Focused Equity
-
James Wilhelm Jr.
- Senior Portfolio Manager
- Head of our Focused Equity Team
- Sectors - Consumer Goods, Telecommunication, and Industrials
Education
- MBA, Johns Hopkins University
- BS, Wingate University
Industry Experience (since 1993)
- Riggs Investment Management Corporation
- First Union Securities
- Evergreen Funds
- Salomon Smith Barney
-
John A. Wieging, CFA
- Portfolio Manager
- Deputy Head of our Focused Equity Team
- Sectors - Energy, Materials, Utilities and Technology
Education
- MBA, Finance, Xavier University
- BBA, Finance and Accounting, University of Cincinnati
Industry Experience (since 1994)
- Star Banc Corporation
- Fifth Third Bancorp
-
Kevin Bass
- Equity Research Manager
- Sectors - Financials and Healthcare
Education
- MBA, Finance & Strategy, Northwestern University
- BS, Accounting, University of Illinois
Industry Experience (since 1998)
- Credit Suisse
- UBS Alternative Asset Management
- Deloitte