MEET

Kevin is the President and founder of Yousif Capital Management. In this role, he is responsible for strategic planning, corporate administration, and client engagement. Kevin is passionate about educating the world on becoming better investors through diversification, patience, and compounding.

Before founding Yousif Capital, Kevin served as the Chief Investment Officer of the Passive Management group at LS Investment Advisors, a spin-off from Loomis Sayles. Prior to this, he was the Director of US Equity Strategies at World Asset Management, a Comerica company. Kevin began his career at Comerica in 1997 in the Trust Operations group.

As a Chartered Financial Analyst, Kevin is a member of the CFA Society of Detroit and the global CFA Institute. He is also a member of the Board of Trustees for Catholic Charities of Southeastern Michigan and a member of Legatus, an international organization of Catholic executives. He has previously served as President of the CFA Society of Detroit and has taught college courses at Davenport University. His expertise has been quoted in the Detroit Free Press and the Wall Street Journal, and he is a frequent conference speaker.

He holds an MBA from the University of Detroit Mercy and a Bachelor of Science degree from Wayne State University.

Kevin’s life is driven by his faith and family. When asked what makes a good life, he responds with “purpose,” stating his is to “Worship and Revere the Lord.” He believes that families who pray and celebrate together, stay together, and he treasures family meals that are hosted every Friday night and Sunday afternoon.

As Chief Compliance Officer, Rose is responsible for maintaining the firm’s risk-based compliance program, including monitoring and testing the firm’s policies and procedures to ensure compliance with the Adviser’s Act as well as federal securities law.

Prior to joining Yousif Capital Management, Rose was a Business Unit Risk Manager at World Asset Management, Inc., a Comerica company and SEC registered investment adviser. At World Asset Management, Rose was responsible for the day-to-day compliance program and worked directly for the Chief Compliance Officer. Rose is an Investment Adviser Certified Compliance Professional (IACCP®). Prior to her compliance role, Rose was the Operations Manager responsible for back-office support and reconciliation at World Asset Management. Rose’s vast compliance and operational experience with World Asset Management and Comerica spans more than three decades.

Rose is very active in the Investment Adviser Association compliance working groups and roundtables. Rose is active in her parish where she volunteers as a Lector. She enjoys reading, cooking and traveling to Italy where she spends time visiting her family.

Geoff serves as the Chief Operating Officer at Yousif Capital Management, bringing over 25 years of leadership and operational expertise to the organization. In this role, Geoff oversees daily business operations, streamlines processes, manages vendor relationships, and ensures optimal efficiency across all departments to support the company’s strategic objectives.

With a proven history in the financial industry, Geoff has successfully led cross-functional teams, implemented transformative business solutions, and has overseen many vendor relationships. Prior to joining Yousif Capital Management, Geoff held leadership positions at Comerica Bank, where he oversaw Institutional Trust’s Not For Profit and Captive Insurance lines of business.

Geoff holds a B.S. degree in Finance from Michigan State University’s Eli Broad College of Business and an MBA from Wayne State University.

Outside of work, Geoff cherishes time with his family and looks forward to Sunday dinners with the extended family. He has been happily married to his wife, Jenny, for over 20 years, and together they are raising three wonderful children. In his free moments, Geoff enjoys watching his children compete on the soccer and/or baseball field. He also enjoys reading, tending to his lawn, and stirring up his spirited dog, Poco.

As a Senior Portfolio Manager, Jim is responsible for managing and monitoring fixed income portfolios. His proficiency extends across various types of actively managed fixed income portfolios, each with unique duration profiles, including international, government, aggregate, credit (both investment grade and high yield), and inflation-protected portfolios. Jim’s expertise delves deep into multiple sectors, with a primary focus on corporate bonds and commercial mortgage-backed securities.

Prior to joining Yousif Capital Management, Jim spent nearly two decades at INCORE Capital Management, formerly known as Munder Capital Management. During his tenure, he assumed multiple key roles, ranging from Senior Portfolio Manager to Head of Fixed Income Trading, and even Compliance Analyst. Jim’s journey in finance began at Comerica Bank, where he started as a Fund Accountant.

Jim is a member of the CFA Institute and the CFA Society of Detroit. Beyond the world of finance, Jim finds solace in supporting his family’s equestrian pursuits, frequently attending horse shows to cheer on his wife and children. Moreover, he channels his passion into coaching youth sports, where he has mentored teams in football and travel baseball for several years.

As the Senior Portfolio Manager, Eric is responsible for managing and monitoring domestic equity portfolios. In addition, other responsibilities include performance analysis for the domestic strategies and working on new product implementation. Areas of particular interest for Eric are creating and managing socially responsible and ESG portfolios.

Prior to starting at Yousif Capital Management, Eric worked as a Director of Domestic Equities at World Asset Management, Inc., a Comerica company, and SEC registered investment adviser based in Detroit, MI. Eric began his career with Comerica Bank in 2000 as an Investment Bank Analyst in Institutional Trust, working in both the Fund Accounting and Corporate Actions areas.

In his free time, Eric enjoys playing golf, but he especially enjoys spending time with his family and watching his sons play baseball and basketball.

As a Portfolio Manager, Nicole works closely with the equity team to manage the portfolios that our clients entrust us with. Nicole manages these portfolios to ensure that they adhere to their stated desired outcomes and meet their performance expectations. Coupling her market knowledge and sophisticated understanding of portfolio management systems, she constantly
enhances our portfolio construction and reporting processes.

Prior to starting at Yousif Capital Management, Nicole worked as a Portfolio Manager at LS Investment Advisors, a Registered Investment Advisor based in Bloomfield Hills, MI. Before that, Nicole was a Portfolio Administrator with Clarkston Partners, and at World Asset Management, a Comerica company prior to that. Nicole started her career with Comerica Bank.

Nicole is an expert user of the Advent Portfolio Exchange Accounting system and is a member of our GIPS® performance reporting efforts. Nicole has two sons that play youth hockey and has proudly taken on the title of Hockey Mom.

Sam is responsible for managing fixed income portfolios and executing the firm’s credit research process. Sam’s expertise includes analyzing corporate credit markets and issuers. Prior to starting at Yousif Capital Management, Sam was an Associate Portfolio Manager and Credit Research Analyst at INCORE Capital Management (an investment franchise of Victory Capital) where he analyzed corporate credit issuers and helped manage the firm’s fixed income strategies. Sam started his career as an Analyst at J.P. Morgan Private Bank.

Sam is a CFA Charterholder and has a degree in Finance and Economics from Lake Superior State University. Sam is a member of the CFA Institute and the CFA Society of Detroit.

As Director of Sales & Marketing, Dale is responsible for promoting and selling Yousif Capital Management products and services. Dale actively attends industry conferences globally to stay informed on emerging trends and best practices. Additionally, Dale collaborates with our portfolio management team to develop personalized strategies tailored to meet the unique goals of our clients and prospects.

Prior to joining Yousif Capital Management in 2024, Dale enjoyed an 18-year career with Comerica Bank. In his last role, he served as Vice President – Senior Relationship Manager for Comerica’s Institutional Trust Insurance Team. During his tenure, he was responsible for business development and client administration for its Captive Insurance clients.

Away from the office, you can find Dale either on the golf course or in a hockey rink. Dale is happily married to his wife Katie, raising two wonderful children that keep them busy year-round with youth hockey and gymnastics. He has a B.A. in Finance from Western Michigan University – Haworth College of Business.

Pam is an experienced Portfolio Manager with broad knowledge in fixed-income strategies. At Yousif Capital Management, she focuses on portfolio construction, managing duration and yield curve exposure, daily cash flows, and trading for separately managed accounts. Pam’s attention to detail ensures that performance metrics and fund accounting reports consistently meet the unique needs of captive and insurance clients.

Her career spans over 30 years, including her role as a fixed-income trader at INCORE Capital Management and a long tenure at Munder Capital Management, where she held various roles in fixed-income management. Pam began her career in finance at Prudential Securities in West Bloomfield, Michigan, earning her Series 7 and Series 63 licenses.

Pam’s expertise and client-focused approach have been key to her long-standing success in the industry.

Outside of work, Pam enjoys spending time with her family, traveling and gardening.

As a Risk & Compliance Analyst, Michelle collaborates with YCM’s Chief Compliance Officer to monitor and test the firm’s policies and procedures to ensure compliance with the Adviser’s Act as well as federal securities law. Michelle ensures that our clients’ portfolio performance is accurately reflected on our internal systems and is actively engaged in ensuring the accuracy and integrity of our GIPS compliant performance results.

Prior to starting at Yousif Capital Management, Michelle worked as a Performance Measurement Specialist at World Asset Management, Inc., a Comerica company, and SEC registered investment adviser based in Detroit, MI. Before that, Michelle was a manager in the Trade Reconcilement area in Trust Operations at Comerica Bank. Her early career experience encompasses a 13-year period in which Michelle held several different positions in the branches at NBD Bank.

Michelle enjoys spending time outdoors, walking the dog or hiking and camping with the family. Her greatest athletic accomplishment is a half-marathon that crossed country lines from the United States and into Canada. When she isn’t camping with family, Michelle spends her vacation time traveling the seas on a cruise ship and exploring new destinations.

As an Operations Analyst, Christopher is responsible for reconciling client accounts and following up with brokers and custodians as needed. He is also responsible for Salesforce set-up and maintenance.

Chris recently graduated from Wayne State, where he attained a B.A. from the Mike Ilitch School of Business with a major in Finance. While at Wayne State, Chris completed internships at Bloomfield Capital, Ancora Holdings Group, and Yousif Capital Management.

Chris played on the Men’s Varsity Golf Team in college and maintains an avid passion for the sport. After work, you can either find him on the golf course or the golf simulator.