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Investment Team

Paul Dornbier

Paul Dornbier Senior Financial Analyst Paul’s greatest strength is financial analysis, particularly when deciphering world events and their impact on financial markets. He also enjoys delving into client circumstances and developing a financial roadmap to accomplish their goals. Fort Wayne, IN Credentials Bachelor of Business Administration, double major in Finance and Economics – University of Iowa, Iowa City, IA Chartered Financial Analyst® Chartered Alternative Investment Analyst Community Volunteer, HOPE for Animals Paul’s Words to

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James Gallagher

James Gallagher James Gallagher James is a Financial Analyst. As a Financial Analyst at SYM, James performs investment committee research at the direction of the CIO. He has a special knack for approaching problems in a methodical and diligent way, and brings this attribute to his work. The thing he loves most about his job is diving deep into financial data and research, knowing that it will ultimately help clients to lead more fulfilling and

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Andy Popenfoose

Andy Popenfoose Principal and Chief Investment Officer. In his role as Chief Investment Officer, Andy draws from experience in communicating with individuals from varied backgrounds. Prior to working with SYM, Andy lectured courses in investments and portfolio management at Loyola University Chicago’s Quinlan School of Business, contributed research to expert testimonies heard by congressional boards and in several of our nation’s largest financial court cases, and was awarded the Bronze Star Medal in Operation Iraqi

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