PORTFOLIO MANAGER

EMPLOYMENT

Portfolio Manager

· Manage the firm’s institutional assets, which at $1.3 billion represent 35% of the firm’s assets under management. Five year annualized performance record on this product has been 26.4%, 280 basis points ahead of the S&P 500.

· Manage the firm’s new growth fund and the equity portion of their new balanced fund. Return on these products since their inception 18 months ago has been 30.6%, 120 basis points ahead of the S&P 500.

· Manage client relationships on 52 institutional portfolios representing over $420 million in assets.

• Major driver for adding new companies to the firm’s buy list. During the past four years recommended stocks have outperformed the S&P 500 by 640 basis points and currently represent over $350 million in assets.