Investment Group
Lanny Thorndike 
Managing Partner
Chief
Investment Officer & Portfolio Manager
Prior Experience
Health Care Securities Analyst at William Blair and Company, LLC (a NYSE
member firm) and Investment Analyst and Portfolio Manager for CC&F Asset
Management.
Education
Graduate of Harvard University and the Kellogg Graduate School of
Management at Northwestern University
Other
Member of several industry associations
Kevin Callahan, CFA 
Managing Member
Co-Portfolio Manager
Prior Experience
Portfolio manager at Standish, Ayer & Wood, Inc., securities analyst at
Loomis, Sayles & Company and securities analyst at Fleet Investment
Advisors.
Education
Bachelor's degree, Tufts University, M.B.A., J.L. Kellogg Graduate School
of Management at Northwestern University.
Other
Chartered Financial Analyst. Member of the Boston Security Analyst
Society (BSAS), Association of Investment Management and Research (AIMR)
and Association of Insurance and Financial Analysts (AIFA). Served on
the AIMR Insurance Task Force which analyzed the "Valuing Insurance
Contracts" Issues Paper.
 David Borah, CFA
Equity Analyst, Health Care
Prior Experience
Research Analysts with Pilgrim Baxter & Associates where he had
responsibility for all-cap research on Health Care companies.
Education
Graduate of Brown University and the Johnson Graduate School of
Management at Cornell University.
Other
Chartered Financial Analysts and a member of the Boston Security Analysts
Society.
 Greg DiMarzio, CFA
Equity Analyst, Financial Services
Prior Experience
Financial analyst with BankBoston in the Specialized Industry group;
consultant with Hoffman Alvary & Company, a firm specializing in
financial and litigation consulting
Education
Bachelor's degree in finance from Boston College.
Other
Chartered Financial Analyst. Member of the Boston Security Analyst
Society (BSAS), Association of Investment Management and Research (AIMR)
 C. J. Young
Equity Analyst, Consumer
Prior Experience
Equity analyst with Frontier Capital Management where his primary research responsibility was Consumer Discretionary and was with Schroder & Co.
Education
Graduate of Harvard University and The J.L. Kellogg Graduate School of Management at Northwestern University.
 Jonathan Weitz
Equity Trader
Prior Experience
Equity Trader at HLM Management Company where he excuted both OTC and
Listed small and mid cap trades.
Education
Bachelor's degree in Economics from Rollins College.
Other
Member of the Boston Securities Traders Association (BSTA) and has
completed Level 1 of the BSTA Market Technician Course.
Marketing Group
 Peggy Donahue
Key Account Manager
Prior Experience
Head of Shareholder Services for Century Shares Trust and Dealer Service
Representative at Colonial Investment Management
Education
Attended Northeastern University
 Peter Whitlock
Director, Sales and Client Services
Prior Experience
Vice President of separately managed accounts in the Northeast for AllianceBernstein Investment Research and Management. Equity Trader with Fidelity Management & Research and a Marketing Representative with Fidelity Investments Institutional Services.
Education
Graduate of Lake Forest College and The Boston University Graduate School of Management.
|
