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Name | Title | Since | Until |
---|---|---|---|
James L. Farrell | Portfolio Manager | 2022 | Now |
Biography | Immediately prior to Geneva, Jim was an analyst at Grosvenor Capital Management. Before he was at Grosvenor, Jim was a healthcare analyst at Citadel Investment Group. Jim worked at Geneva as a healthcare analyst for 3 years prior to his time at Citadel. Prior to that, he served as an associate portfolio manager at Harris Trust. Jim began his career as a consultant at Arthur Andersen. Jim received his MBA from The University of Chicago Graduate School of Business and his B.B.A from The University of Notre Dame. | ||
Brant Houston | Portfolio Manager | 2013 | Now |
Biography | Brant Houston, CFA, Senior Vice President, has been associated with the AT investment and/or its affiliates since 2007. Prior to 2007, Mr. Houston worked in various investment and analytic roles at Geronimo Financial, Nicholas Applegate Capital Management and Wilshire Associates. Mr. Houston began his investment career since 1999. | ||
Patricia A. Bannan | Managing Director | 2010 | Now |
Biography | Ms. Bannan has been associated with CIBC Private Wealth Advisors and/or its affiliates since 2007. From 1999 to 2005, she was a portfolio manager and ultimately the head of the large cap growth team at Evergreen Investments. Prior to that, Ms. Bannan held investment and leadership roles at CGU Insurance, Prudential Investments and Phoenix Investment Counsel. | ||
Paul McPheeters | Portfolio Manager | 2005 | 2013 |
Biography | Paul McPheeters, Portfolio Manager. Mr. McPheeters has been associated with Invesco and/or its affiliates from 1997 thru 2005 and again from 2006 to the present. During the first five months of 2006, Mr. McPheeters served as a portfolio manager with another investment management company managing unregistered portfolios. | ||
Doug L. Rogers | Managing Director | 2005 | 2010 |
Biography | Rogers is a managing director with the Atlantic Trust Private Wealth Management. His research coverage includes real estate and housing related sectors, including REIT's, transportation and specialty metals. He performs quantitative research and performance analysis for the Atlantic Trust Private Wealth Management. He was previously a performance analyst at the Private Bank of Bank Boston. He holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society. | ||
James Cosentino | - | 2006 | 2007 |
Biography | Cosentino is a vice president and investment analyst, and has been a member of the investment team since 1999. He focuses primarily on the financial services industry. | ||
Frederick L. Weiss | Managing Director | 2006 | 2007 |
Biography | Frederick L. Weiss, CFA, Managing Director, is a co-manager. Mr. Weiss has been associated with the AT Investment Advisers and/or its affiliates since 1989. Prior to 1989, he was vice president and senior analyst with Adams, Harkness & Hill. From 1983 to 1988, Weiss was a vice president with State Street Research and Management. He began his investment career with State Street Research and Management as an analyst in 1979. Weiss holds the Chartered Financial Analyst designation. |
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