JODI HALBERT, IACCP^SM

COO / Chief Compliance Officer

In 1994 Jodi was the first employee hired by Duke and David. In 1999 she became a partner of the firm along with Charlie and David.

Jodi possesses almost 25 years of industry specific compliance and operations experience. She has earned the Investment Adviser Certified Compliance Professional ^sm designation and serves on Tealwood's Management Committee. Jodi is responsible for record keeping, regulatory compliance, and client reporting and communications.

612.341.1159

TEALWOOD TEAM

Charlie Mahar Jodi Halbert, IACCP^sm David Neal D. Ward Johnson Bruce Langer, CFA Daniel Aronson, CFA Woody Kingman Steve Richter Connie Peppin Wendy K. Bennis John Zevnick Michelle Steingas