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Name | Title | Since | Until |
---|---|---|---|
Aaron J. Garcia | Portfolio Manager | 2019 | 2019 |
Biography | Aaron J. Garcia has been with the Adviser since 2003 and is currently a Portfolio Manager and a Member. Mr. Garcia has worked in the financial services industry since 2002. Mr. Garcia has a BA from Rice University. | ||
Faraz Farzam | Portfolio Manager | 2019 | 2019 |
Biography | Faraz Farzam has been with Broadview Advisors, LLCr since 2001 and is currently a Portfolio Manager and a Member. Mr. Farzam has worked in the financial services industry since 1999. Mr. Farzam has a BS from the University of Wisconsin-Madison. | ||
Richard E. Lane | Portfolio Managent | 2019 | 2019 |
Biography | Richard E. Lane currently serves as a Portfolio Manager, President and a Member of Broadview Advisors LLC, which he founded in 2001. He founded Broadview in May 2001. From 1994 to 2001 he was an analyst and portfolio manager at Fiduciary Management, Inc. From 1989 to 1994 he was Vice President, Research at Cleary, Gull, Reiland and McDevitt. Lane participated in the Applied Securities Program in Madison. He is a member of the Milwaukee Investment Analyst Society. | ||
Timothy J. McCormack | Vice President | 2008 | 2019 |
Biography | Mr. McCormack began his investment career in 1991. He joined Wellington Management as an investment professional in 2000. McCormack is a member of the New York Society of Security Analysts. Mr. McCormack holds the Chartered Financial Analyst designation. | ||
Shaun F. Pedersen | Vice President | 2006 | 2019 |
Biography | Shaun F. Pederson, began his investment career in 1991. Mr. Pedersen joined Wellington Management as an investment professional in 2004. He has been involved in portfolio management and securities analysis for the Trust since joining the firm. Prior to joining Wellington Management, Mr. Pedersen was an investment professional at Thomas Weisel Asset Management (2001-2004) and at The Boston Company (1996-2000). | ||
Stephen O'Brien | Portfolio Manager | 2006 | 2009 |
Biography | O'Brien is senior vice president and equity portfolio manager with Wellington Management Company, has served as portfolio manager of the fund since 2000. his employer since 1983. O'Brien holds the Chartered Financial Analyst designation. |
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