Meet The Investment Team

The Investment Team
ICM's savvy, experienced investment team is focused on exploiting opportunities in the markets in order to add value and meet client objectives over the long run. The well rounded team conducts in-depth fundamental research in small cap intrinsic value, large cap globally dominant companies and a broad array of taxable and tax-exempt fixed income securities.

			"My entire career has been focused on opportunistically investing in segments of the markets that are poised to provide excellent returns for our clients. I firmly believe that my 30-year hunt has and continues to make a difference for our clients." Jim Simmons, CFA Chief Investment Officer/Chief Executive Officer
	ICM founder Jim Simmons, Chartered Financial Analyst, has over three decades of experience in financial services, investment and trust management. As the firm’s Chief Investment Officer, he also oversees strategy for all equity portfolios. Before founding ICM in 1981, Jim served as the head of Old National Bank’s trust investment department, and prior to that, was a portfolio manager with the bank now known as Comerica. Jim earned a bachelor’s degree in economics from Michigan State University, and is a member of CFA Institute and the CFA Society of Spokane.

			"Value is truly in the eye of the beholder. Our goal is to identify companies that are out of favor today, but have lasting worth, which the market will pay more for tomorrow." Greg Eisen, CFA Vice President/Senior Portfolio Manager/ Senior Research Analyst/Equities
	ICM’s Vice President and Senior Portfolio Manager, Greg Eisen, CFA, brings an impressive 27 years of experience in the financial services arena to the team. Prior to joining ICM, Greg was the small-cap value portfolio manager at Safeco Asset Management. In addition to portfolio management, his significant experience also includes equity analysis, credit analysis, and accounting. Greg earned his Bachelor of Arts in accounting from Rutgers University, is a Chartered Financial Analyst, and a member of CFA Institute.

			“Thinking as company owners, rather than simply stock traders, allows us to focus on individual company dynamics while making objective investment decisions for our clients.” Kyle T. Knigge, CFA Vice President/Senior Portfolio Manager/ Senior Research Analyst/Equities
	Kyle Knigge, CFA brings a broad perspective to ICM’s investment team, serving both as Senior Portfolio Manager and Senior Research Analyst. Since joining ICM in 1998, Kyle’s responsibilities have expanded from in-depth fundamental sector and company analysis to portfolio construction and management. He is a former president of the CFA Society of Spokane, and is a member of CFA Institute. Kyle earned a Bachelor of Arts in business management, and an M.B.A. with concentrations in investment management and finance from Washington State University.

			“Our goal is to deliver customized, active investment strategies and solutions based upon our clients’ objectives. We strive for excellence and consistency in research, management, performance, and relationships.” Torsten Lippoldt Vice President/Senior Portfolio Manager/Research Analyst/Fixed Income
	Torsten Lippoldt is ICM’s Senior Fixed Income Portfolio Manager and Research Analyst. Prior to joining ICM, Torsten was a bond analyst for a Washington-based life insurance company, where he co-managed over $500 million in assets. Torsten earned his Professional Financial Advisor degree from the Professional Business School Chemnitz in Germany. Graduating summa cum laude from Eastern Washington University, Torsten holds an M.B.A. and two Bachelor of Arts degrees in business administration and economics. Torsten is preparing to enroll in the CFA Institute’s charter holder Level I exam.

			"While stock market investing is not defined as a zero sum game, there are often winners and losers to each transaction. Our goal at ICM is to win more than we lose. We have found that the best way to do this is through unrivalled focus and a meticulous approach to the harvest of information." Spencer T. Shelman Vice President/Senior Portfolio Manager/Research Analyst/Equities
	As a Research Analyst for ICM’s Investment team, Spencer analyzes, performs due diligence, and recommends portfolio investments to our portfolio management team. He also monitors all relevant company and industry developments on existing companies held within the portfolios. Spencer has passed all three levels of the CFA Program and may be eligible for the CFA charter upon completion of the required work experience. He earned a Bachelor of Arts degree with a double major in finance and economics from Washington State University.

			“‘Best Execution’ is not just a popular term in today’s equity markets — It is a practice we adhere to each day on every order we execute.” Timothy Olsen Senior Vice President/Head Trader
	Tim Olsen brings over two decades of buy and sell-side securities industry experience to ICM. Prior to joining ICM in 1998, Tim worked as an account executive at Jefferies & Company for nearly 10 years. Tim has served as ICM’s head equity trader since 2000, and also sits on the firm’s executive management committee, which plans and executes the firm’s strategic and tactical decisions. He is a member of the Pacific Northwest Security Traders Association.