General Investing >> Money Manager Interviews >> June 29, 2009

Investing In Opportunistic Special Situations – Richard E. Lane, Richard J. Whiting, Aaron J. Garcia & James M. Wenzler

Richard J. Whiting is the Director of Trading at Broadview Advisors LLC. He's worked in investing since 1982 at Fiduciary Management, Inc., Vector Securities International, Inc. and Cleary Gull Reiland & McDevitt, Inc. He received his BA degree from Lawrence University. Profile
Richard E. Lane, CFA, is a Managing Member and President at Broadview Advisors LLC. He has over 20 years of investment experience, and has previously worked at Fiduciary Management, Inc., Cleary Gull Reiland & McDevitt, Inc., and Stein Roe & Farnham, Inc. He received his MS and BA degrees from the University of Wisconsin. Profile
James M. Wenzler, CFA, is the Director of Marketing and Client Services at Broadview Advisors LLC. He has over 20 years of investment experience. Previously, he has worked at Alpha Investment Consulting Group, A.O. Smith Corporation, and Associated Trust Company. He received his BBA degree from University of Wisconsin - Milwaukee. Profile
Garcia, Aaron J.
Aaron J. Garcia, CFA, is a Research Analyst at Broadview Advisors LLC. He's been working in investing since 2002, and has worked previously at Stifel Nicolaus & Co. He received his BA from Rice University. Profile
TWST: Please start with an overview of Broadview Advisors.

Mr. Wenzler: Rick Lane and Glenn Primack originally worked at Fiduciary

Management back in the late 1990s, managing the FMI Focus