Research Analyst
BS Business Administration, cum laude,
Drexel University; Chartered Financial Analyst. Over 10 years experience
in Financial Analysis. Member, CFA Institute and Financial Analysts
of Philadelphia. Co-Lead Portfolio Manager, since 2006, of Berwyn Income
Fund. Member, Investment Management Committee.
Vice President and Head of Research
BBA Finance, Bishops University; Chartered Financial Analyst. Over 15 years experience in Investment Management. NASD Series 2 & 65. Member, CFA Institute and Financial Analysts 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 since May, 2002. 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 Financial Analysts
of Philadelphia.
President and Chief Operating Officer
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 Financial Analysts of Philadelphia. Co-Lead Portfolio Manager, since
2009, of Berwyn Income Fund. Member, Investment Management Committee.
BA Economics and Finance, cum laude, Eastern University. Over 5 years experience in Financial Analysis.
Member CFA Institute, Financial
Analysts of Philadelphia.