Strategies/Equity Strategies
LARGE CAP VALUE DIVIDEND FOCUS - Large Cap Advantage Team
Experienced and credentialed management team: a belief in the process drives our thinking.
  • Experienced team with an average 25 years of industry experience
  • Fundamental reserch is done in lockstep with quantitative process
  • Team structure provides clear accountability at both security and portfolio levels
  • Senior analysts question earnings estimate assumptions used in fundamental analysis to ensure conviction
Douglas J. Roman, CFA, CMT
Managing Director
Industry Experience: 25 years
 
Ruairi G. O'Neill, CFA
Co-Portfolio Manager
Industry Experience: 17 years
 
Mark W. Batty, CFA
Co-Portfolio Manager
Industry Experience: 22 years
 
Steven C. Baumgarten
Equity Analyst
Industry Experience: 14 years
 
Michael W. Coleman
Investment Research Associate
Industry Experience: 1 year
 
Paul C. Crovo
Equity Analyst
Industry Experience: 27 years
 
William H. Gorman
Equity Analyst
Industry Experience: 30 years
 
Joseph J. Jordan, CFA
Equity Analyst
Industry Experience: 32 years
 
Michael D. Rocco
Equity Analyst
Industry Experience: 26 years
 
Maureen Callahan
Director of Risk Management, Large Cap Advantage
Industry Experience: 25 years