Institutional Services Team
Our team is dedicated to providing outstanding service and valuable insights to investment professionals, and hopes to build a longstanding relationship with you.
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Tadas Misiunas
Vice President, Eastern Region and East Central Region
813.361.6336
tmisiunas@usfunds.com
Tadas Misiunas joined U.S. Global Investors in 2011 after 16 years of sales experience with Deutsche Bank and DWS Investments. During his tenure at Deutsche, Mr. Misiunas served as a regional vice president for South Eastern U.S., with a focus on registered investment advisors and financial institutions. Mr. Misiunas also worked as a retirement plans specialist managing a sales territory in the western region of the U.S.
At U.S. Global, Mr. Misiunas is responsible for building relationships with financial institutions and registered investment advisors within the Eastern and East Central regions.
He received a bachelor of science degree in finance from University of Illinois in Chicago. Mr. Misiunas also holds Series 6, 7 and 63 licenses.
Internal Wholesalers:
Kevin Trevor-Wilson, Eastern Region
Jerry Reed, East Central Region
Henry Conkle
Vice President, Western Region and West Central Region
512.921.1635
hconkle@usfunds.com
Henry Conkle joined U.S. Global Investors in 2012, bringing 31 years of experience in the financial services industry. During his career, Mr. Conkle has held sales management positions with industry leaders including Claymore/Guggenheim, Putnam Investments, Allstate/Prudential Annuities and Morgan Stanley. His focus on fostering quality client relationships through extraordinary service began with his first-hand experience working with clients as a financial advisor.
Mr. Conkle is responsible for U.S. Global’s relationships with registered investment advisors and financial institutions in the Western and West Central regions.
He received a bachelor of science degree from Southeastern Oklahoma State. Mr. Conkle holds Series 7, 63 and 65 licenses.
Internal Wholesalers:
Kevin D. Oliver, Western Region
Jerry Reed, West Central Region
Kevin Trevor-Wilson
Internal Wholesaler, Eastern Region
210.348.2644
ktrevorwilson@usfunds.com
Kevin Trevor-Wilson rejoined U.S. Global Investors in June 2012 as a member of the institutional services team covering the Eastern United States. He previously worked for U.S. Global, from 1993 to 2000 as an investment representative. In recent years he worked for Alliance Bernstein and American Funds as an internal wholesaler covering various states. He has 20 years of experience in the mutual fund industry.
A graduate of Texas Wesleyan University, Kevin earned a bachelor of administration. He holds the Series 6 and 63 licenses.
Kevin D. Oliver
Internal Wholesaler, Western Region
210.348.2645
koliver@usfunds.com
Kevin Oliver joined U.S. Global Investors in December 2012 as a member of the institutional services team covering the Western United States. For 15 years he worked for American Funds as an internal retirement plan wholesaler and strategic client relationship manager. His professional background also includes time with USAA, Bank of America and Allstate. He has 21 years of experience in the financial services, insurance and investments industry.
A graduate of University of Texas at San Antonio, Kevin earned a bachelor of business administration. He holds the Series 6 and 63 licenses.
Jerry Reed
Internal Wholesaler, East Central Region and West Central Region
210.348.2645
jreed@usfunds.com
Jerry Reed joined U.S. Global Investors in February 2013 as a member of the institutional services team covering the Central United States. For nine years he worked for AIM Investments as a supervisor in the Client Services Department, where he assisted shareholders and financial advisors with their financial needs. Previously he worked at Advisors Asset Management for four years as an advisory consultant. He has experience with a variety of financial products including mutual funds, bonds, market-linked CDs, unit investment trusts and separately managed accounts.
Jerry earned a bachelor of business administration from the University of Houston. He holds the Series 7 and 66 licenses.