Large Cap Value Investment Team
Portfolio Managers
Head of Value Equity
Warren Koontz, Jr., CFA
Managing Director
Warren Koontz, Jr., CFA
Information Technology
Joseph C. Esposito, CFA
Managing Director
Joseph C. Esposito, CFA
Research Analysts
Oil & Gas E&Ps, Integrateds & Refining
Neil P. Brown, CFA
Managing Director
Neil P. Brown, CFA
Infrastructure, Transports, Industrials
Brannon P. Cook
Managing Director
Brannon P. Cook
Infrastructure, Transports, Metals & Mining
Samantha D'Amore
Managing Director
Samantha D'Amore
Financials
Steven A. Gavios
Managing Director
Steven A. Gavios
Materials, Industrials
Alina Koval
Managing Director
Alina Koval
Midstream Infrastructure
Stephen J. Maresca, CFA
Managing Director
Stephen J. Maresca, CFA
Consumer Discretionary, REITs
Christopher P. Pelinsky
Managing Director
Christopher P. Pelinsky
Media, US & European Telecommunications, Health Care
Robert Petrie
Managing Director
Robert Petrie
Oil & Gas Equipment & Svcs, Metals & Mining, Macro Commodity Analysis
Jay Saunders
Managing Director
Jay Saunders
Consumer Staples
Wei Zhang
Managing Director
Wei Zhang
Additional Analytical Support
Multi-Cap Generalist
Benjamin F. Bryan, CFA
Managing Director,
Portfolio Manager
Benjamin F. Bryan, CFA
Industrials
Owuraka Koney, CFA
Managing Director
Owuraka Koney, CFA
Health Care
Debra Netschert
Managing Director
Debra Netschert
Technology
Nick Rubinstein
Managing Director
Nick Rubinstein
REITs
Jonathan M. Shapiro
Managing Director
Jonathan M. Shapiro
Financials
Andrew M. Tucker, CFA
Managing Director
Andrew M. Tucker, CFA