Drew K. Horter, CFP
Chief Executive Officer, President and Founder
Drew K. Horter is the President, Founder and Chief Investment Strategist of Horter Investment Management, LLC. Mr. Horter has extensive industry knowledge as an Investment Advisor Representative, and has previously held FINRA Securities licenses that include the Series 6, 7, 22 and 63. With over 32 years of investment management experience, Mr. Horter has experienced many economic, political and financial cycles.
Mr. Horter has been a CFP™ since 1986 and is a licensed insurance professional. Insurance products are offered through Horter Financial Strategies, LLC.
Kirk R. Horter
Director of Operations
Kirk has been instrumental in developing a Low Risk Private Wealth Money Management Platform for Horter Investment Management, LLC. In addition to overseeing Trading, Account Reconciliation and ACAT Transfers, Kirk also analyzes the Portfolio Managers that meet the performance standards, risk tolerance, and low risk money management criteria that Horter Investment Management mandates in it’s managed portfolio.
Director of Advisor Development
Jack is responsible for advisor recruiting and training. Jack’s 29 years in the Financial Services Industry qualifies him in brokerage statement analysis, tax return opportunities and implementing the Horter Investment Management, LLC low risk, and low volatility1 investment management platform. Jack will also market the Horter Investment Management, LLC platform with fixed index annuities in Cincinnati to retirees and pre-retirees.
Chief Compliance Officer
Jason is a 17 year veteran of the financial services industry, including banking and wealth management. He has a strong background in compliance and risk management and will play a key role in building and maintaining our compliance program as we continue to grow. Jason was most recently head of accounting, operations, human resources and compliance for another registered investment advisory firm in Cincinnati. Prior to that, he was chief financial officer for a community bank and a bank operations and technology center. His career in banking had a strong focus on risk management, compliance and working with regulatory authorities. Jason majored in Finance and Accounting at Miami University and attended Xavier University for his MBA.
Assistant Director of Operations & Technology
Mr. Hetzer is a member of the management team and has been with Horter Investment Management, LLC since March 2008. His knowledge encompasses all facets of Horter such as IAR support, trading, billing, payouts, CRM and portfolio management software, Liberty and the various other technologies that Horter offers. Kevin is responsible for efficiently running Horter’s back office and evolving technology for Horter and our Advisors.
Joe Egloff | Executive Vice President of Advisor Development
Joe started his career in the financial services industry 17 years ago. Joe worked in various different roles including sales as well as management positions with two well-known financial service companies. Those roles required that Joe obtained his Series 7, 9, 10, 63, 66 and Life and Health Insurance licenses.
During Joes career, whether as a manager or sales representative, he always practiced doing what is in the client’s best interest through listening to their objectives, challenges, needs and the impact financial decisions will have on their financial goals.