Cedar Hill Investment Professionals

Joel H. Jastromb, CFA, CIC, Chairman/Chief Investment Officer

46 Years Investment Experience

Joel founded Cedar Hill Associates, Inc. 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 a New York Stock Exchange Supervisory Analyst, board member of the Midwest Securities Trust Company, and the Teachers' Retirement System of the State of Illinois.

Joel received his BSBA in Finance from Roosevelt University and an MBA in Finance and Statistics from Case Western Reserve University. He is a CFA charterholder and Chartered Investment Counselor. Joel serves on the Board of Directors of MB Financial, N.A. 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 degree 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 as well as identifying and monitoring 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 degree 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.

Alex M. Paul, CFA, Principal/Investment Strategy

15 Years Investment Experience

Alex guides the development of Cedar Hill’s alternative and international investment strategies. This includes identifying attractive themes and sectors, evaluating managers, and determining the most advantageous method of investment.

Prior to joining Cedar Hill, Alex was a Portfolio Manager with New Salem Capital, a spin-off of Lincoln Capital Management. At Lincoln, Alex was a Partner in the Private Partnership Group. He earned a Bachelor of Arts degree from Augustana College and his MBA in Economics from the University of Chicago. Alex is a CFA charterholder and member of the CFA Society of Chicago.

Robin J. Patinkin, Principal

14 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 with a comprehensive understanding of family interests and issues. Her early career includes partnering in a successful privately held business, and positions in technology sales and marketing for IBM and AT&T.

Robin earned a BSBA in Marketing from the University of Illinois Urbana Champaign and her MBA from the Kellogg School of Management, Northwestern University with a concentration in Finance.

Daniel A. Jones, Principal

22 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 BA in History from Lake Forest College and an MBA from Lake Forest Graduate School of Management.

Daniel C. Kriser, Principal

38 Years Investment Experience

Dan manages trading activity at Cedar Hill. Prior to joining Cedar Hill, he served as Executive Vice President/Trading at a regional investment firm. Dan earned a Bachelor of Science degree in English from the University of Wisconsin.

Dawn Keach, Principal/Administration

25 Years Management Experience

Dawn administers our alternative investments. She supervises all accounting and audit functions, and coordinates documentation for alternative strategies. Dawn holds a Bachelor of Fine Arts degree from the University of Illinois. Prior to joining Cedar Hill, she was the Administrative Partner of a graphic design firm.

Debbi Frenzel, Principal/Operations

28 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.