM McGladrey's Wealth Management Group in Davenport, Iowa, one of the larger practices in the firm. I also served as Chairman of the Wealth Management Leadership Advisory Council. At McGladrey, I specialized in working with business owners and high net-worth investors to create customized financial plans and investment strategies.

    In addition to advising clients, I am also the Chief Compliance Officer at Irongate International.

    Credentials
    B.A., Northern Illinois University
    Series 7 and Series 63 examinations
    Certified Financial Planner®

    Service
    Board of Directors, Boys & Girls Club of the Mississippi Valley
    Executive Committee (Chair, 2018), John Deere Classic

  • Nancy Foster

    Compliance Assistant and Accounting Manager

    I have worked in general ledger accounting for over 25 years.  During the last 10 years, I provided financial management services for a local non-profit.  Along with day-to-day financial operations, I have experience in internal auditing and the creation of company policy and procedures. 

    I joined Irongate in 2014.  I assist with compliance and accounting functions, as well as provide back office support.

    Credentials
    B.S., University of Wyoming
    B.A., St Ambrose University

    Service and Interests
    Volunteer coordinator for Boys & Girls Club tutoring program, Davenport location
    Habitat for Humanity Quad City volunteer

    Nancy Foster

    Compliance Assistant and Accounting Manager

    I have worked in general ledger accounting for over 25 years.  During the last 10 years, I provided financial management services for a local non-profit.  Along with day-to-day financial operations, I have experience in internal auditing and the creation of company policy and procedures. 

    I joined Irongate in 2014.  I assist with compliance and accounting functions, as well as provide back office support.

    Credentials
    B.S., University of Wyoming
    B.A., St Ambrose University

    Service and Interests
    Volunteer coordinator for Boys & Girls Club tutoring program, Davenport location
    Habitat for Humanity Quad City volunteer

  • Tait G. W. Johnson

    Principal, Investment Consultant

    My career in the investment industry began in 2007, when I began the process of becoming a CFA Charterholder. Early on in this process, I worked for Deere & Company in its Global Funding Group. I later joined the Pension and Investments Group to serve as a fixed income portfolio manager and a senior investment analyst.

    I joined Irongate as a research analyst in 2010, where I assumed responsibilities for analyzing investment managers, individual securities, hedge funds, and mutual funds.

    Credentials
    B.S.B.A. (Actuarial Science/Insurance), Drake University
    Series 65 examination
    Chartered Financial Analyst (CFA) Charterholder

    Tait G. W. Johnson

    Principal, Investment Consultant

    My career in the investment industry began in 2007, when I began the process of becoming a CFA Charterholder. Early on in this process, I worked for Deere & Company in its Global Funding Group. I later joined the Pension and Investments Group to serve as a fixed income portfolio manager and a senior investment analyst.

    I joined Irongate as a research analyst in 2010, where I assumed responsibilities for analyzing investment managers, individual securities, hedge funds, and mutual funds.

    Credentials
    B.S.B.A. (Actuarial Science/Insurance), Drake University
    Series 65 examination
    Chartered Financial Analyst (CFA) Charterholder

  • Kathi Mandel

    Client Service Representative

    I joined Irongate International in August 2018.  As Client Service Representative, my duties include completing client requests, creating financial reports, reconciling accounts and assisting with special projects.
     
    I am a life-long Quad City resident and have a broad work experience in accounting which includes record keeping for family office financials. 
     
     
    Credentials
     
    A.A., Blackhawk College

    Kathi Mandel

    Client Service Representative

    I joined Irongate International in August 2018.  As Client Service Representative, my duties include completing client requests, creating financial reports, reconciling accounts and assisting with special projects.
     
    I am a life-long Quad City resident and have a broad work experience in accounting which includes record keeping for family office financials. 
     
     
    Credentials
     
    A.A., Blackhawk College

  • Patrick Trimble

    Managing Principal, Investment Consultant

    I've been in the investment business since 1987, when I was a broker with E.F. Hutton. Three years later, I co-founded a fee only investment consulting firm, where I worked with union pension plans, defined benefit plans, public funds, foundations, endowments, and high net worth families.

    In 1998, I sold the firm and joined Deloitte, where I would become a partner and help establish its national investment consulting practice. This practice, which focused on high net worth clients and their families, grew rapidly during my tenure. There, I sat on the practice's national management team and headed the practice's largest and most productive region overseeing more than 2 Billion in assets. I also served as a member of the national investment research team.

    After years of experience in the industry, I started Irongate International, L.L.C. in 2001.

    Credentials
    B.A., University of Iowa
    Series 7, Series 63, and Series 65 examinations
     
    Service and Interests
    Married and a father of four grown children
    Coached girls and boys junior high school basketball for 19 years
    A member of the local American Red Cross finance committee
    Enjoys both golf and fishing
     

    Patrick Trimble

    Managing Principal, Investment Consultant

    I've been in the investment business since 1987, when I was a broker with E.F. Hutton. Three years later, I co-founded a fee only investment consulting firm, where I worked with union pension plans, defined benefit plans, public funds, foundations, endowments, and high net worth families.

    In 1998, I sold the firm and joined Deloitte, where I would become a partner and help establish its national investment consulting practice. This practice, which focused on high net worth clients and their families, grew rapidly during my tenure. There, I sat on the practice's national management team and headed the practice's largest and most productive region overseeing more than 2 Billion in assets. I also served as a member of the national investment research team.

    After years of experience in the industry, I started Irongate International, L.L.C. in 2001.

    Credentials
    B.A., University of Iowa
    Series 7, Series 63, and Series 65 examinations
     
    Service and Interests
    Married and a father of four grown children
    Coached girls and boys junior high school basketball for 19 years
    A member of the local American Red Cross finance committee
    Enjoys both golf and fishing
     

  • Ryan Trimble

    Office Manager

    I joined Irongate in 2011, where I manage the day to day functions of Irongate’s portfolio administration and reporting system. These responsibilities include daily reconciliation of client accounts with custodial data along with the generation of monthly and quarterly investment performance reports.

    Currently, I am helping with the firm's investment research efforts, client service and maintaining the portfolio reporting system.

     

    Ryan Trimble

    Office Manager

    I joined Irongate in 2011, where I manage the day to day functions of Irongate’s portfolio administration and reporting system. These responsibilities include daily reconciliation of client accounts with custodial data along with the generation of monthly and quarterly investment performance reports.

    Currently, I am helping with the firm's investment research efforts, client service and maintaining the portfolio reporting system.

     

  • Kristy Tripp

    Client Service Representative

    I joined Irongate International in 2012.  My responsibilities include assisting with the daily client service functions as well as supporting the back office.  I enjoy working closely with our team to help provide a positive work environment and ongoing client satisfaction.


    Kristy Tripp

    Client Service Representative

    I joined Irongate International in 2012.  My responsibilities include assisting with the daily client service functions as well as supporting the back office.  I enjoy working closely with our team to help provide a positive work environment and ongoing client satisfaction.


  • Rian Waterman

    Research Analyst & Associate Advisor

    I joined Irongate International in 2018 as a Research Analyst and Associate Advisor, primarily analyzing investment managers, hedge funds and mutual funds. I am currently a CFA Level I Candidate.

    Prior to joining Irongate, I was in the private practice of law for almost a decade, specializing in securities law (including private placements, initial registrations and SEC reporting), mergers & acquisitions, estate planning and trust administration. My law practice involved working closely with business owners and senior executives in various stages of their working lives, often including the sale of family businesses and the transition into retirement and subsequent intergenerational wealth transfers.

    Before completing law school, I held my Series 7 and Series 66 licenses, serving as an Investment Consultant for a major broker/dealer.

    Credentials
    • B.A. (Philosophy Major, with Honors, with double minors in Politics & Economics), New York University; magna cum laude, Phi Beta Kappa
    • J.D., University of Iowa College of Law
    • Series 65 Examination
    • Chartered Financial Analyst (CFA) Level I December 2018 Candidate

    Rian Waterman

    Research Analyst & Associate Advisor

    I joined Irongate International in 2018 as a Research Analyst and Associate Advisor, primarily analyzing investment managers, hedge funds and mutual funds. I am currently a CFA Level I Candidate.

    Prior to joining Irongate, I was in the private practice of law for almost a decade, specializing in securities law (including private placements, initial registrations and SEC reporting), mergers & acquisitions, estate planning and trust administration. My law practice involved working closely with business owners and senior executives in various stages of their working lives, often including the sale of family businesses and the transition into retirement and subsequent intergenerational wealth transfers.

    Before completing law school, I held my Series 7 and Series 66 licenses, serving as an Investment Consultant for a major broker/dealer.

    Credentials
    • B.A. (Philosophy Major, with Honors, with double minors in Politics & Economics), New York University; magna cum laude, Phi Beta Kappa
    • J.D., University of Iowa College of Law
    • Series 65 Examination
    • Chartered Financial Analyst (CFA) Level I December 2018 Candidate
  • Mary Kay Wik

    Client Service Director

    My client service capabilities were developed in the private equity division at Mesirow Financial in Chicago, where I began my investment career in 1986. I assisted both individual and institutional investors. Through contributing to several functions within the division over the years, I acquired experience in the areas of marketing, treasury, operations and compliance.
     
    I joined Irongate in 2014 and am responsible for serving clients by administering, reconciling, and reporting on client investment portfolios. 
     
    Credentials
    M.B.A., DePaul University
    B.S., Minnesota State University
     
    Service
    Make-A-Wish Foundation of Iowa, Clinton Chapter
    Catholic Historical Center at St. Boniface in Clinton, Iowa

    Mary Kay Wik

    Client Service Director

    My client service capabilities were developed in the private equity division at Mesirow Financial in Chicago, where I began my investment career in 1986. I assisted both individual and institutional investors. Through contributing to several functions within the division over the years, I acquired experience in the areas of marketing, treasury, operations and compliance.
     
    I joined Irongate in 2014 and am responsible for serving clients by administering, reconciling, and reporting on client investment portfolios. 
     
    Credentials
    M.B.A., DePaul University
    B.S., Minnesota State University
     
    Service
    Make-A-Wish Foundation of Iowa, Clinton Chapter
    Catholic Historical Center at St. Boniface in Clinton, Iowa