Service to Others

Over the past 40 years, Goelzer Investment Management has been dedicated to bettering the community and has encouraged a commitment to civic, community and not-for-profit organizations. In addition to serving on boards and financially supporting events throughout the community, GIM employees “roll up their sleeves” and make a difference with “hands on” volunteer work. Since 2006, GIM’s charitable theme has been …Connecting Clients, Colleagues and the Community.”

We’re proud of our associates and employees. The fact that so many of them have served and are serving on Boards of Directors for a variety of not-for-profit organizations speaks to their commitment and their desire to better the community and the lives of those in need.

J. Andrew Concannon – Chief Investment Officer

“Community involvement provides both a vehicle to help others and an opportunity to learn from talented people outside my profession.”

Member of the Board of Directors of Jameson Camp
Member of the Indiana University School of Medicine Planned Giving Committee
Member of the Beta Gamma Sigma business honorary society
Member and Board of Directors of the CFA Society of Indianapolis
Member of the CFA Institute (Chartered Financial Analyst)
Past member of the Board of Trustees of the Indianapolis Civic Theatre
Past member of the Board of Directors of the Muncie Jaycee’s

Don W. Goelzer – Chairman Emeritus

“Company-wide commitment—that’s the goal of Goelzer Investment Management. Under my leadership, our company initiated and has continued a dedication to philanthropy and volunteerism. For more than 42 years, we have maintained and increased our commitment to improving the quality of life in our community by providing both financial and volunteer support to numerous charitable organizations.”

Member and past Chairman of the Investment Committee of the Indiana University Alumni Association
Past member of District 8 of the Financial Industry Regulatory Authority (FINRA, formerly NASD)Founding Director of the National Security Traders Association, Indianapolis Chapter
Past President and Director of the Indianapolis Stock & Bond Club and chaired its Legislative Liaison Committee
Past Executive Counsel Member of the Indiana University School of Business and the School of Business Alumni Association.
Elected FELLOW to the Financial Analysts Federation
Past member of the Columbia Club Board of Directors, past Trustee of the Columbia Club Foundation
Supports education in financial analysis through memberships in the CFA Institute and the CFA Society of Indianapolis.

Awards

In 1993, Mr. Goelzer was honored as the Indianapolis Stock & Bond Club’s Man of the Year for his leadership and service to the securities industry.
In the May 2002 edition of the Indianapolis Business Journal, Mr. Goelzer was featured in the publication’s “Who’s Who in Banking and Financial Services.”
In 1988, Mr. Goelzer was honored as “Significant Lambda Sig” by his fraternity, Sigma Chi.
In 2004, Mr. Goelzer was recognized at the national level by Sigma Chi as a “Significant Sig” in recognition of his business career and investment industry achievements.
In 2008, Mr. Goelzer was recognized the Hoosier Significant Sig of the Year by Sigma Chi.
In 2008, Mr. Goelzer received the Indiana University Alumni Association President’s Award.
In 2009, Mr. Goelzer was the recipient of the Z.G Clevenger Award presented by Indiana University’s “I Association” in recognition of his contribution through service to the University’s athletic program. This is the highest honor given an “I-Man” by the I-Men’s Association.

Gregory W. Goelzer – Chief Executive Officer

“Over the past 30 years, I have committed my time, talents and resources to support local organizations that focus on financial education and our youth, the next generation. I’ve also contributed to organizations in the financial services industry that focus on regulation, commercial honor and equitable trade practices. It has been my privilege over the years to serve the following organizations:”

Member of the Board of Directors of MIPB (Metropolitan Indianapolis Public Broadcasting)
Member of the Advisory Council of the Indiana University/Purdue University Center of Economic Education
Member of the Midwest Chapter of Kappa Beta Phi
Past Member of the Indiana Chapter of the World Presidents’ Organization
Past Chairman for two consecutive terms of District 8 of the Financial Industry Regulatory Authority (FINRA, formerly NASD) and past member of the District’s Membership and Consultative Committees
Past Board Member and President of the Indianapolis Security Traders Association
Past Board Member and President of the Eagle Creek Park Foundation
Past Board Member of Saint Mary’s Child Center
Supports education in financial analysis through memberships in the CFA Institute and the CFA Society of Indianapolis

Walter C. Gross, Jr. – Senior Vice President & Portfolio Manager

“My interest in the Cornea Research Foundation of America was the result of my father’s 50-year involvement with the Lions Club and his developing macular degeneration in later life. In the last 10 years, I’ve enjoyed being involved with an organization whose quality and quantity of research is allowing an industry to help hundreds and thousands of people in the U.S. and around the world to improve or regain their sight.”

Member of the Board of Directors and Treasurer of the Cornea Research Foundation of America
Member of the Indianapolis Society of Financial Analysts
Member of the Indianapolis Stock and Bond Club
Member of the Economic Club of Indianapolis
Member of John Purdue Club
Member of Purdue University President Council
Past member of the Board of the Columbia Club Foundation
Past member of the Board of New Hope of Indiana

Donald J. Hutchinson – Senior Vice President & Portfolio Manager

“I have always felt strongly about supporting underfunded causes centered around the critical needs of children. There has not been a new drug developed specifically for pediatric cancer treatment in nearly 20 years. The unfortunate reality is that progress has all but stalled and survival rates lag behind most adult cancers. Cookies for Kids’ Cancer is committed to raising funds to support research for new and improved therapies for pediatric cancer.”

Board Member and Treasurer for Cookies for Kid’s Cancer Foundation
Member of the John Purdue Club
Member of Purdue University’s President’s Council

Max D. Kime – Senior Investment Advisor

“I have found my continued connection with Purdue to be personally fulfilling and a convenient excuse for visits to my alma mater. Even my membership in the Indianapolis Chapter of Alliance Française stems from my language studies at Purdue.”

Life Member of the Purdue Alumni Association
Member of the Purdue University President’s Council
Former and original member of the Outstanding Alumni Selection Committee for Purdue’s School of Liberal Arts
Member of Alliance Française
Past Board Member of the Ensemble Music Society of Indianapolis

Thomas F. Maurath – Senior Vice President & Portfolio Manager

“The YMCA is a tremendous resource here in Indianapolis. For many, its role as a health and fitness facility for individuals is important and well understood. However, it is less recognized for its community involvement in providing help for kids in the community. The ‘Y’ works with thousands of kids in a support environment, sponsoring growth in values and providing a foundation to prosper, both now and later in life. I have been proud to be a part of the ‘Y’ and all the good it creates in our city.”

Member of the Notre Dame Club of Indianapolis
Member of the CFA Institute
Member of the CFA Society of Indianapolis
Previous member of the Board of Directors of CFA Society of Indianapolis
Past member of the Board of the Reese Foundation of Indiana University
Past member of the Board of Habitat for Humanity of Hamilton County

Brett McKamey – President & Chief Operating Officer

“I have found my Board participation and charitable involvement to be some of the most fulfilling and personally gratifying endeavors of my career. The ability to participate, if only in some small way, in making our community a better place is one of the great gifts one can give. It’s a way to give … and also to receive.”

Trustee and Treasurer of the Indiana Chapter of The Nature Conservancy
Trustee of the Lincoln Collection Foundation
Member of the Investment Committee of the Indiana Historic Landmarks Foundation
Member of the Indiana University School of Medicine Planned Giving Committee
Member of the Indiana University Kelly School of Business Board of Visitors
Member of the CFA Institute
Member of the CFA Society of Indianapolis
Past President of the South Indiana Foundation of the United Methodist Church
Served for five years as Chairman of the Racquet Run to Benefit the Riley Hospital for Children

Christopher A. Ryker – Senior Vice President & Portfolio Manager

“I have found that volunteering, whether as a coach or as a financial advisor for charitable organizations, yields for more in rewards to me than the time that I have invested. Watching children participate in activities that could not happen without volunteer support makes my time and effort well worth spending.”

Serves on the Financial Council of Ss Francis and Clare Catholic Church
Served on the School Commission for Ss Francis and Clare Elementary School
Member of the CFA Institute
Member of the CFA Society of Indianapolis

Douglas M. Wade – Senior Vice President & Investment Officer

“I have thoroughly enjoyed working with these organizations and the many associates I have met along the way. Together we have made the community a better place to live and work.”

Honorary Director of the Indiana State Museum Foundation
Elder of the Second Presbyterian Church; Past Chair of its Finance and Administration Committee
Life Trustee of the Indiana Chapter of the Nature Conservancy
Past President of The Contemporary Club of Indianapolis
Past President of the Players Club
Past member of the Lawrence Township Advisory Board
Past Chairman of the Board of Commissioners for the Indianapolis Public Housing Authority

George F. Wild III – Director of Research

“My life has been immeasurably blessed by working with children, youth sports teams, and related organizations. Having coached more than 40 forty sports teams, I have been inspired by some of the most incredible young people in the world. In turn, I believe I have been able to make a positive contribution to the lives of many of our local youth.”

Member of the Crossroads Officials Association
Member of the CFA Institute
Member of the CFA Society of Indianapolis
Past member of the Board of Northview Christian Life
Past Soccer Commissioner of Carmel Dad’s Club

Community