 |
People |
| |
|
| |
Team of Analysts |
| |
Research Analysts are devoted to determining
investment policy and strategy. Analysts meet to review current holdings,
discuss and implement portfolio strategies and take action on buy/sell
candidates. |
| |
|
| |
 |
| |
EDWARD C. RORER, PRINCIPAL |
| |
Chairman and Chief Investment Officer |
|
|
| |
Founder of Rorer Asset Management, LLC, Ted Rorer
is the company’s Chairman and Chief Investment Officer. Having
developed the company’s disciplined approach to investment management,
he is responsible for the firm’s overall investment process.
He is a member of the Investment Policy Committee.
He began his career in the Philadelphia office of Blyth Eastman
Dillon, where he served as Vice President. Ted holds a B.A. degree
from Trinity College in Hartford, CT, and an M.B.A. from the Wharton
School, University of Pennsylvania. He is also a member of the CFA Society of Philadelphia. |
| |
|
| |
|
| |
 |
| |
CLIFFORD B. STORMS, JR., CFA,
PRINCIPAL |
| |
Executive Vice President, Director
of Research |
|
|
| |
Cliff Storms began his career at Rorer in 1990 and serves as the Firm’s Executive Vice President and Director of Research. He is responsible for the fundamental, technical, and quantitative research at Rorer Asset Management. He is a member of the Investment Policy Committee and brings 22 years experience in the investment management field to the firm.
Before joining Rorer, Cliff was the Associate Director of Research
and Portfolio Manager for the First Pennsylvania Bank. Prior to
that, Cliff worked as an Analyst for Value Line, Inc. Cliff holds
a B.A. degree from Dickinson College and an M.B.A. from the University
of North Carolina at Chapel Hill. He holds the Chartered Financial
Analyst designation and is a member of the CFA Society
of Philadelphia. |
| |
|
| |
|
| |
 |
| |
SUZANNE M. HANNIGAN, CFA, PRINCIPAL |
| |
Senior Equity Analyst |
|
|
| |
Suzanne joined Rorer’s team of analysts
in 1996, and brings 23 years of experience to the position. She is
a member of the Investment Policy Committee. Before joining Rorer,
Suzanne was an Equity Research Analyst with CoreStates Investment
Advisers. She also was a Senior Analyst with Merrill Lynch Private
Capital. Suzanne holds a B.A. from Holy Family College where she graduated Summa Cum Laude. She holds
a Chartered Financial Analyst designation and is a member of the CFA Society of Philadelphia. |
| |
|
| |
|
| |
 |
| |
ROBERT D. LEININGER, CFA, PRINCIPAL |
| |
Senior Equity Analyst |
|
|
| |
Bob joined Rorer’s team of analysts in 1997,
and brings 19 years experience to the position. He is a member of
the Investment Policy Committee as well as the Management Committee. In addition, he serves as the firm's Chief Operating Officer and Chief Compliance Officer. Before joining Rorer, Bob was a Senior
Equity Analyst for Gabelli Asset Management. Prior to that, Bob was
a Security Analyst with Philadelphia Investors and a Portfolio Manager
with PNC Financial. Bob holds an M.B.A. degree from the Wharton School,
University of Pennsylvania, Philadelphia, PA, and a B.A. degree from
Amherst College, where he graduated Magna Cum Laude. He holds the Chartered Financial Analyst designation
and is a member of the CFA Society of Philadelphia. |
| |
|
| |
|
| |
 |
| |
LARY D. AASHEIM, CFA, PRINCIPAL |
| |
Senior Equity Analyst |
|
|
| |
Lary joined Rorer’s team of analysts in
1998 and brings 23 years experience as a research analyst to the position.
He is a member of the Investment Policy Committee. Before joining
Rorer, Lary was Director of Research at CoreStates Investment Advisers.
He also was a Senior Investment Officer at First Fidelity Bank and
Research Analyst with Bear Stearns & Co. Lary holds a B.S. in Economics degree from the University of Pennsylvania’s Wharton School.
He holds a Chartered Financial Analyst designation and is a member
of the CFA Society of Philadelphia. |
| |
|
| |
|
| |
 |
| |
MARK W. GIOVANNIELLO,
CFA, CPA |
| |
Senior Equity Analyst |
|
|
| |
Mark joined Rorer's team of equity analysts in
2006. He is a member of the investment policy committee and the lead
portfolio manager for the mid cap portfolio. Before joining Rorer,
Mark spent six years at The Colony Group, an investment advisor based
in Boston, Massachusetts. At The Colony Group he was the lead manager
of the firm's mid-cap strategy. Mark was also the Director of Research,
responsible for all fundamental, quantitative and technical research
as well as for the enhancement of the firm's research process over
time. In addition, Mark covered stocks in health care and industrials
sectors, supporting the firm's large-cap, mid-cap and small-cap strategies.
Mark previously was a senior associate at the public accounting firm
PricewaterhouseCoopers. He holds Chartered Financial Analyst and
Certified Public Account designations. |
| |
|
| |
|
| |
 |
| |
DAVID B. MCGONIGLE, CFA |
| |
Senior Equity Analyst |
|
|
| |
Dave joined Rorer’s team of analysts in
2003, after having served as a Portfolio Manager at Rorer for over
four years. He is a member of the investment policy committee, focusing
on mid-cap holding. Before joining Rorer, Dave was a Financial Analyst
with AmericaOne Communications, Inc. He has over 8 years experience
and holds a B.S. from the University of Richmond. He holds the Chartered
Financial Analyst designation and is a member of the CFA Society
of Philadelphia. |
| |
|
| |
|
| |
 |
| |
DIANNE P. MANGES, CFA, PRINCIPAL |
| |
Director of Fixed Income |
|
|
| |
Dianne joined Rorer’s team of analysts in
1995 as Director of Fixed Income and brings 18 years experience in
fixed income to the position. Before joining Rorer, Dianne was a Senior
Portfolio Manager for Short and Intermediate Term Fixed Income for
Meridian Investment Company in Malvern, PA. Prior to that, Dianne
was a Portfolio Manager for Intermediate/Long Term Fixed Income and
a Fixed Income Trader with both Meridian Investment Company’s
and Legg Mason Wood Walker, Inc.’s municipal bond desk. She
holds a B.A. degree from Immaculata College in Immaculata, PA. She
holds the Chartered Financial Analyst designation and is a member
of the Fixed Income Club of Philadelphia, the CFA Society
of Philadelphia, the Bond Club of Philadelphia, and the Municipal
Bond Club of Philadelphia. |
| |
|
| |
|
| |
 |
| |
JAMES C. SPENCER, CMT |
| |
Senior Fixed Income Portfolio Manager |
|
|
| |
Jim joined Rorer’s team of analysts in 1998
and brings 16 years experience to the position. Before joining Rorer,
Jim was a Portfolio Manager for short-term fixed income funds with
CoreStates Investment Advisers and an Institutional Trust Officer
for Meridian Asset Management. Jim holds an M.B.A. from Saint Joseph’s
University and a B.A. from Washington College. He is a Chartered Market
Technician, a member of the Fixed Income Club of Philadelphia and
the CFA Society of Philadelphia. |
| |
|
| |
|
| |
Client Service Team |
| |
Portfolio Managers are devoted to maintaining
strong relations with existing clients and financial consultants.
Portfolio Managers review client portfolios to ensure that policy
decisions are implemented in accordance with overall strategy and
any client specific guidelines. |
| |
|
| |
 |
| |
RICHARD M. LUNSFORD, PRINCIPAL |
|
|
| |
Richard joined Rorer’s portfolio management
team in 1997. Before joining Rorer, Richard was a Senior Consultant
at Wm. Mercer Investment Consulting, Inc., and a Vice President and
Portfolio Manager at Wolf, Webb, Burk & Campbell. He has over
32 years experience and holds an M.B.A. from The American University
and a B.S. degree from the University of Delaware. He is a member
of the CFA Society of Philadelphia. |
| |
|
| |
 |
| |
CHRISTOPHER J. PUSAK, CIMA® |
| |
Senior Vice President, Director
of Institutional Sales |
|
|
| |
Chris returned to Rorer in January 2007 after a two year hiatus in which he managed a Philadelphia area mutual fund complex and also sold alternative investments in the brokerage channel. He originally joined Rorer in 1994 as a salesperson. Chris brings 24 years of experience to the position and prior to joining Rorer was a Financial Advisor with Merrill Lynch. He holds a B.S. degree from The Pennsylvania State University and is a Certified Investment Management Analyst having received his CIMA® designation in 1999. |
| |
|
| |
|
