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About
&Partners

Unlocking the potential of everything life can be.

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I am a passionate individual with a deeply rooted commitment to personal and organizational growth. At &Partners, we’re creating the firm we’ve always envisioned — one where advisors and their clients come before everything else. We are committed to the opportunity to build something better with people we know and respect.

David Kowach

Founding Partner, CEO

Client Centered

Advice done well

We’re in the business of changing lives for the better. Every client has a unique story and distinct financial needs — from wealth building and investing to addressing family matters and legacy planning. At &Partners, advisors have the flexibility and choice to excel at what they do best serving clients in highly personalized ways.

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Dedication

&Partners is committed to impeccable service and support.

That means enhanced client experiences and greater efficiency.

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Focus

We focus on one thing at &Partners: delivering financial advice in the best way possible.

That means we are constantly building better.

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Opportunity

We know robust planning can reveal new opportunities.
That means we emphasize sharing great ideas and well-proven practices to address client needs.

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Investment Acumen

Advisors at &Partners are supported by tenured investment professionals and a concierge CIO.
That means finely tailored solutions.

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Wealth is the ability to fully experience life.

Henry David Thoreau

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Our Approach

At &Partners we are:

01

Listeners

We listen first because we believe that the best solves often live outside the box. Our aim is to create distinctive solutions that truly reflect each client’s unique goals and objectives.

02

Collaborators

The “and” is intentional and underscores our commitment to partner with the best — from investment management to technology to clearing.

03

Pioneers

We envision possibilities and we’re not attached to the status quo. We are elevating financial advice to a higher level and our work has just begun.

04

Practitioners

Our foundation is based on decades of shared experience. Our inspiration comes from being built, owned and operated by people who know great advice comes from great advisors.

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The team

Our Leadership

David Kowach

David Kowach

&Partners LLC
Kristi Mitchem

Kristi Mitchem

Ampersand Partners LLC
John Alexander

John Alexander

&Partners LLC
Scott Nelson

Scott Nelson

&Partners LLC
Andy Byer

Andy Byer

&Partners LLC
Kellie Lyons

Kellie Lyons

Ampersand Partners LLC
John Crowley

John Crowley

&Partners LLC
Fredrik Axsater

Fredrik Axsater

&Partners LLC*
Stuart Porterfield

Stuart Porterfield

&Partners LLC
Thelma Mamah

Thelma Mamah

&Partners LLC
Luke Glass

Luke Glass

&Partners LLC
Cheri Cooper

Cheri Cooper

&Partners LLC
David Wiley

David W. Wiley III

&Partners LLC
Randy Bradshaw

Randy Bradshaw

&Partners LLC
Rich Getzoff

Rich Getzoff

&Partners LLC
Alyson Mencio

Alyson Mencio Stevens

&Partners LLC
Matt Doran

Matt Doran

&Partners LLC
Nick Giordano

Nick Giordano

&Partners LLC
Warren Terry

Warren Terry

&Partners LLC
Catherine Brown

Catherine Brown

&Partners LLC
Scott Spang

Scott Spang

&Partners LLC
Pete Sinton

Pete Sinton

&Partners LLC
Keith Vanderveen

Keith Vanderveen

&Partners LLC
Kaley Idol

Kaley Idol

&Partners LLC
Rob Samson

Rob Samson

&Partners LLC
Barry Hefner

Barry Hefner

&Partners LLC
Elizabeth Quillin

Elizabeth Quillin

&Partners LLC
Scott Drysch

Scott Drysch

&Partners LLC
Chris Davis

Chris Davis

&Partners LLC
Joel Glasco

Joel Glasco

&Partners LLC
Chad Yarbrough

Chad Yarbrough

&Partners LLC
Mike Schaller

Mike Schaller

&Partners LLC
 
Fredrik Axsater

Fredrik Axsater

&Partners LLC*
My passion for building solutions that have a positive influence on people’s financial well-being is perfectly aligned with the mission at &Partners. I work closely with advisors on portfolio strategy and offer a wide range of investment insights.

My work has spanned decades in diverse roles including managing portfolios and devising employer retirement solutions as well as sophisticated institutional investor strategies. For many years I also worked with the CFA Institute on curriculum development, notably within portfolio management.

I spent the first half of my career in various portfolio management roles at BlackRock, focusing on both strategic and tactical asset allocation. I have held leadership roles, such as leading the Defined Contribution business at State Street Global Advisors. Most recently, I was the CEO of LGM, an emerging market equity boutique fully owned by BMO Global Asset Management.
About Fredrik:

B.S., Electrical Engineering, University of San Diego
MBA, University of Illinois
Chartered Financial Analyst® (CFA®) designation

Fredrik lives with his family in London, England

*Third-party consultant affiliated with &Partners
“Fredrik’s passion for portfolios is sure to help advisors bring their best to their clients.”
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