Areas of Focus: Small Cap Value and Micro Cap Value analysis

Profile:

• Research analyst for the Small Cap Value and Micro Cap Value portfolios
• Member of the Equity Investment Team
• Active in the investment industry since 1997
• Previously was equity analyst at Morningstar, Inc.
• Passed CFA Level I and Level II Exams

• B.A., University of Notre Dame
• M.B.A., University of Chicago, Graduate School of Business