General Investing >> Money Manager Interviews >> January 26, 2004


TIMOTHY J. WAHL is Managing Director, Investment Advisory Committee Member and Director of the GKM Growth Fund at GKM Advisers, LLC. He assisted in the formation of GKM Advisers, Inc., in January 2000 and has been responsible for the overall operations since its inception. He is also the President and a member of the board of trustees of the GKM Growth Fund which began operations in January 2002. Mr. Wahl has worked in capital markets for over 12 years. Prior to joining the firm, he ran his own financial advisory firm (Wahl Financial), which subsequently served as the business model for GKM Advisers. Previously, he worked as an over-the-counter specialist making markets in securities for Gruntal & Co. in Los Angeles and Cruttenden Roth in Irvine, California. He earned his CPA credential while working for Deloitte and Touche, auditing large money management firms and professional sports franchises. Mr. Wahl played professional baseball for the Milwaukee Brewers while completing his college education at Oklahoma City University and California State University at Dominguez Hills with a BS in Accounting. Profile
JED M. COHEN is a Senior Managing Director, Chief Investment Strategist and Investment Advisory Committee Member for GKM Advisers, LLC. A seasoned professional investment manager with over 40 years of experience, he formed the firm in January 2000. As senior Managing Director, Mr. Cohen serves as the chief investment adviser. His investment experience includes 10 years as a Senior Managing Director at Gruntal & Co.; 14 years as a Limited Partner at Bear, Stearns & Co.; and nine years as a General Partner at Kleiner, Bell & Co. In the mid-1960s, Mr. Cohen was associated with members of the President's Council of Economic Advisors with whom he spent several years exchanging ideas on the evolving economic outlook, taxation, the Federal Reserve System, and other matters of national fiscal and monetary policy. His career has been devoted to stock research, corporate finance and long-term economic forecasting. Profile
TWST: Can you start with a brief overview of GKM Advisers and your

responsibilities there?

Mr. Wahl: We are a registered investment advisory firm; we manage assets

primarily for high networth