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Name | Title | Since | Until |
---|---|---|---|
Mark A. Whitaker | Senior Managing Director | 2017 | 2021 |
Biography | Mark A. Whitaker, CFA, Senior Managing Director and Equity Portfolio Manager, is involved in portfolio management for Funds. Mark is an equity portfolio manager on Wellington Management's Mid Cap Opportunities Team, which manages accounts for a globally diverse group of individual, institutional, and mutual fund clients. Prior to joining the firm in 2004, Mark was an equity research analyst at Morgan Stanley, covering packaging and containers and electrical equipment (2000 — 2002). Before that, Mark was a cash management consultant at Ernst & Young (1999 — 2000). Mark received his MBA from Stanford University (2004) and his BS in business administration from the University of Kansas, Lawrence (1999). He holds the Chartered Financial Analyst designation. | ||
Philip W. Ruedi | Senior Managing Director | 2017 | 2021 |
Biography | Philip W. Ruedi, CFA, Senior Managing Director and Equity Portfolio Manager, is Portfolio Manager for the Hartford MidCap Funds. Phil is an equity portfolio manager on Wellington Management's Mid Cap Opportunities Team, which manages accounts for a globally diverse group of individual, institutional, and mutual fund clients. Prior to joining the firm in 2004, Phil was an equity research analyst at T. Rowe Price, covering a variety of industries, including waste management, staffing, IT services, food and drug retailing, parcel delivery, and other business and consumer services (1998 — 2004). While at T. Rowe Price, Phil was a member of the Investment Advisory Committee of the T. Rowe Price Mid Cap Growth Fund and was chosen to Institutional Investor magazine's "Best of the Buyside" in 2002. Before that, he was an analyst in John Nuveen's Health Care Mergers and Acquisitions Group (1993 — 1997). Phil received his MBA with a concentration in finance, with high honors, from the University of Chicago (1998) and his BBA in finance and accounting, with high distinction, from the University of Michigan (1993). He also holds the Chartered Financial Analyst designation. | ||
Michael T. Smith | Portfolio Manager | 2013 | 2017 |
Biography | Michael T. Smith serves as managing director and senior portfolio manager for the Fundamental Growth Equity team at Wells Fargo Asset Management (WFAM). Mike has oversight and portfolio management responsibility for all growth equity portfolios managed by the team. He joined WFAM in 2005 from Strong Capital Management where he served as a senior research analyst focusing primarily on the healthcare sector. Prior to joining Strong in 2000, Mike served as a research analyst and trader at Conseco Capital Management. He attended DePauw University, where he graduated with a bachelor’s degree in economics. Mike serves on the Park Tudor School Board of Trustees and is a director at the Tindley Accelerated Schools in Indianapolis. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
Christopher J. Warner | Portfolio Manager | 2013 | 2017 |
Biography | Christopher Warner serves as a portfolio manager for the Fundamental Growth Equity team at Wells Fargo Asset Management (WFAM). Prior to joining the firm in 2007, Chris worked as an equity research associate following the enterprise software, systems management and data storage industries for Citigroup in San Francisco. He began his investment industry career in 2002 and he has also worked as an equity analyst at Morningstar and PPM America, INC. His related professional experience includes technology-consulting positions at Evolve Software and PricewaterhouseCoopers, LLP. Chris earned a bachelor’s degree in business administration from the University of Illinois, Champaign, and a master’s degree in business administration–finance and corporate strategy from the Ross School of Business at the University of Michigan, Ann Arbor. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
Thomas J. Pence | Managing Director, Senior Portfolio Manager | 2013 | 2016 |
Biography | Tom Pence is a portfolio manager for the Fundamental Growth Equity team at Wells Capital Management. He joined WellsCap from Strong Capital Management where he served as lead portfolio manager. Prior to joining Strong in 2000, Tom served as senior vice president and chief equity investment officer of Conseco Capital Management. While at Conseco, he was responsible for managing all tax-exempt and taxable growth equity portfolios as well as various mutual funds within the Conseco Fund Group. Prior to joining Conseco in 1991, Tom worked for the Forum Group, where he oversaw several transactions as part of the firm’s development and acquisition team. Before joining the Forum Group he was a financial consultant with Peterson & Company in Chicago. Tom holds a bachelor’s degree in business from Indiana University and a master’s degree in business administration with honors from the University of Notre Dame. He is a former board member of the Reese Investment Fund for Indiana University and has served as a director of the Indianapolis Society of Financial Analysts. Tom has earned the right to use the CFA designation. | ||
George J. Myers | Director | 2010 | 2013 |
Biography | Mr. Myers is Director of Columbia Management Advisors, LLC. He has been associated with Columbia Advisors or its predecessors since October 2004. Prior to 2004, Mr. Myers was a portfolio manager and analyst at Dresdner RCM Global Investors since 2000. earned a B.B.A. and M.S. in finance from the University of Wisconsin in Madison. Mr. Myers holds the chartered Financial Analyst designation. | ||
Lawrence W. Lin | Vice President | 2010 | 2013 |
Biography | Larry Lin is a vice president and senior portfolio manager for Columbia Threadneedle Investments. He joined one of Columbia Threadneedle Investments legacy firms in 2006. Previously, Mr. Lin worked as a research analyst at Primarius Capital and Engemann Asset Management, focusing on health care. He has been a member of the investment community since 1998. Mr. Lin received a B.S. in biomedical engineering with a minor in business administration from the University of Southern California. In addition, he holds the Chartered Financial Analyst designation and is a member of the CFA Society of Portland. | ||
Brian D. Neigut | Vice President | 2010 | 2013 |
Biography | Mr. Neigut is Vice President of Columbia Management Advisors, LLC. He associated with the Advisor since February 2007. Prior to 2007, Neigut was a portfolio manager at Kern Capital Management LLC February 2006 to February 2007, and at OppenheimerFunds Inc. from November 2003 to February 2006. Mr. Neigut earned a B.B.A. from Pacific Lutheran University. | ||
Wayne M. Collette | Managing Director | 2010 | 2013 |
Biography | Wayne Collette is a senior portfolio manager for Columbia Threadneedle Investments. Mr. Collette is a co-portfolio manager for small-cap growth and small/mid-cap growth portfolios. Mr. Collette joined one of the Columbia Threadneele Investments legacy firms in 2001 where he was an analyst and was promoted to senior portfolio manager in 2006. Previously, Mr. Collette served as an equity research analyst at Neuberger Berman and Schroder Capital Management, covering small- and mid-cap stocks. He has been a member of the investment community since 1996 Mr. Collette receieved a B.A. in political science from Brandeis University and and MBA in finance from Columbia Business School for Columbia University. In addition, he is a member of the CFA Society of Portland and holds the Chartered Financial Analyst designation. | ||
Brent Lium | Portfolio Manager | 2008 | 2010 |
Biography | Brent Lium joined Crossmark in November of 2019 as Managing Director with over 24 years of industry experience. His primary role is co-managing the Steward Enhanced Index Funds and the Large Cap Core Growth product. Brent started his investment career in 1995 with Dean Witter in Dallas. Following business school in 2001, he joined Invesco Ltd as an equity analyst on a growth mutual fund team. There he developed his extensive bottoms-up fundamental equity research abilities. He rounded out his top down strategy skills after being promoted to portfolio manager a few years later. Brent earned a BBA in Accounting from Texas A&M University and an MBA in Finance from the University of Texas - Austin. He is also a CFA Charterholder. He lives in West University Place, TX with his wife Carrie and three children. When he is not at one of his kid’s sporting events or activities, he loves to travel and do any outdoor activity. |
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