Bryan R. Ward

male
Bryan R. Ward , CFA Principal A principal of the firm, Bryan is a senior investment consultant and a unit manager in our Lincolnshire, IL office....

Win McCausland

female
Win McCausland is President of Investment Perspectives LLC, a management consulting practice specializing on investment management issues. Clients...

Brian R. Callow

male
Brian R. Callow , CFA Vice President Mr. Callow is responsible for managing client portfolios for the Investment Management Group's Attleboro...
Spencer Cavalier

Spencer Cavalier

male (Washington D.C. Metro Area, United States)
Spencer P. Cavalier , CFA, ASA Mr. Cavalier is a member of the Energy & Multi-Site Retail Team. He is responsible for assisting and co-managing...
Sundeep Kumar CFA

Sundeep Kumar CFA

male
Software Analyst with immense experience in Trading Systems Front End and Graphical User Interface Design using C++ and COM/ATL ( Visual C++), OMS...
Alfred Lee

Alfred Lee

male, 33 years old (Forest Hills, New York, United States)
A married happy man :) Busy at work but still want to enjoy life.
Tammy S. Schulze

Tammy S. Schulze

female
Ms. Schulze earned a Bachelor of Science degree in Finance from The Ohio State University and a Master in Business Administration in Finance from...
Mark Mandziara

Mark Mandziara

male (Des Moines, Iowa, United States)
Mark A. Wierson Vice President, Portfolio Manager Mark serves as co-manager of the BTC Diversified Equity Fund, the BTC Diversified Bond Fund and...
Derek Anguilm

Derek Anguilm

male
Derek Anguilm , CFA Vice President and Portfolio Manager* Joined Investment Adviser : 2000 * Portfolio Manager since December 1, 2003 Derek...
Robert J. Milmore

Robert J. Milmore

male
Robert J. Milmore, CFA Assistant Vice President - Equity Research Analyst Mr. Milmore is an Assistant Vice President and member of the firm’s In...
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