Cedar Hill Investment Professionals
Joel H. Jastromb CFA, CIC, Chairman/Chief Investment Officer
48 Years Investment Experience
Joel founded Cedar Hill Associates in 1984 and is responsible for the firm’s overall investment strategies and supervising portfolio management activities.
His investment experience is concentrated in strategic analysis with particular emphasis on using economic conditions to identify opportunity. Prior to founding Cedar Hill, Joel was president and chief operating officer of a regional investment firm, where he developed structured investment decision-making processes. He served as a faculty member at Roosevelt University, lecturing on money and banking, economics, and investment analysis. He was also a New York Stock Exchange supervisory analyst and a board member of the Midwest Securities Trust Company and the Teachers’ Retirement System of the State of Illinois.
Joel received his bachelor’s degree in finance from Roosevelt University and an MBA in finance and statistics from Case Western Reserve University. He is a CFA charterholder and a chartered investment counselor. Joel serves on the board of directors of MB Financial N.A. and the board of trustees of Roosevelt University, and is a member of the CFA Society of Chicago and the Bond Club of Chicago.
Alan Cole CFA, CIC, President
16 Years Investment Experience
Alan shares in the development of Cedar Hill’s investment strategies and implements traditional portfolio management. He analyzes securities utilizing techniques and analytical tools developed at Cedar Hill.
Alan’s industry experience includes profitability, competitive and acquisition analysis at U.S. Bancorp and Ford Motor Credit Company. Alan received his Bachelor of Science in mathematics from Vanderbilt University and an MBA in finance and accounting from Indiana University. He is a CFA charterholder, chartered investment counselor and member of the CFA Society of Chicago.
Christopher I. Engelman CFA, Managing Director
15 Years Investment Experience
Chris evaluates non-traditional investment strategies and identifies and monitors managers and their partnerships. Chris develops customized implementation plans for alternative investments in client portfolios.
Prior to joining Cedar Hill, Chris worked at Asset Consulting Group, assisting family offices in developing asset allocation strategies and evaluating traditional and alternative investment managers. Chris earned a Bachelor of Arts from Gettysburg College and his MBA in finance from Washington University in St. Louis. Chris is a CFA charterholder and member of the CFA Society of Chicago.
John Kearney CFA, Senior Research Analyst
10 Years Investment Experience
John performs in-depth analytical work on publicly held securities, including strategic and tactical opportunities. His research includes financial modeling and assessing qualitative aspects of the firm’s investments.
Prior to joining Cedar Hill, John was a senior equity analyst for Morningstar, Inc. He also worked as an associate at Banc One Capital Markets and as an investment analyst for State Farm Insurance Companies. John holds a Bachelor of Science in finance from the University of Illinois at Urbana-Champaign. He is a CFA charterholder and a member of the CFA Society of Chicago.
Robin J. Patinkin Principal
17 Years Investment Experience
Robin focuses on client relationship management. She participates in asset allocation formulation, acting as a liaison between investment strategies and client relationships.
Robin has experience in investment management and financial planning and a comprehensive understanding of family interests and issues. Her early career included partnering in a successful privately held business and positions in technology sales and marketing for IBM and AT&T. Robin earned a bachelor’s degree in marketing from the University of Illinois at Urbana-Champaign and an MBA from Northwestern University’s Kellogg School of Management with a concentration in finance.
Daniel A. Jones Principal
23 Years Investment Experience
Dan’s responsibilities center on client relationship management. Prior to joining Cedar Hill, Dan was a senior portfolio manager with Northern Trust Global Investments, where he reviewed and analyzed investments to determine compatibility with client objectives. Dan received his Bachelor of Arts in history from Lake Forest College and an MBA from Lake Forest Graduate School of Management.
Asha T. Goldstein CFP Principal
10 Years Financial Experience
Asha serves as a client advocate and trusted advisor on our asset management team. Prior to joining Cedar Hill, Asha was a vice president at Citi Private Bank, where she developed customized wealth management solutions for high net worth clients, working with specialists in financial and estate planning, structured lending, and capital markets. Her previous experience includes working for Merrill Lynch as part of its wealth management advisory team. Asha received her Bachelor of Science in finance from DePaul University.
Daniel C. Kriser Principal
42 Years Investment Experience
Dan manages trading activity at Cedar Hill. Prior to joining Cedar Hill, he served as vice president/trading at a regional investment firm. Dan earned a Bachelor of Science in English from the University of Wisconsin.
Dawn Keach Principal/Administration
27 Years Management Experience
Dawn supervises accounting and audit functions and coordinates documentation for our clients’ alternative investments. She holds a bachelor’s degree in fine arts from the University of Illinois. Prior to joining Cedar Hill, Dawn was the administrative partner of a graphic design firm.
Debbi Frenzel Principal/Operations
30 Years Industry Experience
Debbi supervises internal operations. She is responsible for portfolio administration, including performance calculations, client reporting and management services. Debbi was manager of portfolio administration for an investment advisory firm prior to joining Cedar Hill.