EXECUTIVE STAFF
George R. Mateyo, CFA, Principal
B.A. , Baldwin-Wallace College
James V. Pease, CFA, Principal
B.A. , Michigan State University
M.B.A, Case Western Reserve University
Rudolph J. Polz, Jr., Principal
B.S., Ohio University
M.B.A, Case Western Reserve University
PORTFOLIO MANAGEMENT & RESEARCH
Richard L. Alt
B.S. Finance Dayton University
Douglas Pease
B.S. Finance, University of Colorado
Sidney Zilber, CFA, CFP
B.S. , University of Michigan
M.B.A., University of Michigan
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CLIENT RELATIONS
Theodore D. Beckman
B.A., University of Kentucky
M.B.A, West Virginia University
Matthew H. Carrier
B.S. Economics, Bentley College
Gary P. Wagner
B.S. Finance, Duquesne University
M.B.A., Kent State University
PORTFOLIO ADMINISTRATORS
Jodi S. Cowgill
B.S.B.A., The Ohio State University
M.B.A, Cleveland State University
Kristine DeWitt
B.A., The College of Wooster
Maureen Leneghan, CPA
B.S.B.A., The Ohio State University
Judy A. Wolan
B.A. Baldwin-Wallace College
M.B.A., Cleveland State University
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