Public Equity Team

 
Jamie Wilhelm

James E. Wilhelm, Jr.

Managing Director, Head of Public Equity

Career Summary
Riggs Investment Management
First Union Securities
Evergreen Funds
Salomon Smith Barney

Education 
BS - Wingate University
MBA - Johns Hopkins University

Meet James Wilhelm
Kevin Bass

Kevin M. Bass

Assistant Vice President, Senior Equity Research Analyst

Career Summary
Credit Suisse
UBS Alternative Asset Management
Deloitte & Touche, LLP

Education
BS - University of Illinois
MBA - Northwestern University

 

Meet Kevin Bass
Andrew Boczek

Andrew A. Boczek

Vice President, Senior Portfolio Manager

Career Summary
Sentinel Group Funds
Legend Capital Management, LLC
Seacliff Capital, LLC
Artisan Partners LP

Education 
BA - Cornell University
MBA - University of Chicago

Meet Andrew Boczek
Jamie Chui

Jamie Chui, CFA

Assistant Vice President, Senior Equity Research Analyst 

Career Summary
Sentinel Asset Management, Inc. 
Newport Asia LLC
Newport Pacific Management
Columbia Management
Jackson Square Partners
Putnam Investments
Loomis, Sayles & Company

Education 
BA - Smith College

Meet Jamie Chui
Craig Dauer

E. Craig Dauer, CFA

Assistant Vice President, Senior Equity Research Analyst

Career Summary
kaléo
Eagle Asset Management
Evergreen Funds 
First Union Securities

Education 
BA - Colgate University
MBA - University of Virginia

Meet Craig Dauer
Daniel Gibson

Daniel T. Gibson, CFA

Assistant Vice President, Product Specialist

Career Summary
Western & Southern Financial Group

Education 
BA - University of Notre Dame
MBA - Northwestern University

Meet Daniel Gibson
Sunit Gogia

Sunit Gogia

Portfolio Manager, Senior Equity Research Manager 

Career Summary
Morningstar
Microsoft
AT&T
Tata Consultancy Services

Education
BE - University of Mumbai
MBA - Columbia University

Meet Sunit Gogia
Daniel Holland

Daniel L. Holland, CFA

Assistant Vice President, Senior Equity Research Analyst

Career Summary
Lombardia Capital Partners
Morningstar
Hewitt Associates
CIGNA Retirement & Investment Services

Education 
BS - Florida State University
MBA - University of Chicago

Meet Daniel Holland
Lawrence Lee

Lawrence Lee, CFA, CMT, CAIA

Assistant Vice President, Senior Equity Research Analyst

Career Summary
Sentinel Group
SinoPac Securities
Wells Capital Management
Union Bank of California

Education
BA - Syracuse University

 

Meet Lawrence Lee
David McColl

David C. McColl

Vice President, Senior Portfolio Manager

Career Summary
Morningstar
Bank of America Merrill Lynch
Canadian Energy Research Institute

Education 
BA - University of Waterloo 
MA - University of Alberta

Meet David McColl
Mark Militello

Mark C. Militello, CFA

Vice President, Senior Equity Research Analyst

Career Summary
Sentinel Group
Weatherbie Capital, LLC
Paradigm Capital Management

Education
BA - University of Connecticut
MA - University of Connecticut

 

Meet Mark Militello
Tim Moore

Timothy M. Moore, CFA

Assistant Vice President, Senior Equity Research Analyst

Career Summary
Rutabaga Capital Management
Cabot Money Management
Invesco (AIM Investments)
Barclay's (Lehman Brothers)

Education 
BS - Boston University
MBA - Northwestern University

Meet Timothy Moore
Michael Murphy

Michael J. Murphy, CFA

Senior Equity Research Analyst

Career Summary
Paradigm Capital Management
Key Equipment Finance Inc.

Education
BA - University of Notre Dame

Meet Michael Murphy
Jason Ronovech

Jason V. Ronovech, CFA

Vice President, Senior Portfolio Manager

Career Summary
Sentinel Investments
Paradigm Capital Management
Prudential Financial

Education 
BA - Hamilton College

Meet Jason Ronovech
John Wieging

John A. Weiging, CFA

Senior Equity Research Analyst

Career Summary
Star Bank
Fifth Third

Education 
BBA - University of Cincinnati
MBA - Xavier University

Meet John Weiging
Jon Westerman

Jonathan P. Westerman, CFA, CPA

Credit and Equity Research Analyst

Career Summary
Western & Southern Financial Group
PricewaterhouseCoopers LLP

Education 
BS - University of Kentucky
MBA - Xavier University

Meet Jonathan Westerman

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