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 | Clyde E. Bartter
Chairman / Co-Chief Investment Officer
CFA, CFA Institute; CPA (Retired), Ohio Society of Certified Public Accountants; CIC, Investment Advisor Association; MBA, Case Western Reserve University; PhD (Honorary), BA, Baldwin-Wallace College; Chairman and Co-Chief Investment Officer. Previous Experience: President, Chairman of Fixed Income Management, Manager of Client Service and Sales, Duff & Phelps; Portfolio Advisory Co. Past Member of The Financial Analysts Federation Advisory Board to the Financial Accounting Standards Board. Past President and member of the CFA Society of Cleveland and member of the CFA Institute. Mr. Bartter has 55 years of investment experience.
|  | Timothy M. Hyland
Vice Chairman / Head of Sales
BS, Georgia Institute of Technology; Vice Chairman and Head of Sales. Previous Experience: Senior Vice President, McDonald & Co.; Vice President, Smith Barney Harris & Upham. Member of the Association for Investment Management Sales Executives. Mr. Hyland has 29 years of investment experience.
|  | Brian L. Gevry
CEO / Co-Chief Investment Officer
CFA, CFA Institute; MBA, Case Western Reserve University; BA, Cleveland State University; Chief Executive Officer and Co-Chief Investment Officer. Joined our firm in 1991 as a portfolio analyst. Member of the CFA Society of Cleveland and the CFA Institute. Mr. Gevry has 16 years of investment experience.
|  | Michael E. Bee
Executive Vice President / Lead Equity Strategist
MBA, John Carroll University; BS, DePaul University; Portfolio Manager and Account Relationship Manager. Previous Experience: Senior Analyst, Northern Trust Co. Member of the Investment Analysts Society of Chicago. Mr. Bee has 18 years of investment experience.
|  | William A. Spetrino, Jr.
Executive Vice President / Marketing
MA, Cleveland State University; BA, Wittenberg University; Distribution Marketing, Institutional Managed Accounts, Global Research. Previous Experience: Vice President - Sales, OFI Private Investments (Subsidiary of Oppenheimer Funds, Inc.); Managing Director - Marketing and Client Services, Gratry & Company; Vice President, Huntington Trust Company; Part-time Economics Instructor at Kent State University. Mr. Spetrino has 22 years of investment experience.
|  | James R. Shirak
Executive Vice President / Lead Fixed Strategist
MBA, Ohio University; BA, Ohio University; Fixed Income Senior Strategist and Portfolio Manager. Previous Experience: Established the investment philosophy, strategy and guidelines for the pension fund and supervised fixed income personnel at BP America, Inc. Founding partner of Sterling Asset Management, Co. Served as Senior Investment Officer for several large Institutions including Republic Steel and Lincoln National Corp. Member of the CFA Society of Cleveland and the CFA Institute. Member and past President of the Bond Club of Cleveland. Mr. Shirak has 44 years of investment experience.
|  | Deborah S. Winch
Senior Vice President
CFA, CFA Institute; BA, Ursuline College; Fixed Income Strategist and Portfolio Manager. Ms. Winch began her investment career as a Portfolio Analyst with our firm in 1993. Her experience includes analysis, management and trading of a broad spectrum of fixed income securities. Vice President of the CFA Society of Cleveland and a member of the CFA Institute. Ms. Winch has 15 years of investment experience.
| | Dixon Morgan, Jr.
Senior Vice President / International Equities
BA, Claremont McKenna College; Portfolio Manager - International Equities. Previous Experience: Managing Director, Oppenheimer Funds, Inc.; Managing Director, Gratry & Company; Manager, Brown Brothers Harriman; Vice President, Bankers Trust Company; Mr. Morgan has 29 years of investment experience.
| | Theodore N. Hellmuth
Vice President / Marketing
BS, Hillsdale College; Account Relationship Manager. Previous Experience: Vice President/Investment Officer, Carnegie Capital Asset Management Co., Responsible for equity and fixed income investment management; Partner and Vice President - Roulston and Company, Responsible for Institutional Research to financial institutions. Mr. Hellmuth has 26 years of investment experience.
|  | David M. Dirk
Senior Vice President
CFA, CFA Institute; MBA, Case Western Reserve University; BA, Baldwin-Wallace College; Fixed Income Senior Strategist and Portfolio Manager. Joined our firm in 1996 as an Operations Analyst. Member of the CFA Society of Cleveland and the CFA Institute. Mr. Dirk has 11 years of investment experience.
|  | Deborah J. Leet
Vice President
Equity Sales Trader, Portfolio Manager for the Conservative Equity product, Request for Proposals and Consultant data. Previous Experience: Registered Assistant/Trader, McDonald & Co. Ms. Leet has 29 years of investment experience.
|  | Nathan L. Wiggers
Assistant Vice President
CFA, CFA Institute; BA, Miami University; Director of Equity Research. Previous Experience: Senior Research Associate, Brandes Investment Partners, LLP; Accountant, QUALCOMM, Inc. Member of the CFA Society of Cleveland and the CFA Institute. Mr. Wiggers has 9 years of investment experience.
|  | Justin C. Waggoner
Assistant Vice President
MBA, Case Western Reserve University; BS, Ohio State University; Portfolio Manager. Involved with all aspects of account management. Mr. Waggoner has 8 years of investment experience.
|  | Joy M. Franz
Fixed Income / Equity Trading Specialist
Fixed Income/Equity Sales Trader. Member/recorder of the Fixed Income Strategy/Duration Committees. Joined our firm in 1993. Previous Experience: Trust Operations Clerk III, National City Bank. Ms. Franz has 21 years of investment experience.
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