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Press & What's New
Morningstaradvisor.com, January 2011
From Morningstar: "More Evidence Supports Manager Ownership." Morningstar recently updated its research on mutual fund performance and fund manager ownership and concluded that ". . . funds whose managers have skin in the game have outperformed those whose managers don't invest in their funds."
click here.
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Management Biographies |
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Portfolio Managers/Analysts
HARRY BURN, III - M.B.A., C.F.A. - Chairman & Portfolio Manager
Founded the firm 1978
Prior Employment: Chase Investment Counsel
Education: University of Virginia; Colgate Darden Graduate Business School
Born: 1944
T. GIBBS KANE, JR. - C.F.A. - President & Portfolio Manager
Founded the firm 1978
Prior Employment: Manufacturers Hanover Trust Company
Education: University of Pennsylvania (Wharton)
Born: 1947
JOHN P. DeGULIS - M.B.A. - Portfolio Manager
Joined the firm 1996
Prior Employment: Morgan Stanley & Co., Inc.
Education: Northwestern University; Columbia Business School
Born: 1966
JAMES F. CLARK – M.B.A. - Analyst
Joined the firm 2004
Prior Employment: Credit Suisse First Boston
Education: Williams College; Harvard University Graduate School of Business
Born: 1961
DAVID B. BILIK – M.B.A. - Analyst
Joined the firm 2003
Prior Employment: Morgan Stanley
Education: Williams College; Columbia Business School
Born: 1972
PETER B. EVANS – M.B.A., C.F.A. - Analyst
Joined the firm 2005
Prior Employment: American Express
Education: Dartmouth College; Columbia Business School
Born: 1974
JONATHAN L. STEINMETZ – M.B.A., C.F.A. - Analyst
Joined the firm 2008
Prior Employment: Morgan Stanley
Education: University of Pennsylvania (Wharton); Duke University Fuqua School of Business
Born: 1973
Administration/Client Service
SHANNA S. SULLIVAN - Vice President & Treasurer
Joined the firm 1979
Prior Employment: Bradford Trust Company
Education: University of Connecticut
Born: 1945
LOWELL E. HAIMS – M. B. A., C.P. A., C.F.A. - Chief Administrative Officer
Joined the firm 2005
Prior Employment: GE Asset Management
Education: Lehigh University; Columbia Business School
Born: 1967
KEMIN ZHOU, C.F.A. - Project Manager
Joined the firm 2000
Prior Employment: Intuit, Inc.
Education: Winona State University
Born: 1969
MARLISE A. DUNNE - Client Service & Portfolio Administrator
Joined the firm 1989
Prior Employment: Champion International
Education: Gibbs College
Born: 1965
ERIN J. GUIDA – Marketing & Client Service Assistant
Joined the firm 2000
Prior Employment: Fonda, Inc.
Education: State University at Oneonta
Born: 1976
CHRISTIANA JOHNSON - Portfolio Administrator
Joined the firm 1988
Prior Employment: Drexel Burnham Lambert
Education: George Washington University
Born: 1959
Trading
ELLEN S. SMOLLER - Equity Trader
Joined the firm 1984
Prior Employment: Massachusetts Financial Services
Education: Boston College
Born: 1959
MICHELLE A. KOLLEY - Equity Assistant Trader
Joined the firm 2003
Prior Employment: UBS
Education: New York University
Born: 1965
BETH M. PASQUALI - Trading Assistant
Joined the firm 2007
Prior Employment: The Pittston Company
Education: Sacred Heart University
Born: 1964
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