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Kurt M. Arvidson, CFA
Equity Partner since 2002
-Portfolio Manager
-Experience includes Senior Portfolio Manager at Stokes & Stocking, Inc.
-CFA designation, 1998;
-B.A. in Business Administration, Hope College; M.B.A., Eli Broad School of Management at Michigan State University
-Past President, CFA Institute, West Michigan Chapter |
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Robert C. Boylen
Equity Partner since 1995
-Portfolio Manager, new business development
-Experience includes Financial Advisor in investment banking; Associate Vice President,
Dean Witter-Reynolds, Inc. (Morgan Stanley)
-B.A. degree, University of Michigan |
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John D. Darling
Equity Partner since 1985
-Portfolio Manager, Compliance Officer, Technology Resources Manager
-Experience includes 11 years as officer with Key Line Freight
-B.A. in Transportation, Michigan State University |
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Stephen B. Wert, CIMC
Equity Partner since 2009
-Portfolio Manager, asset allocation analyst, portfolio construction consultant
-Experience includes Director of Recruiting for audit, tax and specialty consulting practices of Deloitte & Touche Chicago office; and Managing Principal of Wert Financial Group
-B.A. in History, University of Michigan
-Certified Investment Management Consultant, 2003 |
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John F. (Jay) Wisentaner, CFA
Portfolio Manager
-Portfolio Manager, new business development
-Experience includes Fifth Third Private Bank, White Mountain Investment (Division of Cambridge Trust Company), and Main Street America Capital Corporation
-CFA designation, 1990;
-B.S. in Economics with concentration in Finance, the Wharton School of the University of Pennsylvania
-Member, CFA Institute, West Michigan Chapter, and Boston Security Analysts Society |
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Charles L. Dutcher, CFA
Research Analyst
-In-house investment and market research analyst
-Experience includes development and execution of funding strategies, forecasting, and implementation of a global treasury system in Latin America for GMAC
-B.A. Degree in Finance, Michigan State University
-CFA Designation, 2006
-Member, CFA Institute, West Michigan Chapter |
Ford C. Perné
Founding Partner
-Portfolio Manager
-B.A. in Accounting and Finance, Michigan State University |
Robert P. Fairman
Of Counsel
-Experience includes 25 years as C.P.A. with Touche Ross & Co. (Deloitte & Touche)
-B.A. in Business and M.A. in Accounting, Michigan State University |
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