Biographies

• Lead Portfolio Manager for the Small- and Mid-Cap Portfolio
• More than 20 years of investment experience, including:

• Sr. Portfolio Manager at Dean Investments
• Sr. Portfolio Manager at City National Investment Advisors, managing the equity analysts, small capitalization process and more than $300 million in assets
• Sr. Portfolio Manager at Palley-Needelman Asset Management, a Newport Beach, CA Investment Manager with over $5 B in client accounts, responsible for over $1B in assets

• MBA, BS - University of Southern California

• Senior Analyst for the Small- and Mid-Cap Portfolio
• Six years of experience with Dean Investments where he developed security recommendations for the firm’s small and mid-cap portfolios
• MBA, BS - University of Dayton