Darren Munn, CFA- Chief Executive Officer / Chief Investment Officer

PROFESSIONAL //  Darren is Chief Executive Officer and Chief Investment Officer of Camelot Portfolios, LLC and its’ sister companies: Munn Wealth Management, Camelot Funds, & Camelot Advisors.  Darren founded what would become Munn Wealth Management when he started his practice in 1998 and created Camelot Portfolios in 2008 as fellow advisors sought out his investment management expertise.  Darren is the Lead Portfolio Manager for two mutual funds started and advised by Camelot Funds: Camelot Premium Return Fund and Excalibur Small Cap Income Fund.  

Darren graduated Summa Cum Laude from the University Of Toledo College Of Business Administration in 1999 with a Major in Finance and a Minor in Business Law.  He went on to earn the Chartered Financial Analyst (CFA) designation in 2002. 

PASSION //  Darren’s passion is to make an impact in the lives of others, especially in the areas of financial stewardship, developing young people, and helping those in need.  He serves dozens of ministries and organizations with gifts of time, talent, and treasure.

PERSONAL //  Darren’s greatest area of impact is his family.  He is married to Erin and they have a total of 10 children and 1 grandchild.  So most of Darren’s personal time involves playing with, teaching, training, and mentoring their children.  Darren & Erin love to travel together and hope to visit one new country plus one new state each year.  They delight in dark chocolate, doughnuts, sushi, seafood, steak, cheese, and red wine, especially if they are on a beach somewhere.  

Darren enjoys competitive volleyball and softball.  He loves to listen to music and wishes he could dance.  He also enjoys watching Ohio State football, watching movies, and relaxing by a fire – the bigger the better.  Darren is allergic to distance running, country music, dirty diapers.

 

Ryan Zeeb - Managing Director - Camelot Private Client Division

For more than 10 years Ryan Zeeb has consulted with affluent families, individuals and professionals on three continents.  Ryan has experience in wealth transfer, risk management, financial and estate planning, heir preparation and investment management.  His previous clients include entrepreneurs, family businesses, professional athletes, beneficiaries and executives.

Mr. Zeeb is a sought after speaker and executive coach on the topics of Heritage Planning, Building Professional Collaborative Teams, Professional Practice Development, Business Growth and Exit Strategies.

Prior to joining Camelot Portfolios, LLC, Ryan Zeeb was President of The Heritage Institute.  Mr. Zeeb has helped to position The Heritage Institute as the premiere leader in the wealth consulting and wealth transfer industry.  As President, Ryan led the creation of the Certified Wealth Consultant professional designation. Mr. Zeeb trained and consulted with over 400 top wealth professionals from around the world.  In this effort, Ryan built strategic relationships with some of the top institutions in banking, asset management, estate planning, financial planning, executive coaching, non-profit, and marriage and family counseling.

Ryan most enjoys coaching families, athletes and professionals to accomplish or exceed their desired outcomes while working in a team environment. 

Mr. Zeeb graduated with his B.A. in Business Administration from Taylor University where he played baseball and later served as an Assistant Baseball Coach.  He enjoys spending time with his three children, outdoor activities and is active in his local church.