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Walid Abdul-Karim Equity Security Trader Mr. Abdul-Karim is a member of the equity team with responsibility for equity security trading. Walid has 6 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. Walid joined the firm in 1999. Mr. Abdul-Karim received a BA from Baldwin Wallace College and an MBA from Case Western Reserve University. |
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John Badock Equity Security Trader Mr. Badock is a member of the equity team with responsibility for equity security trading. John has 11 years of investment experience including positions in equity security trading and mutual fund analysis. Prior to joining the National City Investment Management Company, he was a mutual fund security specialist with First Merit. John has been with the firm since its inception in 1995. Mr. Badock received a BS degree from Kent State University. |
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Daniel Bandi, CFA Managing Director of Equity Investment Mr. Bandi is a member of the equity team with overall leadership responsibility for the equity management styles. Dan 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 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 - Commerce. |
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Kathleen Barr Sr. Vice President and Managing Director As Managing Director, Ms. Barr is responsible for the overall strategic direction and management of the Armada Funds Complex. Kathie has 20 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 6 years. Ms. Barr received a BA degree from the University of Pittsburgh and holds several NASD licenses. |
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William 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 19 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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Rebecca Berridge Fixed Income Security Trader Ms. Berridge is a member of the fixed income team with responsibility for fixed income securities trading. Rebecca has 5 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 and an MBA from Cleveland State University. |
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Stephen Carpenter Senior Portfolio Manager Mr. Carpenter is a member of the fixed income team with responsibility for municipal fixed income investment. Steve has 29 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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Cynthia Cole Senior Portfolio Manager Ms. Cole is a member of the fixed income team with responsibility for corporate sector investments. She has 18 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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Daniel DeMonica, CFA Portfolio Manager Mr. DeMonica is a member of the equity team with responsibility for the value equity management style. Dan has 7 years of investment experience in equity analysis and 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 5 years. A Chartered Financial Analyst, Mr. DeMonica received a BA from Indiana University and an MBA from Case Western Reserve University. |
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Matthew Downing Fixed Income Analyst Mr. Downing is a member of the fixed income team with responsibility for fixed income security and portfolio research. Matthew has 2 years of investment experience. Prior to joining the National City Investment Management Company, he was a consultant with FutureNext Consulting. Matthew joined the firm in 2001. Mr. Downing received a BA from the University of Richmond and an MBA from Carnegie Mellon University. |
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Keith Erwin Fixed Income Security Trader Mr. Erwin is a member of the fixed income team with responsibility for fixed income securities trading. Keith has 6 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 5 years. Mr. Erwin received a BA from Alma College and an MA from Western Michigan University. |
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Melvin Fernandes Fixed Income Analyst Mr. Fernandes is a member of the fixed income team with responsibility for fixed income security and portfolio research. Mel has 5 years of investment experience including positions in fixed income analysis. Prior to joining the National City Investment Management Company, he was a derivatives securities analyst with National City Corporation. Mel joined the firm in 2001. Mr. Fernandes received a BS from Cleveland State University. |
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Adam Friedman Senior Portfolio Manager Mr. Friedman is a member of the equity team with responsibility for the value equity management style. Adam 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 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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Joe Gilbert Equity Analyst Mr. Gilbert is a member of the equity team with responsibility for research support. Joe has seven years of investment experience including positions as a fixed income analyst and a credit officer. Prior to joining the National City Investment Management Company, he was with the National City Associates Program. Mr. Gilbert and holds both an MBA (Finance) and a BA (Economics) from the University of Maryland. |
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Pranay Gupta, CFA Director of International Equity Investment Mr. Gupta is a member of the equity management team with leadership responsibility for the international equity style. Pranay has 12 years of investment experience including positions in international Equity strategy, quantitative modeling, portfolio management, and equity research. Prior to joining the National City Investment Management Company, he was Chief Investment Strategist and Global Quantitative Strategist for SG Cowen. Pranay joined the firm in 2002. A Chartered Financial Analyst, Mr. Gupta received a Bachelor of Technology in Mechanical Engineering from the Indian Institute of Technology and an MBA in finance from XLRI India. |
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Andrew 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 22 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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Marilou Hitt Director of Money Market Investment Mrs. Hitt is a member of the fixed income team with leadership responsibility for money market and liquidity investment management. Additionally, she is responsible for equity and fixed income trading activities. Marilou has 19 years of investment experience including positions in securities trading and portfolio management. Prior to joining the National City Investment Management Company, she was a security trader with National City Corporation. Marilou has been with the firm since its inception in 1995 and has been with the corporate parent for 23 years. Mrs. Hitt received a BA degree from Bloomsburg University. |
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Mark Koenig Director of Quantitative Analysis As Director of Quantitative Analysis, Mr. Koenig, has leadership responsibility for the firm’s economic, equity, and fixed income modeling activities. Additionally, Mark has leadership responsibility for the firm’s equity index management style. Mark has 7 years of analytical experience. Prior to joining the National City Investment Management Company, he was an analyst with National City Corporation. Mark joined the firm in 1998. Mr. Koenig received a BS from the University of Cincinnati and a MS from Carnegie Mellon University. |
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Mark Lozina, CFA Fixed Income Analyst Mr. Lozina is a member of the taxable fixed income team with responsibility for fixed income security and portfolio research. Mark has 7 years of financial analysis experience. Prior to joining the National City Investment Management Company, he was with National City Corporation's Equity Sponsor Group, where he was involved with senior debt lending for equity buy-outs. Mark joined the firm in 2002. Mr. Lozina received a BS from the State University of New York at Geneseo and an MBA from the University of Rochester. |
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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 7 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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Rita Ontko Quantitative Research Analyst Ms. Ontko is a member of the quantitative group with responsibility for analytical support of the firm’s modeling activities. Rita has 9 years of investment experience including positions in mutual fund operations and portfolio management support. Rita has been with the firm since 1996 and with the parent corporation for 9 years. Ms. Ontko received a BSBA from the University of Akron. |
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Daniel Raynor Debt Securities Analyst Mr. Raynor is a member of the fixed income team with responsibility for fixed income security credit analysis. Dan has 6 years of investment experience including positions in financial analysis. Prior to joining the National City Investment Management Company in 2001, he was with the National City Associates Program. Mr. Raynor received a BA from Cleveland State University and an MBA from Loyola University - Chicago. |
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Joseph Robison Director and Chief Credit Officer Mr. Robison is the firm’s Chief Credit Officer, supporting all credit analysis efforts. Joe has 14 years of credit experience including positions in credit analysis, structured finance, and strategic analysis. Prior to joining the National City Investment Management Company, he was Senior Vice President in National City’s Structured Finance Group. Joe joined the firm in 2000. Mr. Robison received a BS degree from Hillsdale College and an MBA from the University of Notre Dame. |
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Donald Ross, CFA President & Chief Investment Officer As President and Chief Investment Officer, Mr. Ross is responsible for the overall strategic direction, business positioning, and investment performance of the firm. Don has 15 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 15 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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Alfredo Rotemberg Senior Portfolio Manager Mr. Rotemberg is a member of the equity management team with responsibility for the international equity investment style. Alfredo has 7 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 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 12 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 8 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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Matthew Sherman Equity Security Trader Mr. Sherman is a member of the equity team with responsibility for equity security trading. Matthew has 8 years of investment experience including positions in equity security trading. Prior to joining the National City Investment Management Company, he was a securities trader with the State Teachers Retirement System of Ohio. He joined the firm in 2001. Mr. Sherman received an MBA degree from Otterbein College and a BA degree from Ohio State University. |
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Richard Stevenson Fixed Income Security Trader Mr. Stevenson is a member of the fixed income team with responsibility for fixed income securities trading. Previously with Productive Portfolios, where he focused on short duration/liquidity portfolio management for Ohio public sector clients, Rick has 7 years of money market investment management experience. Additionally, he has two years experience as a corporate lending representative with Fifth Third Bank in Cleveland. Rick holds both an MBA and a BA from Baldwin-Wallace College. |
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Christian 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 20 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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Crit Thomas, CFA Director of Growth Equity Investment Mr. Thomas is a member of the equity team with leadership responsibility for the growth equity styles. Crit has 14 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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Bryan Tinsley, CFA Senior Equity Analyst Mr. Tinsley is a member of the equity team with responsibility for the small and mid capitalization growth equity style. Bryan has 6 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. Bryan joined the firm in 1998. A Chartered Financial Analyst, Mr. Tinsley received a BA degree from Transylvania University. |
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Alex Vallecillo, CFA Senior Portfolio Manager Mr. Vallecillo is a member of the equity team with responsibility for the growth equity styles. Alex has 8 years of investment experience including positions in fixed income portfolio management and equity research. Alex joined the firm in 1996. A Chartered Financial Analyst, Mr. Vallecillo received a BS degree from George Mason University and an MBA from the University of Michigan. |
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Michael Wayton Quantitative Research Analyst Mr. Wayton is a member of the quantitative group with responsibility for analytical support of the firm’s modeling activities. Michael has 5 years of investment experience including positions in portfolio management support. Prior to joining the National City Investment Management Company, he was a senior portfolio management assistant with National City Corporation. Michael joined the firm in 2000. Mr. Wayton received a BS from Ohio State University. |
