Woodley Farra

Levi Gates is a financial advisor at Woodley Farra with a Series 65 credential and one year of industry experience. Prior to joining Woodley Farra Manion Portfolio Management in 2024, he spent four years at Ball State University and four years at Lawrence North High School. Woodley Farra Manion Portfolio Management, Inc. provides discretionary and non-discretionary investment management services to a range of clients including individuals, pension plans, trusts, and institutional investors. The firm employs long-term equity-focused strategies combined with fixed income instruments, supported by a four-pronged analytic framework and a structured, team-based review process.

Jared Ruxer is a financial advisor at Woodley Farra in Indianapolis, IN, holding a Series 65 designation with six years of industry experience. He has worked at Woodley Farra since 2019 and previously held roles with Unified Group Services, the LA Angels, Big League Advance, and the KC Royals. Woodley Farra manages discretionary and non-discretionary investment portfolios for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a multi-disciplinary investment approach combining fundamental, quantitative, technical, and economic analysis, focusing on long-term portfolios of large-capitalization companies and investment-grade fixed income.

John Shelbourne is a CFA® charterholder based in Indianapolis, IN, with three years of industry experience. He has been with Woodley Farra since 2019 and previously worked at Morningstar Investment Management from 2014 to 2019. Woodley Farra provides discretionary and non-discretionary investment management services to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs a multi-faceted investment process incorporating fundamental, quantitative, technical, and economic analysis, focusing on long-term portfolios primarily composed of large-capitalization companies.

Michael Manion is a financial advisor with Woodley Farra in Indianapolis, IN, holding 41 years of industry experience. He has been with Woodley Farra Portfolio Management Inc. since 1999 and operates M.W. Manion Investment Counsel, which he founded in 1997. Woodley Farra offers discretionary and non-discretionary investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, technical, and economic analysis, managing portfolios typically composed of 25–30 large-capitalization companies alongside laddered investment-grade fixed income.

Donald Woodley is a CFA charterholder with 41 years of industry experience. He has been with Woodley Farra Portfolio Management Inc. since 1995. The firm provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Woodley Farra employs a multi-disciplinary investment process combining fundamental, quantitative, technical, and economic analysis, managing portfolios typically focused on large-capitalization companies alongside fixed income for income generation.

Kimberly Bright is a financial advisor at Woodley Farra with 15 years of industry experience. She holds a Series 65 designation and has been with Woodley Farra since 2009. Outside of her advisory role, she performs temporary administrative and data entry work unrelated to investments. Woodley Farra manages discretionary and non-discretionary investment portfolios for individuals, high-net-worth clients, pension plans, trusts, and other entities, using a process that integrates fundamental, quantitative, technical, and economic analysis to build long-term portfolios focused on large-capitalization companies and investment-grade fixed income.

Ross Bennett is a financial advisor at Woodley Farra in Indianapolis, IN, holding a Series 66 designation and with 17 years of industry experience. He has been with Woodley Farra since 2010. Woodley Farra provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.05 billion in discretionary assets and employs a combination of fundamental, quantitative, technical, and economic analysis in its investment process, focusing primarily on large-capitalization companies and investment-grade fixed income.

Kyle Harlemert is a Series 65 licensed advisor with Woodley Farra in Indianapolis, IN, where he has worked since 2005. He has 20 years of industry experience. Outside of his advisory role, he is a partner in McLeay Enterprise, LLC, a rental property management business. Woodley Farra provides discretionary and non-discretionary investment management services to a range of clients including individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages over $2 billion in discretionary assets and employs a long-term investment approach focused on large-capitalization equities and laddered investment-grade fixed income.

Tracy Colson is a financial advisor at Woodley Farra with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Goelzer Investment Management and Campbell And Co CPAs prior to joining Woodley Farra. Woodley Farra provides discretionary and non-discretionary investment management services to a range of clients, including individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process and manages portfolios typically consisting of large-capitalization stocks and investment-grade fixed income.

Natalia De Ugarte Munoz is a Series 65-licensed financial advisor with one year of industry experience, currently with Woodley Farra Manion. Her previous roles include positions at Maromo Holdings LP and Stagewood Consortium. Woodley Farra Manion Portfolio Management, Inc. provides discretionary and non-discretionary investment management to a range of clients, including individuals, pension plans, and institutional clients. The firm emphasizes long-term equity-focused strategies supported by a multistrategy analytic framework and conducts formal quarterly portfolio reviews through a structured team process.

Emily Pyle is a financial advisor at Woodley Farra with eight years of industry experience. She holds a Series 65 designation and has been with Woodley Farra Manion since 2016. Outside of her advisory role, she is involved in non-investment-related real estate activities through ownership in Elm Appraisals, LLC and RicoRed, LLC. Woodley Farra Manion Portfolio Management, Inc. provides discretionary and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional clients. The firm employs long-term equity-focused strategies, using a four-pronged analytic framework and a team-based quarterly review process.