Senior Investment Staff

Brian R. Bruce

CEO & Chief Investment Officer – (38 Years Experience)

  • Putnam/PanAgora Asset Management – Chief Investment Officer
  • InterCoast Investment Group – President and Chief Investment Officer
  • State Street Global Advisors – Vice President
  • Professor, Cox School of Business, Southern Methodist University
  • Editor-in-Chief, Journal of Behavioral Finance and Journal of Investing
  • MBA, University of Chicago
  • MS, Computer Science, DePaul University

Douglas E. Stark, CFA

Managing Director – Portfolio Management & Research (28 Years Experience)

  • Martingale Asset Management – Director of Research
  • InterCoast Capital – Senior Vice President and Portfolio Manager
  • State Street Global Advisors – Vice President International Stocks and Currency Management
  • MBA, Columbia University
  • BS in Business, Arizona State University
  • Chartered Financial Analyst (CFA)

Brandon L. Troegle, CFA

Managing Director, Portfolio Management & Fundamental Analysis (16 Years Experience)

  • Morningstar – Equity Analyst
  • Bank of America – Securities Analyst
  • MBA, Cox School of Business, Southern Methodist University
  • BA, Business Administration and History, Austin College
  • Chartered Financial Analyst (CFA)

Richard Wilk, CFA

Director, Portfolio Manager (38 Years Experience)

  • BNP Paribas Investment Partners – Senior Portfolio Manager, Global Equities
  • PanAgora Asset Management – Director, Active Equities
  • The Boston Company – Vice President, Structured Investment Products
  • MA, Economics, University of Rochester
  • BS-Economics and Applied Mathematics, State University of New York, Stony Brook
  • Chartered Financial Analyst (CFA)