Kornitzer Capital Management, Inc.

Christopher Carter is a CFA charterholder with four years of industry experience. He has been with Kornitzer Capital Management, Inc. since 2011. Kornitzer Capital Management provides discretionary portfolio management and advisory services to individual and institutional clients, including pension and retirement plans. The firm employs an internally driven, research-based investment process and serves as adviser to a family of mutual funds, managing a range of equity, fixed-income, and balanced portfolios.

Nathaniel Soulis is a CFA® charterholder with 12 years of industry experience. He has worked at Kornitzer Capital Management, Inc. since 2021 and previously spent nine years at Great Plains Trust Company. He holds the Series 66 designation. Kornitzer Capital Management provides discretionary portfolio management and advisory services to individual, high-net-worth, and institutional clients, including pension and retirement plans. The firm employs a disciplined, industry-focused investment process supported by a team of CFA-credentialed analysts, managing balanced, equity, and fixed-income portfolios across various market capitalizations and international holdings.

James Shay is a financial advisor at Kornitzer Capital Management, Inc. with nine years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Bank of America, and Merrill Lynch. Kornitzer Capital Management provides discretionary portfolio management and advisory services to individual and institutional clients, including pension and retirement plans. The firm employs a research-driven, industry-focused process and manages a range of portfolios and mutual funds, with distinctive roles as subadviser to a trust company and adviser to its own mutual fund series.

Barry Koster is a PFS™ credentialed financial advisor with 21 years of industry experience, currently serving at Kornitzer Capital Management, Inc. since 2002. He also operates a tax preparation sole proprietorship, BARRY E. KOSTER, CPA, LLC. Kornitzer Capital Management provides discretionary portfolio management and advisory services to individual and institutional clients, including high-net-worth individuals and pension plans, utilizing internally generated research and a disciplined, industry-focused investment process. The firm manages a range of portfolio types and serves as adviser to a family of mutual funds with approximately $3.7 billion in assets.

Christopher Crawford is a financial advisor with Kornitzer Capital Management, Inc. in Mission, Kansas, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes positions at Invesco Advisers, Inc. and Quasar Distributors, LLC. He serves as Head of Sales and Marketing at Kornitzer Capital Management, where he focuses on selling Buffalo mutual funds. Kornitzer Capital Management provides discretionary portfolio management and advisory services to individual and institutional clients, including high-net-worth individuals and pension plans. The firm employs internally generated research through a team of CFA-credentialed analysts and portfolio managers to manage balanced, equity, and fixed-income portfolios, and acts as adviser to a family of mutual funds and a trust company.

John Kornitzer is a financial advisor at Kornitzer Capital Management, Inc. with 36 years of industry experience. He has been with Kornitzer Capital Management since 1989 and holds Series 63 and Series 65 designations. Kornitzer Capital Management provides discretionary portfolio management and advisory services to individual and institutional clients, including pension and retirement plans. The firm employs an internally driven, research-based investment process and manages a family of mutual funds alongside separately managed and strategy accounts.

Conner Ensign is a CFA® charterholder and financial advisor with six years of industry experience. He is currently with Kornitzer Capital Management, Inc., where he has worked since 2025. Prior to this, he was with American Century Investment Services, Inc. from 2019 to 2025. Kornitzer Capital Management provides discretionary portfolio management and advisory services to individual and institutional clients, including pension and retirement plans. The firm employs an internally driven research process led by CFA-credentialed professionals to construct balanced equity and fixed-income portfolios, and it serves as adviser to a family of mutual funds and maintains an affiliation with a trust company.

John Shepley is a CFA charterholder with 33 years of industry experience. He has been with Kornitzer Capital Management, Inc. since 2005. Kornitzer Capital Management provides discretionary portfolio management and advisory services to individual and institutional clients, including high-net-worth individuals and pension plans. The firm employs a disciplined, research-driven process led by CFA-credentialed analysts to manage balanced, equity, and fixed-income portfolios, and serves as adviser to a family of mutual funds and affiliated trust company.

Matthew Ison is a CFA® charterholder with 18 years of industry experience. He has worked at Kornitzer Capital Management, Inc. since 2021 and previously held roles at RubinBrown Advisors, LLC and Wealth Management Advisors, Inc. He holds a Series 65 license. Kornitzer Capital Management provides discretionary portfolio management and advisory services to individual and institutional clients, including pension and retirement plans, employing a disciplined, industry-focused process supported by a team of CFA-credentialed analysts and portfolio managers. The firm also acts as adviser to a family of mutual funds and maintains an operating affiliation with a trust company.

Michael Grossman is a CFA® charterholder and financial advisor at Kornitzer Capital Management, Inc. in Mission, Kansas, with six years of industry experience. He has been with Kornitzer since 2018 and previously worked at Qm Power, Inc. from 2014 to 2018. Kornitzer Capital Management provides discretionary portfolio management and advisory services to individual, high-net-worth, and institutional clients, including pension and retirement plans. The firm employs a disciplined, research-driven approach led by CFA-credentialed professionals to construct balanced equity and fixed-income portfolios, and it also serves as adviser to a family of mutual funds.

Kent Gasaway is a financial advisor with Kornitzer Capital Management, Inc. in Shawnee Mission, KS, holding a Series 65 credential and over 31 years of industry experience. He has been with Kornitzer Capital Management since 1992. In addition to his advisory role, he serves as president of the Buffalo Funds, a family of mutual funds for which he acts as the executive officer. Kornitzer Capital Management provides discretionary portfolio management and advisory services to individual and institutional clients, including high-net-worth individuals and pension plans. The firm employs a research-driven, industry-focused approach to managing balanced, equity, and fixed-income portfolios, and serves as the adviser to its own series of mutual funds.