|
|
|
|
|
Professional
Profiles
·
Terence P. Weiss
·
Jeffrey G. Dowden, CFA
·
John W. Rosebrough, CFA
·
Christopher R. Norwood,
CFA
·
Matthew K. Lawson, CFA · Jamie L. MillerDirector of Client Services · Kristin D. WagenhauserClient Services Manager · Martha J. CarrollPortfolio Accountant · Emily M. DenhamPortfolio Accounting Administrator · Robert C. Klemkosky, Ph.D.Analytical Consultant |
|
|
Terence P. Weiss President and Managing Director Terence P. Weiss earned a Bachelor of Science Degree in Accounting and a Masters of Business Administration in Finance with honors from Indiana University. Mr. Weiss has been employed in the field of finance for over twenty years. He began his career in finance performing various functions in financial analysis and taxation, then focused on managing private investment portfolios while undertaking a variety of responsibilities in the analysis of equity and fixed income securities. Mr. Weiss joined Wallington Asset Management in 1988 as Vice-President and subsequently became President of the organization. Mr. Weiss continues to serve as President of Wallington, is actively involved in portfolio management and security analysis and serves as Chairman of Wallington Asset Management's Investment Selection Committee.
Jeffrey G. Dowden, CFA
Jeffrey G. Dowden earned a Bachelor of Science degree in Finance from Ball State University in 1984. Mr. Dowden is a past president and board member of the CFA Society of Indianapolis and is a member of the CFA Institute. His career in the investment business began in 1989 in the retail brokerage business as a registered representative. He worked for Smith Barney, Inc. for over five years and joined Wallington Asset Management in 1997 after serving as Registered Principal and Director of Operations of a Robert Thomas Securities office in Indiana. At Wallington Asset Management, Mr. Dowden serves as portfolio manager and is a member of Wallington Asset Management’s Investment Selection Committee. John W. Rosebrough, CFA John W. Rosebrough serves as a portfolio manager and is actively involved in the evaluation of equity and fixed income investments at Wallington. Mr. Rosebrough also serves as the firm’s Chief Compliance Officer and is responsible for the direction and coordination of the firm’s day to day operations. He began his investment career in 1995 as a registered representative with a regional brokerage firm. Prior to joining Wallington, he held several positions with Charles Schwab & Co., most recently as a Sr. Fixed Income Specialist with Schwab Capital Markets Fixed Income & Specialized Products Group. Mr. Rosebrough earned a Bachelor of Arts in Economics from Indiana University. He is a member of the CFA Institute and the CFA Society of Indianapolis. JRosebrough@WallingtonAsset.com Christopher R. Norwood, CFA Christopher R. Norwood earned a Bachelor of Arts degree in Journalism from Davidson College and a Masters degree from the University of Colorado. Prior to joining Wallington, Mr. Norwood was the Chairman and Chief Investment Officer of Biechele Royce Advisors, a firm he co-founded. Chris also served as Chief Investment Officer for the General Partner of Keystone Fund, L.P., a small and mid cap alternative investment partnership, from 1995 through 2007. In 2001, Barron’s recognized Keystone Fund as a top performing partnership. Chris logged thirty-five combat missions and one hundred fifty-five combat hours in Southwest Asia. He received two meritorious service medals, an air combat medal, an aerial achievement medal, and the Southwest Asian combat medal during his Air Force Service. Chris also served as the Air Force liaison officer to Thailand from 1995 to 1998 – an experience that he credits with broadening his perspective on investing outside of the United States. At Wallington Asset Management, Mr. Norwood serves as Chief Investment Strategist and is instrumental in formulating asset allocation policy and portfolio strategy. He is a past board member of the CFA Society of Indianapolis and a current member of the CFA Institute. Matthew K.
Lawson, CFA Matthew Lawson earned a Bachelor of Science in Business Administration degree (Summa Cum Laude) from the University of Tennessee, Knoxville. Prior to joining Wallington Asset Management, Mr. Lawson conducted fundamental analyses for high yield corporate debt issues as the lead analyst for the healthcare and chemical sectors. His duties included in-depth financial reviews, evaluation of industry dynamics and examination of lenders’ agreements and bond indentures. Prior to that, he was an analyst in Conseco, Inc.’s fixed income management division. Earlier in his career, Mr. Lawson assisted with the design, implementation and ongoing support of non-qualified executive deferred compensation plans. At Wallington Asset Management, Mr. Lawson serves as a Vice President and Senior Research Analyst, assessing the investment potential of equities and fixed income investments for client portfolios and contributes to the firm’s overall investment strategy. He is a member of the Vermont CFA Society and is a member of the CFA Institute. Jamie L. Miller Jamie L. Miller received a Bachelor of Science degree in Business Administration from Butler University. Mrs. Miller's experience in the financial services industry began in 1991. Prior to joining Wallington Asset Management in 1995, she worked at Prudential Securities as a registered sales assistant. Mrs. Miller is currently responsible for the division's technical operations that pertain to the servicing of client accounts. Kristin D. Wagenhauser Kristin D. Wagenhauser moved to Indianapolis in 2001 after serving in Germany as a civilian assistant to a Colonel in the United States Air Force on Ramstein Air Force Base. Upon her return to the States, Mrs. Wagenhauser was employed as an Administrative Assistant to the CEO of an Indiana-based firm specializing in leveraged buyouts. Mrs. Wagenhauser joined Wallington Asset Management in 2002 and is directly responsible for the servicing of client's accounts as well as utilizing her advanced skills in technology and marketing to assist in the coordination of Wallington's business development efforts. In addition, Mrs. Wagenhauser is actively involved as a volunteer for a variety of local community activities through the Indianapolis Ambassadors. KWagenhauser@WallingtonAsset.com Martha J. Carroll Emily M. Denham
Robert C. Klemkosky, Ph.D. Robert C. Klemkosky holds a Bachelor of Arts degree and a Doctor of Philosophy degree from Michigan State University and a Masters of Business Administration from the University of Michigan. He is the founding dean of a Graduate School of Business at Sungkyunkwan University in Seoul, Korea and is the Fred T. Greene Professor Emeritus of Finance at the Indiana University Kelley School of Business where he also served as Chairman of the Finance Department from 1986 to 1992 and again from 2000 to 2003. He was Associate Dean-Research and Operations from 1992-1995. Dr. Klemkosky’s research and teaching interests are in the financial markets. His research has focused on three primary topics: 1) Risk-Return Analysis; 2) Market Efficiency; and 3) Derivatives. His work has entailed empirical investigations of the above topics and has resulted in more than 30 articles published in leading finance journals. He was the Associate Editor of the Journal of Finance and has served as Vice President of the Financial Management Association. He is currently a trustee for a mutual fund management company and is the first non-Korean to serve as a director of the Korea Stock Exchange. Dr. Klemkosky is a founder of Wallington Asset Management and serves as an analytical consultant to the Investment Selection Committee.
Wallington Asset Management, LLC |