General Investing >> Money Manager Interviews >> January 8, 2001

C. Begg Jr. / E. Erwin Iii – Comerica Incorporated

E. JAMES (CHIP) ERWIN III is a Vice President and Senior Investment Manager with Comerica Incorporated. He is responsible for allocating and investing high net-worth personal investment portfolios and is Manager of Private Banking tax-focused investment products, as well as Co- Manager of the Defensive Growth Model Portfolio. He is a member of the Private Banking Investment Policy Committee. Mr. Erwin joined Comerica Bank in 1995, following 10 years in investments and commercial lending, including six years in the large corporate banking group at the Northern Trust Bank in Chicago, Illinois. Prior to joining Comerica, Mr. Erwin was with a Southfield-based investment management firm. He earned a BA degree in Political Science and an MBA in Finance from the University of Michigan. He holds the Chartered Financial Analyst designation. Mr. Erwin is also the co-Founder of Harmonize for Hope, an organization that funds Muscular Dystrophy research. Profile
CHARLES (CHUCK) B. BEGG, JR. is a Vice President and Senior Investment Manager for Comerica Incorporated. He has over 30 years of investment management experience and is responsible for the management of high net- worth individual accounts, private foundations and charitable trusts. Mr. Begg is a member of the Private Banking Investment Policy Committee, co-Manager of the Defensive Growth Model and the Regulatory and Compliance Manager of Private Banking. He was previously a Senior Portfolio Manager at Woodbridge Capital Management and its predecessor, Comerica Capital Management. Prior to joining the firm in 1987, Mr. Begg was a Senior Account Executive at Kidder Peabody & Company and Merrill Lynch, Inc. He received a BA degree in History from Washington & Lee University and is a Certified Financial Planner. He is a member of the Association for Investment Management and Research, the Financial Analysts Society of Detroit and the Financial and Estate Planning Council of Detroit. Profile
TWST: Chuck, will you tell us the role in Comerica's private banking

group that the Defensive Growth Model portfolio is meant to play?

Mr. Begg: The Defensive Growth Model portfolio is one of