Woodley Farra

Levi Gates is a financial advisor at Woodley Farra in Indianapolis, IN, holding a Series 65 credential with one year of industry experience. Prior to joining Woodley Farra Manion Portfolio Management, he worked in education at Ball State University, Lawrence North High School, and Horizon Christian School. Woodley Farra provides discretionary and non-discretionary investment management services to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental, quantitative, technical, and economic analysis to manage portfolios typically composed of large-capitalization stocks and investment-grade fixed income.

Jared Ruxer is a financial advisor at Woodley Farra in Indianapolis, IN, holding a Series 65 designation with six years of industry experience. He has worked at Woodley Farra since 2019 and previously held roles with Unified Group Services, the LA Angels, Big League Advance, and the KC Royals. Woodley Farra manages discretionary and non-discretionary investment portfolios for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a multi-disciplinary investment approach combining fundamental, quantitative, technical, and economic analysis, focusing on long-term portfolios of large-capitalization companies and investment-grade fixed income.

John Shelbourne is a CFA® charterholder based in Indianapolis, IN, with three years of industry experience. He has been with Woodley Farra since 2019 and previously worked at Morningstar Investment Management from 2014 to 2019. Woodley Farra provides discretionary and non-discretionary investment management services to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs a multi-faceted investment process incorporating fundamental, quantitative, technical, and economic analysis, focusing on long-term portfolios primarily composed of large-capitalization companies.

Donald Woodley is a CFA charterholder with 41 years of industry experience. He has been with Woodley Farra Portfolio Management Inc. since 1995. The firm provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Woodley Farra employs a multi-disciplinary investment process combining fundamental, quantitative, technical, and economic analysis, managing portfolios typically focused on large-capitalization companies alongside fixed income for income generation.

Kimberly Bright is a financial advisor at Woodley Farra with 15 years of industry experience. She holds a Series 65 designation and has been with Woodley Farra since 2009. Outside of her advisory role, she performs temporary administrative and data entry work unrelated to investments. Woodley Farra manages discretionary and non-discretionary investment portfolios for individuals, high-net-worth clients, pension plans, trusts, and other entities, using a process that integrates fundamental, quantitative, technical, and economic analysis to build long-term portfolios focused on large-capitalization companies and investment-grade fixed income.

Ross Bennett is a financial advisor at Woodley Farra in Indianapolis, IN, holding a Series 66 designation and with 17 years of industry experience. He has been with Woodley Farra since 2010. Woodley Farra provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.05 billion in discretionary assets and employs a combination of fundamental, quantitative, technical, and economic analysis in its investment process, focusing primarily on large-capitalization companies and investment-grade fixed income.

Kyle Harlemert is a Series 65 licensed advisor with Woodley Farra in Indianapolis, IN, where he has worked since 2005. He has 20 years of industry experience. Outside of his advisory role, he is a partner in McLeay Enterprise, LLC, a rental property management business. Woodley Farra provides discretionary and non-discretionary investment management services to a range of clients including individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages over $2 billion in discretionary assets and employs a long-term investment approach focused on large-capitalization equities and laddered investment-grade fixed income.

Tracy Colson is a financial advisor at Woodley Farra with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Goelzer Investment Management and Campbell And Co CPAs prior to joining Woodley Farra. Woodley Farra provides discretionary and non-discretionary investment management services to a range of clients, including individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process and manages portfolios typically consisting of large-capitalization stocks and investment-grade fixed income.

Natalia De Ugarte Munoz is a financial advisor at Woodley Farra in Indianapolis, IN, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Maromo Holdings LP and Stagewood Consortium. Woodley Farra provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a multi-faceted investment process combining fundamental, quantitative, technical, and economic analysis to manage portfolios typically focused on large-capitalization companies and investment-grade fixed income.

Emily Pyle is a financial advisor at Woodley Farra in Indianapolis, IN, with eight years of industry experience. She holds a Series 65 designation and has been with Woodley Farra since 2016. Outside of her advisory role, she is involved in two non-investment related businesses, Elm Appraisals, LLC and RicoRed, LLC, both related to property management. Woodley Farra provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a multi-faceted investment process combining fundamental, quantitative, technical, and economic analysis, focusing on long-term portfolios primarily composed of large-capitalization companies.