|
|
|
|
|
Professional
Profiles
·
Terence P. Weiss
·
Jeffrey G. Dowden, CFA
·
John W. Rosebrough, CFA
·
Frank J. Esposito, CFA
·
Christopher R. Norwood,
CFA · Jamie L. MillerDirector of Client Services · Kristin D. WagenhauserClient Services Manager · Carey L. LarsonClient Services Administrator · Nancy J. McHenryCustodian Administrator |
|
|
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 earned a Bachelor of Arts in Economics from Indiana University. Mr. Rosebrough is a member of the CFA Society of Indianapolis and is a member of the CFA Institute. He began his investment career in 1995 as a registered representative with a regional retail brokerage firm. Most recently, he served as a Sr. Fixed Income Specialist with Charles Schwab & Co. At Wallington Asset Management, Mr. Rosebrough serves as a portfolio manager and is the firm’s Chief Compliance Officer. JRosebrough@WallingtonAsset.com
Frank J. Esposito,
CFA Frank J. Esposito earned a Bachelor of Science Degree in Business Economics and Philosophy from Marquette University and a Masters of Business Administration from Kellogg School of Management at Northwestern University. Prior to joining Wallington, Mr. Esposito served as a Portfolio Manager and Product Specialist for Wells Capital Management’s Fundamental Growth Equity Team. In this capacity, he was responsible for oversight of the team’s investment process, risk monitoring and client portfolio management. Previously, Mr. Esposito was a Vice President with Goldman, Sachs & Company where he worked in both the Asset Management and Equities divisions. Mr. Esposito is a trustee and board treasurer for St. Vincent New Hope and serves on the endowment committee for Easter Seals Crossroads and the foundation board for the Village of Merici. He is a member of the CFA Institute and the Investment Analyst Society of Chicago. At Wallington Asset Management, Mr. Esposito serves as a Portfolio Manager and is the firm’s Director of Research. Christopher R. Norwood, CFA Christopher R. Norwood earned a Bachelor of Arts degree from Davidson College and a Masters degree from the University of Colorado. Chris dedicated sixteen years of his life serving the United States of America as an Air Force officer and pilot. He has logged in excess of 3,000 flying hours including over 1,000 hours in the F-15 Eagle and 155 combat hours over Iraq. Chris's investment experience began over a decade ago and includes managing several private investment funds, one of which appeared in Barron's in 2001 as a "top 10 Fund" for longer performance and the number one fund for three-year performance. Chris co-founded and was Chief Investment Officer of a successful Indiana-based financial advisory firm. He is a past board member of the CFA Society of Indianapolis and a current member of the CFA Institute. At Wallington Asset Management, Mr. Norwood serves as an investment analyst and is instrumental in formulating asset allocation policy. 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 Carey L. Larson Nancy J. McHenry
Wallington Asset Management |