General Investing >> Money Manager Interviews >> July 12, 1999

Andy Hill – Wellington Hill Financial Inc

ANDY HILL is the President and Chief Investment Officer of Wellington Hill Financial, Inc., a firm that provides investment management services to over 80 pension plans, high net worth individuals and trusts. Nelson's Investment Manager Database ranks Wellington Hill Financial 29th of 251 growth stock advisors based on 5-year returns (top 11%) and 7th of 296 advisors based on three-year returns (top 3%). The firm's investment philosophy is to select out of favor or undiscovered growth stocks and income producing securities. Prior to founding Wellington Hill Financial, Inc. in 1991, Mr. Hill was a Vice President and Portfolio Manager with Wasmer & Schoeder, Inc. where he managed municipal and convertible bond portfolios. Mr. Hill received an MBA in Investments and Securities from Syracuse University and a BS in Accounting from Canisius. In addition, he is a Certified public Accountant and a Chartered Financial Analyst. In addition to professional activities, Mr. Hill is active within the community. Presently, he is the Naples Area Chamber of Commerce President's Club Co-Chair, the Treasurer of the Naples Council of Planned Giving, and the Education Chair for the Naples Chapter of the Financial Analyst Society. In addition, he is on the NASDAQ, Stock Market, Inc. Institutional advisor committee, which was active in the revision of the trading rules that reduced the trading costs to the individual investor. Mr. Hill is married to Dr. Susan Liberski. Profile
TWST: Tell us about the investment philosophy you implement at

Wellington Hill Financial.

Mr. Hill: It is best to answer this question with several recent

examples. We invested in IBM (IBM)