Company Name |
Interview By |
Interview Quater |
View Interview |
Porter Investments, Inc. |
Bob Porter President |
3Q2015 |
 |
Coventry Capital Inc. |
Brian F. Spengemann Sr., CFA & CEO |
1Q2015 |
 |
Darrell & King Investment Counsel, LLC |
John M. Wells, CFA Investment Analyst |
4Q2014 |
 |
Weatherly Asset Management L.P. |
Carolyn P. Taylor, President & Founder Kelli Ruby, CFP |
3Q2014 |
 |
Rosenblum Silverman Sutton Investment Council |
Phyllis R. Sutton President and Principal |
2Q2014 |
 |
MPI Investment Management |
Bradley C. Smith Sr. Vice President & Portfolio Manager |
1Q2014 |
 |
Bernzott Capital Advisors |
SCOTT T. LARSON, CFA Chief Investment Officer |
4Q2013 |
 |
Scotia Partners, LLC |
Clifford J. Montgomery, CFA Founder and CEO |
3Q2013 |
 |
Klingenstein, Fields & Co., L.L.C |
Jerry P. Getsos Senior Vice President |
2Q2013 |
 |
Century Management |
Arnold Van Den Berg CEO & Co-Chief Investment Officer |
1Q2013 |
 |
Wedgewood Partners, Inc. |
David A. Rolfe Chief Investment Officer |
4Q2012 |
 |
First Wilshire Securit. Mgt. |
Fred Astman, Chairman Scott Hood, CEO |
3Q2012 |
 |
Merit Advisors, Inc. |
Donald L. Dillingham, Portfolio Manager & Matthew Spangler, Vice-President |
2Q2012 |
 |
MPI Investment Management |
David Pequet President/CEO & Senior Portfolio Manager |
1Q2012 |
 |
Weatherly Asset Management L.P. |
Carolyn P. Taylor President |
4Q2011 |
 |
Good Harbor Financial, LCC |
Neil Peplinski, CFA, Co-Founder & Managing Partner, |
3Q2011 |
 |
System Research LLC |
Vinay Munikoti CEO & Managing Member |
2Q2011 |
 |
Montag & Caldwell, LLC |
Ron Canakaris CFA , Chairman & CIO |
1Q2011 |
 |
Metropolitan Capital Strategies |
Dave Schombert President & CIO Sharon Snow CEO |
4Q2010 |
 |
Darrell & King Investment Counsel, LLC |
Stewart Darrell CFA |
3Q2010 |
 |
Towle & Co. |
J. Ellwood Towle CEO/Portfolio Manager Christopher D. Towle President/Portfolio Manager |
2Q2010 |
 |
Cambridge Financial Group |
Buck Newsome President & Managing Director |
1Q2010 |
 |
Forward Management, LLC |
Randall Coleman, CFA, Portfolio Manager |
4Q2009 |
 |
Purcell Advisory Services, LLC |
Sondra Purcell, Principal (Left)
Dan Yeung, Investment Strategist (Center) Teri Weigel, Principal & Chief Compliance Officer (Right) |
3Q2009 |
 |
Ashfield Capital Partners, LLC |
J. Stephen Lauck, CFA President & CEO |
2Q2009 |
 |
James Investment Research, Inc. |
Barry R. James, CFA, CIC President & Portfolio Manager |
1Q2009 |
 |
Empiric Advisors, Inc. |
Mark Coffelt Chief Investment Officer |
4Q2008 |
 |
Great Companies, Inc. |
Chuck Carnevale Chief Investment Officer |
3Q2008 |
 |
Metropolitan Capital Strategies, LLC |
Dave Schombert, President & CIO Sharon Snow, CEO |
2Q2008 |
 |
Money Management Questionaire |
Dave Lawson President and Chief Operating Officer |
1Q2008 |
 |
WCM Investment Management |
Peter J. Hunkel Portfolio Manager – Focused Growth International |
4Q2007 |
 |
Oristano Capital |
Joe Pickard Principal and Chief Investment Officer |
3Q2007 |
 |
Messner & Smith Investment Management |
Kevin J. Dukesherer, CFA Director of Research/Portfolio Manager |
2Q2007 |
 |
Snow Capital Management, LP |
Richard Snow Chief Investment Officer |
1Q2007 |
 |
Biondo Investment Advisors |
Joseph Biondo, Jr. Senior Portfolio Manager |
4Q2006 |
 |
Advisory Research, Inc. |
Brien M. OBrien CEO & President |
3Q2006 |
 |
Emerging Growth Management |
Michael Jackson Managing Director |
3Q1997 |
 |
Voyageur Asset Management |
Charles F. Henderson ---- |
1Q2001 |
 |
Radnor Capital Management |
Maris A. Ogg President & Chief Investment Officer |
1Q1995 |
 |
MKG Capital Advisors |
Mr. Mark Gaskill President, CEO & Chief Investment Officer |
4Q2004 |
 |
Brandes Investment Advisors |
Barry ONeil Managing Director |
4Q1995 |
 |
Wood Asset Management, Inc. |
---- ----- ----- |
3Q2001 |
 |
VMF Capital Management Inc |
David Kaplan Research Analyst & Portfolio Manager |
3Q2002 |
 |
Uniplan, Inc |
Richard Imperiale President |
3Q1994 |
 |
Snow Capital Management LP |
Richard Richard ------ |
3Q2003 |
 |
RREEF |
Steve Steppe Partner in Charge & Client Relations |
4Q2002 |
 |
Pinnacle Associates LTD |
Andrew Reitenbach Portfolio Manager/Analyst |
1Q2006 |
 |
Optimum Investment Advisors |
jadumont jadumont ----- |
2Q2005 |
 |
New Amsterdam Partners |
Michelle Clayman CFA Managing Partner and Chief Investment Officer |
1Q2003 |
 |
MPI Investement Management |
dave dave ---- |
4Q2003 |
 |
Mench Financial, Inc |
Thomas Mench Chairman, CIO |
1Q2002 |
 |
Mastrapasqua & Associates |
Frank Mastrapasqua Chairman & CEO |
4Q1997 |
 |
Logan Capital Management,Inc. |
Rich Buchwad CFA |
4Q2001 |
 |
Lighthouse Capital Management |
Paul G. Horton President / Managing Director |
3Q2003 |
 |
Eubel Brady & Suttman, Inc. |
William Hazel ----- |
3Q2001 |
 |
Divi-Vest Advisors |
R. Brent Byrne President & CEO |
2Q2004 |
 |
Cambridge Financial Group, Inc |
Buck Newsome President & Managing Director |
1Q2004 |
 |
Balis Lewittes & Coleman Inc. |
Mathew Coleman ---- |
1Q1998 |
 |
Bernzott Capital Advisors |
Kevin Bernzott Chairman - CEO |
2Q2002 |
 |
Baxter Investement Management |
John Baxter --- |
3Q2003 |
 |
Al Frank Asset Management |
John Buckingham President, Chief Portfolio Manager |
1Q2005 |
 |
Wilson Bennett |
Jack Fisher President |
1Q1996 |
 |
Wentworth Hauser & Violich |
Wentworth Hauser ---- |
3Q2000 |
 |
Schreiner Capital Management |
Roger Schreiner President |
3Q1994 |
 |
Rorer Asset Management |
James G. Hesser President |
2Q1995 |
 |
PVG Asset Management |
Joseph Pecoraro President |
3Q1993 |
 |
Private Capital Management |
Bruce Sherman Chaiman, President & Chief Portfolio Manager |
4Q2003 |
 |
Polen Capital Management |
David M. Polen President & Chief Executive Officer |
3Q2000 |
 |
Nikko Global Asset Management (USA) |
Stanley A. Kirtman President & Chief Investement Officer |
1Q1999 |
 |
Newgate Management Associates |
George Foot Partner |
4Q1994 |
 |
Monetary Management Co. |
Stevenson Browne President |
3Q1995 |
 |
McHugh Associates Inc |
Thomas J. McHugh President |
4Q1993 |
 |
Lanphier Capital Management, Inc. |
Mr. Charles Lanphier Portfolio Manager |
2Q2006 |
 |
Leonetti & Associates Inc |
Craig T. Johnson Portfolio Manager |
3Q1993 |
 |
Kopp Investment Advisors |
Lee Kopp President |
4Q1994 |
 |
King Investement Advisors |
Roger E. King, Chairman & President |
4Q1999 |
 |
J. W. Burns & Co. |
Jim Burns President & Chief Investment Offiece |
2Q1999 |
 |
Inverness Counsel Inc. |
Robert B. Deans III, Managing Director |
1Q1997 |
 |
Groh Asset Management |
Roger O. Groh President |
2Q1995 |
 |
Forstmann-Leff Associates LLC |
William F. Harnisch, President & Chief Executive Officer |
1Q2000 |
 |
Farrell-Wako Global Investment Management, Inc |
James L. Farrell Jr CFA Chairman & Portfolio Manager |
2Q1997 |
 |
Equity Assets Management |
Neal Jordan President & Senior Portfolio Manager |
2Q1994 |
 |
Equitable Asset Management |
W. Howard Cammack Jr., President |
1Q1996 |
 |
Deutsche Bank |
Van Schreiber Managing Director |
2Q1994 |
 |
Coventry Capital Inc. |
Brian Spengemann President |
2Q1998 |
 |
Cheswick Investment Company, Inc Inc. |
Richard R. Cheswick President |
3Q1998 |
 |
Cambridge Equity Advisors Inc |
Michael Goldston President |
1Q1993 |
 |
Bennet Lawrence Management, LLC |
S. Van Zabdt Schreiber Managing Member and Chief Portfolio Manager |
3Q1996 |
 |
BA Capital Mangement |
James L. Melcher President |
2Q1996 |
 |
Amerindo Investment Advisors Inc. |
Alberto W. Vilar President |
1Q1995 |
 |
The Abernathy Group |
Peter John Manager |
1Q2002 |
 |
1838 Investment Advisors LP |
Mathew Peter Manager |
4Q1996 |
 |