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Name | Title | Since | Until |
---|---|---|---|
Michael Creager | Portfolio Manager | 2019 | Now |
Biography | Western Kentucky University, BS, 1993; Hofstra University, MBA, 1995 Providian Capital Management Corp.- AVP, Financial Analyst A.G. Edwards & Sons, Inc. - AVP, Associate Equity Analyst Wachovia Securities, LLC - AVP, Associate Equity Analyst BB&T Capital Markets - Vice President, Equity Analyst | ||
Brian Woglom | - | 2012 | Now |
Biography | Brian is a member of the team of investment professionals managing the U.S. Value Yield, U.S. Value, U.S. Large Cap Value, U.S. Mid Cap Value and U.S. Equity Market Neutral Value strategies and related accounts, and he co-manages U.S. Large Cap Value, U.S. Value, U.S. Mid Cap Value and U.S. Equity Market Neutral Value. He joined American Century Investments in 2005. Previously, Brian was an investment analyst for Argo Partners and an analyst for the portfolio management unit of Metropolitan Life Insurance Co. He has worked in the investment industry since 1998. Brian earned a bachelor's degree in economics from Amherst College and a master’s degree in business administration from the University of Michigan. He is a CFA® charterholder and a member of the CFA Institute. | ||
Kevin Toney | Vice President | 2008 | Now |
Biography | Kevin Toney, CFA, CIO, senior vice president and senior portfolio manager for American Century Investments, joined the company in 1999 as an investment analyst and became a portfolio manager in 2006. Kevin is responsible for the teams that manage the company’s value and real estate equity strategies that comprise the firm’s Global Value Equity discipline. Before joining American Century Investments, Kevin was an associate in the M&A group of Toronto Dominion Securities. He has worked in the investment industry since 1993. | ||
Brett P. Hawkins | Portfolio Manager | 2008 | Now |
Biography | Joined TSW in 2001 University of Richmond, BA, 1993; University of Virginia, Darden School, MBA, 1999 Arthur Andersen LLP - Senior Associate First Union Corporation - Assistant Vice President, Equity Research | ||
Phillip N. Davidson | Senior Portfolio Manager | 2008 | Now |
Biography | Mr. Davidson, CFA, is a senior vice president and executive portfolio manager for American Century Investments. Prior to joining American Century in 1993, Phil was vice president and equity portfolio manager for Boatmen’s Trust Company in St. Louis. During his 11 years at Boatmen’s, he specialized in the management of institutional equity accounts using a value-oriented investment style. He has worked in the financial industry since 1980. Phil holds a bachelor’s degree in business administration and a master’s degree in finance from Illinois State University. | ||
Michael Liss | Vice President | 2008 | Now |
Biography | Michael Liss, CFA, is Vice President and Senior Portfolio Manager of American Century. Mr. Liss has been with American Century since 1998. He holds a bachelor’s degree in accounting and finance from Albright College and an MBA in finance from Indiana University. | ||
Michael Ritzer | General Partner | 2020 | 2020 |
Biography | Michael D. Ritzer, CFA, General Partner, has thirteen years of investment experience and is responsible for mid cap equity research. Prior to joining WEDGE in 2010, Mr. Ritzer was a Senior Analyst at Freestyle Fund Services Company in New York, NY from 2004 to 2008. He was formerly an Investment Banking Analyst for Jefferies & Company from 2003 to 2004. Mike received his Bachelor of Science in Commerce degree with a concentration in Finance and a second major in English from the McIntire School of Commerce at the University of Virginia. He received his Master of Business Administration degree from the Darden Graduate School of Business at the University of Virginia. Mike is a member of the firm’s Investment Policy Committee. | ||
Brian J. Pratt | General Partner | 2013 | 2020 |
Biography | Brian Pratt, CFA, General Partner, is responsible for mid-cap equity research. Prior to joining WEDGE in 2007, Mr. Pratt worked as a litigation consultant with Tucker Alan and Navigant Consulting, providing financial and accounting advisory services in large commercial disputes. He is a member of the firm's Investment Policy Committee. | ||
John G. Norman | Portfolio Manager | 2013 | 2020 |
Biography | JOHN G. NORMAN, General Partner, has twenty-three years of investment experience and is responsible for portfolio management and client service. Prior to joining WEDGE in 2004, John was a Senior Vice President at Banc of America Capital Management. He was formerly associated with Brown Brothers Harriman, Wheat First Butcher Singer, and William M. Mercer Investment Consulting. John received his Bachelor of Business Administration - Finance from The College of William and Mary. John is a member of the firm’s Investment Policy Committee. | ||
John Carr | Executive Vice President | 2013 | 2020 |
Biography | Mr. Carr is an Executive Vice President at WEDGE and has been with the firm since 2011. Prior to joining WEDGE, from 2006 until 2011, Mr. Carr was a Partner and Senior Vice President at Callan Associates. Mr. Carr was also formerly associated with INVESCO Institutional, Trusco Capital Management and Watson Wyatt Worldwide. |
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