Our Investment Team is known for experience, continuity and stability.
People ■ Key Professionals
Investment Team
- Research Team - "Career Analysts"
- Investment Experience
- R. James O'Neil
-
27 years
- Michael M. Meyer
- 23 years
- Daren C. Heitman
-
23 years
- Mehul Trivedi
-
18 years
- Ted O'Connor
-
13 years
- Steve Lyons
-
9 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
Investment Team:
Experience
Average investment experience = 16 years
Stability
Average tenure with Cooke & Bieler = 13 years
Continuity
Systematic hiring of the next generation of professionals
to insure the long term future of the firm
Experience
Average investment experience = 16 years
Stability
Average tenure with Cooke & Bieler = 13 years
Continuity
Systematic hiring of the next generation of professionals
to insure the long term future of the firm
