Craig Novorr is President and Chief Investment Officer of Paragon Capital Management, LLC. He was named Kansas City Magazine’s Best Personal Wealth Manager for several years and a 2010 Kansas City Business Magazine Rising Star. Earlier, he worked at UMB where he was Vice President and Portfolio Manager. Mr. Novorr graduated from of the University of Kansas.
Andre Weisbrod is Director of Wealth Management at Quantum Financial Advisors, Inc. Mr. Weisbrod has been in the financial services business since 1981 and loves to help individuals, families, businesses and organizations create, manage and utilize wealth. He joined Quantum in 2018 after the merger of his company, STAAR Financial Advisors, with Quantum. He is an award-winning author, speaker, financial planner, as well as founder of a private equity fund. He was also a mutual fund manager for over two decades. He has had articles published in a variety of newspapers, magazines and newsletters; has been interviewed by publications such as The Wall Street Journal, Investor’s Business Daily, Mutual Funds Magazine and Seeking Alpha; quoted by commentators such as Paul Harvey; and has appeared on numerous radio and TV shows, including on KDKA, TheStreet.com, Reuters TV and Business News Network.
Joseph Rinaldi is President and Chief Investment Officer at Quantum Financial Advisors, Inc. Mr. Rinaldi has worked in capital markets for nearly three decades for companies such as Dimes Savings Bank, Morgan Stanley, Maryland National Bank — now Bank of America — and The Resolution Trust Corporation. His career has encompassed asset securitization, risk management and trading. During the S&L debacle, he traded over $40 billion worth of assets from banks he took over for the government. Afterward, he started his own SEC investment advisory firm that has a successful 20-plus-year track record. In addition, he teaches a “Futures, Options, and Derivatives” class at the Robert H. Smith School of Business at the University of Maryland, the Carey School of Business at Johns Hopkins and the Stern School of Business at New York University to both graduate and undergraduate students. He also co-authored A Beginning Guide to Alternative Assets with Dr. Howard Lodge. Mr. Rinaldi graduated from Hofstra University with a BBA and received an MBA from Pace University.
Jessamyn Larrabee Norton, CFA, is Chief Investment Officer and Principal at Spinnaker Trust in Portland, Maine. She is the Chair of the investment committee, evaluating sector, factor, regional and asset-class allocations for the tactical ETF strategy. She is also the Portfolio Manager for two strategies. Earlier, she worked at Fidelity Management & Research; the Boston Company Asset Management; and Wellington Management Company. She received an undergraduate degree from Wheaton College and an MBA from the University of Chicago Booth School of Business.
Michael Elzahr, CFA, is Senior Research Analyst at The Colony Group. He works directly with the investment team to help generate new ideas and cover existing holdings in growth, dividend, international and value strategies. He employs a bottom-up, fundamental-based approach to analyzing investments and uses his understanding of behavioral finance to remain disciplined and avoid common investor pitfalls. Mr. Elzahr served as an investment analyst at Steinberg Global Asset Management prior to their merger with The Colony Group in 2019. He earned an MBA with high distinction from the Stephen M. Ross School of Business at the University of Michigan and received a Bachelor of Science degree from Cornell University, with a major in chemical engineering. Mr. Elzahr is a CFA charterholder and a member of the CFA Society of South Florida. He lives in Pompano Beach and enjoys spending time with his family.
Jayme C. Wiggins, CFA, is Co-CEO and Portfolio Manager at Palm Valley Capital Management. Mr. Wiggins is the former Chief Investment Officer and Portfolio Manager at Intrepid Capital Management. He joined Intrepid in 2002 and managed the firm’s high yield portfolios and the Intrepid Income Fund from 2005 to 2008. From 2010 to September 2018, Mr. Wiggins focused on the research and valuation of small-cap equity securities while managing the Intrepid Small Cap Fund — later renamed the Intrepid Endurance Fund. He graduated summa cum laude from Stetson University, where he earned a BBA in finance. He earned his MBA, summa cum laude, from Columbia Business School in 2010.
Steven Bleiberg is Managing Director and Portfolio Manager at Epoch Investment Partners, Inc. He is involved with the design and development of investment strategies and is a contributor to Epoch’s thought leadership. Earlier, he was a portfolio manager at Legg Mason responsible for managing $7.5 billion in various asset allocation-based funds including Target Risk, Target Date and Dynamic Risk Management. Prior to that, he was the head of investment strategy at Citigroup Asset Management and a portfolio manager at Credit Suisse Asset Management. He is a co-author of Winning at Active Management: The Essential Roles of Culture, Philosophy and Technology. He received a bachelor’s degree from Harvard and a master’s degree from the Sloan School of Management at MIT, with a concentration in finance.
Stephen Duench, CFA, is Vice President and Portfolio Manager of AGF Investments Inc. As Vice President and Portfolio Manager, Stephen Duench is a key contributor to AGF’s quantitative investment platform, AGFiQ. AGFiQ’s team approach is grounded in the belief that investment outcomes can be improved by assessing and targeting the factors that drive market returns. Mr. Duench is the lead Portfolio Manager of the AGFiQ Dividend Income Fund and AGF Canadian Large Cap Dividend Fund and is central to the creation and support of AGFiQ’s portfolio management tools, analysis and applications across both Canadian and global mandates. He began his career with AGF as part of the Highstreet Investment Management team. Highstreet Asset Management Inc. is a wholly owned subsidiary of AGF Investments Inc. Mr. Duench earned an honors degree in financial mathematics from Wilfred Laurier University and is a CFA charterholder.
Sudhir Nanda is a Portfolio Manager and the head of the Quantitative Equity Group for T. Rowe Price. He is President of the Investment Advisory Committees of the QM US Small-Cap Growth Equity, QM US Value Equity, QM US Small- and Mid-Cap Core Equity, and QM Global Equity Strategies. He is a vice president and member of the Investment Advisory Committees for the Capital Appreciation, Diversified Mid-Cap Growth and Institutional Global Value Equity Strategies. In addition, he is a member of the U.S. Equity Steering Committee. Dr. Nanda is a vice president of T. Rowe Price Group, Inc. He received a B.A. degree from St. Stephen’s College, Delhi; an MBA from Indian Institute of Management, Calcutta; and a Ph.D. from the University of Massachusetts.
Paul Lambert, CFA, is a Portfolio Manager and Equity Analyst at Tocqueville Asset Management L.P. Mr. Lambert is focused on covering the energy, industrial, and financial sectors for the Tocqueville Opportunity Fund. Prior to joining Tocqueville in 2010, Mr. Lambert was an Analyst for Key Bank within its Asset Recovery Group where he worked with distressed middle companies as they restructured their debt. Mr. Lambert received his A.A. from Dean College and a B.S. from Babson College. He also holds the CFA designation.
