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Name | Title | Since | Until |
---|---|---|---|
Connor Pugno | Portfolio Manager | 2024 | Now |
Biography | Mr. Connor Pugno, CFA, Senior Research Analyst for BIM, is a portfolio manager and capable of assuming the role of lead portfolio manager in instances where his decisions would be needed. Mr. Pugno joined BIM in January 2018, serving as Research Analyst and as a member of BIM’s Investment Committee. Mr. Pugno dedicates his professional efforts towards securities research and portfolio management for BIM. Mr. Pugno previously served as Research Analyst at an external firm for two years prior to joining BIM. Beginning in June 2024, Mr. Pugno will assume portfolio manager responsibilities for the Fund. | ||
Jack J. Holmes | Portfolio Manager | 2024 | Now |
Biography | Mr. Jack J. Holmes, CFA CAP, Chief Investment Officer and Senior Vice President of BIM, is a portfolio manager and responsible for the day-to-day operation of the Fund’s portfolio beginning June 30, 2024. Mr. Holmes joined BIM in April 2021, serving as Senior Vice President and as a member of BIM’s Investment Committee. Mr. Holmes dedicates his professional efforts towards relationship management, securities research, and portfolio management for BIM. Mr. Holmes previously served as Chief Investment Officer for an external firm for 6 years prior to joining BIM. Beginning at the end of May 2024, Mr. Holmes assumed portfolio manager responsibilities for the Fund and will transition to lead portfolio manager as well as replace Mr. Bridges as Chief Investment Officer of the Adviser effective at the close of business on June 30, 2024. | ||
Edson L. Bridges | President, CEO | 1997 | 2024 |
Biography | Mr. Edson L. Bridges III, CFA, President, Chief Executive Officer and Chief Investment Officer of the Fund and President, Chief Executive Officer and director of BIM, is responsible for the day-to-day operation of the Fund’s portfolio. Mr. Bridges dedicates his professional efforts towards securities research and portfolio management for BIM and BIC. Mr. Bridges has been employed in these areas of responsibility for all clients, including the Fund. | ||
Brian M. Kirkpatrick | Senior Vice President | 2006 | 2024 |
Biography | Mr. Brian M. Kirkpatrick, CFA, is a Senior Vice President, Director of Research, Chief Compliance Officer and director of Bridges Investment Management Inc. Mr. Kirkpatrick has more than a 25-year career with Bridges Investment Counsel, Inc.. |
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