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Michael E. Santelli, CFA, CPA
Managing Director, Fundamental Value
- Industry Experience: 21 years
- B.S., George Washington University
- M.B.A., University of Chicago
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Michael has leadership responsibility for the Fundamental Value team which oversees the Focused Equity, Large Cap Value, Large Cap Value-Focused and Mid Cap Value styles. Michael has previous investment experience that includes positions in research and portfolio management. Prior to joining the firm or its predecessor in 1995, he was with the mortgage research department of Donaldson, Lufkin, and Jenrette. Michael has served previously as taxable fixed income team lead and as a mortgage and asset backed portfolio manager for the firm. A CFA charterholder and a Certified Public Accountant, Michael received a B.S. degree from George Washington University and an M.B.A. from the University of Chicago.
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Alex L. Vallecillo, CFA
Senior Portfolio Manager, Fundamental Value
- Industry Experience: 17 years
- B.S., George Mason University
- M.B.A., University of Michigan
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Alex is a senior portfolio manager on the Fundamental Value team which oversees the Focused Equity, Large Cap Value, Large Cap Value-Focused and Mid Cap Value styles. He has extensive investment experience, including managing the corporate bond portfolio team in the firm's fixed income group. Prior to joining the firm or its predecessor in 1996, he was a corporate bond and structured fixed income trader with Merrill Lynch. A CFA charterholder, Alex received a B.S. from George Mason University and an M.B.A. from the University of Michigan.
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Edward A. Johnson, CFA
Portfolio Manager, Fundamental Value
- Industry Experience: 14 years
- B.A., Miami University
- M.B.A., Case Western Reserve University
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Ed is a portfolio manager on the Fundamental Value team which oversees the Focused Equity, Large Cap Value, Large Cap Value-Focused and Mid Cap Value styles. Before joining the firm or its predecessor in 2004, he was a founding member of Volaris Advisors, a derivatives advisory firm in New York, specializing in risk and volatility management that was acquired by Credit Suisse. Prior to Volaris, Ed worked for UBS AG in San Francisco, as well as Ernst & Young LLP and SAFECO Mutual Funds in Seattle. He has both investment and analytic experience. A CFA charterholder, Ed received a B.A. from Miami University and an M.B.A. from Case Western Reserve University.
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