Lead Portfolio Manager, CFPTM
Michael Ball is Managing Director and Lead Portfolio Manager, at Weatherstone Capital Management. With 25 years of experience in the financial industry, Michael has been working with people to manage their investment portfolios and helping them achieve their financial goals. Michael also been a guest on networks such as CNBC and Fox Business News, as well as quoted in publications such as Barron’s, The Wall Street Journal, and Bloomberg. After graduating from Utah State University with a
Bachelor’s degree in Corporate Finance, and a Minor in Accounting, he continued his education by becoming a Certified Financial Planner. Michael also began managing investment programs for The Bank of Idaho and Sky Valley Bancorp, where he was a member of the investment committee. Michael is the author of “Built to Last”, a comprehensive historical study of sustainable withdrawal rates from investment accounts that was published in Financial Planning magazine in 1998.
In addition to working with individual investors and small businesses, Michael provides money management services to financial advisors across the country, as an investment strategist managing SMA accounts on several broker/dealer and independent platforms such as Envestnet. Michael holds to the philosophy, that for clients in or near retirement, the damage caused by large periodic declines in the financial markets is one of the greatest risks. By incorporating a tactical investment approach where appropriate, Weatherstone Capital Management strives to increase the probability of better and more consistent returns, while providing the peace of mind that comes from knowing that investments are regularly reviewed and adjusted for changing market conditions.
Director of Client Services
Linda is the Director of Client Services at Weatherstone Capital Management. She began a 30-year career in the financial information industry with Standard & Poors Compustat in 1980. Linda has a B.A in Business Administration and a Bachelor of Science in History from Western State University. Her primary responsibilities include client services tasks, trading and compliance related items.
Kerry has been with Weatherstone Capital Management for over 8 years. Her primary responsibilities include assisting clients and advisors with their operational questions, processing paperwork, handling any issues that arise for existing and on-boarding clients, as well as trading. She recently received her Associate of Arts degree, and plans to go back to school this fall to obtain her Bachelor’s degree in business.
Senior Financial Analyst / Data Scientist
Daisy is a Senior Financial Analyst / Data Scientist at Weatherstone. She has a Master’s of Science degree in Finance from the University of Denver. Her training in quantitative methods and financial modeling makes her an important addition to the team. With a passion for utilizing advanced technology to automate and optimize complicated procedures, Daisy loves programming for different projects and managing massive data at work. Seeing her programs successfully generate accurate results or improve efficiency brings her the greatest joy. In her spare time, Daisy enjoys learning and researching math and computer science to create innovative solutions in the finance field.
Kelli brings over 30 years of experience as a client associate working inside of Merrill Lynch and JP Morgan, and has extensive experience in working with clients, operations, and trading. Her responsibilities include helping clients service tasks and daily operational support.