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portfolio management




Andrew D. Harding
Managing Director, Chief Investment Officer/Fixed Income
  • Industry Experience: 31 years
  • B.S.E., Princeton University
  • M.B.A., Baldwin-Wallace College
Andy is the chief investment officer for Fixed Income, chair of the Investment Committee and a managing director of the firm. Andy leads the strategy and performance for all of the taxable fixed income investments and also serves as the Fixed Income team’s mortgage security specialist, bringing more than 25 years of experience in research and fixed income to the firm. Prior to joining the firm or its predecessor in 2000, he was senior vice president of McDonald Investments Mortgage-Backed Securities Trading. Andy holds a B.S. in civil engineering from Princeton University and an M.B.A. from Baldwin-Wallace College.
Edward A. Johnson, CFA
Portfolio Manager, Fundamental Value
  • Industry Experience: 14 years
  • B.A., Miami University
  • M.B.A., Case Western Reserve University
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.
Gordon A. Johnson
Managing Director, Small Cap Equity
  • Industry Experience: 26 years
  • B.S.B.A., Southern Illinois University
  • M.B.A., Southern Illinois University
Gordon leads the Small Cap Equity investment team. He started the small cap product in 1994 and has provided overall investment direction and management to the same investment team since inception. Prior to joining the firm along with the Small Cap team in 2004, he was president and chief investment officer of Allegiant Investment Counselors, Inc., which he joined in 1985 as an assistant portfolio manager. Gordon holds a B.S.B.A. and an M.B.A. with specialization in finance from Southern Illinois University.
Ruairi G. O'Neill, CFA
Co-Portfolio Manager
  • Industry Experience: 17 years
  • B.C., University College Cork
  • M.B.A., St. Joseph’s University
Ruairi is a co-portfolio manager on the Advantage Equity team and the lead manager for the Dividend Focus strategy. He provides the team's research coverage on the Pharmaceutical, Biotechnology, Medical Device, and Health Care Services industries. Prior to joining the firm or its predecessor in 1998, Ruairi worked in the Dublin, Ireland, office of a former PNC Bank affiliate. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society of Philadelphia. He received his Bachelor of Commerce degree in accounting and finance from University College Cork in Ireland and his master's degree in business administration from St. Joseph’s University in Philadelphia.
Douglas J. Roman, CFA, CMT
Managing Director
  • Industry Experience: 25 years
  • B.S., Pennsylvania State University
  • M.S., Drexel University
As director of equity management, Doug is responsible for directing the quantitative efforts of the Advantage Equity team and overseeing the respective research group. Prior to joining the firm or its predecessor in 2002, he worked for Penn Street Advisors, Inc. the Penn Street Funds, The Vanguard Group, Rittenhouse Financial Services and CoreStates Investment Advisors. Doug holds the Chartered Financial Analyst designation and he is Chartered Market Technician. He is a member of the Financial Analysts of Philadelphia, the Philadelphia Securities Association and the National Association of Business Economists. He earned his Bachelor of Science in finance from Penn State University and his M.S. in finance from Drexel University.
Michael E. Santelli, CFA, CPA
Managing Director, Fundamental Value
  • Industry Experience: 21 years
  • B.S., George Washington University
  • M.B.A., University of Chicago
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.
Martin C. Schulz, J.D.
Managing Director, International Equity
  • Industry Experience: 17 years
  • B.A., Cornell
  • M.B.A., George Washington University
  • J.D., George Washington University
Martin is a member of the Leadership Team and managing director of the International Equity team. Martin has previous investment experience, including positions in equity research and portfolio management. Prior to joining the firm or its predecessor in 1998, he was a portfolio manager with National City Corporation. Martin received a B.A. in international relations from Cornell University, graduating magna cum laude, and an M.B.A. in international business and a J.D. from George Washington University. Martin is fluent in German and French.
Alex L. Vallecillo, CFA
Senior Portfolio Manager, Fundamental Value
  • Industry Experience: 17 years
  • B.S., George Mason University
  • M.B.A., University of Michigan
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.