Peter Weitz
CEO
Albert Nassar
Vice President
Peter DeCaprio
Chief Investment Officer
Jay Molloy, ESQ
Chief Compliance Officer
Larry Wolfe
cpa
Michelle Blouin
Chief Operations Officer
D.K. Smith, L.L.M.
Tax Attorney
Delon Turner
VP Marketing
Peter Weitz
Chief Executive Officer
Peter Weitz is a distinguished leader and managing partner at Route 20, specializing in the intricacies of employer-sponsored retirement plans. With a robust foundation in finance and a transition from a successful real estate development career, Peter brings a unique blend of expertise to the financial sector. His journey in finance, beginning in 2003 and evolving through significant roles, highlights his dedication to innovation and excellence in retirement planning and wealth management.
At the helm of Route 20, Peter Weitz focuses on addressing the widespread lack of understanding in 401(k) and deferred contribution planning among organizations and their employees. His leadership is characterized by a commitment to educational initiatives and a customized, transparent approach to retirement planning, ensuring organizations adhere to complex regulations and employees maximize their retirement benefits.
Peter’s professional background, marked by leadership at Weitz Financial Group and national recognition as one of the top 401(k) advisors, underscores his proficiency in managing corporate 401(k) and defined benefit plans. He is dedicated to enhancing financial literacy and compliance, making significant strides in retirement planning and wealth management.
A graduate of George Washington University with both undergraduate and master’s degrees in Business and Finance, Peter’s academic achievements provide a solid foundation for his professional endeavors. His role at Route 20 and contribution to the financial advisory landscape, coupled with his commitment to community service and personal interests, showcases his holistic approach to life and work, making him an integral part of the firm’s success and a leading figure in the industry.
Matt Ankrum
Chief Investment Officer (CIO) and Portfolio Manager
Matthew Ankrum stands out as a beacon in the financial and corporate world, with a career that spans more than three decades marked by significant achievements in investment management, corporate leadership, and strategic advisement. His journey from a top graduate at the University of Wisconsin, with a Bachelor of Business Administration in Finance, to earning his MBA with honors from the University of Chicago, underscores his exceptional academic and professional foundation.
Ankrum’s career took flight at William Blair & Company, where he sharpened his analytical skills in corporate finance, laying the groundwork for his deep understanding of financial markets. His tenure at Janus Capital Group and Lateef Investment Management showcased his prowess in investment management, where he managed a $5.5 billion AUM concentrated portfolio, significantly contributing to the firms’ growth.
Beyond his financial expertise, Ankrum has demonstrated remarkable entrepreneurial and leadership abilities. As CEO of Plasticity Management Services, he led global expansion efforts and, through his co-founding of BodeTree and BT Ventures, he innovated the franchising model. His strategic role at Apollo Education Group further highlights his capability to lead and implement significant organizational changes.
In the venture capital and advisory realm, Ankrum’s impact is profound. As Managing Partner of a4aPartners, he has advised institutional clients on equity investments and managed significant funds, showcasing his versatility and deep understanding of technology-driven businesses.
His board memberships, including roles at Arcadia Biosciences, Buderflys Technologies, and TBIC Inc., affirm his broad expertise and high regard in the industry. Ankrum’s personal life in Kansas City, shared with his wife, three daughters, and their two dogs, reflects a balanced and fulfilling life.
Matthew Ankrum is a distinguished figure whose career is a testament to his skill set, diverse experiences, and profound understanding of the financial and corporate sectors. His contributions have not only advanced the companies he’s worked with but also shaped the investment landscape, making him a formidable figure in his field.
Larry Wolfe
Chief Financial Officer
Carol D. Leeland
Investment Advisor
Carol D. Leeland is a distinguished investment advisor with a robust career spanning over two decades. She possesses a deep and comprehensive understanding of the investment industry, including a nuanced knowledge of various securities investing and an up-to-date awareness of pertinent tax laws. Her career has been marked by a conscientious approach to managing her clients’ investment needs, encompassing portfolio review, trading, estate and trust planning, and troubleshooting administrative issues. Carol is adept at explaining complex financial concepts, helping her clients better understand how their money is working for them. From June 2001 to November 2022, Carol served as an Investment Advisor at Peregrine Asset Advisers Inc. in Portland, OR. Here, she focused on managing client needs and relationships, choreographing delicate trust and estate distributions, and cultivating a legacy business for families of clients. She also held responsibility for maintaining clients’ Minimum Required Distributions (MRD) and ensuring their obligations were met annually. Prior to her tenure at Peregrine, Carol worked at Merrill Lynch in Portland, OR, from February 1990 to June 2001 as a Licensed Administrative Assistant. Her role primarily focused on client service, further honing her skills in client relations and administrative management. Carol holds a Series 66 License (CRD 1623386) underscoring her expertise and qualifications in the field. Carol’s academic credentials include a bachelor’s degree in political economics from Barnard College / Columbia University in New York, NY, and a Master of Business Administration from George Fox University in Newberg, OR. Her educational background and extensive professional experience make her a trusted advisor committed to ensuring her clients’ financial well-being with precision and care.