STEIN ROE & FARNHAM

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STEIN ROE & FARNHAM Employees

Employee
Years
Job
Industry
Steve Luetger Steve Luetger Greater Chicago Area Details
Steve Luetger's STEIN ROE & FARNHAM Experience 1978 - March 2005
Job Senior Managing Director at Mesirow Financial
Industry Investment Management
Experience
Mesirow Financial  March 2005 - Present
Stein Roe & Farnham   1978 - March 2005
stein roe & farnham   1978 - 2001

Skills
Asset Allocation, Portfolio Management, Investments, Fixed Income, Equities, Investment Management, Valuation, Derivatives, Financial Modeling, Wealth Management, Investment Strategies, Mutual Funds, Securities

Education
The University of Chicago Booth School of Business   1978 — 1980
MBA, FInance

Knox College   1971 — 1975
BA, Mathematics

Sebastian Gancarczyk Sebastian Gancarczyk Greater Chicago Area Details
Sebastian Gancarczyk's STEIN ROE & FARNHAM Experience February 1998 - August 1999
Job Director, Financial Planning & Analysis at Insurance Auto Auctions
Industry Automotive
Experience
Insurance Auto Auctions  March 2004 - Present
GE Capital  November 2001 - May 2003
Heller Financial  August 1999 - November 2001
Stein Roe & Farnham   February 1998 - August 1999

Skills
Cash Management, Financial Analysis, Mergers, Forecasting, Financial Reporting, Budgets, Negotiation, Mergers & Acquisitions, Management, Analysis, Accounting, Variance Analysis, Finance, Process Improvement, Strategic Financial..., Due Diligence, Auditing, Business Planning, Business Process..., Business Analysis, Insurance, Managerial Finance, Strategic Planning, Risk Management, Financial Planning

Education
National-Louis University   1993 — 1997
Bachelor's, Accounting

Wendy Rauch Wendy Rauch Jacksonville, Florida Area Details
Wendy Rauch's STEIN ROE & FARNHAM Experience January 2001 - November 2001
Job Dividend Analyst at Option Research and Technology Services
Industry Financial Services
Experience
Option Research and Technology Services   March 2009 - Present
Stein Roe & Farnham   January 2001 - November 2001
Columbia Management [Liberty Financial]   1999 - 2001
Stein Roe & Farnham Mutual Funds   1997 - 2001
Liberty Funds  January 1999 - December 2000
Stein Roe Mutual Funds  1997 - 2000
Stein Roe & Farnham   1997 - 1998
Highlands Regional Medical Center  July 1995 - January 1997

Skills
Mutual Funds, Marketing Communications, Investments, Marketing, Risk Management, Marketing Strategy, Strategic Planning, PowerPoint, Business Development, Team Building, Team Leadership, Project Management, Options, Forecasting, Social Media Marketing

Education
University of Florida   1990 — 1992
Bachelor of Science, Public Relations

Lake Sumter Community College   1990 — 1990
AA, Communications

Mercer University   1988 — 1989
Undergraduate Honors

Ken Kozanda Ken Kozanda Greater Chicago Area Details
Ken Kozanda's STEIN ROE & FARNHAM Experience 1984 - 2001
Job Chief Administrative Officer & Managing Director
Industry Financial Services
Experience
Atlantic Trust  January 2008 - Present
Atlantic Trust  March 2004 - January 2008
Stein Roe Investment Counsel LLC   January 2001 - March 2004
Stein Roe & Farnham   1984 - 2001

Skills
Investments, Asset Managment, Asset Management, Management, Alternative Investments, Hedge Funds, Executive Management, Asset Allocation, Investment Management, Portfolio Management, Private Equity, Wealth Management

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1980 — 1982
MBA, Finance

Northern Illinois University   1975 — 1978
BS, Accounting

Michael T. Lewis Michael T. Lewis Greater Chicago Area Details
Michael T. Lewis's STEIN ROE & FARNHAM Experience November 1978 - September 1982
Job Owner, Free Market Inc.
Industry Financial Services
Experience
Free Market Inc.   September 1982 - Present
Snow Valley   1999 - 2008
Stein Roe & Farnham   November 1978 - September 1982

Skills
Fixed Income, Investments

Education
University of California, Los Angeles   1975 — 1977
Masters, ABD, Economics

Massachusetts Institute of Technology   1970 — 1973
SB, Economics

Rich East High School   1966 — 1970

Lori Pleiness Lori Pleiness Fairfax, Iowa Details
Lori Pleiness's STEIN ROE & FARNHAM Experience 1989 - August 1997
Job Computer Tech Instructor at College Community School District
Industry Primary/Secondary Education
Experience
College Community School District  August 2010 - Present
Fairfax Public Library   August 2009 - Present
Stein Roe & Farnham   1989 - August 1997

Skills
Teaching, Microsoft Office, Community Outreach

Education
Emmaus Bible College   1984 — 1985
Certificate, Bible

Dubuque Senior High School

Penny Bobos Penny Bobos Franklin, Wisconsin Details
Penny Bobos's STEIN ROE & FARNHAM Experience December 1989 - April 1996
Job Assistant Vice President, Financial Planning Coordinator at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   March 2005 - June 2015
Law Offices of William Sandrick   August 1999 - March 2005
Segall Bryant & Hamill  August 1997 - August 1999
Stein Roe & Farnham   December 1989 - April 1996

Skills
Financial Advisory, Retirement Planning, Strategic Financial..., Wealth Management, Financial Planning, Series 7

Education
Cardinal Stritch University   2006 — 2008
Bachelor of Business Administration (B.B.A.), Business

Indiana University Bloomington   1986 — 1987

Scott R. Macdonald Scott R. Macdonald Greater Minneapolis-St. Paul Area Details
Scott R. Macdonald's STEIN ROE & FARNHAM Experience March 1998 - September 1999
Job Sales Representative at Renewal by Andersen
Industry Financial Services
Experience
The Macdonald Family   June 2012 - February 2014
Archetype Trading   September 2010 - February 2012
Marquette Partners  August 2001 - August 2010
The Burridge Group LLC   September 1999 - May 2001
Stein Roe & Farnham   March 1998 - September 1999
HD Brent & Co/ Program Trading Corp.   August 1996 - February 1998

Skills
Global Macro, Trading Strategies, Hedging, Technical Analysis, Trading Technologies, Asset Allocation, Asset Management, New Business Development, International Business, Portfolio Management, Business Relationship..., Business Communications, Business Ethics, Relationship..., Client-focused, Investor Relations, Ethical Marketing, Sales Management, Relationship Management, Lateral Thinking, Team Leadership, B2B, Sales

Education
University of Kansas   1991 — 1996
B.G.S., Communications

The Gunnery   1990 — 1991
Post Graduate Diploma

Breck School
High School

Lisa Haag Lisa Haag Greater Chicago Area Details
Lisa Haag's STEIN ROE & FARNHAM Experience 1987 - 1995
Job Director, Investment Strategy at Boeing
Industry Investment Management
Experience
Boeing  June 2012 - Present
The Boeing Company  September 2009 - June 2012
The Boeing Company  February 2008 - November 2010
Trustmark Insurance Company  May 2001 - December 2007
Banc One Capital Markets  1998 - 2000
Banc One Capital Markets  1995 - 2000
Banc One Capital Markets  1997 - 1998
First Chicago Capital Markets, Inc.   1995 - 1997
Stein Roe & Farnham   1987 - 1995

Skills
Investment Strategies, Collaborative Working, Investments, Fixed Income, Asset Allocation, Asset Management, Alternative Investments, Investment Management, Risk Management, Hedge Funds, Team Leadership, Scenario Analysis, Presentations, Flexible to Change, Adaptive Leadership, Finance, Asset Managment, Equities, Collaborative..., Structured Finance, Portfolio Management, Structured Products, Fixed Income Analysis, Pensions, Global Macro

Education
The University of Chicago - Booth School of Business   1984 — 1987
MBA, Booth Graduate School of Business, Finance

Georgetown University
BA, Government, Economics

John A. (Jay) Jaeger, PMP John A. (Jay) Jaeger, PMP Greater Chicago Area Details
John A. (Jay) Jaeger, PMP's STEIN ROE & FARNHAM Experience May 1994 - March 1995
Job Senior Manager, U.S. Project Governance at BMO Financial Group
Industry Computer Software
Experience
BMO Financial Group  September 2014 - Present
Tigroup  June 2011 - August 2014
Novell  2002 - 2011
Cambridge Technology Partners  March 1995 - July 2001
Stein Roe & Farnham   May 1994 - March 1995
The Northern Trust Company  March 1989 - May 1994
United States Navy  June 1984 - January 1989

Skills
Program Management, Operations Management, Integration, Cloud Computing, Team Leadership, SDLC, Project Portfolio..., Business Process, Management, Strategy, Enterprise Architecture, Project Management, Solution Architecture, Enterprise Software, Consulting, Risk Management, Governance

Education
Naval Postgraduate School   1986 — 1986
Subspecialty Designation

Northwestern University   1980 — 1984
BA

C. E. Jordan High School   1977 — 1980
Diploma

Hank Hakewill Hank Hakewill Greater Chicago Area Details
Hank Hakewill's STEIN ROE & FARNHAM Experience April 1987 - March 1994
Job Managing Director and Chief Marketing Officer at NexTier Capital Solutions, LLC
Industry Financial Services
Experience
NexTier Capital Solutions, LLC  August 2014 - Present
MSCI Inc.  October 2011 - June 2014
Hewitt EnnisKnupp  November 2008 - November 2010
Hakewill & Associates   January 2007 - November 2008
Ziegler  2001 - 2006
Commerce One  December 1999 - March 2001
Allstate Insurance Company  1998 - 1999
Northern Trust  April 1994 - October 1998
Stein Roe & Farnham   April 1987 - March 1994
Leo Burnett  July 1974 - May 1987

Skills
Market Research, Relationship Management, Change Management, E-commerce, Asset Managment, Financial Services, Market Planning, Strategic Planning, New Business Development, Integrated Marketing, Product Management, Competitive Analysis, Customer Insight, Thought Leadership, Marketing, Marketing Strategy, CRM, Business Development, Risk Management, Investments, Asset Management, Strategy, Mutual Funds, Marketing Management, Program Management, Advertising, Hedge Funds, Management, Investment Management, Budgets, Analytics, Banking, Portfolio Management, Consulting, Strategic Partnerships, Executive Management, Leadership, Segmentation, Mergers & Acquisitions, Direct Marketing, Media Relations, Lead Generation, B2B Marketing, Alternative Investments, Product Marketing, Marketing Communications

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1972 — 1974
M.B.A., General Management

Dartmouth College   1968 — 1972
A.B., Psychology

David Reyna David Reyna Greater Chicago Area Details
David Reyna's STEIN ROE & FARNHAM Experience November 1976 - December 1982
Job Manager Telecommunications at The Warranty Group
Industry Insurance
Experience
The Warranty Group  January 2008 - Present
AON Warranty Group  January 2006 - December 2007
Atlantic Trust Stein Roe   January 2004 - December 2005
Stein Roe Investment Counsel  January 1983 - December 2003
Stein Roe & Farnham   November 1976 - December 1982

Skills
Siemens OpenScape Voice, OpenScape Contact Center, OpenScape Voice Portal, VOIP, SIP, Impact 360, Encryption, Disaster Recovery, ACD, VoIP, Call Center, Team Building, Process Improvement, Vendor Management, Contact Centers, Call Centers, Telecommunications, Cloud Computing, IT Management, Telephony, Integration, TCP/IP, Visio, MPLS, Troubleshooting, Networking, Switches, Avaya, CTI

Education
University of Notre Dame   1974 — 1976
Business Administration

Bill Meehling, CFA Bill Meehling, CFA Greater Chicago Area Details
Bill Meehling, CFA's STEIN ROE & FARNHAM Experience February 1987 - March 1992
Job Fundamental Securities Analyst
Industry Investment Management
Experience
BMO Global Asset Management  March 1992 - May 2013
Harris Investment Management  January 2004 - January 2010
Harris Investment Management  January 1999 - January 2002
Stein Roe & Farnham   February 1987 - March 1992
Franklin Life Insurance Company  April 1984 - February 1987

Skills
Fixed Income, Financial Modeling, Investments, Financial Risk, Finance, Credit, Analysis, Relative Value, Valuation, Portfolio Management, Securities, Bloomberg

Education
University of Illinois at Urbana-Champaign
Bachelor of Arts

Washington University in St. Louis - Olin Business School
Masters Business Administration

Wendy Bryant-Beswick Wendy Bryant-Beswick San Antonio, Texas Area Details
Wendy Bryant-Beswick's STEIN ROE & FARNHAM Experience 1998 - 2001
Job Chief Marketing Officer, HighImpact Leader & Business Strategist
Industry Marketing and Advertising
Experience
Generations Federal Credit Union  May 2012 - Present
iShares/Blackrock   2010 - 2012
BCCI Construction Company  2008 - 2010
Schwab Institutional  2007 - 2008
Drink, Inc.   2005 - 2007
Morgan Stanley Institutional   2001 - 2005
Stein Roe & Farnham   1998 - 2001
Kaplan  1996 - 1998
The Art Institute of Chicago  1996 - 1997
USAA  1990 - 1995

Skills
Lead Generation, Direct Marketing, Digital Marketing, Digital Strategy, Marketing Strategy, Marketing Communications, Integrated Marketing, Social Media Marketing, Online Advertising, Advertising, Strategic Planning, PPC, Leadership, Strategic Partnerships, Sales, Social Media

Education
Google AdWords Certified Professional   2010 — 2010
Google AdWords Certified Professional

The School of the Art Institute of Chicago   1998 — 2000
Art and Design

University of the Incarnate Word   1985 — 1989
BA, Art/Art Studies, General, Magna Cum Laude

Debra Kirsch Debra Kirsch Greater Chicago Area Details
Debra Kirsch's STEIN ROE & FARNHAM Experience October 1984 - March 1986
Job Creator, Blue RIbbon Floor Plans
Industry Design
Experience
Blue Ribbon Floor Plans   1995 - Present
Reed-Martens Construction Group   October 2004 - October 2006
Northwestern Settlement  2005 - 2006
Hubbard Woods Circle   September 2001 - August 2002
Winnetka Village Caucus   November 1999 - October 2001
Hubbards Wood Circle   September 1997 - August 2001
Willow Wood Preschool  July 1993 - June 1997
Dean Witter Reynolds  March 1986 - October 1990
Stein Roe & Farnham   October 1984 - March 1986

Skills
Marketing, Residential Homes, Real Estate, Social Networking, Interior Design, Strategic Planning, Leadership, Advertising, Public Speaking, Renovation, Research, Small Business, Social Media, Construction, Entrepreneurship, Marketing Strategy, Customer Service, Investment Properties, Basements, Microsoft Excel, New Business Development, Sellers, Management, Public Relations

Education
Denison University   1980 — 1984
BA, Economics

New Trier High School East   1976 — 1980

Bill Rankin Bill Rankin Houston, Texas Details
Bill Rankin's STEIN ROE & FARNHAM Experience November 1994 - March 1999
Job CEO at Kanaly Holdings LLC and Kanaly Trust, LTA
Industry Investment Management
Experience
Kanaly Holdings LLC and Kanaly Trust, LTA   December 2012 - Present
Pitcairn  February 2010 - December 2011
Shelterwood Financial Services LLC   July 2007 - January 2011
Atlantic Trust  March 2004 - December 2005
Stein Roe Investment Counsel LLC   January 2001 - December 2005
Stein Roe Investment Counsel  April 1999 - December 2000
Stein Roe & Farnham   November 1994 - March 1999
Rockefeller & Co.   January 1993 - November 1994
Prudential Investment Management Co.   1988 - 1993
Mellon Bank NA  1976 - 1988

Skills
Wealth Management, Asset Management, Portfolio Management, Private Equity, Investments, Financial Planning, Asset Allocation, Alternative Investments, Investment Advisory, Venture Capital, Management Consulting, Private Wealth..., Investment Strategies, Hedge Funds, Business Planning

Education
University of Pennsylvania - The Wharton School   1974 — 1975
MBA, Finance

The Johns Hopkins University   1971 — 1973
B.E.S., Operations Research

Stephen Lautz Stephen Lautz Greater Chicago Area Details
Stephen Lautz's STEIN ROE & FARNHAM Experience July 1985 - June 1995
Job Partner at FocalPointe Group
Industry Management Consulting
Experience
FocalPointe Group  October 2009 - Present
eLoyalty  February 2001 - November 2009
Morningstar  January 1999 - December 2000
Zurich Scudder Investments  July 1996 - December 1998
Stein Roe & Farnham   July 1985 - June 1995
CNA Insurance  June 1981 - July 1985

Skills
Strategic Consulting, Healthcare Consulting, Customer Experience..., Contact Center..., ICD-10, Solution Architecture, Account Management, Business Development, Program Management, Project Management, Medicare, Medicaid Managed Care, Contact Center..., Contact Center..., Financial Analysis, Cisco VoIP, Vendor Management, Health Information..., Mutual Funds, PMO Design, Consulting, Management Consulting, Process Improvement, Change Management, Executive Management, IT Strategy, Contact Centers, Business Process..., Call Centers, Strategic Planning, Financial Services

Education
Loyola University of Chicago - Graduate School of Business   1986 — 1990
Master of Business Administration (M.B.A.), Finance

Indiana University Bloomington   1976 — 1980
Bachelor of Science (B.S.), Industrial Relations

Gregg Comeaux Gregg Comeaux Chicago, Illinois Details
Gregg Comeaux's STEIN ROE & FARNHAM Experience 1998 - 1999
Job Regional Vice President at Bluerock Capital Markets
Industry Financial Services
Experience
Bluerock Real Estate  June 2015 - Present
New York Life & MainStay Investments  July 2014 - May 2015
Swank Capital, LLC  August 2011 - July 2014
Pine Point Commodities Group   July 2010 - August 2011
Deutsche Bank  2005 - April 2010
Scudder Investments  December 1999 - 2005
Continental Grain  June 1994 - January 1999
Stein Roe & Farnham   1998 - 1999

Skills
Asset Managment, Hedge Funds, Mutual Funds

Education
DePaul University
BA, Marketing

DePaul University

Mike Mangan Mike Mangan Greater Chicago Area Details
Mike Mangan's STEIN ROE & FARNHAM Experience 1988 - 1997
Job Partner and Portfolio Manager at Harris Associates
Industry Investment Management
Experience
Harris Associates  1997 - Present
Stein Roe & Farnham   1988 - 1997
Continental Bank  October 1985 - April 1988

Skills
Portfolio Management, Equities, Asset Management

Education
Northwestern University - Kellogg School of Management   1990 — 1992
MBA, Finance, Economics

University of Iowa   1981 — 1985
BBA, Accounting

Benet Academy   1977 — 1981
HS Diploma

Timothy Schlindwein Timothy Schlindwein Greater Chicago Area Details
Timothy Schlindwein's STEIN ROE & FARNHAM Experience 1974 - 1994
Job Managing Principal at Schlindwein Associates, LLC
Industry Investment Management
Experience
Schlindwein Associates, LLC   July 1995 - Present
Stein Roe & Farnham   1974 - 1994

Education
The University of Chicago - Booth School of Business   1969 — 1972
Master of Business Administration (MBA), Finance and Economics

University of Notre Dame   1965 — 1969
BBA, Finance

Dave Fulton, CFA Dave Fulton, CFA Cleveland/Akron, Ohio Area Details
Dave Fulton, CFA's STEIN ROE & FARNHAM Experience December 1984 - February 1995
Job President and Chief Executive Officer at Hartland
Industry Investment Management
Experience
Hartland  January 2014 - Present
Hartland  December 2009 - Present
Sterling, A National City Company   May 2006 - May 2009
Mellon Wealth Management   April 2003 - April 2006
Weber Fulton & Felman Investment Counsel   February 1995 - April 2003
Stein Roe & Farnham   December 1984 - February 1995

Skills
Investments, Wealth Management, Private Equity, Asset Managment, Asset Allocation, Due Diligence, Portfolio Management, Venture Capital, Capital Markets, Alternative Investments, Investment Advisory, Equities, Asset Management, Financial Services, Hedge Funds, Corporate Governance, Mutual Funds, Valuation, Investment Management, Fixed Income, Financial Modeling, Strategic Financial..., Strategic Planning, Securities, Bloomberg, Investment Strategies, Financial Analysis

Education
The Tuck School of Business at Dartmouth   1981 — 1983
MBA, General Management

Amherst College   1974 — 1978
BA, English

Eleni Hountalas Eleni Hountalas Naperville, Illinois Details
Eleni Hountalas's STEIN ROE & FARNHAM Experience January 1985 - August 1990
Job Marketing Director at Advanced Wellness Center
Industry Health, Wellness and Fitness
Experience
DoTerra Essential Oils  June 2014 - Present
Advanced Wellness Center  March 2013 - Present
Penedo Charitable Organization   2009 - Present
Rubicon Interactive   August 2010 - October 2011
Elso Bags   July 2003 - December 2008
St. Athanasios Greek School   September 1998 - June 2003
Stein Roe & Farnham   January 1985 - August 1990

Skills
Management, Nonprofits, Sales, Customer Service, Fundraising, Marketing Communications, Public Speaking, Event Planning, Strategy, Marketing, Human Resources, Leadership, Strategic Planning, Social Networking, Marketing Strategy

Education
DePaul University   1982 — 1984
Bachelor of Commerce (B.Com.), Marketing

James Atkinson James Atkinson Greater Chicago Area Details
James Atkinson's STEIN ROE & FARNHAM Experience 1982 - 1995
Job Independent Trustee at Henderson Global Funds
Industry Financial Services
Experience
Henderson Global Funds   March 2011 - Present
Atkinson Aviation LLC   January 2010 - Present
Surgeons Diversified Investment Fund   2007 - 2009
Ariel Capital Management  1995 - 2005
Stein Roe & Farnham   1982 - 1995
Arthur Andersen & Co.   1972 - 1982

Skills
Asset Managment, Financial Analysis, Financial Modeling, Investment Management, Strategic Planning, Process Improvement, Equities, Investments, Acquisition Integration, Strategic Financial..., Mutual Funds, Fund Administration, Compliance, External Audit, Asset Allocation, Board of Director..., Operations Management, Executive Management, Asset Management, Due Diligence, Cash Management, Mergers & Acquisitions

Education
University of Illinois at Urbana-Champaign - College of Business   1968 — 1972
B.A., Accountancy

Mike Sutton, JD, CFA Mike Sutton, JD, CFA Greater Philadelphia Area Details
Mike Sutton, JD, CFA's STEIN ROE & FARNHAM Experience September 1987 - September 1992
Job Actor at Independent Actor
Industry Financial Services
Experience
Independent Actor  August 2012 - Present
CFA Institute  June 2012 - Present
Sutton Asset Management   December 2005 - Present
Liberty Ridge Capital, Inc.   1999 - 2005
Loomis Sayles  September 1992 - September 1999
Stein Roe & Farnham   September 1987 - September 1992

Skills
Film Actor, Acting, Independent Film, Short Films, Commercials, Web Series, Feature Films, Character Actor, Stunts, Improvisation, Dark Comedy, Equities, Portfolio Management, Asset Allocation, Investment Management, Hedge Funds, Securities, Leadership, Mutual Funds, Equity Research, Options, Alternative Investments, Asset Management, Investment Strategies, Healthcare, Derivatives, Investments, Finance, Trading, Financial Analysis, Capital Markets

Education
Florida State University - College of Business   1984 — 1987
MBA, Finance

Florida State University College of Law   1984 — 1987
JD, Law

Florida State University - College of Business   1980 — 1984
BS, Finance

Gary Haubold Gary Haubold Greater Philadelphia Area Details
Gary Haubold's STEIN ROE & FARNHAM Experience 1983 - 1986
Job Portfolio Manager
Industry Investment Management
Experience
FourScore Income Partners, LP   May 2013 - Present
Chief Cornerstone Capital, LLC   May 2010 - April 2013
Benchmark Investment Group, LLC   August 2009 - May 2011
Gartmore Global Investment Advisors   2004 - 2008
Pilgrim Baxter & Associates  1997 - 1999
Morgan Stanley Asset Management  1996 - 1996
Miller Anderson & Sherrerd  1993 - 1996
Donaldson Lufkin & Jenrette  1986 - 1993
Stein Roe & Farnham   1983 - 1986
Brown & Root  July 1980 - July 1981

Skills
Hedge Funds, Institutional, Portfolio Management, Mutual Funds, Investments, Investment Advisory, Asset Management, Equities, Wealth Management, Equity Research, Factset, Trading Systems, Investment Management, Alternative Investments, Funding, Institutional..., Asset Managment, Securities, Bloomberg, Capital Markets

Education
University of Pennsylvania - The Wharton School   1981 — 1983
M.B.A., Finance

Rice University   1978 — 1980
B.S., Civil Engineering, Magna Cum Laude graduate

United States Air Force Academy   1976 — 1978
None, Astronautical Engineering

Paschal High School

Paschal High School

Paschal High School

Tony Wilkins, CFA Tony Wilkins, CFA Chicago, Illinois Details
Tony Wilkins, CFA's STEIN ROE & FARNHAM Experience July 1986 - December 1992
Job Managing Director at BNY Mellon
Industry Investment Management
Experience
BNY Mellon  January 2013 - Present
Northern Trust Global Investments  October 2011 - February 2012
CFA Institute  2006 - 2012
Northern Trust  June 2009 - October 2011
Northern Trust  April 2003 - June 2009
Northern Trust Global Investments  February 1997 - April 2003
Weiss Peck & Greer  January 1993 - April 1996
Stein Roe & Farnham   July 1986 - December 1992

Skills
Investments, Endowments, Institutional, Institutional Investors, Pensions, Consultants, Asset Management, Investment Consultants, Board Leadership, Angel Investing, Institutional Asset..., Asset Managment, Entrepreneurship, Institutional..., Securities, Bloomberg, Hedge Funds, Defined Contribution, Pension Funds, Investment Management, Mergers & Acquisitions, Financial Modeling, Emerging Markets, Leadership, Due Diligence, Valuation, Bonds, Investor Relations, Series 63, Equities, Series 7, Fixed Income, Investment Strategies, Financial Markets, Trading, Financial Risk, Finance, Alternative Investments, Options, Portfolio Management, Capital Markets, Investment Advisory, Mutual Funds, Risk Management, Strategy, Private Equity, Wealth Management, Wealth Management..., Asset Allocation, High Net Worth...

Education
The University of Chicago - Booth School of Business   1983 — 1986
MBA, Finance and Behavioral Science

Northwestern University   1975 — 1979
BSEE, Microelectronics

Rick Richardson Rick Richardson Peoria, Illinois Area Details
Rick Richardson's STEIN ROE & FARNHAM Experience 1992 - 1996
Job Collaborating with leaders to grow and improve their organizations
Industry Management Consulting
Experience
Pivot  June 2014 - Present
Marquette Group  March 2012 - May 2014
Simantel Group  October 2007 - March 2012
Clifton Gunderson LLP  January 2006 - October 2007
Kathryn Beich Fundraising   June 2000 - January 2006
PricewaterhouseCoopers  November 1997 - June 2000
Various Companies  July 1989 - November 1997
Stein Roe & Farnham   1992 - 1996

Skills
Strategy, Strategic Planning, Program Management, Leadership, Risk Management, Internal Controls, Finance, Executive Management, Budgets, Process Improvement, Marketing Strategy, Financial Analysis, Mergers, Strategic Financial..., Project Management, Financial Modeling, Change Management, Financial Reporting, Team Building, Business Analysis, ERP, Vendor Management, Mergers & Acquisitions, Management, Project Planning, Accounting, Marketing, Lead Generation, Human Resources, Start-ups, Business Planning, Business Strategy, Business Process..., Forecasting, Financial Planning

Education
The University of Chicago Booth School of Business   1992 — 1995
MBA, Finance, Marketing

University of Illinois at Urbana-Champaign - College of Business   1985 — 1989
BS, Finance

Montini

Montini

Thaddeus Gray Thaddeus Gray Greater Chicago Area Details
Thaddeus Gray's STEIN ROE & FARNHAM Experience August 1991 - March 1993
Job Senior Business Analyst
Industry Information Technology and Services
Experience
JP Morgan Chase  February 2012 - Present
JPMorgan Chase  July 2004 - February 2012
JPMorgan Chase  March 2001 - June 2004
JPMorgan Chase  June 1993 - March 2001
Stein Roe & Farnham   August 1991 - March 1993

Skills
SQL, MS Word, Excel, MS Project, Access, Visio, NOMAD Query Language, HP Quality Center, SAP Query Downloads, Databases, Customer Service, Agile Methodologies, Microsoft Excel, Requirements Gathering, Quality Center, Public Speaking, User Acceptance Testing, Management, Business Analysis, Microsoft Word, Leadership, Process Improvement, Testing, SDLC, Business Process, Analysis, Business Requirements, Quality Assurance, Program Management, Software Project...

Education
DePaul University
BS, Radiologic Technology

DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance

Deirdre Hamlin Deirdre Hamlin Greater Chicago Area Details
Deirdre Hamlin's STEIN ROE & FARNHAM Experience June 1987 - August 1996
Job Coordinator, Landscaping & Paving at Nicor Gas
Industry Utilities
Experience
Nicor Gas  June 2014 - Present
Nicor Gas  June 2008 - June 2014
The Judge Group  2005 - 2008
Tellabs  November 2000 - January 2005
Sprint  June 1999 - May 2000
United Healthcare  August 1996 - August 1998
Stein Roe & Farnham   June 1987 - August 1996

Skills
Process Improvement, Change Management, Project Management, Visio, Program Management, Energy, Vendor Management, Project Planning, Team Building, Contract Management, Strategic Planning, Analysis, MS Project

Education
Illinois State University

Lewis University
BA, Business Administration

Proviso East

Joseph Nichols Joseph Nichols Greater Chicago Area Details
Joseph Nichols's STEIN ROE & FARNHAM Experience 1999 - 1999
Job Fixed Income Specialist at Charles Schwab
Industry Financial Services
Experience
Loop Capital Markets  2008 - 2013
UBS  2000 - 2008
Stein Roe & Farnham   1999 - 1999
John Hancock Mutual Life Insurance Co.  1998 - 1999

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2002 — 2007
M.B.A.

Indiana University Bloomington   1994 — 1998
BS

Sharon Harshbarger Kucera Sharon Harshbarger Kucera Greater New York City Area Details
Sharon Harshbarger Kucera's STEIN ROE & FARNHAM Experience 1991 - 1993
Job **
Industry Financial Services
Experience
Morgan Stanley  September 2015 - Present
BlackRock  January 2013 - April 2015
BlackRock  December 2010 - January 2013
Merrill Lynch  January 2009 - November 2010
Merrill Lynch  October 2005 - December 2008
Morningstar Inc.  September 1998 - October 2005
Ferrand Jordan   1996 - 1997
Government Finance Officers Association  1993 - 1996
Stein Roe & Farnham   1991 - 1993

Skills
Asset Allocation, Hedge Funds, Asset Managment, Portfolio Management, Investment Management, Fixed Income, Securities, Equities, Uniform Combined State..., Mutual Funds, Bonds, Strategy, Financial Advisory, Asset Management, Financial Services, Investments, Product Management, Management, Retirement, Trading, Emerging Markets, Finance, Investment Strategies, Investment Banking, Strategic Financial..., 401k, Bloomberg, Alternative Investments, Private Equity, Capital Markets, Financial Risk

Education
Northwestern University - Kellogg School of Management   2005 — 2007
MBA

Bryn Mawr College   1988 — 1990
BA, History

The American University of Paris   1987 — 1988

Carmen Rossolille Carmen Rossolille Bartlett, Illinois Details
Carmen Rossolille's STEIN ROE & FARNHAM Experience 1990 - 1996
Job Associate Human Resources Partner at Senior Flexonics
Industry Machinery
Experience
Senior Flexonics  December 2013 - Present
Senior Flexonics  September 2012 - November 2013
Senior Flexonics  April 2012 - August 2012
Schaumburg Park District  August 2005 - April 2012
Stein Roe & Farnham   1990 - 1996

Skills
Human Resources, Management, Team Building, Process Improvement, Employee Relations, Project Planning, Microsoft Word, Microsoft Office, Microsoft Excel, Strategic Planning, Lean Manufacturing, Teaching, New Business Development, PowerPoint, Coaching, Administration, Program Management, Kronos Timekeeping, ADP Payroll, Kaizen, Event Planning, Outlook, First Aid, Trakstar, Microsoft Publisher, Visio, A3 Thinking

Education
Concordia University-River Forest
Bachelor, Education

Robert Hajduch Robert Hajduch Greater Minneapolis-St. Paul Area Details
Robert Hajduch's STEIN ROE & FARNHAM Experience November 1994 - January 2000
Job
Industry Financial Services
Experience
US Bank  December 2010 - Present
Fannie Mae  October 2009 - December 2010
AAM  June 2009 - September 2009
RiverSource Investments  December 2002 - February 2009
Lincoln Capital Management   January 2000 - December 2002
Stein Roe & Farnham   November 1994 - January 2000
JPMorgan Chase  1993 - 1994
US Trust Company  1990 - 1994
Putnam Investments  October 1988 - January 1990

Skills
Fixed Income, Investments, Credit, Securities, Portfolio Management, Credit Risk, Financial Modeling, Financial Analysis, Fixed Income Analysis, Financial Services, Bloomberg, Securitization, Credit Analysis, High Yield, Capital Markets, Financial Risk, Asset Management, Banking, Risk Management, Accounting, Bonds, Risk, Compliance, Research, Debt, Excel, Recommendations, Economics, Public Speaking

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1997 — 2000
MBA, Finance

Marquette University   1984 — 1988
Bachelor of Science (BS), Busines Administratin - Finance

Bishop Noll Institute   1980 — 1984
High School Diploma, College Prep

Brian Gilmartin, CFA Brian Gilmartin, CFA Greater Chicago Area Details
Brian Gilmartin, CFA's STEIN ROE & FARNHAM Experience 1992 - 1995
Job Founder /Portfolio Manager | Trinity Asset Management | Investing For High Net Worth Individuals and Family Foundations
Industry Financial Services
Experience
Trinity Asset Management, Inc.   April 1995 - Present
Stein Roe & Farnham   1992 - 1995
Clayton Brown & Associates   1990 - 1992

Education
Loyola University of Chicago   1984 — 1985
MBA, Finance

Xavier University   1978 — 1982
BSBA, Finance

CFA
CFA

Deborah Koch Deborah Koch Chicago, Illinois Details
Deborah Koch's STEIN ROE & FARNHAM Experience August 1987 - August 1992
Job Senior Executive / Strategist / Advisor / Fund & Portfolio Management / Shareholder Value Creation / Technology Sector
Industry Financial Services
Experience
Northern Trust  May 2003 - Present
Strong Capital Management  November 2000 - May 2003
Scudder Kemper Investments  1992 - 2000
Stein Roe & Farnham   August 1987 - August 1992

Skills
Portfolio Management, Competitive Analysis, Mutual Funds, Valuation, Equities, Equity Research, Investments, Management, Financial Modeling, Financial Analysis, Private Equity, Alternative Investments, Industry Analysis, Capital Markets, Business Strategy, Report Writing, Client Presentation, Senior Executive..., Shareholder Value, Investment Strategies, Return on Investment..., Portfolio Optimization, Technology, Technology Investments, Long Term Business..., Managing Business Growth, Market Shifts, Wealth Management, Risk Analysis, Thought Leadership, Growth Environments, C-Level Relationships, Venture Capital, Diversified Investment..., Sustainability, Performance Improvement, Asset Allocation, Executive Leadership, Revenue & Profit Growth, Equity Capital Markets, Interviewing C-Level..., New Client Acquisitions, Future Trends, Investor Relations, Board Relations, Earnings & Valuation..., Multinational..., Early Stage Companies, Navigating Volatile...

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1985 — 1987
MBA, Finance

University of Rhode Island   1981 — 1983
BS, Finance

Joliet West - Go Tigers!

William Belden William Belden Greater Chicago Area Details
William Belden's STEIN ROE & FARNHAM Experience 1995 - 2000
Job Head of Product Development and Management
Industry Financial Services
Experience
Guggenheim Investments  2011 - Present
Guggenheim Funds  April 2005 - Present
Northern Trust Global Investments  January 2000 - March 2005
Stein Roe & Farnham   1995 - 2000

Skills
Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Wealth Management, Investment Management, Equities, Asset Allocation, Series 7, Fixed Income, Asset Managment, Investment Strategies, Series 63, Securities, Investment Advisory, Separately Managed...

Education
The University of Chicago Booth School of Business   1996 — 1998
MBA, Finance

Miami University

Gary Anetsberger Gary Anetsberger Greater Chicago Area Details
Gary Anetsberger's STEIN ROE & FARNHAM Experience 1987 - 1999
Job Chief Operating Officer at Millennium Trust Company, LLC
Industry Financial Services
Experience
Millennium Trust Company, LLC   December 2002 - Present
Stein Roe & Farnham   1987 - 1999

Skills
Financial Services, Alternative Investments, Investments, Financial Analysis, Asset Management, Equities, Portfolio Management, Mutual Funds, Investment Management, Hedge Funds, Securities

Education
Illinois State University   1973 — 1977

Brian Kijovsky Brian Kijovsky Indianapolis, Indiana Area Details
Brian Kijovsky's STEIN ROE & FARNHAM Experience 1997 - 2000
Job Vice PresidentSenior Portfolio Manager at First Internet Bank
Industry Real Estate
Experience
First Internet Bank  2012 - Present
OneAmerica  November 2010 - October 2012
City Real Estate Advisors   2010 - 2010
Herman & Kittle Properties, Inc.   January 2009 - May 2009
Herman Kittle Properties   April 2007 - January 2009
Independent Real Estate Consultant  2009 - 2009
HDG Mansur  2002 - 2007
Equity Residential  February 2001 - October 2002
Stein Roe & Farnham   1997 - 2000
Olde Discount Stock Brokers  1996 - 1998

Skills
Real Estate Economics, Asset Managment, Real Estate Development, Contract Negotiation, Investment Properties, Accounting, Real Estate, Strategic Planning, Capital Markets, Budgets, Investments, Finance, Asset Management, Financial Analysis, Negotiation, Due Diligence, Process Improvement, Project Management, Portfolio Management, Affordable Housing

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2000 — 2003

Indiana University Bloomington   1992 — 1996
BA, Economics

Speedway High School   1989 — 1992

Nitin Tamhankar Nitin Tamhankar Greater Chicago Area Details
Nitin Tamhankar's STEIN ROE & FARNHAM Experience July 1999 - January 2004
Job Consulting@CTA
Industry Transportation/Trucking/Railroad
Experience
SDI Solutions  September 2015 - Present
Columbia Wanger Asset Management  November 2007 - August 2015
Bank of America  January 2004 - November 2007
Stein Roe & Farnham   July 1999 - January 2004
Mastech  April 1998 - June 1999
Microsoft  August 1997 - March 1998
HCL Hewlett Packard  September 1995 - March 1998
HCL Infosystems Ltd  1995 - 1998

Skills
Cisco Technologies, Network Security, Networking, VPN, Enterprise Architecture, CCNA, Vendor Management, IT Strategy, CCDA, Cisco Firewall Security, WAN, Business Analysis, OSPF, Data Center, Network Engineering, Routers, Cisco IOS, CISSP

Education
DePaul University   2008 — 2008
MS, Network Security

Government Engineering College, Jabalpur   1991 — 1995
Bachelor of Engineering (B.E.), Electronics and Telecommunications

Rani Durgavati Vishwavidyalaya   1991 — 1995
Bachelor of Engineering, Electronics and Telecomm.

Gregory Kuhl, CFA Gregory Kuhl, CFA Greater Chicago Area Details
Gregory Kuhl, CFA's STEIN ROE & FARNHAM Experience November 1995 - April 2000
Job Head of Global Client Relationship Management at Calamos Investments
Industry Investment Management
Experience
Calamos Investments  March 2013 - Present
Calamos Investments  April 2010 - March 2013
Hartford Investment Management Co. (HIMCO)   October 2007 - April 2010
Northern Trust Global Investments  2002 - 2007
Barclays Global Investors  2000 - 2002
Stein Roe & Farnham   November 1995 - April 2000

Skills
Investment Management, Investment Strategies, Fixed Income, Equities, Series 7, Series 63

Education
Northern Illinois University - College of Business   1999 — 2004
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Western Illinois University   1984 — 1987
Bachelor's Degree, Finance

Downers Grove North High School
HS Diploma

Laura Coulter Laura Coulter Greater Chicago Area Details
Laura Coulter's STEIN ROE & FARNHAM Experience 1981 - 1986
Job Managing Director at Beaird Group
Industry Management Consulting
Experience
Beaird Group  1998 - Present
Stein Roe & Farnham   1981 - 1986

Skills
Strategic Planning, Management Consulting, Human Resources, Business Process..., Budgets, Analysis, Leadership Development, Finance, Strategy, Management, Leadership, Project Management, Consulting

Education
Eastern Illinois University
Bachelor of Science (BS), Marketing & Management

Sharon Lenzi Sharon Lenzi Annapolis, Maryland Details
Sharon Lenzi's STEIN ROE & FARNHAM Experience 1998 - 2002
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  October 2005 - Present
Morgan Stanley  March 2003 - October 2005
Stein Roe & Farnham   1998 - 2002
Liberty Financial  1994 - 2002
Liberty Funds (Colonial Management)   1994 - 2002
Liberty Financial Group  1994 - 2002
Dupont Pension Fund Investments   1986 - 1994
Bank of Delaware  January 1979 - July 1986

Skills
Trading Strategies, Equity Trading, Investments, Wealth Management, Insurance, Strategic Planning, Strategic Financial..., Banking, Customer Service, Analysis, Asset Managment, Asset Allocation, Hedge Funds, Trading, Alternative Investments, Asset Management, Securities, Equities, Mutual Funds, Fixed Income, Portfolio Management, Series 7, Financial Services, Capital Markets, Risk Management, Finance, Series 63, Quantitative Analytics, Investment Strategies, Derivatives, Financial Analysis, Financial Modeling, Retirement Planning

Education
University of Delaware   1981 — 1984
BS, BA Finance

University of Delaware - Lerner College of Business and Economics   1981 — 1984
Bachelor of Science, Finance, General

Irene Eliacostas Irene Eliacostas Greater Chicago Area Details
Irene Eliacostas's STEIN ROE & FARNHAM Experience October 1989 - October 1990
Job Trading Specialist at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial  June 2005 - Present
Stein Roe Investment Counsel  October 1990 - May 2005
Stein Roe & Farnham   October 1989 - October 1990
Stein Roe & Farnham   October 1980 - October 1989

Skills
Securities, Bonds, Trading, Accounting, Finance, Bloomberg Terminal, NETX360, Advent

Education
Moraine Valley Community College
Finance, General

Karen Foley, CPA Karen Foley, CPA Greater New York City Area Details
Karen Foley, CPA's STEIN ROE & FARNHAM Experience December 1995 - July 1997
Job Managing Director at ACA Compliance Group
Industry Investment Management
Experience
ACA Performance Services  March 2014 - Present
CFA Institute  2010 - Present
Deloitte & Touche  September 2000 - March 2014
Credit Suisse Asset Management  1998 - September 2000
Warburg Pincus Asset Management  July 1997 - September 2000
Stein Roe & Farnham   December 1995 - July 1997
Furman Selz  September 1994 - December 1995
Oppenheimer Capital  February 1993 - September 1994

Skills
Investment Management, Asset Managment, Mutual Funds, GIPS, Investment Performance, Auditing, Hedge Funds, Alternative Investments, Private Equity, Fund Of Funds, Equities, Investments, Performance Measurement, Investment Advisory, Fund Accounting, Risk Management, Operational Risk, Internal Controls, Client Services, Asset Management, Financial Services, Fixed Income, Management Consulting

Education
Hofstra University   1989 — 1992
Bachelor of Business Administration (BBA), Accounting

Sachem

Anastasia Neitzel Anastasia Neitzel Greater Chicago Area Details
Anastasia Neitzel's STEIN ROE & FARNHAM Experience 1995 - 1997
Job Sales Associate at ALEC | Abbott Laboratories Employee Credit Union
Industry Financial Services
Experience
William Blair & Company  September 2012 - May 2015
Guggenheim Partners  April 2011 - March 2012
Guggenheim Funds Distributors, Inc  May 2004 - April 2011
Claymore Securities  2004 - 2008
Allstate Financial  1999 - 2004
John Nuveen & Co.   1997 - 1999
Stein Roe & Farnham   1995 - 1997

Skills
Needs Analysis, Asset Allocation, ETFs, Management, Instructional Design, Staff Development, Investments, Series 63, Mutual Funds, Series 7, Strategic Planning, Securities, Sales, Performance Management, Training, Investment Strategies, Leadership

Education
Northeastern Illinois University   2004 — 2006
Masters, Adult Education

North Park University   1999 — 2001
Certificate, Finance

Valparaiso University   1991 — 1995

CFP Program

Ann Rohlman Ann Rohlman Greater Seattle Area Details
Ann Rohlman's STEIN ROE & FARNHAM Experience July 1975 - October 1976
Job Portfolio Manager at Sonata Capital
Industry Investment Management
Experience
Sonata Capital   January 2006 - Present
Marcia Joslyn Sill, Inc.   November 2000 - November 2005
Seafirst Bank/Bank of America   April 1982 - March 1989
Central Trust Company  September 1979 - August 1981
Mercantile Trust   September 1978 - August 1979
General Electric Trust Investment Operatioins   April 1977 - May 1978
Stein Roe & Farnham   July 1975 - October 1976

Education
Marietta College   1971 — 1975
BA, Economics

Meg Zwick Meg Zwick Greater Chicago Area Details
Meg Zwick's STEIN ROE & FARNHAM Experience 1995 - 1997
Job Senior Vice President at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company  January 2012 - Present
Millennium Trust Company LLC   January 2010 - Present
Millenium Trust   January 2010 - January 2012
William Blair and Company  September 2008 - January 2010
Stein Roe & Farnham   1995 - 1997

Skills
Financial Services, Alternative Investments, Mutual Funds, Securities, Hedge Funds, Equities, Investments, Fixed Income, Private Equity

Education
Miami University   1984 — 1988
B.S., Accounting

Karen Arenz Karen Arenz Greater Chicago Area Details
Karen Arenz's STEIN ROE & FARNHAM Experience 1987 - 1993
Job at Liberty Funds Group
Industry Financial Services
Experience
Liberty Funds Group  October 2009 - Present
Prudential Prairie Path Realtors  April 2004 - October 2008
Draper and Kramer Mortgage Corporation   January 2006 - September 2007
Northern Trust  March 1999 - June 1999
Royal Bank of Canada  September 1995 - March 1999
Stein Roe & Farnham   1987 - 1993

Skills
Client Relations, Account Servicing, Relationship Management, Financial Analysis, Portfolio Management, Investments, Mortgage Lending, Fixed Income, Credit, Loans, Management, Finance, Sales, Marketing, Financial Risk, Strategy, Trading, Investment Management, Cash Management, Marketing Strategy

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1989 — 1991
MBA, Business

Northern Illinois University   1983 — 1987
BS, Finance

John LaTona John LaTona Greater Chicago Area Details
John LaTona's STEIN ROE & FARNHAM Experience January 1983 - December 1992
Job Compliance Officer at Allstate
Industry Investment Management
Experience
Allstate  Vice PresidentNorthern Trust BankDecember 1992 - May 2002
Stein Roe & Farnham   January 1983 - December 1992

Education
DePaul University   1978 — 1982
MBA, Accounting, Business

DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance

Lynn Arntzen Lynn Arntzen Greater Chicago Area Details
Lynn Arntzen's STEIN ROE & FARNHAM Experience 1983 - 1993
Job Senior Portfolio Manager at Harris Bank
Industry Investment Management
Experience
BMO Private Bank  March 2002 - Present
Harris Private Bank  July 1995 - March 2002
Stein Roe & Farnham   1983 - 1993

Skills
Certified Financial..., Investment Strategies, Wealth Management, High Net Worth..., Risk Management, Relationship Management, Wealth Preservation..., Investment Advisory, Equities, Mutual Funds, Financial Analysis

Education
DePaul University
Master of Business Administration (MBA), Finance and Financial Management Services

Chris Maddox Chris Maddox Greater Minneapolis-St. Paul Area Details
Chris Maddox's STEIN ROE & FARNHAM Experience 1994 - 1995
Job Chief Marketing Officer at GWG Holdings, Inc.
Industry Financial Services
Experience
GWG Holdings, Inc.   April 2015 - Present
Columbia Management  2007 - March 2014
Columbia Management  2005 - 2007
Columbia Management  2001 - 2005
Franklin Templeton Investments  2000 - 2001
Jackson  1998 - 2000
Roger Engemann & Associates  1996 - 1997
Stein Roe & Farnham   1994 - 1995
Stein Roe & Farnham   1993 - 1994
Stein Roe & Farnham   1992 - 1993

Skills
Digital Marketing, Integrated Marketing, Marketing Communications, Cross-functional Team..., Product Management, Market Research, Marketing, Brand Management, Communication, Strategic Marketing, Program Marketing, Branding & Identity, Production Planning, Video Production, Designing Marketing..., Multi-media Marketing..., Vendor Relationships, Agency Relationship..., Product Launch, Department Budgeting, Cost Control, Copywriting, Editing, Advertising, Online Advertising, Resource Management, Social Media, Social Media Marketing, Online Marketing, Creative Direction, Messaging, Strategy, Leadership, Mutual Funds, Management, Asset Management, Marketing Strategy, Financial Services, Investments, Strategic Planning, Sales, Strategic Communications

Education
Roosevelt University
Graduate School of Business

Washburn University
BBA, Finance and Economics

Tuck Executive Education at Dartmouth University

Ann Leland Ann Leland Greater Los Angeles Area Details
Ann Leland's STEIN ROE & FARNHAM Experience May 1989 - August 1997
Job Senior Developer at Hotchkis and Wiley Capital Management
Industry Investment Management
Experience
Hotchkis and Wiley Capital Management  September 1997 - Present
Stein Roe & Farnham   May 1989 - August 1997
GE Information Services  September 1983 - May 1989
International Minerals & Chemical (IMC)   July 1979 - August 1983

Education
Northwestern University   1975 — 1979
BA, Computer Studies

Pershing Hall and Marymount

Angela Dahl Angela Dahl Greater Chicago Area Details
Angela Dahl's STEIN ROE & FARNHAM Experience 1996 - 2000
Job Independent Design Professional
Industry Design
Experience
Pearson Scott Foresman  2001 - 2006
Stein Roe & Farnham   1996 - 2000
FCB Impact  1994 - 1996

Skills
Typography, Art Direction, Creative Direction, Corporate Identity, Adobe Acrobat, Storyboarding, Layout, User Experience Design, Advertising, Web Design, Concept Development, Mac, Logo Design, Dreamweaver, Design Strategy, Illustration, HTML 5, Posters, Editorial, Illustrator, Packaging, Experience Design, Books, Brochures, Graphic Design, Adobe Creative Suite, QuarkXPress, InDesign, Publishing, User-centered Design, Marketing, Image Manipulation, Photoshop, Graphics, User Experience, Interaction Design, Social Media, Pre-press, Flash, Catalogs

Education
Columbia College Chicago   1993 — 1995
BA, Graphic Design

Northern Illinois University   1991 — 1993
Design and Visual Communications, General

Donald Holmberg Donald Holmberg Greater Chicago Area Details
Donald Holmberg's STEIN ROE & FARNHAM Experience February 1992 - December 1994
Job Director
Industry Financial Services
Experience
Grosvenor Capital Management, L.P.   August 1997 - Present
Davidson Partners Investment Counsel   December 1994 - March 1997
Stein Roe & Farnham   February 1992 - December 1994
Lansing Fire Department  1991 - 1994
Household International  1989 - 1992
Carson Pirie & Scott   1987 - 1989
United States Marine Corps  1985 - 1987

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2000 — 2002
MBA

Governors State University   1990 — 1992
BA, Business

Michael Germain Michael Germain Greater Chicago Area Details
Michael Germain's STEIN ROE & FARNHAM Experience 1993 - 2000
Job Director Institutional Sales at Arrow Shares
Industry Financial Services
Experience
Arrow Shares   January 2014 - Present
Arrow Mutual Funds   September 2007 - Present
Schwab Institutional  July 2005 - July 2007
Millennium Trust Company, Oakbrook, IL   March 2002 - June 2005
Alliance Capital  1999 - 2002
Stein Roe & Farnham   1993 - 2000

Skills
Investments, Asset Allocation, Securities, Mutual Funds, Investment Strategies, ETFs, Alternative Investments, Investment Advisory, Series 7, Financial Advisory, Retirement, 401k, Portfolio Management

Education
Columbia College Chicago
BA

Heidi Walter Hardin Heidi Walter Hardin Greater Denver Area Details
Heidi Walter Hardin's STEIN ROE & FARNHAM Experience 1995 - 1999
Job Senior Vice President & General Counsel at Janus Capital Management LLC
Industry Financial Services
Experience
Janus Capital Management LLC   January 2008 - Present
Janus Capital Management LLC   April 2007 - January 2008
Janus Capital Group  April 2005 - April 2007
Janus Capital Management LLC   December 1999 - April 2005
Stein Roe & Farnham   1995 - 1999

Skills
Negotiation

Education
Chicago-Kent College of Law, Illinois Institute of Technology   1989 — 1992
JD, Law

DePauw University   1985 — 1989
B.A., English and Psychology

Jane McCart Jane McCart Greater Chicago Area Details
Jane McCart's STEIN ROE & FARNHAM Experience 1983 - 1998
Job SVP at Northern Trust
Industry Investment Management
Experience
Northern Trust Asset Management  November 1998 - Present
Stein Roe & Farnham   1983 - 1998

Skills
Portfolio Management, Investments, High Yield, Bonds, Fixed Income, Mutual Funds, Asset Managment, Asset Allocation, Securities, Capital Markets, Alternative Investments, Hedge Funds, Credit Analysis, Investment Management, Investment Strategies

Education
Lawrence Technological University
BSBA, Finance and Accounting

Harvey Hirschhorn Harvey Hirschhorn Greater New York City Area Details
Harvey Hirschhorn's STEIN ROE & FARNHAM Experience 1973 - 2000
Job Chief Investment Officer
Industry Financial Services
Experience
Itau Private Bank International   2011 - Present
Bank of America  1973 - 2010
Stein Roe & Farnham   1973 - 2000

Skills
Alternative Investments, Asset Allocation, Asset Management, Banking, Bloomberg, Capital Markets, Corporate Finance, Derivatives, Economics, Equities, Equity Research, Finance, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Hedge Funds, Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Investments, Management, Mutual Funds, Options, Portfolio Management, Private Banking, Private Equity, Risk Management, Securities, Strategic Financial..., Strategy, Tactical Asset..., Valuation, Wealth Management, Wealth Management...

Education
The University of Chicago   1971 — 1973
MBA, Finance and Accounting

Rutgers University-New Brunswick   1967 — 1971
AB, Mathematics

Kenneth Corba Kenneth Corba Greater New York City Area Details
Kenneth Corba's STEIN ROE & FARNHAM Experience 1984 - 1995
Job Chairman, Corba Asset Management
Industry Investment Management
Experience
Corba Asset Management   2004 - Present
PIMCO Equity Advisors   1999 - 2004
Eagle Asset Management  1995 - 1999
Stein Roe & Farnham   1984 - 1995

Skills
Valuation, FX Options, Hedge Funds, Securities, Bonds, Asset Allocation, Portfolio Management, Investment Management, Private Equity, Mergers & Acquisitions, Investments, Asset Management, Financial Services, Golf, Due Diligence, Alternative Investments, Asset Managment, Management, Trading, Mutual Funds, Bloomberg, Emerging Markets, Financial Modeling, Options, Derivatives, Start-ups, Series 7, Capital Markets, Investment Banking, Fixed Income, Strategic Planning, Investment Strategies, Equities, Financial Analysis, Finance

Education
University of Michigan - Stephen M. Ross School of Business   1982 — 1984
MBA, Finance

University of Michigan   1971 — 1975
BA, English Literature

Jim Fauerbach Jim Fauerbach Northbrook, Illinois Details
Jim Fauerbach's STEIN ROE & FARNHAM Experience 1988 - 1993
Job Investor in Small Business and Real Estate
Industry Real Estate
Experience
Jim's Flowerbox, Inc.   February 2012 - Present
Edwards Florist of Northbrook   February 2012 - Present
Fauerbach & Associates, LLC   2000 - Present
Independent Consultant  1993 - 2000
Stein Roe & Farnham   1988 - 1993
MCI Telecommunication, Inc.   1982 - 1987

Skills
Investment Properties, Property Management, Residential Homes, Single Family Homes, Small Business..., Construction Management

Education
University of Arizona
BS, Business Administration

DePaul University
Computer and Information Sciences

Art McQueen Art McQueen Greater Chicago Area Details
Art McQueen's STEIN ROE & FARNHAM Experience 1987 - 2006
Job Independent Financial Advisor
Industry Financial Services
Experience
Vestor Capital   August 2007 - April 2010
Stein Roe & Farnham Asset Management   1987 - 2006
STEIN ROE & FARNHAM   1987 - 2006

Skills
Investments, Mutual Funds

Education
University of Pennsylvania - The Wharton School   1985 — 1987
MBA, Finance

Villanova University   1976 — 1980
BS, Business Administration

Forrest Harmon Forrest Harmon Greater Chicago Area Details
Forrest Harmon's STEIN ROE & FARNHAM Experience 1996 - 1998
Job at
Industry Information Services
Experience
Omeda  August 1999 - Present
Stein Roe & Farnham   1996 - 1998

Skills
Servers, Telecommunications, Cluster, Databases, Software Development, Linux, Business Intelligence, IT Management

Education
DePaul University
BSC, Accouting/Marketing, with High Honor

DePaul University
MS, Computer Science, with Distinction

Christiana Walsh Christiana Walsh Lake Forest, Illinois Details
Christiana Walsh's STEIN ROE & FARNHAM Experience 1998 - 2002
Job Owner at Walsh by Design
Industry Graphic Design
Experience
Walsh by Design   1994 - Present
Stein Roe & Farnham   1998 - 2002
Aon Financial Solutions Insurance Services   1997 - 1998
Aon Advisors, Inc.   1996 - 1997
Aon Financial Institution Services   1994 - 1996

Skills
Adobe Creative Suite, InDesign, Illustrator, Photoshop, Adobe Fireworks, Adobe Acrobat, Dreamweaver, Flash, QuarkXPress, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, HTML, CSS, Copywriting

Education
University of Notre Dame   1990 — 1994
Bachelor of Arts (B.A.), Graphic Design

Sacred Heart Academy, Louisville, KY   1986 — 1990

Mark Newlin Mark Newlin Greater Chicago Area Details
Mark Newlin's STEIN ROE & FARNHAM Experience 1984 - 1994
Job Managing Director, Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial  March 2005 - Present
Earlham College Foundation   January 2011 - Present
Harris Investment Management  February 1994 - March 2003
Stein Roe & Farnham   1984 - 1994

Skills
Fixed Income, Portfolio Management, Investments, Asset Managment, Investment Management, Asset Management, Asset Allocation

Education
Harvard Business School   1982 — 1984
MBA

Earlham College   1976 — 1980
Bachelor of Arts (B.A.), Economics

Peter Fasone, CFA Peter Fasone, CFA Greater Chicago Area Details
Peter Fasone, CFA's STEIN ROE & FARNHAM Experience November 1999 - November 2001
Job Portfolio Manager Vice President at First Trust Advisors
Industry Investment Management
Experience
First Trust Advisors L.P.   December 2011 - Present
BNP Paribas  February 2010 - June 2011
Fortis Investments  April 2008 - January 2010
ABN AMRO  December 2001 - March 2008
Stein Roe & Farnham   November 1999 - November 2001
Illinois State Board of Investment  November 1996 - October 1999

Skills
Credit, Asset Management, Bloomberg, Portfolio Management, Asset Allocation, Investments, Fixed Income, Asset Managment, Equities, Hedge Funds, Analysis, Bonds, Credit Analysis, Capital Markets

Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA

Arizona State University
BS

Certified Public Accountant
CPA

Chartered Financial Analyst
CFA

Sonia Kwon Sonia Kwon Greater Chicago Area Details
Sonia Kwon's STEIN ROE & FARNHAM Experience 1987 - 1990
Job President at Cipo, Inc
Industry Computer Software
Experience
Cipo, Inc   2004 - Present
CHI Consulting   2001 - 2003
Hal Weinberger Consulting, LLC   1995 - 2000
Unicom Thermal Technologies   1993 - 1995
Aon Risk Solutions  1991 - 1993
Stein Roe & Farnham   1987 - 1990

Skills
Project Management, Account Management, Microsoft Dynamics, SQL, Report Writing, Crystal Reports, Project Accounting, Fixed Asset Management, Microsoft Excel, PowerPoint, Financial Reporting, Financial Modeling, Accounting, Access

Education
DePaul University
Master of Science (M.S.), Economics

University of Illinois at Chicago
Bachelor of Science (BS), Accounting and Finance

Rhonda Dowd Rhonda Dowd Greater Chicago Area Details
Rhonda Dowd's STEIN ROE & FARNHAM Experience June 1993 - June 1994
Job Office Manager at Hammond Street/Public Works Department
Industry Government Administration
Experience
Hammond Street/Public Works Department   January 2013 - Present
City of Hammond Street Department   January 2005 - Present
City of Hammond Fire Department   August 2000 - January 2005
Hammond Clinic  April 1999 - August 2000
Escambia Community Clinic   May 1998 - February 1999
Baptist Hospital  August 1997 - April 1998
St. Margaret Mercy Healthcare  February 1996 - March 1997
PageAmerica  June 1994 - December 1995
Stein Roe & Farnham   June 1993 - June 1994

Skills
Data Entry, Administrative..., Office Management, Invoicing, Payroll, Telephone Skills, Customer Service, Microsoft Word, Microsoft Excel, Filing, 10 Key, HIPAA

Education
University of Phoenix   2010 — 2012
Assoicate, Business Management/Healthcare Administration

Purdue University Calumet   1996 — 1996
Certificate, Unit Secretary

Hammond Area Career Center   1991 — 1993

Gavit Senior High School   1989 — 1993

Edward X (Trey) Tune Edward X (Trey) Tune Charlotte, North Carolina Details
Edward X (Trey) Tune's STEIN ROE & FARNHAM Experience 1992 - 1999
Job Partner & Portfolio Manager, Brown Advisory Incorporated
Industry Financial Services
Experience
Brown Advisory  2013 - Present
Brown Brothers Harriman  1999 - 2013
Stein Roe & Farnham   1992 - 1999
Kemper Financial Corporation   1991 - 1992

Skills
Wealth Management, Alternative Investments, Fixed Income, Hedge Funds, Investments, Equities, Securities, Mutual Funds, Asset Managment, Private Equity, Portfolio Management, Asset Allocation, Capital Markets, Investment Management, Finance, Leadership, Sales & Marketing..., Operations Management, Asset Management, Bloomberg, Wealth Management...

Education
The University of Chicago Booth School of Business   1996 — 1999
MBA, Finance, Accounting

Washington and Lee University   1987 — 1991
Bachelor of Arts, Economics

Episcopal High School of Jacksonville   1982 — 1987