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Name | Title | Since | Until |
---|---|---|---|
Francis Radano | Portfolio Manager | 2018 | 2020 |
Biography | Fran Radano is an Investment Director on the North American Equity team at Aberdeen Standard Investments. Fran analyzes current and prospective holdings and assists with the management of client portfolios. Fran joined Aberdeen Asset Management in 2007 following the acquisition of Nationwide Financial Services. Previously, Fran worked at Salomon Smith Barney and SEI Investments. Fran graduated with a BA in Economics from Dickinson College and an MBA in Finance from Villanova University. He is a CFA charterholder. | ||
Matthew Kence | Investment Director | 2018 | 2020 |
Biography | Matthew is an Investment Director — Global High Yield at Aberdeen Standard Investments. He is also responsible for covering U.S. credits in the E&P portion of the Energy sector. Matthew joined Standard Life in 2003 from Gannett Welsh & Kotler where he was Vice President — Credit. | ||
Brian Fox | Portfolio Manager | 2018 | 2020 |
Biography | Previously with Standard Life plc, Brian Fox joined Aberdeen Standard Investments in August 2017. He is a Senior Investment Director for the U.S. investment team focusing on semiconductor and computer hardware sectors. Brian joined Standard Life Investments in 2006 as Vice President and senior research analyst covering the IT hardware and semiconductor sectors. Prior to joining Standard Life Investments, Brian worked at Brown Brothers Harriman and Sanford C Bernstein. Brian has 12 years’ investment experience at Standard Life Investments with 21 years’ experience in the industry. | ||
George Westervelt | Head | 2018 | 2020 |
Biography | George Westervelt is Head of US High Yield Research and is one of the Portfolio Managers on the team. He joined Aberdeen Standard Investments in 2009 as a Credit Analyst and joined the portfolio management group in 2011. Additionally, George has research coverage responsibilities for the High Yield Electric sector. Prior to joining ASI, George worked at MFS Investment Management in Boston and Citigroup in New York. He earned a BA in English from the University of Vermont and is a CFA charterholder. | ||
Kenneth Murphy | - | 2018 | 2020 |
Biography | Kenneth Murphy, Senior Vice President— Equities (USA) Previously with Standard Life plc, Ken Murphy joined Aberdeen Standard Investments as a result of the merger between Aberdeen Asset Management and Standard Life in August 2017. Ken joined the US Equity Team in June 2008. Based in Boston, Ken is responsible for US equity analysis of the Consumer Discretionary sector. In addition, he has portfolio management responsibility for a $6.8 billion US Core fund and he is one of four managers running | ||
Mark T. Spellman | Portfolio Manager | 2015 | 2018 |
Biography | Mark T. Spellman joined Alpine Woods Capital Investors, LLC as a portfolio manager in February 2014. Prior to Alpine, he was a portfolio manager with Value Line Funds. Prior to Value Line Funds, Mr. Spellman was the lead portfolio manager at Mackay Shields for its Mid Cap Value Equity strategy as well as a member of its Large Cap Value Equity team for 13 years. Mr. Spellman was also employed by both Deutsche Morgan Grenfell and Prudential Equity Management in portfolio management and senior equity research roles. He earned his bachelor's degree in Computer Science and Finance from the Boston College School of Management and his MBA from the University of Massachusetts - Amherst. | ||
Andrew Kohl | Equity Research Associate Analyst | 2010 | 2018 |
Biography | Mr. Andrew Kohl joined Alpine Woods Capital Investors, LLC in September 2005 after working for two years at Wachovia Securities as an Equity Research Associate Analyst covering infrastructure software and data storage companies. Prior to that position he spent three years at Putnam Investments as a Senior Investment Associate on the Global Asset Allocation team. Mr. Kohl earned a bachelor's degree in economics at Williams College and an M.B.A. from the MIT Sloan School of Management. He is a CFA charterholder and member of the New York Society of Security Analysts. He currently serves as a co-portfolio manager of the Rising Dividend Fund and as the portfolio manager of the Financial Services Fund. | ||
Bryan Keane | Senior Analyst | 2010 | 2015 |
Biography | Keane joined Alpine Woods Capital Investors, LLC as a Senior Analyst in April 2007. Prior to joining Alpine, he spent four years at The U.S. Trust Company as a Senior Vice President, where he held several positions that included following the consumer, technology and telecommunications sectors for various investment styles. Keane holds the Chartered Financial Analyst designation. | ||
Samuel A. Lieber | managing Member, CEO | 2008 | 2012 |
Biography | Lieber is managing member and chief executive officer with Alpine Woods Capital Investors, LLC since. From 1985 until February 1998, he was a portfolio manager and senior real estate securities analyst with Evergreen Asset Management Corp. Prior to 1985, Lieber was associated with Whitbread-Nolan, Inc. in the investment property brokerage division. Previous to this, he worked for the urban design firm, Project for Public Spaces, as a Noyes Fellow. | ||
Stephen A. Lieber | portfolio manager and CIO | 2008 | 2012 |
Biography | Lieber is a portfolio manager and chief investment officer of Alpine Woods Capital Investors, LLC. He started his own investment firm, Lieber & Co., in 1969 and formed the Evergreen Fund, a mutual fund, in 1971. Following the purchase of Lieber & Co. by First Union Corp., Lieber continued as chairman, co-chief executive and also as portfolio manager until 1999. He is also chairman and senior portfolio manager of Saxon Woods Advisors, LLC. |
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