The Bernzott U.S. Small Cap Value Fund Team
Kevin Bernzott
Founder & CEO
Founded the firm in 1994. Previously CEO of McGaelic Group, a family office. JD , University of West Los Angeles, School of Law. 33 years investment experience.
Founder & CEO
Founded the firm in 1994. Previously CEO of McGaelic Group, a family office. JD , University of West Los Angeles, School of Law. 33 years investment experience.
Sean Greely, CFA
Portfolio Manager / Analyst
Previously partner at Monarch Partners Asset Management. BA Economics and Computer Science, Tufts University. 18 years investment experience.
Portfolio Manager / Analyst
Previously partner at Monarch Partners Asset Management. BA Economics and Computer Science, Tufts University. 18 years investment experience.
Robert Fitzpatrick, CFA
Portfolio Manager / Analyst
Previously a Portfolio Manager and Managing Director at Cadence Capital Management. BA Psychology and Government, Dartmouth College. MBA, The Wharton School. 31 years investment experience.
Portfolio Manager / Analyst
Previously a Portfolio Manager and Managing Director at Cadence Capital Management. BA Psychology and Government, Dartmouth College. MBA, The Wharton School. 31 years investment experience.
Mark Scott
Trader
Previously a US Marine Corps non-commissioned officer. BS Business, California State University Channel Islands. Investment Foundations Certificate, CFA Institute. 7 years investment experience.
Trader
Previously a US Marine Corps non-commissioned officer. BS Business, California State University Channel Islands. Investment Foundations Certificate, CFA Institute. 7 years investment experience.
Priscilla Simon
Operations Manager
BA Child Development, California State University Northridge. 19 years investment experience.
Operations Manager
BA Child Development, California State University Northridge. 19 years investment experience.
Hans T. Walsh
Chief Compliance Officer
Previously a career US Navy SEAL officer, he is a decorated combat and disabled veteran. BS Biology, Marquette University. MA National Security and Strategic Studies, Naval War College. Investment Foundations Certificate, CFA Institute. Investment Adviser Certified Compliance Professional. He speaks fluent Spanish.
Chief Compliance Officer
Previously a career US Navy SEAL officer, he is a decorated combat and disabled veteran. BS Biology, Marquette University. MA National Security and Strategic Studies, Naval War College. Investment Foundations Certificate, CFA Institute. Investment Adviser Certified Compliance Professional. He speaks fluent Spanish.
Bart O'Connor
Head of Business Development
Previously Managing Director at Cadence Capital Management. BA University Of Massachusetts, Amherst. 29 years investment experience.
Head of Business Development
Previously Managing Director at Cadence Capital Management. BA University Of Massachusetts, Amherst. 29 years investment experience.
Patrick Fischoeder
Private Clients / Business Development
Previously a Client Adviser at Rockefeller & Company. BA Economics, Connecticut College. 30 years investment experience.
Private Clients / Business Development
Previously a Client Adviser at Rockefeller & Company. BA Economics, Connecticut College. 30 years investment experience.
Madeline Silvestro
Client Service
BBA Accounting and Financial Management, Concordia University (2022). Investment Foundations Certificate, CFA Institute.
Client Service
BBA Accounting and Financial Management, Concordia University (2022). Investment Foundations Certificate, CFA Institute.
