• Investment Strategies
  • Large Cap
    • Portfolio Characteristics
    • Composite Performance
    • Performance Commentary
  • Mid Cap
    • Portfolio Characteristics
    • Composite Performance
    • Performance Commentary
  • All Cap
    • Portfolio Characteristics
    • Composite Performance
    • Performance Commentary
• Investors
  • Institutional
    • Corporate Pension Funds
    • Endowments/Foundations
    • Taft-Hartley Plans
    • Public Funds
  • Mutual Fund Investments
    • Overview
    • Wells Fargo Mutual Funds
  • Private Clients
• Consultants and Advisors
  • Investment Consultants
  • Advisor Team

People  ■  Key Professionals

Investment Team

• Research Team - "Career Analysts"
• Investment Experience
• R. James O'Neil
• 26 years
• Michael M. Meyer
• 22 years
• Daren C. Heitman
• 21 years
• Mehul Trivedi
• 17 years
• Ted O'Connor
• 12 years
• Steve Lyons
• 8 years
• William Weber
• 2 years

• High Net Worth/Taxable Investing:
•  
• John J. Medveckis
• 45 years
• John Pickering
• 15 years

Client Service / Business Development

• Team
• Industry Experience
• Samuel H. Ballam III
• 25 years
• Thad Fletcher
• 25 years
• John S. Hamblett
• 24 years
• Theresa M. Weiss
• 35 years

Operations / Compliance

• Team
• Industry Experience
• Bruce A. Smith
• 32 years
• Linda N. Perna
• 18 years