American Investment Services, Inc.

Disciplined, Diversified, & Cost Effective

2020

Sandra Potter-Stevenson

Chief Compliance Officer Sandra joined AIS in 2017 after 18 years with National Regulatory Services, a major compliance organization, as Senior Consultant & Products Manager. She has been a speaker at national compliance conferences as well as at numerous industry seminars. Her wealth of business experience includes serving as Vice President of a NY-based motor […]

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David F. St. Peter

David F. St. Peter, CFA

Vice President & Director of Institutional Services David joined AIS in 2008. He received a BA from Harvard University and an MBA in Finance from Columbia Business School. Prior to joining AIS, he managed an equity portfolio using a proprietary stock screening and trading model. He previously worked as a security analyst at Loomis, Sayles

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Mackenzie W. Waggaman

Mackenzie W. Waggaman

Vice President Mack joined AIS in 2004. He received a BA from Rochester Institute of Technology in 1975 and an MBA, with a concentration in finance, from Rensselaer Polytechnic Institute in 2003. Before joining AIS he worked as a financial consultant and broker for A.G. Edwards & Co. He previously worked in the motion picture

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Matthew J. Svirida

Matthew J. Svirida

Vice President & Chief Operating Officer Matt joined AIS in 2005. He previously worked in the Personal Financial Services Group at JP Morgan Chase Bank in New York City and on the trading desk of two independent broker-dealers. He holds a BBA from Hofstra University and has completed graduate coursework at Mercy College, New York.

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Michelle Ryan

Michelle Ryan

Bookkeeper Michelle joined AIS as a Bookkeeper in 2018. She assists the CFO in the maintenance and recording of financial events in the company. She graduated magna cum laude from Siena College with a BA in Psychology; magna cum laude from Albany University with a CAGS in School Psychology; and Best in Tech from New

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Tyler Warner

Tyler Warner

Tyler joined AIS in 2020. Tyler worked at Berkshire Bank as a Financial Services Representative before joining AIS. He graduated from Wichita State University in 2016 with a BA in Criminal Justice. Tyler is an ardent bowler, golfer, and professional sports fan.

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