| Donald
L. Ross, CFA |
President
& Managing Director
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| As
President and Managing Director, Mr. Ross is responsible for the overall
strategic direction, business positioning, and investment performance
of the firm. Don has 13 years of investment experience including responsibilities
in the National City Corporation Bank Investment Division, where he
did extensive work in financial derivatives. He has been with the firm
since its inception in 1995 and has been with the parent corporation
for 13 years. A Chartered Financial Analyst, Mr. Ross received a BS
and BA from the University of Colorado and an MA from the University
of Chicago. |
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| Kathleen
T. Barr |
Managing
Director for Sales and Marketing
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| As
Managing Director for Sales and Marketing, Ms. Barr is responsible for
the development and growth of new assets under the firm’s management.
Additionally, she has business line responsibility for the ARMADA and
PARKSTONE Mutual Funds. Kathie has 16 years of investment experience
including positions with Mellon Bank’s institutional investment sales
and sales management. Prior to joining the National City Investment
Management Company, Kathie was Manager of Institutional Trust for Fifth
Third Bank Cleveland. Kathie has been with the firm for 3 years. Ms.
Barr received a BA degree from the University of Pittsburgh and has
held several NASD licenses. |
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| Daniel
G. Bandi, CFA |
Director
of Value Equity Investment |
| Mr.
Bandi is a member of the equity team with overall leadership responsibility
for the value equity management style. Dan has 9 years of investment
experience including positions in equity research and portfolio management.
Prior to joining the National City Investment Management Company, he
was Equity Research Manager for Eaton Corporation. Dan joined the firm
in 1998. A Chartered Financial Analyst, Mr. Bandi received a BA from
the University of Pittsburgh and an MBA from Texas A&M University. |
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| William
G. Batcheller |
Senior
Portfolio Manager |
| Mr.
Batcheller is a member of the equity team with responsibility for the
large capitalization growth equity management style. Bill has 17 years
of investment experience including positions in investment banking,
equity research and portfolio management. Prior to joining the National
City Investment Management Company, he was Equity Research Director
for National City Private Investment Advisors. Bill joined the firm
in 2000. Mr. Batcheller received a BA from Union College and an MBA
from the University of Virginia. |
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| Christopher T.
Bruner |
Portfolio
Manager |
| Mr. Bruner is a member of the equity team
with responsibility for the small capitalization growth equity management
style. Christopher has 6 years of investment experience including positions
in equity research and portfolio management. Prior to joining the National
City Investment Management Company, he was an Equity Research Analyst
with Scudder Kemper Investments. Christopher joined the firm in 1999.
Mr. Bruner received a BBA and an MS from the University of Wisconsin
- Madison. |
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| Daniel J. DeMonica |
Senior
Equity Analyst |
| Mr. DeMonica is a member of the equity
team with responsibility for research support of the equity value style.
Dan has 5 years of investment experience in portfolio management support.
Prior to joining the National City Investment Management Company, he
was a portfolio management assistant with National City Corporation.
Dan has been with the firm for 3 years. Mr. DeMonica received a BA from
Indiana University and an MBA from Case Western Reserve University. |
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| Adam
I. Friedman |
Senior
Portfolio Manager |
| Mr. Friedman is a member of the
equity team with responsibility for the equity value management style.
Adam has 9 years of investment experience including positions in equity
research and portfolio management. Prior to joining the National City
Investment Management Company, he was a portfolio manager with Clarion
Partners. Adam joined the firm in 1998. Mr. Friedman received a BS from
the University of Maryland and an MBA from Case Western Reserve University. |
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| Eugene
C. March, CFA |
Director
of Core/Diversified Equity Investment |
| Mr. March is a member of the
equity management team with leadership responsibility for the core/diversified
growth equity style. Eugene has 20 years of investment experience including
positions in equity research and portfolio management. Prior to joining
the National City Investment Management Company, he was a portfolio
manager with National City Corporation. Eugene has been with the firm
since its inception in 1995 and has been with the parent corporation
for 20 years. A Chartered Financial Analyst, Mr. March received a BA
from Case Western Reserve University and an MBA from Cleveland State
University. |
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| William
L. Newberry, CFA |
Director
of Small/Mid Capitalization Growth Equity Investment |
| Mr. Newberry is a member of the equity
management team with leadership responsibility for the small and mid
capitalization growth portfolio management style. Bill has 11 years
of investment experience including positions in equity research and
portfolio management. Prior to joining the National City Investment
Management Company, he was a portfolio manager with the First of America
Investment Corporation. Bill joined the firm with the March 1998 merger
of National City and First of America Corporations. A Chartered Financial
Analyst, Mr. Newberry received a BS from Grand Valley State University.
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| Mirsat Nikovic |
Senior
Equity Analyst |
| Mr. Nikovic is a member of the equity team
with responsibility for research support of the large capitalization
growth equity style. Mirsat has 5 years of finance and systems implementation
experience. Prior to joining the National City Investment Management
Company, he was a corporate accounting financial analyst with National
City Corporation. Mirsat joined the firm in 1998. Mr. Nikovic received
a BSBA degree from John Carroll University. |
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| Alfredo M.
Rotemberg |
Senior
Portfolio Manager |
| Mr. Rotemberg is a member of the equity
management team with responsibility for the international equity investment
style. Alfredo has 5 years of investment experience including positions
in fixed income and equity sales. Prior to joining the National City
Investment Management Company, he was International Sales Manager at
Lehman Brothers. Alfredo joined the firm in 1999. Mr. Rotemberg received
his license in Marketing from the Universidad de Buenos Aires. Alfredo
also has an MSM from the Arthur D. Little School of Management. He is
fluent in many foreign languages: French, Spanish, Portuguese, and German. |
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| Michael E.
Santelli, CFA, CPA |
Senior
Portfolio Manager |
| Mr. Santelli is a member of the equity
team with responsibility for the value equity management style. Michael
has 10 years of investment experience including positions in research
and portfolio management. Prior to joining the National City Investment
Management Company, he was with Donaldson, Lufkin, and Jenrette's mortgage
research department. Michael has been with the firm for 5 years. A Chartered
Financial Analyst and a Certified Public Accountant, Mr. Santelli received
a BS degree from George Washington University and an MBA from the University
of Chicago. |
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| Martin C. Schulz |
Director
of International Equity Investment |
| Mr. Schulz is a member of the equity management
team with leadership responsibility for the international equity investment
style. Martin has 6 years of investment experience including positions
in equity research and portfolio management. Prior to joining the National
City Investment Management Company, he was a portfolio manager with
National City Corporation. Martin has been with the firm for 2 years.
Mr. Schulz received a BA in international relations from Cornell University,
Magna cum Laude, and an MBA in international business and a JD from
George Washington University. Martin speaks fluent German and French. |
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| J.
Brian Tinsley |
Senior
Equity Analyst |
| Mr. Tinsley is a member of the equity team
with responsibility for the small and mid capitalization growth equity
style. Brian has 4 years of investment experience including positions
in equity research and performance analysis. Prior to joining the National
City Investment Management Company, he was an equity analyst with Fifth
Third Bank. Brian joined the firm in 1998. Mr. Tinsley received a BA
degree from Transylvania University. |
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| R.
Crit Thomas, CFA |
Director
of Large Capitalization Growth Equity Investment |
| Mr. Thomas is a member of the equity team
with leadership responsibility for the large capitalization growth equity
style. Crit has 12 years of investment experience including positions
in portfolio management, equity research, and economic analysis. Prior
to joining the National City Investment Management Company, he was an
assistant portfolio manager with the State Teachers Retirement System
of Ohio. Crit joined the firm in 1998. A Chartered Financial Analyst,
Mr. Thomas received a BS degree from Ohio State University. |
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| Alex
L. Vallecillo, CFA |
Senior
Portfolio Manager |
| Mr. Vallecillo is a member of the equity
management team with responsibility for the mid-capitalization growth
equity style. Alex has 6 years of investment experience, including positions
in fixed income portfolio management and equity research. Alex has been
with the firm for 4 years. A Chartered Financial Analyst and a Certified
Management Accountant, Mr. Vallecillo received a BS from George Mason
University and an MBA from the University of Michigan. |
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FIXED
INCOME MANAGEMENT TEAM
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| Stephen P.
Carpenter |
Senior
Portfolio Manager |
| Mr. Carpenter is a member of the fixed
income team with responsibility for municipal fixed income investment.
Steve has 27 years of investment experience including positions in brokerage,
research, and portfolio management. Prior to joining the National City
Investment Management Company, he was a Vice President with McDonald
& Company. Steve has been with the firm since its inception in 1995.
Mr. Carpenter received a BA from Colgate University. |
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| George J. Delaney |
Director
of Taxable Money Market Investment |
| Mr. Delaney is a member of the fixed income
team with leadership responsibility for money market investment management.
George has 30 years of investment experience including positions in
portfolio and money market funds management. Prior to joining the National
City Investment Management Company, he was short duration portfolio
manager with First of America Investment Corporation.. George joined
the firm with the March 1998 merger of National City and First of America
Corporations. Mr. Delaney received a BS from York College. |
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| Don M. McConnell |
Portfolio
Manager |
| Mr. McConnell is a member of the fixed
income team with responsibility for the corporate and asset backed sectors.
Don has 5 years of investment experience including positions in quantitative
fixed income research. He has been with the firm for 5 years. Mr. McConnell
received a BS degree from the University of Dayton and an MBA from Case
Western Reserve University. |
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| Barbara A.
Nagy |
Senior
Portfolio Manager |
| Ms. Nagy is a member of the fixed income
team with responsibility for short duration tax-exempt portfolio management.
Barbara has 17 years of investment experience including positions in
credit analysis, fixed income research, and portfolio management. She
has been with the firm since its inception in 1995. Ms. Nagy received
a BA degree from Notre Dame College and an MBA from Cleveland State
University. |
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| Gregory D.
Oviatt |
Senior
Portfolio Manager |
| Mr. Oviatt is a member of the fixed income
team with responsibility for short duration portfolio management. Gregory
has 6 years of investment experience including positions in portfolio
management and fixed income trading. Prior to joining the National City
Investment Management Company, he was a short duration portfolio manager
with the First of America Investment Corporation. Gregory joined the
firm with the March 1998 merger of National City and First of America
Corporations. Mr. Oviatt received a BA from Kalamazoo College. |
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| Christian
S. Swantek |
Director
of Tax Exempt Fixed Income Investment |
| Mr. Swantek is a member of the fixed income
team with leadership responsibility for the municipal fixed income investment
style. Christian has 16 years of investment experience including positions
in portfolio management and fixed income research. Prior to joining
the National City Investment Management Company, he was Senior Tax-Exempt
Portfolio Manager with First of America Investment Corporation. Chris
joined the firm with the March 1998 merger of National City and First
of America Corporations. Mr. Swantek received a BS from Drexel University. |
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| Andrew
D. Harding |
Director
of Taxable Fixed Income Investment |
| Mr.
Harding is Director of Taxable Fixed Income Investment, with primary
responsibility for the firm's taxable fixed income strategy and performance.
Andy, with 20 years of investment experience, including positions in
MBS trading and research, will also serve as the fixed income team's
mortgage security specialist. Prior to joining the National City Investment
Management Company, he was a portfolio manager with McDonald Investments.
He joined the firm in 2000. Mr. Harding has a BS in engineering from
Princeton University. |
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| Cynthia
D. Cole |
Senior
Portfolio Manager |
| Ms.
Cole is a member of the fixed income team with responsibility for corporate
sector investments. She has 16 years of investment experience including
positions in insurance company portfolio management, research, and portfolio
strategy. Prior to joining the National City Investment Management Company,
she was a portfolio manager with Ohio Casualty Group. Cynthia joined
the firm in 1999. Ms. Cole received a BS from Tri-State University and
an MBA from Xavier University. |
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FIXED
INCOME
RESEARCH AND
ANALYSIS
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| Frederick W.
Ramsey |
Director
of Credit Analysis |
| Mr. Ramsey is a member of the fixed income
team with responsibility for credit and quality analysis. Ted has 29
years of credit experience including positions in banking, credit administration,
and credit analysis. Prior to joining the National City Investment Management
Company, he was Senior Credit Officer for Ameritrust. Ted has been with
the firm since its inception in 1995 and has been with the parent corporation
for 9 years. Mr. Ramsey received a BA degree from Princeton University
and has attended the Stonier Graduate School of Banking. |
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| Paul W. Hayes |
Fixed
Income Analyst |
| Mr. Hayes is a member of the fixed income
team with responsibility for fixed income security and portfolio research.
Paul has 3 years of investment experience including positions in credit
analysis. Prior to joining the National City Investment Management Company,
he was a credit analyst with First of America Bank. Paul joined the
firm in 1999. Mr. Hayes received a BA from Michigan State University.
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| Rebecca L.
Berridge |
Fixed
Income Analyst |
| Ms. Berridge is a member of the fixed income
team with responsibility for fixed income security and portfolio research.
Rebecca has 3 years of investment experience including positions in
account management. Prior to joining the National City Investment Management
Company, she was an account manager with Gratry and Company. Rebecca
joined the firm in 1999. Ms. Berridge received a BS from Kent State
University. |
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| Keith L. Erwin |
Fixed
Income Analyst |
| Mr. Erwin is a member of the fixed income
team with responsibility for fixed income security and portfolio research.
Keith has 4 years of investment experience including positions in commercial
credit and fixed income research. Prior to joining the National City
Investment Management Company, he was a credit analyst with First of
America Bank. Keith has been with the firm for 2 years. Mr. Erwin received
a BA from Alma College and an MA from Western Michigan University. |
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