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Edward A. Johnson, CFA
Portfolio Manager, Large Cap Value
- Industry Experience: 12 years
- B.A., Miami University
- M.B.A., Case Western Reserve University
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Ed is a portfolio manager and member of the Large Cap Value team. He was formerly 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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Gordon A. Johnson
Managing Director, Small Cap Core
- Industry Experience: 25 years
- B.S.B.A., Southern Illinois University
- M.B.A., Southern Illinois University
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Gordon leads the Small Cap Core investment team. He started the Small Cap Core product in 1994 and has provided overall investment direction and management to the same investment team since inception. Prior to joining the firm or its predecessor, 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.
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Mark McGlone
Managing Director, Fixed Income
- Industry Experience: 29 years
- B.S., Johns Hopkins University
- M.S., Loyola College
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With over 25 years of experience in institutional fixed income portfolio management, Mark oversees the Securities Research effort and the Risk Management team. He is a managing director for the firm and is a member of its Investment and Asset Allocation Committees. He chairs the firm’s Risk Management Committee. Mark received his bachelor’s degree in economics from Johns Hopkins University and Master of Science in finance from Loyola College in Maryland.
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Hitesh C. Patel, Ph.D.
Managing Director, Structured Equity
- Industry Experience: 16 years
- B.S., University of Gujarat
- M.S., Bombay University
- Ph.D., University of Illinois, Chicago
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Hitesh is a member of the Leadership Team and directs the Structured Equity team which focuses on Small Cap Core and Small Cap Growth strategies. He also manages the firm's equity trading desk. He previously served as director of quantitative research at Harris Investment Management and has over 20 years of quantitative research and portfolio management experience. Hitesh received his B.S. in Pharmacy from University of Gujarat, M.S. in Pharmaceutical Chemistry from Bombay University and his Ph.D. in Medicinal Chemistry from University of Illinois at Chicago.
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Douglas J. Roman, CFA, CMT
Managing Director
- Industry Experience: 24 years
- B.S., Pennsylvania State University
- M.S., Drexel University
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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.
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Martin C. Schulz, J.D.
Managing Director, International Equity
- Industry Experience: 15 years
- B.A., Cornell
- M.B.A., George Washington University
- J.D., George Washington University
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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, 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 speaks fluent German and French.
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D. Andrew Shipman, CFA
Portfolio Manager, Large Cap Value
- Industry Experience: 17 years
- B.A., Rhodes College
- M.B.A., University of Memphis
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Andrew joined the firm or its predecessor in 2005 as portfolio manager on the Large Cap Value team. Previously, he held the position of associate partner/portfolio manager for Invesco’s large cap core institutional product which totaled over $10 billion in assets. While at Invesco, Andrew served as a generalist, but focused primarily on value-oriented securities. He also has held roles as an equity research analyst with Credit Suisse and as a vice president and senior equity research analyst at Morgan Keegan & Company. Andrew holds a B.A. from Rhodes College, an M.B.A. from the University of Memphis, and the Chartered Financial Analyst designation.
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