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