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Name | Title | Since | Until |
---|---|---|---|
Leo Harmon | Managing Director | 2006 | Now |
Biography | Mr. Harmon is a Managing Director, Director of Research, Small/SMID Cap Portfolio Manager and an Analyst with responsibility for the Financial Services sector at MFEM. Prior to joining MFEM, Mr. Harmon was Managing Director, Director of Research and Small/SMID Cap Portfolio Manager of FMA from 2003 to 2016, where he managed the firm's research efforts. Mr. Harmon has many years of experience of industry experience as a Portfolio Manager and Research Analyst covering a variety of industries in both larger and smaller market capitalizations, with expertise in financial services. Prior to joining FMA, Mr. Harmon was a portfolio manager at Allstate Insurance, Allstate Investments LLC. Mr. Harmon is a member of the CFA Institute, the Economics Club of Chicago and the National Association of Securities Professionals. He is also a member of the CFA Society of Chicago where he was appointed to the board of directors and served as Chairman. He earned a B.S. from Bradley University and an M.B.A. from Duke University. | ||
Kathryn A. Vorisek | CIO (Chief Investment Officer) | 1998 | Now |
Biography | Ms. Vorisek has day to day responsibilities for decisions impacting MFEM's business. Ms. Vorisek is also a Portfolio Manager and an Analyst with responsibility for the Consumer Staples and Energy sectors. Prior to joining MFEM, Ms. Vorisek was FMA's Chief Investment Officer responsible for overseeing all aspects of FMA's investment process. Ms. Vorisek joined FMA in 1996 and was appointed FMA's Chief Investment Officer in 2000. Prior to joining FMA, Ms. Vorisek worked for Duff & Phelps Investment Research in Chicago. She is a member of the CFA Institute, the Economics Club of Chicago, the National Association of Securities Professionals, Women Investment Professionals, and a former board member of the CFA Society of Chicago. Ms. Vorisek possesses many years experience in the investment industry and holds a B.S. in Finance from Marquette University and an M.B.A. from the Kellogg Graduate School of Management at Northwestern University in Finance and International Business. | ||
Mike Gasparac | - | 1999 | 2003 |
Terry B. French | Senior Vice President, Portfolio Manager | 1998 | 2003 |
Biography | French is senior vice president and a portfolio manager with Fiduciary Management Associates, his employer since November 1997. Prior to joining the firm, he was a senior securities analyst with Harris Trust and Savings Bank. He began is professional investment career as a technology analyst with American Express Financial Services. He has over 25 years of investment experience. | ||
Lloyd J. Spicer | Senior Vice President, Portfolio Manager | 1998 | 2003 |
Biography | Spicer is a senior vice president and portfolio manager with Fiduciary Management Associates, his employer since March 1994, following an 18 year career in the banking industry. Prior to joining the firm, he was most recently responsible for managing investment portfolios for the Midwest retail banking group at LaSalle National Corporation from February 1982 to March 1994. In addition, he also served as senior vice president and director of various bank subsidiaries. | ||
David Faircloth | Vice President, Portfolio Manager | 1998 | 2000 |
Biography | Faircloth joined Fiduciary Management Associates in 1988. He serves as vice president and portfolio manager with over 10 years of investment experience. Prior to joining the firm, he was a portfolio manager at The Northern Trust Company. Faircloth holds the Chartered Financial Analyst designation. He is a member of the Association for Investment Management and Research as well as the Investment Analyst Society of Chicago. | ||
Douglas G. Madigan | Senior Vice President, Director | 1998 | 1999 |
Biography | Madigan is senior vice president and director of research with Fiduciary Management Associates, his employer since September 1998. Previously, he was with Harris Bank as a vice president from 1994 to September 1998 and portfolio manager and partner from 1996 to September 1998. Madigan holds the Charted Financial Analyst designation. | ||
Patricia A. Falkowski | Managing Director | 1997 | 1998 |
Biography | Falkowski is a managing director with Chicago Trust Company, her employer since 1998. Previously, she was president and chief investment officer of Fiduciary Management Associates since 1993. She joined Fiduciary in 1991 as a vice president, became an executive vice president and chief investment officer in 1992. Prior to joining the company, she served as president of S.T.R. Analysis from 1989 to 1991. From 1983 to 1989, |
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