General Investing >> Money Manager Interviews >> September 1, 2003

R.bernstein / D.lysik – Brown Investment Advisory Trust Company

RICHARD M. BERNSTEIN is a Partner at Brown Investment Advisory Trust Company and the lead manager of the Value Equity Fund. He is Chair of the Investment Policy Committee. Mr. Bernstein also manages equity and balanced portfolios for institutional and high net worth clients. He has 20 years of investment industry experience. Prior to joining the firm, Mr. Bernstein was a Vice President and Director of Research at Mercantile-Safe Deposit & Trust Company where he was responsible for equity fund management and research. He served as President of the Baltimore Security Analysts Society from 1990 to 1991. Mr. Bernstein earned a BA degree in 1979 and an MA degree in 1983 from The Johns Hopkins University. He is a Chartered Financial Analyst. Throughout his career and currently, Mr. Bernstein has had experience managing portfolios and interacting with investment committees of numerous not- for-profit organizations. He is a current Board member of the Boys and Girls Clubs of Central Maryland, current Council Chairman of the Hereford United Methodist Church and a Mid-Atlantic Gleaning Network charitable grower. Profile
Lysik, Daniel G.
Daniel G. Lysik, CFA, is the Founder and Managing Director of Pratt Capital, LLC. Mr. Lysik serves as the Chief Investment Officer and Lead Portfolio Manager. He served as Managing Director, Head of the Fundamental Equity Team, at PNC Capital Advisors ó formerly Mercantile Capital Advisors. He was the Portfolio Manager of the Fundamental Large-Cap Value Strategy, serving institutional and high net worth clients. Prior to joining Mercantile Capital Advisors, Mr. Lysik was a Partner at Brown Investment Advisory, serving as a large-cap value Portfolio Manager. Mr. Lysik earned a B.S. degree from Rutgers College and an MBA from Columbia Business School. He received his CFA designation in 1993 and is a member of the Baltimore Security Analysts Society. Profile
TWST: Could you begin with an overview of Brown Investment Advisory &

Trust and your respective responsibilities there?

Mr. Bernstein: Brown Investment Advisory Trust was formed 10 years

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