Our Investment Professionals

Dwayne White, CFA

Dwayne White, CFA is an Executive Vice President and the Chief Investment Officer for Country Club Trust Company. His responsibilities include the oversight, supervision and management of the staff and resources within the investment management area of the Trust Company, while also actively providing portfolio management for a group of clients.

Before joining Country Club Trust Company Dwayne served as Regional Alternative Investment Strategist for Bank of America, working with high-net-worth clients in investment techniques such as exchange funds, cost-less collars, private equity investments, hedge funds, etc.

His investment career began with the White Weld brokerage firm in Kansas City, which later became Merrill Lynch. After career moves to Stern Brothers and Kidder Peabody brokerage firms, he joined the Trust Department of Commerce Bank. While at Commerce, Dwayne formulated a specific investment process which was adopted by the Trust Department at Commerce. This attention to process attracted the First National Bank of Kansas City, which wanted a process implemented for their stock selection within their Trust Department. He moved to the Trust Investment Department of the First National Bank of Kansas City (now Bank of America) in 1983 and was named Manager of Trust Investments in 1985. While that bank was known as Boatmen’s Trust Company, Dwayne served as a Regional Chief Investment Officer.

Dwayne obtained both his undergraduate degree and MBA from the University of Arizona. He has held the CFA (Chartered Financial Analyst) designation for over twenty years — one of the most senior CFAs in Kansas City. He is also a member of the Kansas City Society of Financial Analysts.

Chad Battison

Chad Battison is a Senior Vice President and joined Tower Wealth Managers from SunGard, a provider of integrated wealth management and front-office financial technology for financial businesses. Battison was a senior vice president at SunGard. His responsibilities there included solution development and deployment of integrated wealth management solutions for banks, brokerages and RIAs.

Chad has over 15 years of experience in the wealth management industry. Chad has provided leadership in multiple capacities including product development and product management focusing on the investors and advisors in the wealth management marketplace. Further Chad has helped build a strategic consulting practice catering to financial services organizations on change management processes transforming their business models.

Prior to joining SunGard, Chad worked for KPMG LLP where he was a Senior Manager in their Personal Financial Planning Practice. He was a member of KPMG’s Innovative Strategies team; a group of professionals responsible for development and promotion of high level income and wealth transfer tax solutions. He also lead a national team marketing and consulting to financial services industry on using financial planning as means to transform business to a relationship-based sales model, which included training representatives, providing technology tools, consulting on large client cases. He also managed a personal book of business of corporate executives, business owners and entrepreneurs; advising clients on tax, executive compensation, retirement, investment and estate planning matters; net worth of clients from 1mm to in excess of 5 billion.

Battison is a graduate of William Jewell College, where he received a bachelor’s degree in business administration and accounting.

Vicki Hohenstein, CFA

Vicki Hohenstein, CFA, is a Senior Vice President and Investment Manager for Country Club Trust Company. Vicki works with a number of high-net-worth individual clients and institutional clients in developing and implementing their investment goals and objectives. She is also a senior member of the management group that oversees the management of equity and fixed income strategies utilized by the Trust Company.

Vicki’s experience spans both domestic and international equity markets. Prior to joining Country Club Trust Company, she served as a Senior Portfolio Manager for the Private Client Service Investment Management Group of Wells Fargo in Omaha, Nebraska. She was also the co-manager of the Wells Fargo Disciplined Core Equity Model, and she was a co-team leader for a national research team. Vicki’s experience in the international equity markets helped her to develop an International Equity Model for Wells Fargo for which she also served as a team leader.

Vicki joined Wells Fargo as the result of Wells Fargo’s acquisition of First Commerce Investors, a registered investment advisory firm in Omaha. At First Commerce, Vicki co-managed a mutual fund, the Great Plains International Equity Fund.

Vicki has over 25 years of experience in fundamental equity analysis and portfolio management. Vicki’s investment career includes ten years at First National Bank of Omaha where she was Chair of the Equity Team and a member of the team that started First National Bank of Omaha’s small-cap value mutual fund.

Her investment career also includes serving as Executive Vice President at Westchester Capital Management where her roles included equity analysis and portfolio management. She began her investment career in 1979 as an analyst with Kirkpatrick, Pettis, Smith, Polian Inc., a regional brokerage and investment management firm, where she ultimately held the position of Director of Equity Research.

Vicki graduated with a B.S. in Business Administration from the University of Nebraska-Lincoln with distinction, in 1978. She earned her MBA from the University of Nebraska-Omaha in 1983. Vicki is a Chartered Financial Analyst and is a member and past President and Board Member of the Nebraska Society of Financial Analysts.

Joe Sweeny

Joe Sweeny is a Senior Vice President and Investment Manager for Country Club Trust Company. His responsibilities include working with a number of clients in establishing investment goals and objectives and implementing an investment strategy to meet the individual’s particular goals and objectives. Joe joined Country Club Trust Company in 2003 after serving in a similar role for the Investment Division of UMB Bank for over I0 years.

Joe brings to Country Club Trust Company a well-rounded background in investments, beginning his investment career as a licensed investment broker in 1983 with Shearson/American Express. His banking career began with Security National Bank in Kansas City, Kansas working primarily in the fixed income (bond) arena. Joe was a "banker" prior to entering the investment industry, having started as a teller at Bannister Bank and Trust in l98l.

Joe holds his undergraduate degree from the University of Missouri-Columbia and also holds a Masters Degree from Antioch New England Graduate School in New Hampshire. ln addition to Joe’s investment background in the stocks & bond markets, his professional career includes having worked in the insurance industry in Pennsylvania and Wichita, Kansas.

Jenna Halter

Jenna Halter is a Trust Investment Officer with the Country Club Trust Company. Along with working directly with individual clients and their individual investment portfolios, she also oversees the performance measurement processes that are utilized by the Trust Company.

Jenna has a broad background in the investment industry having begun her career with a brokerage firm in Springfield, Missouri before moving to Kansas City to join State Street Corporation as a fund accountant. In 2003, she became a Senior Performance Analyst for Waddell & Reed.

Originally from St. Joseph, Missouri, she holds dual degrees - a Bachelor of Science degree in Finance from Missouri State University and a Master’s of Business Administration from Baker University.