Meet Our Team
Focused and Driven.
Our team combines advanced technology with a disciplined research process to deliver customized insights that align with your investment goals. Our approach ensures each decision is backed by the most relevant market data, helping you optimize SMA portfolios and navigate complex financial landscapes.
Investment Management Firms
Model Investment Solutions
Trust and Technology Platform Integrations
TECH FOLLOWS PROCESS
Our team combines innovation and strategic insight.
We deliver tailored, personalized solutions. We pride ourselves on being approachable and transparent, ensuring that every step is aligned with your unique goals.
Our Values
Innovative
ICR delivers data-driven insights and tailored solutions to empower smarter investment decisions.
Strategic
ICR is focused on providing targeted insights and solutions to optimize investment performance.
Tailored
ICR offers customized investment solutions that align with each client’s unique objectives.
Approachable
ICR combines expert insights with an approachable, client-centered focus to make investment decisions clearer and more accessible.
Transparent
ICR delivers clear insights and open communication, empowering clients with straightforward, reliable investment guidance.
Personalized
ICR is dedicated to delivering tailored insights and strategies that align with our clients’ unique financial goals and needs.
We support a broad range of trust and portfolio platforms, including:
Through our sister company, MainStreet Advisors, we can integrate with nearly any trust or custodial system.
Our Team (6)
Robert Mehringer, CFA
Founder and President
Bob is the President and Founder of ICR Partners, where he leads the firm’s investment strategy and chairs its Investment Committee. With nearly 30 years of experience in the trust investment channel, Bob brings deep expertise in manager research, portfolio design, and technology integration for banks and private client platforms. He launched ICR Partners in 2019 as an independent investment advisory and technology firm focused on serving bank trust and wealth organizations. Under his leadership, ICR has built strong partnerships with technology providers to streamline the delivery of model portfolios and separately managed accounts.
Previously, Bob founded Access Partners in 1999, an investment research and advisory firm delivering third-party managers to banks and trust companies. After its acquisition by Foliodynamix in 2013, he led the firm’s bank channel initiatives, overseeing model delivery, SMA solutions, and platform technology.
Bob holds a BS in Accounting from the University of Evansville and an MBA in Finance and International Business from the University of Chicago Booth School of Business. He is a CFA® Charterholder and a non-practicing CPA.
Maria Very, CIMA
Relationship Manager
Maria serves as the lead Relationship Manager at ICR Partners, where she is responsible for client engagement, service delivery, and long-term relationship development. She brings a strong background in financial services and is recognized for her ability to understand client needs and provide tailored investment solutions.
Maria began her career as an analyst at J.P. Morgan and later joined ICR Partners to focus on advisory services within the trust and wealth management channel.
She earned her undergraduate degree in Finance from Indiana University’s Kelley School of Business and holds the Certified Investment Management Analyst (CIMA) designation.
David Curtis
Technology and Data Specialist
Dave is the Data Manager at ICR Partners and oversees the firm’s model, custodial, and trade data operations. He is responsible for maintaining accurate and scalable data flows between ICR, its clients, and third-party asset managers.
Dave has more than 25 years of experience in trust accounting, portfolio management, and systems integration. Prior to joining ICR, he held data management and trading roles at Access Partners and Foliodynamix.
He studied business at the University of Southern Indiana.
Dane Mehringer
Portfolio Manager
Dane is a Portfolio Manager at ICR Partners. He specializes in portfolio transition planning and implementation, with a focus on tax optimization strategies using ICR’s proprietary systems.
Prior to joining ICR, Dane worked in project management and quality assurance within the eCommerce division of a global retail company.
He holds a BA from Purdue University and an MBA from the University of Missouri. Dane is also a Certified Associate in Project Management (CAPM) and has completed the Fundamentals of Portfolio Management program through the Wharton School.
Steve Keck, CFA
Investment Committee Member
Steve is a senior member of ICR Partners’ research team and serves on the firm’s Investment Committee. He brings over 30 years of investment research and strategy experience.
Previously, Steve served as Managing Director of Research at Access Partners and as Chief Investment Strategist at Old National Trust Company. He is also a Principal at Mulberry Capital Management.
Steve earned a BA from Purdue University and an MBA from Michigan State University. He is a CFA® Charterholder.
Thomas McKinstry, CFA
Investment Committee Member
Tom is the Head of Investments at MainStreet Advisors, an affiliated company of ICR, and a member of ICR’s Investment Committee. He joined MainStreet in 2016 and has served as Head of Investments since 2018. In this role, Tom directs the firm’s strategic asset allocation, portfolio construction, and security selection processes. His responsibilities also include manager due diligence and monitoring, as well as company, industry, and sector-level research. Tom chairs the Equity Committee and co-manages MainStreet’s Large Blend portfolio.
Prior to MainStreet, Tom held senior investment roles at MB Financial Bank’s Asset Management and Trust group, including manager of security analysis and portfolio manager.
Tom earned a BA in International Relations from Colgate University. He is a CFA® Charterholder and a member of both the CFA Institute and CFA Society Chicago.