Public Equity Research



  • James Wilhelm Jr.

    • Vice President
    • Head of our Traditional Value Equity Team
    • Equities - 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

    • Assistant Vice President
    • Deputy Head of our Traditional Value Equity Team
    • Equities - Health Care, Energy, Utilities, and Materials

    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 Analyst
    • Equities - Financials and Healthcare

    Education

    • MBA - Northwestern University, Kellogg School of Management
    • Bachelor of Science - University of Illinois

    Industry Experience (since 1998)

    • Credit Suisse
    • UBS Alternative Asset Management
    • Deloitte

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Economic Outlook