Jerry B. McQueen, CFP®
BA, Economics, Boston University
MBA, Business, Dartmouth University
CERTIFIED FINANCIAL PLANNER™ Professional
Jerry has extensive experience in investment management, financial planning, and operations. He works directly with clients in all areas of financial and investment strategy and specializes in estate and tax planning. Jerry also serves as the President of McQueen, Ball & Associates, Inc., an affiliated SEC registered investment advisory firm which he founded in 1981. He was formerly a Certified Public Accountant at Arthur Young & Company in New York. Jerry is a Certified Financial Planner®, a member of the American Institute of C.P.A.s, and the New York State Society of C.P.A.s.
William J. Schultz
BA, Mathematics, Boston College
MBA, Finance, University Of Pennsylvania
Bill has 30 years of experience in the investment management industry. Bill has been the Managing Director of 60 West Advisors since January 2017 and is a senior member of the firm's Investment Committee. Bill also serves as the Senior Advisor and Managing Director of McQueen, Ball & Associates, Inc., an affiliated SEC registered investment advisory firm. Prior to joining McQueen, Ball in 2001, Bill served as Chief Investment Officer -Fixed Income at Carroll & Company Management Inc. At Carroll he was responsible for portfolio management, investment research, and security analysis.
Todd R. Fungard, CFA ®
Chief Investment Officer
BS, Finance, La Salle University
Todd has 14 years of experience in research, security analysis and portfolio management. Todd has been the Chief Investment Officer of 60 West Advisors since January 2017. Todd serves as head of the firm’s investment committee and is responsible for the firm’s equity research and strategy. Todd also serves as the Chief Investment Officer of McQueen Ball & Associates, Inc., an affiliated SEC registered investment advisory firm, and is a member of the CFA Institute and the CFA Society of Philadelphia. Prior to joining McQueen, Ball in 2015, Todd served as a Research Analyst at Zeke Capital Advisors, LLC, where he was responsible for investment research, manager due diligence and security analysis.
Scott E. Polter, MSM
Chief Compliance Officer
BA, Finance, Temple University
MSM, The American College
Scott has 27 years of experience in investment operations and compliance. At 60 West Advisors, he is responsible for oversight of the firm’s SEC regulatory compliance. Scott also serves as the Chief Operating Officer of McQueen, Ball & Associates, Inc., an affiliated SEC registered investment advisory firm. Prior to joining McQueen, Ball in 2013, Scott served as Director of Operations for Hornor, Townsend & Kent, Inc., where he was responsible for broker-dealer and registered investment advisor operations.