Catamount manages investments for individuals, familes and small businesses with a focus towards balanced index strategies using low cost ETFs and mutual funds.  With the financial expertise of the company's investment advisor, Advisory Alpha, and the technology and custodial services of Fidelity Investments, John Henry can offer all of the same services of a large firm or wirehouse for a fraction of the cost.

 

PRINCIPAL ADVISOR

 
 
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JOHN-HENRY B. HUBERT

John Henry is the managing director of Catamount Asset Management LLC, a Vermont State Registered Investment Advisory Firm.  After graduation from Middlebury College in 1993,  He started his career as an insurance broker and group benefits specialist with American General Life and gravitated to investments in 1999.  In 2012, he left his brokerage firm Cadaret Grant to start Catamount as a fee only investment advisor.  While most of his time is spent working with investment clients, he does still maintain ownership of his insurance practice Lion and Panther Financial Group with his father, Donald C. Hubert.

John Henry and his wife Kristin live in Rutland Town with their girls, Makenna and Addison. When he's not in the office or on Lake Bomoseen, he can be found chasing his hockey gals throughout New England.

 

INVESTMENT TEAM

Members of the Investment Team are licensed through and employed by Advisory Alpha, LLC, a SEC Registered Investment Advisor.

 
 
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Steve Osterink, Jr., CFA®, CFP®, AIF®  

Steve Jr. serves as the head of the Investment Team and helps guide the investment management, operations, financial planning and marketing departments. As evidenced by his CFA®, CFP®, and AIF® designations, he is passionate about educating investors, effectively communicating and simplifying complex financial matters, and addressing common financial misconceptions. 

 

 
 
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Steve Osterink, Sr.

With nearly 40 years of experience in the financial services industry and working with investors, Steve Sr. co-leads the Investment Team. He has an uncanny ability to focus in on practical solutions to complex problems, and his wisdom is a valuable resource for the firm. 

 

 
 
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JON LOHR, CFA®

With a diverse background in corporate finance and investment management as well as the CFA® designation, Jon manages the daily investment research and portfolio management responsibilities for the Investment Team. This involves asset allocation research, fund monitoring and due diligence, investment strategy evaluation and implementation, and performance monitoring. 

 
 
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Nick Heinrich, CFP®

Holding the CFP® designation, Nick leads a team of financial planning consultants that implement various portfolio analysis and planning resources with the goal of improving clients’ financial situations.  Nick is positioned to craft comprehensive solutions to financial challenges that span all stages of the financial planning process. 

 
 
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Brian Kragt

Dedicated to detail, responsiveness and efficiency, Brian is responsible for the firm’s trade management and portfolio accounting systems.  This includes everything from implementing portfolio investment decisions, account rebalancing, cash management functions, trade execution, account billing, and performance reporting.

 

 
 
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Mike Baker

Mike has a background in computer science and statistics which aids in his role as Technology Director and as a key member of the operations team.  He leads our technology initiatives and data management processes as well as supports the portfolio accounting and trading functions.

 
 
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Janine Osterink

Janine manages our accounting systems, staffing, and office operations. She is also a key member of our compliance team and supports various departments across our firm including trading, client planning, performance reporting, and account billing.  

 

 
 
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KATIE KOEMAN

Katie leads our compliance team through her broad knowledge of both corporate and branch-level industry compliance as well as her dedication to collaborative and personalized communication. Her consultative and holistic approach contributes to a culture of strong regulatory adherence while helping to ensure proper and effective communication.