General Investing >> Money Manager Interviews >> January 6, 2003

D.beckwith/m.litzerman/d.thompson – Hale & Dorr Capital Management Llc

Mark R. Litzerman, Senior Vice President of Hale and Dorr Capital Management LLC (HDCM), joined the firm in 1999. As Director of Research and Chief Investment Officer, he is responsible for the development and management of HDCM's investment strategy and oversees the Investment Research Group. In addition, he is responsible for the administration and management of client investment portfolios. He has extensive experience in economic, industry and company-specific research, as well as working with complex and sensitive client relationships. Prior to joining HDCM, he was a Vice President and Team Leader with Mellon Private Asset Management where he managed a portfolio management group. He gained additional experience while working for First NH Investment Services where he developed and implemented domestic equity strategy and portfolio risk management. His prior experience also includes serving as head of Investment Management for Nashua Trust Company. He is a CFA charter holder and received an MBA from the University of New Hampshire and a BA in Communications from Purdue University. He is a member of The Boston Security Analysts Society and Association for Investment Management and Research. Profile
David S. Beckwith joined Hale and Dorr Capital Management LLC (HDCM) in 2001 as Managing Director. He is responsible for the overall strategic management of the firm and is actively involved in the direction and implementation of HDCM's investment strategy, new business development efforts and management of client investment portfolios. Prior to joining HDCM, Mr. Beckwith served as Senior Vice President of Brown Brothers Harriman & Co., where he spent four years managing private client and institutional assets. Previously, Mr. Beckwith managed global, international, and Pacific Basin mutual funds and related separate accounts at John Hancock Financial Services, overseeing the firm's international equity group over the last four years of his 12-year tenure. Mr. Beckwith has commented on international and various other investment issues in leading media outlets including The Wall Street Journal, The New York Times, ABC World News Tonight, and CNBC. Mr. Beckwith is a CFA charter holder and received a BA in History from Trinity College and an MA in International Finance and Business from the Fletcher School of Law and Diplomacy. He is a member of The Boston Security Analysts Society, Association for Investment Management and Research and serves as a Trustee for the Dedham Institution for Savings. Profile
DAVID H. THOMPSON, Senior Vice President of Hale and Dorr Capital Management (HDCM), joined the firm in 2002 to direct and manage the fixed income investment strategy. In addition, he is responsible for the management of client investment portfolios and serves on the Investment Strategy Committee. He has consistently achieved a top quartile performance record over many market cycles, managing tax-exempt as well as taxable bonds, including mutual funds, institutional assets and high-net-worth portfolios. From 1978, he held positions at FleetBoston and the former BankBoston; most recently as Senior Vice President, Director of Municipal Bond Management and Senior Portfolio Manager at Fleet Investment Advisors. At BankBoston, Mr. Thompson served as the Director of Funds Management and Senior Portfolio Manager for its Private Bank. Mr. Thompson is a CFA charter holder and received an MBA from F.W. Olin Graduate School of Business at Babson College and a BS/BA in Economics from Denver University. He serves as Director of the Fixed Income Management Society of Boston and is a member of The New York and Boston Societies of Security Analysts, Boston Municipal Bond Forum, Government Bond Club, Investment Advisors Committee for the Investment Company Institute, Financial Analysts Federation (FAF), Boston Economics Club, Financial Planning Association, The Boston Security Analysts Society and the Association for Investment Management and Research. Profile
TWST: Please begin by telling us about your firm and your

respective responsibilities.

Mr. Beckwith: Hale and Dorr Capital Management (HDCM) manages

approximately $1.8 billion in assets. While