James E. Dahm
Senior Vice President & Director, Performance Measurement
Investment Experience: 23 years
Jim is a Senior Vice President and Director of Performance Measurement. In this capacity he oversees all aspects of client reporting and performance analysis. Prior to joining the firm, Jim was responsible for Master Trust client relationships in the Investment Performance Department of Boatmen’s Trust Company. Additional responsibilities included creation of customized performance reports, calculation of fixed and equity portfolio characteristics for all Master Trust clients, attribution analysis, and peer group universe comparisons. Jim received his BS from Southern Illinois University. When not working, Jim enjoys exercising, traveling, and spending time with his children.
Timothy A. Stratton, CFA, CAIA, CIPM
Investment Experience: 15 years
Firm Tenure: 11 years
Tim is a Vice President and senior member of the firm’s Performance Measurement department. His primary responsibilities include producing client specific performance reports, maintaining the performance measurement system, and programming projects on a firm-wide basis. Prior to joining Summit Strategies Group in 2003, Tim spent two years at NISA Investment Advisors where he provided analytical support to the fixed income trading desk and developed several internal systems to facilitate trading and monitoring portfolio compliance. Tim earned a BSBA with an emphasis in Finance from the University of Missouri–Columbia and is a CFA charterholder, CAIA charterholder, and CIPM Certificant.
Susan M. Edelmann
Senior Performance Analyst
Investment Experience: 33 years
Firm Tenure: 17 years
Susan is a Senior Performance Analyst in the Performance Measurement department and shareholder. Her responsibilities include performance analysis, calculating after-tax performance for our taxable clients, and preparing customized Flash Reports. Before joining Summit Strategies Group, she was responsible for Personal Trust relationships and systems administration in the Investment Performance Analytics Department of Boatmen’s Trust Company. She was also responsible for performance measurement on a large volume of clients with a wide diversity of securities as well as implementation/testing upgrades of the performance measurement system. Susan has an Associate of Science degree from Belleville Area College. She also has a new grandbaby and likes to hike for a healthy mind and body.
John W. Renner, CPA
Senior Performance Analyst
Investment Experience: 14 years
Firm Tenure: 14 years
John is a Senior Performance Analyst in the Performance Measurement department. His responsibilities include performance analysis and calculation, producing monthly customized Flash Reports, and creating quarterly client performance reports. Prior to joining Summit Strategies Group, he was responsible for filing partnership tax returns and various other tax returns in the Accounting Department of Bryan Cave LLP. John received his BS in accounting from Southern Illinois University and is a Certified Public Accountant. In his free time, John enjoys hunting, fishing and watching his two sons' sporting activities.
Brian L. Scharringhausen
Investment Experience: 6 years
Firm Tenure: 6 years
Brian joined the firm early in 2008 and is a Performance Analyst in Summit Strategies Group’s Performance Measurement department. His responsibilities include performance analysis, calculating performance for our clients’ portfolio managers, and preparing customized flash reports. Before joining Summit, Brian spent several years as an outside sales manager at 84 Lumber Company in St. Louis. Brian received his BS in marketing and finance from Milliken University in Decatur, Illinois, and a BS in international business from Paris Graduate School of Management (ESGCI) in Paris, France. Brain is currently attending Saint Louis University as a 2015 graduate of its Executive Master of International Business (EMIB). When not working, Brian enjoys participating in many outdoor activities such as hunting, fishing, boating, playing sports, and riding ATVs. When he isn’t playing in the outdoors he is spending time with friends and family, working around the house, or playing with/Training his Labrador Retriever, Remi.
Investment Experience: 7 years
Firm Tenure: 3 years
John came to Summit Strategies Group at the end of 2011, and serves as an Analyst in the Performance Measurement department. His responsibilities include performance analysis and calculation, and the preparation of customized client monthly and quarterly performance reports. Prior to joining Summit, John spent five years in the Performance Measurement group at Hammond/Mercer as a Senior Portfolio Analyst. John earned his BS in Finance at Saint Louis University, and his MBA at Webster University. When not working, he enjoys spending time with his family and playing soccer, softball, and golf. He also enjoys getting together with friends to follow the St. Louis Cardinals, Rams, and Blues.
Investment Experience: 5 years
Firm Tenure: 1 year
Dustin joined the firm in 2012 and is a Performance Analyst in Summit Strategies Group’s Performance Measurement department. His responsibilities include calculating and analyzing the performance of Summit’s client portfolio managers, and preparing monthly and quarterly customized performance reports. Before joining Summit, Dustin spent four years at Mercer/Hammond Consulting in a similar role. Dustin received his BS in Finance & Economics from Illinois College (Jacksonville), and his MBA from Webster University in St. Louis. Outside of work, he spends time with his family and friends, plays basketball, runs and follows the St. Louis Cardinals and Chicago Bulls.