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Name | Title | Since | Until |
---|---|---|---|
Wesley Lim | - | 2019 | 2024 |
Biography | Mr. Lim earned his BS in Physics and MS in Management Sciences and Engineering from Stanford University. He worked in various capacities for the Government of Singapore prior to receiving his MBA from the Wharton School of Business. After working as a summer intern in 2017, Mr. Lim joined Cooke & Bieler in August 2018 | ||
Andrew B. Armstrong | Portfolio Manager | 2015 | 2024 |
Biography | Andrew earned his undergraduate degree in Economics from the University of Pennsylvania. He worked as an Associate at Cooke & Bieler for three years before joining Hotchkis & Wiley Capital Management as an investment analyst in 2011. Andrew returned to Cooke & Bieler in 2014.Andrew earned his undergraduate degree in Economics from the University of Pennsylvania. He worked as an Associate at Cooke & Bieler for three years before joining Hotchkis & Wiley Capital Management as an investment analyst in 2011. Andrew returned to Cooke & Bieler in 2014, where he currently serves as a Principal, Portfolio Manager and Research Analys. | ||
William Weber | Principal | 2011 | 2024 |
Biography | Bill earned his undergraduate degrees in Finance and English from Villanova University, graduating magna cum laude. He then worked at Cooke & Bieler for six years in various roles including marketing, operations and research support, before earning his MBA from the University of Chicago Booth School of Business in 2010. While at Booth, Bill interned at T. Rowe Price Associates as an equity research analyst. He returned to Cooke & Bieler upon his graduation. | ||
Steve Lyons | Principal Analyst, Portfolio Manager | 2009 | 2024 |
Biography | Steve earned a B.S. in Finance with honors from Arizona State University. Steve worked in the investment services industry specializing in private equity and business valuation before receiving his MBA from the University of Chicago. After working as a summer intern, Steve joined Cooke & Bieler in 2006. | ||
Edward W. O'Connor | Portfolio Manager | 2002 | 2024 |
Biography | Ted earned his undergraduate degree in Economics and Philosophy from Colgate University, graduating cum laude with honors. He served as a U.S. diplomat in Cuba and Guatemala prior to receiving his MBA from the University of Chicago in 1999. He then joined Cambiar Investors in Denver, Colorado where he worked for three years before joining Cooke & Bieler in 2002. | ||
Mehul Trivedi | Partner, Portfolio Manager, Research Analyst | 1998 | 2024 |
Biography | Mehul earned his undergraduate degrees in Economics and International Relations from the University of Pennsylvania, graduating magna cum laude. After working as a fixed income analyst at Blackrock Financial Management and then as a product manager at PNC Asset Management, Mehul earned his MBA from the Wharton School of Business. After working as a summer intern, Mehul joined Cooke & Bieler in 1998. | ||
R. James O'Neil | Partner, Portfolio Manager, Research Analyst | 1998 | 2024 |
Biography | Jamie earned his undergraduate degree in Economics from Colby College, graduating cum laude with distinction. He was an Investment Officer in the Capital Markets Department at Mellon Bank for three years before earning his MBA from Harvard Business School. After working as a summer intern, Jamie joined Cooke & Bieler in 1988. | ||
Michael M. Meyer | Partner, Portfolio Manager, Research Analyst | 1998 | 2024 |
Biography | Mike earned his undergraduate degree in Economics from Davidson College, graduating cum laude with distinction. Mike worked for four years at Sterling Capital Management as an equity analyst and head equity trader before earning his MBA from the Wharton School of Business. Mike joined Cooke & Bieler upon his graduation in 1993. | ||
Daren C. Heitman | Portfolio Manager | 2005 | 2014 |
Biography | Daren was most recently a Partner and Portfolio Manager at Philadelphia-based Cooke & Beiler (2005 to 2014), where he led the firm’s successful launch of its Small Cap Value strategy and co-managed over $4 Billion in mid/large cap equities for institutional clients. He was previously a Senior Analyst and Partner at Schneider Capital Management (2000 to 2005), where he conducted in-depth research and analysis, mainly small cap value stocks. He began his investment management career in 1994 at Skyline Asset Management, a Chicago-based investment advisory firm specializing in small cap value management where he was engaged full time in small cap value fundamental research. Daren earned an MBA with Honors from the University of Chicago – Graduate School of Business. He is a graduate of Iowa State University with a B.S. in Finance | ||
Kermit S. Eck | Partner | 1998 | 2011 |
Biography | While earning his B.S. from Montana State University, Kermit Eck competed as captain of his school’s varsity tennis team. He joined Cooke & Bieler after receiving his M.B.A. from Stanford University in 1980, and then left the firm in 1984 to become director of product marketing for Eczel Corp., a computer-products start-up company. Between 1987 and 1992, Mr. Eck belonged to an investor group that purchased privately held companies, serving as executive vice president for one of those businesses, Keystone Natural Water. He returned to Cooke & Bieler in 1992 and currently serves on both the board and finance committee of the Church Farm School. |
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