| 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 |
|
