PearlStreet Investment Management
Meet Our Team
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PearlStreet Investment Management
Kevin P. Cusack
Managing Director/Investments
Kevin P. Cusack
Managing Director/Investments
6168274646
As Managing Director/Investments with PearlStreet Investment Management, Kevin leads a team of investment professionals to offer clients Stifel’s full range of investment services, including stocks, bonds, qualified retirement plans, and much more. Prior to joining Stifel in 2016, Kevin spent nearly 13 years at Oppenheimer & Co. and nearly 15 years at McDonald Investments.
With more than 35 years of experience, Kevin guides high-net-worth individuals, corporations, and foundations to pursue their long-term goals. Along with his team, he works with 401(k) retirement plans covering more than 50 corporations. He was named to Barron’s Top 1,000 Financial Advisors in the U.S. list for 2010, 2011, and 2013.
Kevin serves on the board of directors for WORLD magazine and is a trustee of the Grand Valley State University Foundation.
Kevin is a graduate of Grand Valley State University and has pursued post graduate work at Calvin College. He holds Series 7, 63, and 65 securities licenses. He and his wife, Meg, have seven children and eight grandchildren. They reside in Grand Rapids, Michigan, and are active at Ada Bible Church. Outside the office, he enjoys Nordic skiing, cycling, and running.
With more than 35 years of experience, Kevin guides high-net-worth individuals, corporations, and foundations to pursue their long-term goals. Along with his team, he works with 401(k) retirement plans covering more than 50 corporations. He was named to Barron’s Top 1,000 Financial Advisors in the U.S. list for 2010, 2011, and 2013.
Kevin serves on the board of directors for WORLD magazine and is a trustee of the Grand Valley State University Foundation.
Kevin is a graduate of Grand Valley State University and has pursued post graduate work at Calvin College. He holds Series 7, 63, and 65 securities licenses. He and his wife, Meg, have seven children and eight grandchildren. They reside in Grand Rapids, Michigan, and are active at Ada Bible Church. Outside the office, he enjoys Nordic skiing, cycling, and running.
Barron’s Top 1,000 Advisors, February 22, 2010, February 21, 2011, and February 18, 2013, each based on the 12-month period ending September 30 of the year prior to publication, are selected from a pool of over 4,000 nominations each year. Advisors in the Top 1,000 Advisors have a minimum of seven years of financial services experience. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Barron’s does not receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection.
Drew R. Wilson
Senior Portfolio Analyst
Drew R. Wilson
Senior Portfolio Analyst
6168274647
As a Senior Portfolio Analyst with PearlStreet Investment Management, Drew supports the team in helping high-net-worth individuals, families, and foundations strategically invest and wisely plan for the future. Working in this collaborative structure, the team helps clients envision the life they want and pursue their specific financial priorities.
Drew has a strong understanding of economics, experienced analytical skills, and the ability to assess and seek to mitigate risk for each client’s goals. He also brings a unique perspective to the team by providing differentiated wealth management strategies designed to address clients’ unique circumstances.
Drew has been in the investment industry for nearly 30 years and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities) in the state of Michigan.
Drew is a graduate of Grand Valley State University and resides in Algoma Township with his wife and their three children.
Drew has a strong understanding of economics, experienced analytical skills, and the ability to assess and seek to mitigate risk for each client’s goals. He also brings a unique perspective to the team by providing differentiated wealth management strategies designed to address clients’ unique circumstances.
Drew has been in the investment industry for nearly 30 years and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities) in the state of Michigan.
Drew is a graduate of Grand Valley State University and resides in Algoma Township with his wife and their three children.
Shawn M. Kersjes, AIF, CPFA
Senior Vice President/Investments
Shawn M. Kersjes
AIF, CPFA
AIF, CPFA
Senior Vice President/Investments
6168274644
Shawn is responsible for leading client relationships. He is focused on engaging with committee members and developing and implementing governance strategies to improve employer-sponsored retirement plans, with the interest of promoting individual financial prosperity for retirement plan participants. Shawn’s primary responsibilities are analyzing investment menus, developing and maintaining custom model portfolios, marshaling vendor resources, negotiating cost structures, and developing pension risk mitigation strategies for clients.
Shawn has a Financial Management degree from Hillsdale College and has more than 18 years of industry experience. He has earned the Accredited Investment Fiduciary® designation, awarded by the Center for Fiduciary Studies at the University of Pittsburgh Katz Graduate School of Business, and the Certified Plan Fiduciary Advisor designation, awarded by National Association of Plan Advisors (NAPA). In 2020, Shawn was named to Financial Times’ list of 401 Top Retirement Plan Advisers, and in 2025, he was listed in the PLANADVISER Top Retirement Plan Advisers list. The PearlStreet Investment Management team has been named to the annual PLANADVISER Top 100 Retirement Plan Advisers list seven times – 2012, 2015, 2016, 2018, 2019, 2020, and 2021.
Shawn’s hobbies include traveling, skiing, fishing, and supporting the Hillsdale College and University of Michigan athletic programs.
PLANADVISER Top 100 Retirement Plan Advisers, February 1, 2012, February 3, 2015, March 1, 2016, February 1, 2018, February 13, 2019, March 5, 2020, and September 10, 2021, compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition the Top 100, he or she had to submit a completed entry to PLANADVISER’s Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance.
Financial Times’ (FT) 401 Retirement Advisers, October 22, 2020. The FT 401 Top Retirement Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: defined contribution (DC) plan assets under advisement (AUA), DC AUA growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record. A total of 855 advisors applied for the award, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.
PLANADVISER Top Retirement Plan Advisers, March 21, 2025, comprised of advisers who have a minimum of 50 plan clients or retirement plan assets under advisement of at least $400 million. Qualifying advisers submitted applications and are included in the list if they have a special focus in any particular plan type. This recognition is based solely on quantitative figures, there is no judging or subjective measurement. No compensation was provided to obtain or promote the award. This award is not an indication of future performance or client experience.
Susan L. Rose, AIFA
Managing Director/Investments
Susan L. Rose
AIFA
AIFA
Managing Director/Investments
6168274645
With nearly 30 years of investment industry experience, Susan works with the team to provide corporate retirement plans and individual clients with an investment advisory process to assist them in objectively managing their portfolios. Susan and the team currently provide fiduciary advice to more than 50 plan sponsor clients with more than $9.9 billion in plan assets.
Susan holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities) in the state of Michigan. In addition, she has attained the Accredited Investment Fiduciary Analyst® designation from the Center for Fiduciary Studies.
Susan is a member of the Plan Sponsor/401(k) Council of America, the American Society of Pension Professionals, and the Economic Club of Grand Rapids. The PearlStreet Investment Management team has been named to the annual PLANADVISER Top 100 Retirement Plan Advisers list (formerly known as Plan Sponsor magazine’s “Most Successful Retirement Plan Advisers”) seven times – 2012, 2015, 2016, 2018, 2019, 2020, and 2021.
Susan attended Davenport College. Susan and her husband of 40 years live in Pentwater, Michigan, and have three grown daughters. Yoga, running, and travel are three of her favorite activities.
Susan holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities) in the state of Michigan. In addition, she has attained the Accredited Investment Fiduciary Analyst® designation from the Center for Fiduciary Studies.
Susan is a member of the Plan Sponsor/401(k) Council of America, the American Society of Pension Professionals, and the Economic Club of Grand Rapids. The PearlStreet Investment Management team has been named to the annual PLANADVISER Top 100 Retirement Plan Advisers list (formerly known as Plan Sponsor magazine’s “Most Successful Retirement Plan Advisers”) seven times – 2012, 2015, 2016, 2018, 2019, 2020, and 2021.
Susan attended Davenport College. Susan and her husband of 40 years live in Pentwater, Michigan, and have three grown daughters. Yoga, running, and travel are three of her favorite activities.
PLANADVISER Top 100 Retirement Plan Advisers, February 1, 2012, February 3, 2015, March 1, 2016, February 1, 2018, February 13, 2019, March 5, 2020, and September 10, 2021, compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition the Top 100, he or she had to submit a completed entry to PLANADVISER’s Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance.
June R. Matthysse
Assistant Vice President/Client Service; Client Relationship Manager
June R. Matthysse
Assistant Vice President/Client Service; Client Relationship Manager
6168274654
As a Client Relationship Manager and co-founding member of PearlStreet Investment Management, June is responsible for supporting a team of highly experienced investment professionals. Together, they offer clients Stifel’s full range of investment services, including stocks, bonds, and qualified retirement plans.
June has worked in the securities industry for more than 35 years and holds Series 7, 63, and 65 securities licenses. She earned an associate’s degree from Davenport College.
June and her husband have six children and several grandchildren. They reside in Hudsonville, Michigan.
June has worked in the securities industry for more than 35 years and holds Series 7, 63, and 65 securities licenses. She earned an associate’s degree from Davenport College.
June and her husband have six children and several grandchildren. They reside in Hudsonville, Michigan.
Valeri R. Lawson, AIF
Assistant Vice President/Client Service; Client Relationship Manager
Valeri R. Lawson
AIF
AIF
Assistant Vice President/Client Service; Client Relationship Manager
6168274657
Valeri has worked in the securities industry for more than 30 years and is one of the founding members of the PearlStreet Investment Management team. As a Client Relationship Manager, Valeri works with the team of advisors to support plan sponsors in effectively operating their retirement plans, which includes solving day-to-day operational issues, planning and executing participant education, and assisting with plan design, fee benchmarking, and investment research. Valeri also assists the advisors in guiding retirement plan participants toward their goal of a successful retirement.
Valeri earned her bachelor’s degree from Franklin College and holds Series 7, 63, and 65 securities licenses. In addition, she has earned the Accredited Investment Fiduciary designation, awarded by the Center for Fiduciary Studies.
In her free time, Valeri enjoys reading, cooking, playing pickleball, and hiking with friends and family. Valeri resides in Grand Rapids with her husband, Brian, and their dog, Max.
Jessica J. Mariucci-Kurylowicz, AIF, CFP
Assistant Vice President/Client Service; Client Relationship Manager
Jessica J. Mariucci-Kurylowicz
AIF, CFP
AIF, CFP
Assistant Vice President/Client Service; Client Relationship Manager
6168274656
In her role as Client Relationship Manager with PearlStreet Investment Management, Jessica is responsible for managing the overall client experience, working with the team of advisors in effectively aligning plan sponsors’ retirement plans with their goals. In addition to providing the team with research and consulting on plan design, industry trends, fee and vendor benchmarking, as well as investment research, Jessica has spent the majority of her career engaging with plan participants. This is accomplished by her design and delivery of customized employee communication and education programs, assisting the advisors in providing participants with the tools and guidance to not only set, but work toward, their retirement goals.
Jessica earned her bachelor’s degree from Michigan State University and holds Series 7, 63, and 65 securities licenses. In addition, she has earned the CERTIFIED FINANCIAL PLANNER® certification and the Accredited Investment Fiduciary® designation.
Outside of the office, Jessica enjoys spending time with friends, enjoying the outdoors – preferably in the sunshine, and traveling to new places in search of the ideal retirement destination. Jessica and her husband, Steve, reside in Norton Shores, Michigan.
Jessica earned her bachelor’s degree from Michigan State University and holds Series 7, 63, and 65 securities licenses. In addition, she has earned the CERTIFIED FINANCIAL PLANNER® certification and the Accredited Investment Fiduciary® designation.
Outside of the office, Jessica enjoys spending time with friends, enjoying the outdoors – preferably in the sunshine, and traveling to new places in search of the ideal retirement destination. Jessica and her husband, Steve, reside in Norton Shores, Michigan.
Jody Wright
Client Service Associate
Julie Siler
Client Service Associate
Peter Morren
Client Reporting Specialist - Corporate Retirement
Chuck Langeland, CPFA, AIF, QKA
Client Relationship Manager
Chuck Langeland
CPFA, AIF, QKA
CPFA, AIF, QKA
Client Relationship Manager
6168274665
Andrew Ahrens
Registered Client Service Associate