Paul W. Greenwell is Principal, Vice President and Portfolio Manager/Analyst at Luther King Capital Management. He joined the firm in 1983. Earlier, Mr. Greenwell was a Senior Vice President in charge of trust investments for Austin National Bank, Senior Vice President, InterFirst/Austin, Trust Investment Officer for Hibernia National Bank, and Senior Security Analyst/Trust Investment Officer for American Security & Trust Co. Mr. Greenwell received a B.S. degree from the University of Missouri.
Nancy Perez, CFA, is a Senior Portfolio Manager and Managing Director of Boston Private, a leading provider of fully integrated wealth management, trust and private banking services. She started her career about 30 years ago at Earl Foster Associates, which was a boutique RIA firm, and through subsequent mergers and acquisitions, it was purchased by Boston Private. She currently manages two of the firm’s proprietary strategies: the dividend growth strategy and the quality growth strategy. She is also a member of the firm’s Asset Allocation and Investment Policy Committees. She graduated summa cum laude from the University of Miami.
Robert Drobinski is a Partner and Portfolio Manager for Growth Strategies at Foundry Partners, LLC. He started in the industry in 1996 and joined Foundry Partners in 2016. Previously, he worked for Arbor Capital Management. He received a B.A. in economics and psychology from Concordia College and an MBA from University of Minnesota’s Carlson School of Management.
David Lettenberger, CFA, is a Portfolio Manager at Thrivent Financial. He has been analyzing companies and managing small-cap and midcap portfolios for over 25 years. He is a graduate of Marquette University.
Kent Johnson, CFA, is a Senior Vice President of Research and Investment Management with Sit Investment Associates, Inc. He shares management responsibilities for several of the firm’s three dividend growth portfolios: the small- and mid-cap growth portfolios in the firm’s custom separately managed accounts, private investment funds and mutual funds. He also shares management responsibilities for the Sit ESG — environmental, social and governance — Growth Mutual Fund. He also provides fundamental research on companies in the capital goods, financial, transportation and education sectors. He leads the firm’s equity quantitative research team. Prior to joining Sit Investment Associates’ equity research staff in 1993, Mr. Johnson worked in a number of positions within the firm, including client administration and the systems department. Mr. Johnson received an MBA from the Carlson School of Management at the University of Minnesota in 1995 and received a B.S. degree in finance from the University of Minnesota in 1989.
Carl M. Wiese is a Founder and Portfolio Manager for GROW Funds LLC and has over 30 years of investment management experience. Mr. Wiese is an adjunct professor at the University of San Diego and the Education Chair for the CFA Society of San Diego. Prior to launching GROW, Mr. Wiese was a Principal and Portfolio Manager at Wall Street Associates — $3 billion in AUM — where he was responsible for micro, small and midcap investment strategy and was a member of the investment management team for 12 years. Additionally, under the Wall Street umbrella, Mr. Wiese was involved with two small-cap hedge funds: Vallum Investment Partners, L.P. from 2010 to 2012 as a Founder and Portfolio Manager, and GEM Capital Partners, L.P. from 2003 to 2005 as the sole analyst. Before joining Wall Street Associates, Mr. Wiese was an analyst and Portfolio Manager at Hokanson Capital Management — Aspiriant — for four years and an analyst at William O’Neil & Company — publisher of Investor’s Business Daily — for four years.
Michael Collins is a Founder and Portfolio Manager for GROW Funds LLC. Mr. Collins’ career has spanned over 50 years starting as an investment banker and the last 30 years as a registered investment adviser. He has been a founder of several companies and served on the boards of the National Association of Securities Dealers and the CFA Society of San Diego. He has chaired the boards of the Sharp Healthcare hospitals system and San Diego Natural History Museum. Other board service includes the Rancho Santa Fe Foundation and Thomas Ackerman Foundation. Mr. Collins is currently on the investment committees of Sharp Health Care, the Mingei Museum, St. Paul Homes and the San Diego Library Foundation.
Brad Barth is a Portfolio Manager and Senior Research Analyst at Grandeur Peak Global Advisors, LLC. Mr. Barth is a Portfolio Manager of the Grandeur Peak Global Reach Fund (MUTF:GPROX) and the Grandeur Peak International Stalwarts Fund (MUTF:GISOX). He is also a Senior Research Analyst with a specialty focus on the global financial sector. He is a key member of the team covering Northern Europe. Mr. Barth joined Grandeur Peak in 2015 from Goldman Sachs, where he was an EMEA financial institutions analyst for four years. In this role, he covered French and Benelux financial institutions during the European sovereign debt crisis. Mr. Barth graduated from the University of Utah with a B.A. in philosophy and received a Master of Science degree from the London School of Economics. He has taught a graduate-level game theory at the University of Utah. Mr. Barth has lived in London and Sao Paulo and speaks Portuguese. Mr. Barth and his wife, Brittany, have two children. Mr. Barth enjoys reading and writing.
Keefer Babbitt, CFA, is a Portfolio Manager and Senior Research Analyst at Grandeur Peak Global Advisors. He works on the Grandeur Peak Global Contrarian Fund (MUTF:GPGCX) and the Grandeur Peak Global Reach Fund (MUTF:GPROX). He is a senior research analyst with a specialty focus on energy and materials and industrials industry team. He joined Grandeur Peak Global Advisors in 2012. Mr. Babbitt graduated from the University of Utah with a B.S. degree in finance.
Eli Pars, CFA, is Co-Chief Investment Officer, Head of Alternative Strategies, Co-Head of Convertible Strategies and Senior Co-Portfolio Manager at Calamos Investments. As a Co-CIO, Mr. Pars is responsible for oversight of investment team resources, investment processes, performance and risk. He also manages investment team members and has portfolio management responsibilities. He is a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. He has 31 years of industry experience, including 11 at Calamos. Prior to returning to Calamos in 2013, he was a portfolio manager at Chicago Fundamental Investment Partners, where he co-managed a convertible arbitrage portfolio. Previously, he held senior roles at Mulligan Partners LLC, Ritchie Capital and SAM Investments/The Hampshire Company. Earlier in his career, he was a vice president and assistant portfolio manager at Calamos. He received a B.A. in English literature from the University of Illinois and an MBA with a specialization in finance from the University of Chicago Graduate School of Business.
