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SAMUEL H. BALLAM, III
Partner
Sam received his undergraduate degree from the
University of Miami, then earned his M.B.A. from Northwestern University's
Kellogg Graduate School of Management with a double major in Finance and
Accounting. Following ten years of corporate financial experience, Sam served
as the Treasurer of Thomas Jefferson University overseeing in excess of $300
million of endowment and pension assets. From 1990 to 1997, he was Senior
Vice President, Finance and Chief Financial Officer for Main Line Health, a
multi-hospital system, with over $700 million in investment funds. An
institutional client of Cooke & Bieler for 13 years, Sam joined the firm
in 1997 to lead the client service and business development functions. He is
a Certified Public Accountant (C.P.A.). |
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KERMIT S. ECK, CFA
Partner
Kermit graduated with distinction from Montana State University
with a B.S. degree in Computer Science, where he was also a member and
captain of the varsity tennis team. After receiving his M.B.A. from Stanford University's Graduate School of
Business he joined Cooke & Bieler in 1980. He left the firm in 1984
to become Director of Product Marketing for Eczel Corp., a computer products
start-up company. From 1987 to 1992, Kermit was part of an investor
group purchasing privately held companies, most recently serving as Executive
Vice President of one of the businesses, Keystone Natural Water. Kermit
rejoined Cooke & Bieler in 1992. |
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THAD FLETCHER
Principal
Thad graduated from Georgetown University with a B.S. degree in
mathematics. While a student at Georgetown, Thad was a
member of Sports International Track Club’s indoor mile relay team which had
a top five national ranking each year from 1969 to 1972. He earned his M.B.A. degree in finance from
The Wharton School of Business. Thad
has over 18 years experience in the economic and financial services
industries. Prior to joining Cooke
& Bieler in 2002, Thad was a Principal with Columbia Partners in Washington, D.C.
focusing on public funds marketing and client service. Earlier in his career, he was Vice
President at ASB Capital Management, as well as previously involved in equity
research and economic analysis at DRI/McGraw-Hill and Wharton Econometric
Forecasting Association. |
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JOHN
S. HAMBLETT, CIMA
Principal
John
earned his undergraduate degree in Economics and Computer Science from Trinity College and competed as captain of his
school's ski team. He worked in the institutional fixed income department of
CS First Boston before receiving his MBA in Finance from the Wharton
School of Business in 1989. After working for two years as a
consultant, John continued his career in sales and client service, rejoining
CS First Boston and later Starboard Capital Markets. Prior to joining
Cooke & Bieler in 2004, John spent eight years as a Relationship Portfolio
Manager at Rittenhouse Asset Management. Currently, John serves on the
Executive Committee of the National Alumni Association of Trinity College. |
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DAREN
C. HEITMAN, CFA
Principal
Daren
earned his undergraduate degree in Finance in 1989 from Iowa State
University. He went on to receive his MBA from the University of Chicago while working at Skyline Asset
Management as both an analyst and portfolio manager. Daren joined Cooke & Bieler in 2005
after serving as a senior analyst for five years at Schneider Capital
Management in suburban Philadelphia
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ASHA
JOSHI, MCSE
Information
Technology Manager
Asha joined Cooke & Bieler in 1999 as Information Technology Manager. In this capacity she is responsible for all technology activities for Cooke & Bieler. After earning her undergraduate degree from the University of Pune, Asha went on to complete her Master of Science in Information Technology Management from Capella University, graduating in the top of her class. She earned an early achiever distinction from Microsoft by being one of the first to achieve Microsoft Certified Systems Engineer certification for Windows 2000. Asha has over 10 years experience managing information technology. She is the winner of the InfoWorld 100 Project of the Year 2006 award for Cooke & Bieler’s disaster recovery/business continuity plan. She is a senior delegate of the Financial Technology Forum of Institutional Investor, Inc. . |
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STEVE LYONS, CFA
Analyst
Steve earned his undergraduate degree in Finance from Arizona State University where he was in the Barrett Honors College and was named outstanding graduating senior in Finance. Steve worked in the investment services industry specializing in private equity and business valuation before returning to business school to complete his MBA. He received his MBA with honors from the University of Chicago and was co-chair of the Investment Management Group. Steve joined Cooke & Bieler in the summer of 2005 as an intern and joined the firm permanently in August 2006. |
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JOHN J. MEDVECKIS
Partner
John earned his undergraduate degree in
Economics from the University
of Cincinnati. He
taught investments for two years at Purdue University
and was admitted to the Indianapolis Society of Financial Analysts. He
also served as Officer of the American Fletcher National Bank in Indianapolis where he
managed individual trust accounts. John then joined Cooke & Bieler
in 1973. He is currently a Trustee of the Curtis Institute of Music as
well as the Philadelphia Museum of Art, where he also serves on the
Investment Committee. The former Director of the U.S. Baltic Foundation,
John presently serves on the Board for the World Affairs Council of
Philadelphia, the Visual Arts Committee of the U.S. Library of Congress and
as an Overseer of the University of Pennsylvania Museum of Archeology and
Anthropology. He is also a fellow with the College
of Physicians of Philadelphia. |
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MICHAEL M. MEYER, CFA
Partner
Mike graduated from Davidson College
cum laude in 1987 with distinction in Economics, where he was also a member
and captain of the varsity tennis team. After working four years for
Sterling Capital Management as an equity analyst and head equity trader, Mike
attended The Wharton School of Business graduating with an M.B.A. degree in
Finance in 1993. Mike joined Cooke & Bieler in 1993. |
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JAMES R. NORRIS
Partner
Jim earned a bachelor of
science degree in Management from Guilford
College where he
graduated with high honors, first in his class. Jim received his M.B.A.
from the University of North Carolina at Chapel Hill
where he graduated in the top 5% of his class and was a recipient of
the Dean's Scholar Award. Following graduate school, he spent nearly 10
years with Sterling Capital Management as Senior Vice President of Equity
Portfolio Management before joining Cooke & Bieler in 1998. |
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TED O'CONNOR, CFA
Partner
Ted graduated cum laude with honors in economics
from Colgate University. He worked as a U.S. diplomat in Cuba
and Guatemala prior to
receiving his M.B.A. with concentrations in finance and international
business from the University
of Chicago in
1999. He then joined Cambiar Investors
in Denver, Colorado, where he was an equity analyst
and portfolio manager and participated in Cambiar’s 2001 management
buyout. Ted joined Cooke & Bieler
in 2002. |
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R. JAMES O'NEIL, CFA
Partner
Jamie received his undergraduate degree cum
laude with distinction in Economics from Colby College,
where he was a member and captain of the varsity soccer team. He was an
Investment Officer in the Capital Markets Department at the Mellon Bank for
three years before enrolling at the Harvard Business
School and receiving his
M.B.A. in 1988. He joined Cooke & Bieler in that year. |
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LINDA N. PERNA
Chief Compliance Officer
Linda graduated magna cum laude from Temple University in 1993 with a B.B.A.
degree in Finance & Real Estate. After working five years full time
for Cooke & Bieler as a performance specialist, Linda attended the
Executive MBA program at Drexel
University graduating
with an M.B.A. degree in 2000. Linda joined Cooke & Bieler in 1988
and is a member of the National Society of Compliance Professionals and the
Philadelphia Compliance Roundtable. |
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JOHN PICKERING
Principal
John earned his undergraduate degree from Harvard University in 1978. He studied Economics and English, as well as captained the lightweight crew. Later, he stroked a U.S. boat in the World Rowing Championships. John worked for over 20 years, including several as Managing Director, at Brown Bros. Harriman & Co., the private bank, in Philadelphia, Dublin and New York. Most recently, John was the Head of Wealth Management and an EVP at The Bryn Mawr Trust Company, based west of Philadelphia. He currently serves on the Board of The Church Farm School and as Treasurer of The Philadelphia Club among other civic responsibilities. |
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BRUCE A. SMITH
Partner
Bruce graduated from the College of Wooster
in 1976 with a bachelor of arts degree in Economics. He joined Cooke
& Bieler as a research assistant in 1979 after working for the Union
Carbide Corporation. After a leave of absence to earn an M.B.A. degree
at the University
of Michigan in 1984,
Bruce returned to Cooke & Bieler. |
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MEHUL TRIVEDI, CFA
Partner
Mehul graduated magna cum laude with a dual
degree from The Wharton School of Business and The College of Arts and
Science from the University
of Pennsylvania in
1993. He received a B.S. in Economics with concentration in Finance and
Statistics, and a B.A. in International relations. After working as a fixed income
financial analyst at Blackrock Financial Management and product manager at
PNC Asset Management, Mehul attended The Wharton School of Business
graduating with an M.B.A. degree in 1998. Mehul joined Cooke & Bieler in
1998 after serving as a summer intern in 1997. |
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THERESA M. WEISS
Manager, Marketing and Client Services
Terry earned her Bachelor of Science in
Business Administration degree in 2006, graduating magna cum laude. She
joined Cooke & Bieler in 1990 after working at both Pennsylvania Merchant
Group and Dean Witter Reynolds. Terry's responsibilities include performance
measurement and reporting, completing requests for proposals and consultant
questionnaires, coordination of marketing support and initiatives, overseeing
the new account setup process as well as client servicing. |
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