George H. Davis
Start Date: 04/30/2005
Davis is a principal and portfolio manager and chief executive officer of Hotchkis and Wiley Capital Management LLC. He joined the firm in 1988 as a portfolio manager and analyst.
William V. Fries
Start Date: 04/13/2005
Fries is managing director and portfolio manager with Thornburg Management Company, his employer since 1995. Prior to joining the firm, Fries served as vice president with USAA Investment Management Company. Previously, he worked as a securities analyst for DeHaven & Townsend, Crouster & Bodine from 1969 to 1974. Fries also worked as an investment officer for Fidelity Bank, and as a securities analyst for Girard Bank. Fries holds the Chartered Financial Analyst designation.
Thomas F. Marsico
Start Date: 06/28/2005
Portfolio Manager, Tom Marsico is the Chief Financial Officer of Marsico Capital Management and manages a sleeve of the Counsel Select America Fund. Mr. Marsico has over 20 years of experience as a securities analyst and portfolio manager. Prior to forming Marsico Capital Management, Mr. Marsico served as the portfolio manager for the Janus Twenty Fund and the Janus Growth and Income Fund. Marsico has served with the fund since December 1997.
Stephen Pesek
Start Date: 12/15/2008
Pesek is senior vice president and portfolio manager with MFS Investment Management. He joined the firm in 1994 as an industry specialist following the pharmaceutical, biotechnology, and electronics industries. He became a portfolio manager in 1996 and senior vice president in 1999. Previously, he worked for seven years with a major investment management firm as an equity analyst. Pesek holds the Chartered Financial Analyst designation.
Ben J. Fischer
Start Date: 12/16/2005
Ben Fischer is a founding partner and managing director of NFJ. He has over 39 years of experience in portfolio management, investment analysis and research. Prior to founding NFJ in 1989, he was chief investment officer (institutional and fixed income), senior vice president and senior portfolio manager at NationsBank which he joined in 1971. Fischer holds the Chartered Financial Analyst designation.
Josef Lakonishok
Start Date: 04/13/2005
Lakonishok has served as chief executive officer, CIO, partner and portfolio manager for LSV Asset Management since its founding in 1994. He serves as a William G. Karnes professor of finance at the University of Illinois at Urbana-Champaign.
Paul A. Magnuson
Start Date: 12/16/2005
Magnus is a senior research analyst and a portfolio manager with over 22 years of experience in equity analysis and portfolio management. Prior to joining NFJ Investment Group in 1992, he was an assistant vice president at NationsBank which he joined in 1985. Within the trust investment quantitative services group, he managed structured investment strategies and performed qualitative equity risk analysis on domestic and international portfolios.
Sheldon J. Lieberman
Start Date: 04/13/2005
Lieberman is a principal and portfolio manager of Hotchkis and Wiley Capital Management LLC. He joined the firm in 1994 as a portfolio manager and analyst.
Chris P. Dialynas
Start Date: 05/31/2000
Dialynas is a managing director, portfolio manager, and a senior member of PIMCOs investment strategy group. He joined PIMCO in 1980.
Bert L. Boksen
Start Date: 07/15/2008
Bert has 30 years of investment experience and is responsible for the management of Small and Mid Cap Growth portfolios. Before joining Eagle in 1995, Bert served at Raymond James & Associates as Chief Investment Officer and as Chairman of the Raymond James Focus List Committee. Prior to his tenure at Raymond James & Associates, Bert was an analyst for Standard & Poor’s. He earned his B.A. from City College of New York in 1970 and his M.B.A. from St. John's University in 1977.
David E. Green
Start Date: 02/23/2007
Green serves as principal and portfolio manager with Hotchkis and Wiley, his employer since 1996. Previously, he worked with both Prudential Investment Corporation and Goldman Sachs Asset Management. He is also a member of Phi Beta Kappa and the New York Society of Security Analysts. Green holds the Chartered Financial Analyst designation.
Stanley Majcher
Start Date: 04/30/2005
Majcher serves as principal and portfolio manager with Hotchkis and Wiley, his employer since 1996. Prior to that, between, 1994 to 1996, he worked at Merrill Lynch as an investment banking analyst. Majcher holds the Chartered Financial Analyst designation.
Paul E. Viera
Start Date: 12/20/2001
Viera is the founder of Earnest Partners. Prior to joining EARNEST, he served as a global partner and portfolio manager with INVESCO Capital Management from 1991 to 1998. Previously, Viera was a vice president at Bankers Trust in both New York and London. He is a member of the Atlanta Society of Financial Analysts.
Michael R. Mach
Start Date: 12/15/2008
Mach is a vice president of Eaton Vance and BMR. He has been an Eaton Vance portfolio manager since December 1999. Previously, Mach was a managing director and senior analyst for Robertson Stephens (1998-1999) as well as Piper Jaffray. He was also a senior vice president at Putnam Investments. Mach is a member of the Boston Security Analyst Society.
Chris D. Wallis
Start Date: 07/11/2005
Chris D. Wallis joined Vaughan Nelson in 1999 and has more than 17 years of investment experience. He was previously employed by Simmons & Company International and by Coopers & Lybrand, L.L.P. Mr. Wallis received a BBA from Baylor University and an MBA from Harvard Business School.
Scott J. Weber
Start Date: 07/11/2005
Weber has co-managed the Vaughan Nelson Small Cap Value Fund since April 2004. Mr. Weber, a Portfolio Manager of Vaughan Nelson, joined the firm in 2003. Prior to joining Vaughan Nelson he was a Vice President from 2001 to 2003 and Senior Associate from 2000 to 2001 of RBC Capital Markets. Mr. Weber received a B.S. from the University of the South and an M.B.A. from Tulane University. He has over twelve years of investment management and financial analysis experience.
Menno Vermeulen
Start Date: 04/13/2005
Vermeulen has served as a portfolio manager and senior quantitative analyst with LSV Asset Management since 1995 and a partner since 1998. Prior to joining LSV, Vermeulen served with ABP Investments. Vermeulen holds the Chartered Financial Analyst designation.
Jeffrey S. Partenheimer
Start Date: 03/15/2007
Partenheimer is a managing director and portfolio manager with NFJ Investment Group. He has over 20 years' experience in financial analysis, portfolio management and large corporate finance. Prior to joining NFJ in 1999, he spent 10 years in commercial banking and four years as a treasury director for a major telecommunications equipment manufacturer. Partenheimer holds the Chartered Financial Analyst and the Certified Public Accountant designations.
Patricia McKenna
Start Date: 04/30/2005
McKenna joined Hotchkis and Wiley Capital Management in 1995 as an equity portfolio manager. Prior to joining the firm, McKenna was an equity analyst at Trust Company of the West. Before entering the field of investment management, McKenna worked for five years in corporate finance at Bankers Trust and then at Fieldstone Private Capital Group. McKenna holds the Chartered Financial Analyst designation.
Wendy Trevisani
Start Date: 04/13/2005
Trevisani is a managing director and portfolio manager with Thornburg Investment Management, her employer since March 1999. Previously, she served as an institutional sales representative for Solomon Smith Barney in both New York and London.
Puneet Mansharamani
Start Date: 01/01/2006
Mansharamani is a partner and portfolio manager of LSV. He has previously served as a quantitative analyst of LSV since 2000 and a Partner and Portfolio Manager since 2006. Mansharamani holds the Chartered Financial Analyst designation.
Lei Wang
Start Date: 02/01/2006
Wang joined Thornburg Investment Management in 2004 as an associate portfolio manager. Prior to joining Thornburg, he served as a research analyst at Enso Capital Management LLC in New York City. Wang has also worked as a Financial Associate at Deutsche Bank in both London and New York City. Previously, he was an analyst with The People's Bank of China (China's central bank) in Shanghai, China. Wang holds the Chartered Financial Analyst designation.
Thomas W. Oliver
Start Date: 10/01/2008
Mr. Oliver has over 10 years of experience in accounting, reporting, and financial analysis. Prior to joining NFJ Investment Group in 2005, Mr. Oliver was a manager of corporate reporting at Perot Systems Corporation which he joined in 1999. He began his career as an auditor with Deloitte & Touche in 1995. Mr. Oliver received his BBA and MBA degrees from the University of Texas in 1995 and 2005, respectively.
Eric Mintz
Start Date: 07/15/2008
Mintz has been Assistant Portfolio Manager since 2008 and Senior Research Analyst at Eagle since 2005. He served as Vice President of equity research for the Oakmont Corporation from 1999 to 2005. Mintz holds the Chartered Financial Analyst designation.
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