|
|
| Analyst Research Coverage |
|
|
|
|
|
|
Mid-Cap
Growth Strategies Research Coverage |
Will
Chester, CFA
Partner -- Director of Mid-Cap Growth Research --
Portfolio Manager |
|
Will Chester, CFA
Partner, Director of Mid-Cap Growth Research, Portfolio
Manager
Mark Truelsen, CFA
Vice President, Analyst
Banks
Biotechnology
Consumer Finance
Healthcare Services
Insurance
Pharmaceuticals
REITs
Thrifts
Transportation
|
Wiley Reed, CFA
Partner, Portfolio Manager, Analyst
Chris Bouma
Vice President, Analyst
Auto Components
Capital Markes
Consumer Services
Education Services
Homebuilders
Hotels, Gaming & Leisure
IT Services
Media
Software
|
|
Brian Fitzsimons,
CFA
Vice President, Portfolio Manager, Analyst
Basic Materials
Chemicals
Containers & Packaging
Energy Equipment & Services
Metal & Mining
Paper & Forest Products
Oil Gas & Consumable Fuels
Utilities
|
Jeff Loehr, CFA
Partner, Portfolio Manager, Analyst
Consumer Durables
Consumer Staples
Retail
Restaurants
|
|
Adam
C. Bliss
Partner, Portfolio Manager, Analyst
Healthcare Equipment
&Supplies
Aerospace/Defense
Capital Goods
|
Mitch Begun, CFA
Partner, Portfolio
Manager, Analyst
Commercial Services
& Supplies
Communication Equipment
Computers & Peripherals
Electrical Equipment & Supplies
Semiconductors & Semi-Equipment
Telecommunication Services
|
|
| |
|
Return to Top |
| Large-Cap
Growth Strategies Research Coverage |
|
Ross Moscatelli, CFA
Partner -- Director of Large-Cap Growth Research --
Portfolio Manager
|
|
Ross Moscatelli, CFA
Partner, Director of Large-Cap Growth
Research, Portfolio Manager
Financials
Consumer Staples
Technology
Consumer Discretionary
Telecommunications
Healthcare
|
Derek Scarth
Partner, Portfolio
Manager, Analyst
Energy
Technology
Telecommunications
Industrials
Utilites
|
|
Craig W. Juran, CFA
Partner, Portfolio
Manager, Analyst
Basic Materials
Consumer Cyclicals
Industrials
Consumer Staples
|
Oliver Pertuit
Vice President, Analyst
Basic Materials
Energy
Financials
Healthcare
|
|
Dan Starke
Vice President, Analyst
Consumer Cyclicals
Consumer Staples
Technology
Telecommunications
|
|
|
| |
|
Value
Strategies Industry Research Coverage |
Kris
Herrick, CFA
Partner -- Director of Value Research -- Portfolio
Manager |
Mark
Adelmann, CFA, CPA
Partner, Portfolio
Manager, Analyst
Financial Services
REITs
|
Kris
Herrick, CFA
Partner, Director of Value
Research, Portfolio Manager
Basic Materials
Capital Goods
Consumer Cyclical
|
Troy
Dayton, CFA
Partner, Portfolio
Manager, Analyst
Commercial Services
Consumer Staples
Medical/Healthcare
Transportation
|
Derek
Anguilm, CFA
Partner, Portfolio
Manager, Analyst
Energy
Utilities
Telecommunications
Technology
|
|
Lisa
Ramirez, CFA
Vice President, Portfolio
Manager, Analyst
Basic Materials
Capital Goods
Consumer Cyclicals |
|
|
|
|
Return to Top |
| International
Small-Cap Research Coverage |
John
Fenley, CFA
Partner -- Director of International Research --
Portfolio Manager |
|
John Fenley, CFA
Partner, Director of International Research,
Portfolio Manager
Consumer Discretionary
Utilities
Canada
Emerging Markets
Southern Europe
|
Jeremy Duhon, CFA
Vice President, Portfolio
Manager, Analyst
Energy
Financials
Industrial
Australia/New Zealand
Northern Europe
UK/Ireland
Singapore
|
Koji Oki, CFA
Vice President, Portfolio
Manager, Analyst
Consumer Staples
Healthcare
Information Technology
Materials
Telecommunications Services
Japan
Hong Kong
|
|
|
|
|
Return to Top
|
| Equity
Portfolio Managers |
Todger Anderson, CFA
Chairman |
Institutional Equity Client Portfolio Manager |
Will
Chester, CFA
Partner |
Director of Mid-Cap Growth Research
Portfolio Manager,
Westcore MIDCO Growth Fund
Portfolio Manager, Westcore Select Fund
|
Ross Moscatelli, CFA
Partner |
Director of Large-Cap Growth Research
Institutional Equity Portfolio
Manager
Portfolio Manager, Westcore Growth Fund
|
Craig
Juran, CFA
Partner |
Co-Portfolio Manager, Large-Cap Growth Research
Co-Portfolio Manager, Westcore Growth Fund
|
Derek
Scarth
Partner |
Co-Portfolio Manager, Large-Cap
Growth Research
Co-Portfolio Manager, Westcore Growth Fund
|
|
Kris Herrick, CFA
Partner
|
Director
of Value Research
Value Strategies Portfolio Management Team
Co-Portfolio Manager, Westcore Mid-Cap Value Fund
Co-Portfolio Manager, Westcore Small-Cap Opportunity
Fund
Co-Portfolio Manager, Westcore Small-Cap Value Fund
|
David Lansdowne,
CFA
Partner |
Director of Wealth Management
Wealth Management Group |
Wiley Reed,
CFA
Partner |
Co-Portfolio Manager, Westcore MIDCO
Growth Fund
|
Mark
Adelmann, CFA, CPA
Partner |
Value
Strategies Portfolio Management
Team
Portfolio Manager, Westcore Blue Chip Fund
Portfolio Manager, Blue Chip Value Fund
Co-Portfolio Manager, Westcore Mid-Cap Value Fund
Co-Portfolio Manager, Westcore Small-Cap Opportunity
Fund
Co-Portfolio Manager, Westcore Small-Cap Value Fund
|
Derek Anguilm, CFA
Partner |
Value Strategies
Portfolio Management Team
Co-Portfolio Manager, Westcore Mid-Cap Value Fund
Co-Portfolio Manager, Westcore Small-Cap Opportunity
Fund
Co-Portfolio Manager, Westcore Small-Cap Value Fund
|
Troy Dayton, CFA
Partner |
Value Strategies
Portfolio Management Team
Co-Portfolio Manager, Westcore Mid-Cap Value Fund
Co-Portfolio Manager, Westcore Small-Cap Opportunity
Fund
Co-Portfolio Manager, Westcore Small-Cap Value Fund
|
Dean A. Graves, CFA
Partner |
Institutional
Equity Client Portfolio Manager |
John Fenley,
CFA
Partner |
Institutional International Portfolio Manager
Lead Portfolio Manager, Westcore International Frontier
Fund
|
|
Victoria
Cunningham
Partner
|
Wealth Management Group
Personal Portfolio Manager
|
|
Jeff
Dohse
Partner
|
Wealth Management Group
Personal Portfolio
Manager
|
Meghan
Arnold
Partner |
Wealth Management
Group
Personal Portfolio Manager |
|
Glenn
Rippey, CFA
Partner
|
Wealth Management Group
Personal Portfolio Manager
|
|
John Roberts, Esq.
Partner
|
Wealth Management Group
Personal Portfolio Manager & Director of Sales |
|
Greg Thompson, CFA
Partner
|
Wealth Management
Group
Personal Portfolio Manager |
|
|
Return to Top
|
|
Equity
Trading
|
Mary
Ellen Cox
Vice President |
Equity Trading
|
Georgene
L.A. Pedrie
Vice President |
Equity
Trading |
|
|
Return to Top
|
|
Fixed
Income Portfolio Management
|
Glen
Cahill, CFA
Partner |
Institutional Fixed Income Portfolio Management
|
Ken Harris,
CFA
Partner |
Fixed Income Portfolio Management
Insurance Management
Co-Portfolio Manager, Westcore Colorado Tax-Exempt
Fund
|
|
Thomas Stevens, CFA
Partner
|
Institutional Fixed Income Portfolio Management
Municipal Bond Management Trading
Portfolio Manager, Westcore Colorado Tax-Exempt Fund
|
|
Mark McKissick, CFA
Partner
|
Fixed Income Research and Trading
Co-Portfolio Manager, Westcore Plus Bond Fund
Co-Portfolio Manager, Westcore Flexible Income Fund
|
|
|
Return to Top
|
|
|
|
