Vice President
BS Business Administration, cum laude, Drexel University; Chartered Financial Analyst. Over 10 years experience in Financial Analysis. Member, CFA Institute and CFA Society of Philadelphia. Co-Lead Portfolio Manager, since 2006, of Berwyn Income Fund and Co-Lead Portfolio Manager, since 2008, of Berwyn Cornerstone Fund. Member, Investment Management Committee.
Executive Vice President and Head of Research
BBA Finance, Bishops University; Chartered Financial Analyst. Over 15 years experience in Investment Management. FINRA Series 2 & 65. Member, CFA Institute and CFA Society of Philadelphia. Co-Lead Manager of Berwyn Fund since September, 2001 and Berwyn Cornerstone Fund since May, 2002. Member, Investment Management Committee.
Chairman and Chief Executive Officer; Chairman and President, The Berwyn Funds
BS Chemical Engineering, City College of New York; MS Nuclear Science, Rensselaer Polytechnic Institute. Over 40 years experience in Investment Management. Manager, 1984-2001, and Co-Lead Manager since September, 2001 of Berwyn Fund. Co-Lead Manager of Berwyn Cornerstone Fund, 2002 - 2008. Member, Investment Management Committee.
Research Analyst
BS Management Science and Information Systems, The Pennsylvania State University; MBA, Terry College of Business, University of Georgia; Chartered Financial Analyst. Over 4 years experience in Financial Analysis. Member, CFA Institute and CFA Society of Philadelphia.
President
BS Economics, Wharton School, University of Pennsylvania; MBA Finance, Darden School, University of Virginia.
Over 35 years experience in Investment Management. Member, CFA Institute and CFA Society of Philadelphia. Co-Lead Portfolio Manager, since 2009, of Berwyn Income Fund. Member, Investment Management Committee.
Research Analyst
BA Economics and Finance, cum laude, Eastern University. Chartered Financial Analyst. Over 5 years experience in Financial Analysis. Member, CFA Institute and CFA Society of Philadelphia.
Research Analyst
BS Finance, cum laude, The Pennsylvania State University; Chartered Financial Analyst. Over 7 years experience in Financial Services. Member, CFA Institute and CFA Society of Philadelphia, American Institute of Certified Public Accountants.