MEET
the ycm team
Introducing the YCM team
kevin k. yousif, cfa*
President
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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.
ROSE BENNETT, IACCP®
Chief Compliance Officer
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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.
ED GOARD, CFA*
Chief Investment Officer
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As Chief Investment Officer at Yousif Capital Management, Ed oversees the firm’s investment process across global equities and bonds, with a focus on research, market analytics, and asset allocation to deliver tailored client solutions.
Ed has over 30 years of capital markets and portfolio management experience. Before joining Yousif Capital Management, he served as Chief Investment Officer at INCORE Capital Management, which was previously Munder’s core fixed income team, and as a Senior Portfolio Manager at BlackRock (formerly BGI). Ed has played key roles in developing and implementing core and core-plus fixed income strategies, and provided expertise in asset allocation, interest rate strategy, and multi-sector solutions.
Ed is a CFA® charterholder and a member of the CFA Institute and CFA Society of Detroit, where he previously served as a board member. He has also served as school board chairman and endowment board member at Southfield Christian School, reflecting his commitment to education and community engagement.
Outside of work, Ed enjoys traveling with his family, playing golf, and hunting.
GEOFFREY G. ROSSI
Chief Operating Officer
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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.
Jim Kelts
Director of Fixed Income
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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.
DAVE JONES
Director of Global Equities
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As the Director of Global Equities, Dave leads and manages the equity portfolios entrusted to the firm by our clients. He specializes in complex taxable portfolios and has a strong aptitude for simplifying intricate processes to deliver effective solutions. Dave also has a passion for technology, always seeking innovative ways to enhance and streamline systems.
Before joining Yousif Capital Management, Dave was a Portfolio Manager at LS Investment Advisors, a registered investment advisor in Bloomfield Hills, MI. He also held the position of Senior Portfolio Manager at World Asset Management, a Comerica company, and worked as an Equity Trader and Senior Business Analyst at Munder Capital Management. Dave started his career at Comerica Bank.
Outside of work, Dave enjoys supporting and cheering on his three daughters as they pursue their passion for dance. While his golf game is still a work in progress, his dedication is a continual source of pride and motivation.
Eric Lessnau
Senior Portfolio Manager
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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.
Nicole Rivera
Portfolio Manager
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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.
kevin Foley
Portfolio Manager Support Specialist
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Prior to starting at Yousif Capital Management, Kevin worked as a Portfolio Manager at World Asset Management, Inc., a Comerica company, and SEC-registered investment adviser based in Detroit, MI. Kevin began his career in Comerica Bank’s Trust Department.
Kevin has three children, two boys and one girl. Kevin’s oldest son and daughter are college students at the University of Michigan and Oakland Community College, respectively. Kevin enjoys watching his youngest son’s club and high school lacrosse team.
Sam Gilbert, CFA*
Portfolio Manager
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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.
Dale McCann
Director of Sales & Marketing
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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.
Kelly Fetterman
Client Service Manager
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As a Client Service Manager, Kelly works to ensure that our clients’ servicing needs are met. Our clients know that they can contact Kelly day or night and get the answer to the question they are asking. Kelly works tirelessly to ensure that the client experience meets the high standard that we have set. Kelly is also involved with maintenance of our GIPS compliant performance results, populating consultant databases, and the creation of new marketing material.
Prior to starting at Yousif Capital Management, Kelly worked as a Senior Client Account Manager at World Asset Management, Inc., a Comerica company, and SEC Registered Investment Adviser based in Detroit, MI.
Kelly’s passions are watching her daughter play volleyball and eating delicious meals made by her chef-in-training son. She is also an avid reader. She is not willing to swing a golf club, but is eager to drive a golf cart when the opportunity arises.
Pam Iwasko
Portfolio Manager
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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.
Michelle Dubey
Risk & Compliance Analyst
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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.
Kirk Yousif
Data Automation & Integration Specialist
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As the Systems Developer, Kirk works with the internal YCM teams and our vendors to ensure that our information systems are always accurate, efficient, and up to date. Kirk is also responsible for automating our portfolio management and reporting functions.
Before starting at Yousif Capital Management, Kirk held directorships at Oakwood Hospital System and two Michigan-based software companies. He recently received his MBA and is working on attaining his CFA designation.
Kirk’s community involvement goes back to the mid-nineties, having served on several community boards and commissions for his city. He also spent several years coaching youth soccer and was involved with the executive boards of both sports and arts organizations. Kirk enjoys cooking and international travel.
Christopher Yousif
Operations Analyst
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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.
* CFA Institute is a global advocacy group dedicated to improving our investment markets and educating the financial community. CFA Institute is the sponsor of the CFA Charter and can be found at www.cfainstitute.org.