General Investing >> Money Manager Interviews >> February 16, 2004


WILLIAM J. ANDREWS is a Vice President and equities Portfolio Manager at C.S. McKee & Company. In addition to his portfolio management responsibilities, he is responsible for research and investment decisions in particular market sectors. Prior to joining the firm in 1983, Mr. Andrews spent six years at Mellon Bank as an investment officer in the trust department where he concentrated on applying quantitative methods to investment analysis. He earned an MBA degree in Finance and Accounting and a Bachelor's degree in Mathematics from the University of Pittsburgh. Mr. Andrews is also a Chartered Financial Analyst and a graduate of the Pennsylvania Bankers Association Trust School. He spends much of his time away from the office with sports, both as a participant and as a spectator. On the active side, golfing takes precedence in warm weather, bowling during the winter months. A hockey fan, he is a regular at Pittsburgh Penguin games, but gives attention to all the major professional sports. Profile
Melvin, Gregory M.
Gregory M. Melvin, CFA, is Chief Investment Officer of C.S. McKee, L.P. Prior to joining C.S. McKee in 2000, Mr. Melvin was President and Chief Investment Officer of Dartmouth Capital Advisors, an institutional investment management firm he founded in 1995. Earlier, he was Vice President, Senior Portfolio Manager and member of the investment policy committee for asset allocation funds at Federated Investors. Mr. Melvin has an MBA from Harvard Business School and a bachelor’s degree from Dartmouth College. Profile
TWST: Would you begin with a brief overview of C.S. McKee?

Mr. Melvin: The firm is a little over $3 billion in assets, about 60%

equity, 40% fixed. This Fund is our only remaining mutual fund.