Meet Our Team

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Vernon C. Sumnicht, MBA, CFP®

Chief Executive Officer

Vern Sumnicht founded iSectors®, LLC in 2008, an index exchange-traded fund (ETF)-based investment strategist, to specialize in creating allocation models for investment advisors.  iSectors®, LLC offers 15 allocation models with varying degrees of risk which allows advisors to create customized portfolio solutions for their clients.  In addition, Vern is the CEO of Sumnicht & Associates, LLC, a family wealth management and institutional investment consulting business, established in 1988.

Vern’s experience with high net worth and institutional clients has focused on the development, implementation and management of investment policies and asset allocation strategies. Vern began to use what are now called iSectors® allocation models with his clients in 2004-2005.  The models were created based on his 16 years of experience with his own clients and a deep understanding of their needs.  iSectors®, LLC was created in an effort to share his experience and allocation models with other advisors who were interested in outsourcing investment management.

Vern received his Bachelor’s Degree and MBA from the University of Wisconsin-Whitewater. He is a Certified Financial Planner (CFP®) and is a member of Beta Gamma Sigma and the Financial Planning Association.

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Chuck Self - CIO/COO iSectors

Chuck Self, MBA, CFA

Charles “Chuck” Self serves as the Chief Investment Officer (CIO) and the Chief Operating Officer (COO) at iSectors® LLC. He has over 30 years of experience in the investment management industry, and his background is diverse. The early portion of Chuck’s career focused on managing multi-billion dollar fixed income portfolios for such firms as ABN AMRO and Prudential.  Most recently, he has also been involved in portfolio management as the CIO for the Teachers’ Retirement System of Illinois and marketing of alternative investments.

Chuck’s cross section of experience and talents of portfolio management and working with advisor clients is well suited for iSectors future objectives. He is currently focusing on research, strategic marketing, and advisor relationships. Chuck also anticipates the industry will continue to shift towards low cost, transparent and liquid outsourced investment solutions.  With an overarching objective is to enhance iSectors position in the marketplace to capitalize on this transition, you will continue to see Chuck’s contributing commentaries to  various media outlets including Fox Business News, Bloomberg Radio, and the Wall Street Journal, among others.

Chuck holds a BSB in Accounting from University of Minnesota – Carlson School of Management and a MBA, Statistics and Finance from The University of Chicago – Booth School of Business.

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Scott R. Jones

Director of Business Development

Scott is a recognized leader, author, educator and researcher in the areas of business development, peak performance, leadership, teamwork and communication.  He has received many awards and recognitions in his 30 years of marketing and business development experience. As the Director of Business Development for iSectors®, Scott is responsible for all communication and advisor relationship functions.  He worked with and assisted the iSectors’ management team in developing our ETF based, turnkey asset management program.

Scott holds a Bachelors of Science degree from the University of Wisconsin – La Crosse and a series 65 securities license.

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John Koch

Allocation Analyst

Having worked in IT database management as well as in  life insurance sales he’s gaining valuable tech and sales knowledge over the course of his newly launched career. Working as our intern during his final year at University of Wisconsin-Oshkosh, John is now the Allocation Analyst for iSectors®, John also supports with various marketing and business development tasks.  He holds a Bachelor of Business Administration (BBA) in Finance.

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Jordan A. Cornelius

Marketing Analyst

Jordan worked as an intern with Sumnicht & Associates, LLC and iSectors® LLC during his final year of college at the University of Wisconsin-Green Bay.  His impressive performance led to a full time position at iSectors.  As the Marketing Analyst, Jordan coordinates public relations, social/digital marketing, and news releases.  Jordan also maintains the website, blog and media relationships.  Working with Chuck, Scott and John, Jordan also assists in developing and maintaining marketing materials for advisors that license iSectors® investment strategies to manage their clients’ investments.

Jordan holds a Bachelor of Business Administration in Marketing with a minor in Economics from the University of Wisconsin–Green Bay.

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