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Joseph T. Seminetta – President, Senior Portfolio Manager
- Investment Experience: 24 years
- Education:
- MBA, Finance, J.L. Kellogg Graduate School of Business, Northwestern University
- BA, Finance, Loyola University of Chicago
- Previous Employers:
- Northern Trust Company
- ABN AMRO (formerly LaSalle Bank)
- Harris Bank
- Professional Affiliations:
- Board Member, Member of Investment Committee, Columbia College, Chicago
- Board Member, Ravinia Festival
- Board of Advisors, Member of Investment Committee, Catholic Charities of Chicago
- Member, Economic Club of Chicago
Denise M. Seminetta, CFA – Director of Research
- Investment Experience: 23 years
- Education:
- BA/BS, Finance, International Business, The Ohio State University
- Chartered Financial Analyst
- Previous Employers:
- ABN AMRO (formerly LaSalle Bank and also The Chicago Trust Company)
- Professional Affiliations:
- Member, CFA Institute, CFA Chicago
- Board Member, Providence St. Mel School
Robert C. Cellini – Senior Vice President
- Investment Experience: 41 years
- Education:
- JD, DePaul University, College of Law
- BS, Marketing, Indiana University
- Previous Employers:
- US Trust, Bank of America Private Wealth Management (formerly ABN AMRO / LaSalle Bank)
- Bank One (formerly First Illinois Bank and Trust Co.)
- Bell, Boyd & Lloyd
- American National Bank & Trust Co. of Chicago
- Civic Affiliations:
- Director, National Van Lines, Inc
- Director, Harold D. & Hazel C. Wright Foundation
Chris D. Kostiuk – Senior Portfolio Manager
- Investment Experience: 36 years
- Education:
- PH.D Candidate in Economics/Finance, Indiana University
- MA Economics/Accounting, University of Colorado
- BS, Economics, cum laude, Regis College
- Previous Employers:
- US Trust, Bank of America (formerly ABN AMRO / LaSalle Bank)
- Harris Bank N.A.
- The Chicago Corporation
- American National Bank
- Professional Affiliations:
- Affiliate Member, CFA Institute, CFA Chicago
- Member, Chicago Estate Planning Council
G. Lawrence Bliss, CFA – Senior Portfolio Manager
- Investment Experience: 43 years
- Education:
- MBA, Finance, Indiana University
- BS/BA, Finance, cum laude, Xavier University
- Previous Employers:
- US Trust, Bank of America Private Wealth Management (formerly ABN AMRO / LaSalle Bank)
- Duff & Phelps Investment Management Co.
- First National Bank of Chicago
- Civic Affiliations:
- Member, CFA Institute, CFA Chicago
- Board Member, Friends of Tolentine
Annie Serrano – Investment Associate
- Investment Experience: 3 years
- Education:
- BA, Economics, Northwestern University
- Previous Employers:
- Washington Mutual Inc.
- Professional Mortgage Inc.