"Equal access to intellectual capital" is a phrase which encapsulates what our investment teams are all about. We are a 'no star' system and instead opt for the team approach to investing. Collaboration is the lifeblood of our investment ingenuity because it draws out the very best of our creativity, innovation, and original thinking. Crucial to our success is a comprehensive research capability that is resident within portfolio teams and within an independent group of exceptional analysts we call our Core Research Team. Decision making occurs within independent portfolio teams, organized around our long-standing commitment to accountability. Small, responsive, and decisive, these portfolio teams are comprised of seasoned investment professionals who have the integrity of their specific investment mandates as their first priority.

Click on the links to the right to view biographies for our team leaders.

Joseph M. Corrado, CFA

Senior Vice President

 Joe is the Senior Portfolio Manager and Research Analyst of our US Small Capitalization Value and US Small Mid Capitalization Value investment teams. He is responsible for research on the financial, consumer, commodity and industrial sectors.

Joe joined our firm in 1986 and today has over 30 years of experience in the industry. Previous positions include:

• Director of Research for Standish Ayer & Wood for the large cap equity, market neutral and small cap value portfolios 
• Research Analyst positions at Shearson Lehman Brothers, Manufacturers Hanover Trust, New York Life Insurance Co. and Standard and Poor's, covering a wide range of industries 

Joe received his BS from New York University. He is a CFA charterholder.

David A. Daglio, CFA

Senior Vice President

David joined our firm in 1998 and today has over 11 years of experience in the industry. Previous positions include:

• Portfolio Manager and member of The Boston Company's equity policy group for the Large Cap Value investment team 
• Portfolio Manager and Analyst at The Boston Company on the Opportunistic Value Equity investment team, covering, technology, consumer, healthcare and financials 
• Senior Consultant with Deloitte and Touche Consulting Group, providing managerial consulting advice to companies in the telecommunications, healthcare and transportation areas 
• Engineering and managerial positions at The Dannon Company, coordinating the design and construction of the largest plant in the company's history as well as supervising over 100 people in a manufacturing plant 

David received his BS in Mechanical Engineering from Rensselaer Polytechnic Institute and in his earning an MBA from New York University's Stern School of Business graduated with the highest distinction. He is a member of the Beta Gamma Sigma Honor Society and a CFA charterholder.

Brian C. Ferguson

Senior Vice President

Brian is Director of US Large Capitalization Value Equities and Portfolio Manager on our US Large Capitalization Value Equity, US Dynamic Value Equity, and US Disciplined Equity Income investment teams. He is responsible for research on the energy, industrials, healthcare, and utility sectors.

Brian joined our firm in 1997 and today has over 15 years of experience in the industry. Previous positions include:

• Analyst at The Boston Company on the US Small and Mid Capitalization Opportunistic Value investment teams, focusing on financial services and consumer related stocks
• Portfolio Manager at The Boston Company, responsible for launching our Mid Capitalization Value strategy 
• Co-Portfolio Manager of the Dreyfus Mid Capitalization Value Fund
• Analyst on the Vanguard Windsor Fund at Wellington Management 

Brian earned his BA in Economics and International Relations at Bucknell University and his MBA from Columbia University's Business School with a concentration in Finance. He is a member of the Beta Gamma Sigma Honor Society.

Sean P. Fitzgibbon, CFA

Senior Vice President

Sean is a Portfolio Manager on our US Large Capitalization Core Equity, US Large Capitalization Core 130/30 Equity and Market Neutral Equity investment teams. He is responsible for research on the health care and consumer sectors for both the US Core and Global Core portfolios. Sean also serves on our Asset Allocation Committee.

Sean joined our firm in 1991 and today has over 16 years of experience in the industry. Previous positions include:

• Vice President at Standish Mellon, leading the large core equity team and guiding portfolio strategy and stock selection 
• Research analyst responsible for coverage of the health care, financial and consumer durable sectors 

Sean received his BS in Economics from Northeastern University and his MBA from Babson College. He is a CFA charterholder and a member of the Boston Security Analysts Society.

D. Kirk Henry, CFA

Executive Vice President

Kirk is the Director of Non-US Value Equities as well as the lead Portfolio Manager on our Non-US Value Equity and Emerging Markets Value equity portfolios. He is also a portfolio manager of our Global Value Equity product. He is responsible for research of Canada and South Africa.

Kirk joined our firm in 1994 and today has over 26 years of experience in the industry. Previous positions include:

• Executive Vice President at Cseh International and Associates Inc, where he was an International portfolio manager. His research focus was Continental Europe and Asia excluding Japan 
• International Portfolio Manager at Provident Capital Management, Inc., focusing on stock selection within Continental Europe and Asia excluding Japan 
• International Analyst with Sears Investment Management, covering developed Europe and Japan 
• Investment Analyst at First Chicago Investment Advisors, covering machinery, computer software, photography, and metals 

Kirk graduated with a BA in Human Biology from Stanford University and received his MBA in Accounting/Finance from the University of Chicago. He is a CFA charterholder, and a member of CFA Institute and The Boston Security Analysts Society.

Mark Herskovitz

Senior Vice President

Mark is the lead Portfolio Manager of the Technology investment team. 

Mark joined our firm in 1996 and today has over 24 years of experience in the industry. Previous positions include:

• Lead Portfolio Manager of the Dreyfus Premier Technology Growth Fund
• Senior Technology Analyst at National City Corporation, responsible for the coverage of companies in the data processing, computer hardware & software, semiconductor and telecom equipment and services industries

Mark received his AB from The University of Chicago.

John B. Jares, CFA

Senior Vice President

John is a Senior Portfolio Manager of our US Large Capitalization Growth investment team. He is responsible for the consumer discretionary, internet, software & wireless equipment sectors. 
John joined our firm in 2001 and today has over 13 years of experience in the industry. Previous positions include:

• Head Portfolio Manager of the large capitalization growth investment team, at Founders Asset Management 
• Portfolio Manager for Delaware Investments Balanced and Large Cap Growth Funds 
• Portfolio Manager and Senior Research Analyst for Berger Funds Balanced Fund and Growth Fund 
• Senior Research Analyst and Co Manager of the Founders Special Fund 

John earned his BS in Finance from Colorado State University and his MS in Finance from University of Colorado at Denver. He is a CFA charterholder.

Terence J. McLaughlin

Senior Vice President

Terry is the Lead Portfolio Manager of the US Large Capitalization Disciplined Growth Equity team. Terry is also a Portfolio Manager on the US Mid Capitalization Disciplined Growth Equity team.

Terry and joined our firm in 2002 and today has over 26 years of experience in the industry. Previous positions include:

• Portfolio Manager with Lighthouse Dreyfus Growth Advisors 
• Associate in Kidder Peabody's Institutional Equity area
• Vice President at Prudential Securities
• Various positions at Ashland Management, from Vice President to Managing Director to Chief Investment Officer

Terry received his BA from St. John's University. He has served on the Board of the Institutional Investor Forum, is a member of The New York Society of Security Analysts, and is a past member of the NYSE Institutional Advisory Committee.

James D. Padgett, CFA

Senior Vice President

J.D. is a Senior Portfolio Manager for The Boston Company. He has been the Lead Manager for the Dreyfus Premier Enterprise Fund since 2004. J.D. was also a co-Manager on the Dreyfus Founders Discovery Fund and various related small-cap institutional accounts from 2004 until 2006.

J.D. joined our firm in 2002 and today has over 15 years of experience in the industry. Previous positions include:

• Portfolio Manager and Equity Analyst for Founders Asset Management's small capitalization team
• Equity Analyst at Berger Financial
• Portfolio Manager at Colorado Public Employees' Retirement Association, managing a $1.5B actively managed equity fund
• Equity Analyst for a regional brokerage firm

J.D. received his BA in Business Administration from Pepperdine University. He is a CFA charterholder.

B. Randall Watts, Jr., CFA

Senior Vice President

Randy is the Lead Portfolio Manager of our US Small Capitalization Growth and US Micro Capitalization Growth Absolute Return Equity investment team. In addition, he is responsible for research coverage of the software, internet, media and telecommunications industries.

Randy joined our firm in 2001 and today has over 17 years of experience in the industry. Previous positions include:

• Director and Portfolio Manager of Westfield Capital, a subsidiary of Boston Private Financial Holdings, managing more than $500 million in Small and Mid Capitalization Growth portfolios as well as covering healthcare, consumer, technology and real estate 
• Equity Analyst and Assistant Portfolio Manager on the Freedom Capital's Environmental Fund, responsible for the healthcare and environmental industries 

Randy received a BA in English from the University of Virginia. He is a CFA charterholder.

Elizabeth Slover

Senior Vice President

Elizabeth is the Director of our Core Research Team. She directs the coverage, content, communication and compensation structure for core research.

Elizabeth joined our firm in 2001 and today has over 22 years of experience in the industry. Previous positions include:

• Assistant Director of Equity at Chancellor/Invesco, responsible for managing the Equity Research group
• Associate in the Equity Research Department of Smith Barney where she worked for the Chief Investment Strategist

Elizabeth is a graduate of Union College, where she received a BA in Political Science

Martin D. Stephan, CFA

Senior Vice President

Martin is Director of our Quantitative Research Team, responsible for researching, developing and implementing quantitative stock-selection and risk-control disciplines as well as investment decision support systems for all of the firm's investment processes.

Martin joined our firm in 1997 and today has over 17 years of experience in the industry. Previous positions include:

• Equity Research Analyst for The Boston Company's US Large Capitalization Core and Market Neutral disciplines, covering the energy, utility and chemical sectors 
• Associate Research Analyst at Morgan Stanley responsible for covering the natural gas sector 
• Financial Analyst in the Natural Resources Group of Morgan Stanley's Corporate Finance Department

Martin earned his AB from Dartmouth College and his MBA from MIT Sloan School of Management. He is a CFA charterholder.

John Truschel, CFA

Senior Vice President & Chief Investment Officer

John is the Chief Investment Officer for The Boston Company Asset Management and is on the portfolio management team for our International and Global Core Equity strategies.
 
John joined The Boston Company from Standish Mellon in 2003 when the Standish equity teams moved to The Boston Company. At Standish John managed the firm’s balanced accounts, chaired the firm’s Asset Allocation Committee, and as Portfolio Manager used both the International Core Equity and International Small Cap mutual funds for client portfolios. After joining The Boston Company John was the Portfolio Strategist for the International Core Equity team and was an important contributor to the team’s success over the last four years.
 
Prior to joining Standish Mellon, John served as Senior Analyst with The Tower Group. Previous to that he was a Product Manager at Fidelity Investments where his duties included developing asset allocation products for the intermediary marketplace. John began his career with Federated Investors.
 
John received his BA with a concentration in History and Religion at Westminster College. He received his MBA with a concentration in Finance from the University of Pittsburgh’s Katz Graduate School. John is a Chartered Financial Analyst charter holder and a member of the Boston Security Analysts Society.