Chief Funding and Trading Officer
D. James Lutter
Jim joined the firm in 2001 and has held several roles within the PMA companies. He began as Director of Bank Funding and currently serves as Senior Vice President-Trading and Operations responsible for bank funding, trading and operations. Prior to joining the firm, Jim spent eleven years in a variety of roles including Treasurer for Ingersoll Milling Machine Company. He earned his Bachelor of Science in Mechanical Engineering from the South Dakota School of Mines and Technology and his Master of Business Administration in Finance from Rockford College. He holds Series 7, 24, 50, 53, 63, 65 and 99 FINRA licenses with PMA Securities, Inc.
Vice President, Bank Funding
Vanja joined the Firm in 2002 and focuses on implementing new programs and products as well as working closely with banks, referral companies and bank associations. As Vice President, she leads a team that manages the competitive bidding platform for client investments and develops and maintains bank and dealer relationships. Vanja received her Bachelor of Science in Economics from Elmhurst College and holds Series 7 and 63 FINRA licenses with PMA Securities, LLC.
Regional Director, Client Relationships
Cristie joined the firm in 2001 and currently serves as Senior Funding/Client Relations Manager. Her role includes developing and managing the firm’s bank partner relationships and working closely with PMA’s Portfolio Advisors and their respective public funds clients, providing investment options based on each client’s cash flow needs and projections. Prior to joining the firm, Cristie spent 7 years as the Accounts Receivable Manager for Freeborn & Peters, LLC. She earned a Bachelor of Science in Accounting from Illinois College and holds Series 7, 63 and 65 FINRA licenses with PMA Securities, LLC.
Senior Funding/Client Relations Manager
Jessica joined the firm in 2006 and currently serves as Senior Funding/Client Relations Manager. Jessica’s primary responsibilities involve the coordination of public funds with the firm’s key broker relationships. She earned her Bachelor of Science in Marketing Management from Western Illinois University and holds Series 7 and 63 FINRA licenses with PMA Securities, LLC.
Vice President, Institutional Investment Sales Manager
Todd joined the firm in 2014 as a Financial Analyst for PMA’s credit team, and currently serves as Business Development & Product Manager. He is responsible for developing bank partner relationships and managing funding product solutions and association affiliations. Todd also engages in strategic planning and identifying market trends through extensive market research. Prior to joining the firm, Todd was a Market Research Analyst at Common Goal Systems, Inc. He earned his Bachelor of Arts in Finance from Calvin College. Todd is currently not licensed with PMA Securities, LLC.
Senior Associate, Bank Funding Advisor
Chris joined the firm in 2015 and currently serves as a Senior Associate, Bank Funding Advisor. His primary role is to manage existing banking relationships, while also developing new relationships to help create a consistent funding strategy that benefits financial institution’s and PMA’s clients. Chris has spent over 10 years in the Banking and Financial Services industry and currently holds Series 6 and 63 FINRA licenses with PMA Securities, LLC. He is a graduate of Augustana College where he earned his Bachelor of Arts in Business Administration.
Senior Associate, Bank Funding Advisor
April joined the firm in 2016 and serves as Bank Funding Associate. She is responsible for daily placement of certificate of deposits while also developing new relationships to help create a consistent funding strategy that benefits financial institution’s and PMA’s clients. She earned a Bachelor of Science in Marketing from Northern Illinois University. April is currently not licensed with PMA Securities, LLC.