Assets Under Management: $2.5 Billion
Anthony J. Basile – Principal and Managing Director, PMG Advisors, LLC
Investment Experience: 1973 to Present
Since early 1996, Anthony “Buck” Basile has served as Chairman of the Investment Policy Committee and is responsible for portfolio duration and yield curve strategy. From 1988 to 1996, Buck served as a portfolio manager and partner at Cashman, Farrell & Associates. His extensive experience in the investment industry has enabled him to develop our proprietary quantitative models and interpret our “technical” measures. He received his Bachelor of Arts degree from Butler University and has done graduate work at Drexel University and the University of Minnesota.
Richard A. Zackroff – Principal and Managing Director, PMG Advisors, LLC
Investment Experience: 1972 to Present
Rick has served as Managing Director at PMG Advisors since early 1996 and is responsible for research relating to our sector allocation decisions and our internal credit research. He served as a portfolio manager and partner at Cashman, Farrell & Associates from 1990 to 1996. His prior experience includes a long tenure with A. G. Becker and Company where he was a Vice President of Fixed Income. Throughout his career, Rick has focused solely on fixed income securities. He received his undergraduate and graduate degrees from Drexel University.
Gail M. Habecker, CFA – Principal and Analyst, PMG Advisors, LLC
Investment Experience: 1977 to Present
Gail monitors and assembles our data on economic fundamentals including GDP, inflation, and Federal Reserve policy. She maintains our proprietary models and technology systems. Prior to joining PMG Advisors, Gail served as an analyst for Cashman, Farrell & Associates for seven years. Over her career in the investment field, she has developed numerous quantitative tools that contribute to our portfolio decision process. Gail became a Chartered Financial Analyst in 1992, and received her degrees from Juniata College and the University of Pennsylvania, Wharton School.
Natalie P. Adler – Principal and Fixed Income Trader, PMG Advisors, LLC
Investment Experience: 1987 to Present
Natalie is the Chief Compliance Officer and is a member of the Investment Policy Committee. She is responsible for trade execution and allocation as well as supervision of account administration and client services. Prior to joining PMG Advisors, Natalie served as a fixed income trader at Cashman, Farrell & Associates for six years. She has worked at various investment institutions in the Philadelphia region and is a graduate of Temple University.
Albert B. Murphy, III – Principal and Director of Marketing, PMG Advisors, LLC
Investment Experience: 1984 to Present
Al is responsible for marketing and client servicing. Prior to PMG Advisors, he was Managing Director and Member of the Management Committee of RTE Asset Management. Al holds degrees from Penn State University and the University of Colorado. He has also pursued postgraduate studies at the University of Pennsylvania.
Intrinsic Value Equity – Todd-Veredus Asset Management LLC
Curtiss M. Scott, Jr., CFA – Co-President & Chief Investment Officer, Todd-Veredus Asset Management LLC
Investment Experience: 1978 to Present
Curt is Co-President & CIO at Todd-Veredus Asset Management LLC. He joined TVAM in 1996 as a member of the equity management team and was made President of the Firm in January 2006. In 1978, Curt started his investment career with First Kentucky National as an equity securities analyst. In 1986, he moved to New York to manage mutual funds for Oppenheimer Management and later joined Lazard Freres Asset Management as a portfolio manager for Taft-Hartley and Corporate Accounts. Curt is a native of Louisville, Kentucky, and a graduate of the University of Louisville where he earned a BS in Commerce in 1976.
Robert P. Bordogna – Chairman, Todd-Veredus Asset Management LLC
Investment Experience: 1969 to Present
Bob is Chairman of Todd-Veredus Asset Management LLC. In 1969, he started his investment career with a summer job at Chase Manhattan Bank as an equity securities analyst. In 1970, Bob moved to Atlanta to join First National Bank of Atlanta, where he was an analyst/portfolio manager for seven years. In 1977, he joined Thorndike, Doran, Paine & Lewis, an investment counseling firm, as a portfolio manager. Bob is a native of Havertown, Pennsylvania, and a graduate of Trinity College, Hartford, where he earned a BS in Pre-Medicine in 1963. He served as a Lieutenant in the U.S. Navy from 1965-1968. In 1970, he earned an MBA from the Colgate Darden Graduate School of Business Administration at the University of Virginia.
Bosworth M. Todd, CFA – Chairman Emeritus, Todd-Veredus Asset Management LLC
Investment Experience: 1956 to Present
Bos is Chairman Emeritus of Todd-Veredus Asset Management LLC. He is native of Louisville and a 1952 graduate of the University of Kentucky. After receiving his MBA from Harvard and serving two years in the Air Force, he worked for Hilliard Lyons for several years as a registered representative. Bos then joined the Kentucky Trust Company as Vice President and Portfolio Manager, where he worked for nine years before leaving to start his own firm. He taught investments at the University of Louisville, is a past director of the Investment Counsel Association of America, and is currently a director of First Capital Bank of Kentucky in Louisville. His civic duties include serving as founding director of the St. Francis School, the Wellspring House, and the National Alliance for Research, Schizophrenia and Depression.
John J. White, CFA – Director of Research & Senior Equity Portfolio Manager, Todd-Veredus Asset Management LLC
Investment Experience: 1983 to Present
John is a Senior Portfolio Manager for Todd-Veredus Asset Management LLC. He joined Todd in 2002 as a member of the equity management team. Prior to joining TVAM, John served as Director of Research for Wachovia Securities in Charlotte. He started his investment career in New York, working for Metropolitan Life Insurance Company as an equity analyst until 1987, and then moving to Smith Barney where he was an equity strategist until 1994. John is a native of Long Island, New York, and received his BS in Finance from Boston College in 1982 and MBA from Baruch College in 1988.
John C. Holden, CFA – Senior Portfolio Manager, Todd-Veredus Asset Management LLC
Investment Experience: 1983 to Present
John is a Senior Portfolio Manager for Todd-Veredus Asset Management LLC. He joined TVAM in 2006 as a member of the equity management team. Prior to joining TVAM, John was Managing Director and Senior Portfolio Manager for Fort Washington Investment Advisors, Inc. He started his investment career in 1983 with First Kentucky Trust as Portfolio Manager/Analyst, moving to Star Bank as Senior Portfolio Manager/Analyst. John later joined Mellon Private Asset Management as Vice President, Senior Portfolio Manager. He is a native of Louisville, Kentucky, and a graduate of the University of Louisville where he earned a BS in Business Administration in 1985.
International Equity – Franklin Equity Group
Coleen E. Barbeau – Senior Vice President & Director of Global Growth Portfolio Management, Franklin Equity Group
Investment Experience: 1982 to Present
Coleen is a senior vice president and director of Global Growth Portfolio Management for Franklin Equity Group. She is responsible for leading the global equity strategies and for managing global and non-US institutional equity portfolios. Coleen also assists in the management of select non-U.S. and global equity funds. Prior to joining Fiduciary Trust in 1983, which was acquired by Franklin Templeton in 2001, she was with Shearson/American Express for two years. Coleen earned a BA from Montclair State University.
John P. Remmert – Senior Vice President & Lead Portfolio Manager, Franklin Equity Group
Investment Experience: 1988 to Present
John is a senior vice president and lead portfolio manager for Franklin Equity Group. He is responsible for managing institutional global and international large cap equity portfolios. John has more than 15 years of investment experience. Prior to joining the firm in 2001, he was with Citibank Global Asset Management and was based in both New York and London. Previously, he was with the U.S. Federal Reserve. John earned an MBA from the University of Chicago, a JD from Georgetown University, and a BA from Rutgers University.
Donald G. Huber – Vice President & Portfolio Manager, Franklin Equity Group
Investment Experience: 1983 to Present
Donald is a vice president and portfolio manager responsible for managing institutional and retail global large cap equity portfolios. Prior to joining the firm, he was with JPMorgan Chase & Co. and predecessor organizations for 20 years, where he focused on portfolio management, strategic planning, and relationship management in the private bank and corporate banking divisions. Donald earned a BBA from the University of Michigan. He is a member of the New York Society of Security Analysts and a Chartered Financial Analyst (CFA) Charterholder.
M. Par Rostom, CFA – Vice President & Portfolio Manager/Analyst, Franklin Equity Group
Investment Experience: 1988 to Present
Par is a vice president, portfolio manager and research analyst responsible for managing the Franklin International Growth Fund and global and non-U.S. institutional equity portfolios, as well as conducting research on the financials sector. He has 10 years of experience as an analyst and portfolio manager. Most recently Par was with Brown Brothers Harriman, where he was an analyst and portfolio manager on the global and international portfolios. Prior to this position, he worked for Kulicke & Soffa Industries. Par holds a BS in Electrical Engineering from the Rochester Institute of Technology and a MA in Economics and Finance from Temple University. He is a Chartered Financial Analyst Charterholder and holds NASD series 7, 63, and 66 licenses.
International Value Equity/ Global Equity – Templeton Investment Counsel, LLC
Gary P. Motyl, CFA – President & Chief Investment Officer, Templeton Global Equity Group/Templeton Investment Counsel, LLC
Investment Experience: 1977 to Present
Gary, Chief Investment Officer of Templeton Global Equity Group and President of Templeton Investment Counsel, LLC, manages several institutional mutual funds and separate account portfolios and shares country research coverage of the United States. Prior to joining Templeton in 1981, he worked as a security analyst with Standard & Poor's Corporation and Landmark First National Bank. Gary holds a BS in Finance from Lehigh University in Pennsylvania and an MBA from Pace University in New York. He is also a Chartered Financial Analyst (CFA) Charterholder.
Norman J. Boersma – President, Templeton Global Advisors Limited
Investment Experience: 1989 to Present
Norman, president of Templeton Global Advisors Limited, joined the Templeton organization in 1991. He is the lead portfolio manager for Templeton Growth Fund and Templeton Growth (Euro) Fund, and co-portfolio manager for Templeton World Fund. Prior to joining Templeton, Norman was an investment officer with the Ontario Hydro Pension Fund. He holds a BA in Economics and Political Science from York University and an MBA from the University of Toronto. Norman is a Chartered Financial Analyst (CFA) Charterholder and past treasurer and director of the Toronto Society of Financial Analysts.
Cindy L. Sweeting, CFA – – Director of Portfolio Management, Templeton Global Equity Group/Templeton Investment Counsel, LLC
Investment Experience: 1987 to Present
Cindy, director of portfolio management, joined Templeton's Nassau office in 1997 and has 28 years of experience in the investment industry. She is director of portfolio management for the Templeton Global Equity Group and has portfolio management responsibility for institutional separate account relationships with both global and international mandates. Prior to joining the Franklin Templeton organization, Cindy was the senior vice president of investments with McDermott International Investments Co., Inc., in Nassau. At McDermott she was responsible for the investment department, which encompassed portfolio management and pension administration. She graduated summa cum laude from Georgetown University, where she earned a BS in Business Administration with a concentration in Finance. Cindy has served as Vice President of the Board of Directors of the International Society of Financial Analysts (ISFA), which has now merged with the CFA Institute. She was a founding member and past President of the Bahamas Chapter of ISFA. Cindy is also a Chartered Financial Analyst (CFA) Charterholder.
High Yield Fixed Income – Fort Washington Investment Advisors, Inc.
Brendan M. White, CFA – Managing Director and Senior Portfolio Manager, Fort Washington Investment Advisors, Inc.
Investment Experience: 1987 to Present
Brendan has been the lead portfolio manager for Fort Washington’s High Yield strategy since he joined the firm in 1994. He has been active in the investment industry since 1987. Prior to joining Fort Washington, Brendan was employed by Ohio Casualty Insurance Company, where he assisted with the management of the high yield and mortgage-backed portfolios. He earned a BS in Finance from Ohio State University and an MBA in Economics from Xavier University.
Nicholas P. Sargen, PhD – Chief Investment Officer, Fort Washington Investment Advisors, Inc
Investment Experience: 1971 to Present
Nick joined Fort Washington in 2003 as Chief Investment Officer. In this role, he is responsible for overseeing the investment activity for all assets under management. Nick has many years’ experience as an international economist and global money manager. He most recently served as Managing Director for JP Morgan Chase in New York, where he was Chief Investment Strategist for JP Morgan Private Bank. He has also served as Managing Director for Prudential Insurance Company, where he was Chief Investment Officer for Global Fixed Income Advisors. Previously Nick was Director, Bond Market Research, for Salomon Brothers. His experience includes positions with Morgan Guaranty Trust, the Federal Reserve Bank of San Francisco, and the U.S. Department of Treasury. Nick earned a BS in Economics from the University of California-Berkeley and both an MA and PhD in Economics from Stanford University.
William H. Bunn, CFA – Senior Research Manager/Analyst, Fort Washington Investment Advisors, Inc.
Investment Experience: 1986 to Present
Bill joined Fort Washington in 1994 as a fixed income analyst. Prior to this, he worked as an Assistant Vice President at Standard & Poor’s, where he monitored electric and telecommunications companies and established bond ratings. He served as Assistant Treasurer at Chase Manhattan Bank from 1984 to 1986. Bill has been active in the investment industry since 1986. He earned a BS in Environmental Administration, from Bowling Green State University and an MBA from the University of Virginia.
Bernard M. Casey – Senior Credit Analyst, Fort Washington Investment Advisors, Inc.
Investment Experience: 1992 to Present
Bernie joined Fort Washington in 1998 as a credit analyst. He has been active in the investment industry since 1992. Prior to joining Fort Washington, Bernie was a fixed income analyst with Pacholder Associates, Cincinnati. He earned a BS in Engineering from the United States Military Academy and an MBA from the University of Cincinnati.
J. Kevin Seagraves, CFA - Senior Credit Analyst, Fort Washington Investment Advisors, Inc.
Investment Experience: 1996 to Present
Kevin joined Fort Washington in 2003 as a credit analyst. Prior to joining the firm, he was employed by Summit Investment Partners as a Senior Analyst. Kevin has also worked for National City Bank as a Credit Analyst. He earned a BS in Finance from Miami University.
Anthony L. Longi, Jr. – Senior Credit Analyst, Fort Washington Investment Advisors, Inc.
Investment Experience: 1987 to Present
Tony joined Fort Washington in 2004 as a credit analyst. Prior to joining the firm, he was Chief Financial Officer at Trivantis Corporation. Tony has also worked for Pacholder Associates as a Portfolio Manager and Credit Analyst. He earned his BS in Finance from Indiana University.
Mid Cap Value – Pioneer Institutional Asset Management, Inc.
J. Rodman Wright, CFA – Senior Vice President/Portfolio Manager, Pioneer Investment Management USA, Inc.
Investment Experience: 1987 to Present
Rod is responsible for management of the Pioneer Mid Cap Value Fund and the Pioneer Value Fund and the related variable annuity and offshore versions. He has managed the Pioneer Mid Cap Value Fund since January 1997 and the Pioneer Value Fund starting in 2002. Before joining Pioneer, Rod was employed by the Prudential Investment Advisors, first as an analyst and later as a co-portfolio manager. Prior to that, he worked as a high-yield analyst at Mabon, Nugent & Co. Rod earned a BA from Connecticut College and a MBA from New York University Graduate School of Business. He is a Chartered Financial Analyst.
Concentrated Growth Equity – Pioneer Institutional Asset Management, Inc.
John A. Carey, Ph.D., CFA – Executive Vice President, Sales, Pioneer Investment Management USA, Inc.
Investment Experience: 1980 to Present
John is Executive Vice President of Pioneer Investment Management, Inc. and Director of Portfolio Management, U.S. at Pioneer Investment Management, Inc., and the portfolio manager of the Pioneer Fund, a position he has held since 1986. He has also served as portfolio manager of the Pioneer Equity Income Fund since 1990. John joined Pioneer in 1979 as a securities analyst. Prior to joining Pioneer, he worked as a senior council representative with the Stamford, CT-based consulting firm of Yankelovich, Skelley & White. He also had experience in venture capital and, while in graduate school, taught history and expository writing. John received a BA in History from Columbia University in 1971, and an AM (1972) and PhD (1979) in History from Harvard University. He received his CFA in 1982.
Timothy M. Mulrenan, CFA – Vice President and Portfolio Manager, Pioneer Investment Management USA, Inc.
Investment Experience: 1985 to Present
Tim serves as lead manager of several U.S. Concentrated Growth Institutional portfolios and is also co-manager of the U.S. Mid Cap Growth strategy. He spent nine years with Keystone Investments, Inc. in Boston, serving as an equity analyst for the company’s large cap equity portfolios. Among the many industries followed were: consumer services, chemicals, personal care and cosmetics, household products, media, metals, and recreation. Tim began his career as supervisor of the cash management operations group for the Boston Company. He received a BA in Economics from the University of California, Santa Barbara in 1985 and an MBA from Boston University in 1995. Tim is a Chartered Financial Analyst.
Andrew Acheson – Vice President and Portfolio Manager, Pioneer Investment Management USA, Inc.
Investment Experience: 1994 to Present
Andrew is responsible for the management of the Independence, Unicredit Azionario America, and Rolo America funds. The Independence Fund is offered to U.S. investors, which he has co-managed with John Carey since 2001; the latter two are specialized U.S. funds for European based investors, which he has managed since 1999. In addition he assists the team in managing the Pioneer Value Fund. Prior to relocating to Pioneer’s Boston office fro Dublin, Andrew also managed the Luxemburg domiciled U.S. equity funds and the U.S. allocation of a number of balanced funds. Prior to coming to Pioneer, he was a portfolio manager at Setanta Asset Management in Dublin, and before that, an assistant PM at Norwich Union Investment Management in England. Andrew received his MBA from the Cranfield School of management in England.
Small Cap Value Equity - Riazzi Asset Management, LLC
Michelle E. Stevens, CFA – Chief Investment Officer, Principal and Portfolio Manager, RAM, LLC
Prior to joining RAM, Michelle served as Principal, Managing Director and Value Equity Chief Investment Officer at Transamerica Investment Management, LLC and has 16 years of industry experience. She has managed mutual funds, sub-advised funds and institutional separate accounts in the Small, Small/Mid (SMID) and All Cap Value Equity disciplines. Prior to joining TIM in 2001, Michelle served as Vice President and Director of Small, Mid, and Flex Cap investing for Dean Investment Associates. She holds an MBA from the University of Cincinnati and received her BA in Economics from Wittenberg University. Michelle has earned the right to use the Chartered Financial Analyst designation.
Richard B. Roesch, CFA – Principal, Senior Securities Analyst, RAM, LLC
Prior to joining to RAM, Rich was a Securities Analyst at Transamerica Investment Management, LLC from 2004 to 2008. Prior to joining TIM in 2004, he worked at Mead, Adam & Co, Inc. in the areas of Research, Portfolio Management and Sales and Marketing for eight years. Rich received a BS in Finance from Butler University. He is a member of the Dayton Society of Financial Analysts and has earned the right to use the Chartered Financial Analyst designation. Rich has 16 years of investment experience.
Jonathan DeMoss, CFA, CPA, CFP – Principal, Securities Analyst, RAM, LLC
Prior to Joining RAM, Jon was a Securities Analyst at Transamerica Investment Management, LLC from 2005 to 2008. Prior to joining TIM in 2005, he worked within AEGON’s Investments and Institutional Markets Division in the areas of Structured Finance, Public Credit Research, and Portfolio Management. Jon also worked at Arthur Anderson for five years in their Private Client Services practice as a consultant specializing in Investment Advisory and Family Wealth. He holds an MBA in Finance from Indiana University and received BA’s in Accounting and Management from Iowa State University. Jon is a Certified Public Accountant, Certified Financial Planner and has earned the right to use the Chartered Financial Analyst designation. He is a member of the Cincinnati Society of Financial Analysts and has 10 years of investment experience.