Philip O. Howeth is a Portfolio Manager and is also the firm’s President and Treasurer. He joined AnnaCo in 1987, and has overseen all aspects of the firm’s operations since its inception. Phil earned a B.A. in Accounting from Carroll College. He is a member of the Downtown Helena Kiwanis Club and serves on the Carroll College Investment Committee.  

Kerry R. Neils, CFA, is Portfolio Manager, Vice President and Corporate Secretary.  He received his B.A. in Finance and Accounting from Carroll College in 1980.  A few years later Kerry earned the Chartered Financial Analyst (CFA) designation after completing a multi-year learning program covering all aspects of securities analysis and portfolio management.   He joined AnnaCo Investment Management in 1990 after gaining valuable work experience in finance and investments at The Montana Power Company and The Montana Board of Investments.

Amy M. Christensen, CTFA, is an Account Administrator and joined the firm in 2008. Prior to joining us, she spent 10 years in Trust Administration with Wells Fargo Wealth Management Group. A Montana native, Amy graduated from the University of Montana-Western in 1995 with a Bachelor of Liberal Studies degree with emphasis in Communication Technology/ Administrative Science, an Associate in Business degree, and an Associate in Human Resource Management degree.  She is a Certified Trust and Financial Advisor (CTFA) and a graduate from the Cannon Trust School. Amy enjoys spending time with her nephews and is actively involved and a board member with TangoHelena. She is currently secretary and board member for the Helena Area Small Fry Football Association and a member of the American Business Women’s Association.

David R. Bruck markets the firm, following a highly successful career in the insurance agency business where he was the principal owner of Montana International Insurance, Inc. Dave became associated with AnnaCo in 1991 after selling the agency to US Bank. Dave attended MSU-Bozeman and MSU-Billings. He served a three year active duty with the US Marines. He also held the insurance professional designation of CIC. Dave was an adjunct professor at Carroll College for six years, teaching Risk Management.