Key Personnel

Portfolio Management/Trading

DANIEL J. FERRY, JR. [Chairman] This e-mail address is being protected from spam bots, you need JavaScript enabled to view it Mr. Ferry entered the industry in 1963 and acquired control of JAG from the firm's founder in 1988. He is one of four firm shareholders, chairs the firm's Management Committee, serves as co-manager of JAG's Large Cap Growth product and is part of the team that oversees JAG's Enhanced Core Fixed Income product. He is a graduate of St. Benedict's College in Atchison, Kansas, where he played collegiate football. Mr. Ferry serves on several community and non-profit boards, including St. Louis Catholic Charities, and he serves as Chairman of the Board of Trustees of Fontbonne University in St. Louis.

NORMAN B. CONLEY III [President & Chief Executive Officer] This e-mail address is being protected from spam bots, you need JavaScript enabled to view it Mr. Conley entered the investment industry in 1994 and joined JAG in 1999. He is the President and Chief Executive Officer of the firm, one of four firm shareholders, and a member of the Management Committee. He also serves as CIO, overseeing all of the firm's investment offerings. He is co-manager of JAG's Large Cap Growth product and is part of the team that oversees JAG’s Enhanced Core Fixed Income and Corporate Fixed Income products. Mr. Conley earned his bachelor's degree on an NROTC scholarship at the University of Notre Dame, spent three years as an officer in the United States Navy, and received a Master of Business Administration (Finance) from the Olin School of Business at Washington University. He is active in several local charities and is a member of Young President's Organization (YPO).

MICHAEL P. WALSH [Vice President / Portfolio Manager] This e-mail address is being protected from spam bots, you need JavaScript enabled to view it Mr. Walsh serves as lead manager of JAG's Income & Growth product and is part of the team that manages JAG's Enhanced Core Fixed Income product. He is also a member of the firm's Management Committee. With over 25 years of experience in working with women's religious institutions, his areas of expertise include Socially Responsible Investing, religious institution expense planning and religious institution construction financing. Mr. Walsh is a graduate of Millikin University.

ALAN D. VOGT [Vice President / Director of Fixed Income Trading] This e-mail address is being protected from spam bots, you need JavaScript enabled to view it As head of the firm's bond desk, Mr. Vogt is a key part of the team managing JAG's Enhanced Core Fixed Income product. He is one of four firm shareholders and a member of the firm's Management Committee. Mr. Vogt has over thirty years of experience in the investment industry and is a member of the St. Louis Bond Dealers Association and the Securities Traders Association of St. Louis. He is a graduate of St. Louis University.

SUSAN R. QUANTE [Vice President] This e-mail address is being protected from spam bots, you need JavaScript enabled to view it Mrs. Quante began her investment career in 1968. She manages a variety of private investor portfolios. Susan has held all offices in the Securities Traders Association of St. Louis, including serving as the esteemed organization's first female president.

ROBERTA J. MAUE [Vice President /Analyst] This e-mail address is being protected from spam bots, you need JavaScript enabled to view it Ms. Maue, an equity analyst on JAG's Large Cap Growth product, entered the investment industry in 1993 and joined the firm in 2000. Prior to joining the firm, Ms. Maue spent over seven years as a portfolio manager and trader with a leading money management firm. In addition to researching new equity ideas, her areas of expertise include operational and trading compliance and portfolio management software. Ms. Maue earned her bachelor's degree in Finance from Illinois State University in Normal, Illinois.

MICHAEL G. BUCK, CFA [Assistant Vice President / Analyst] This e-mail address is being protected from spam bots, you need JavaScript enabled to view it Mr. Buck, a Quantitative Analyst on JAG's Large Cap Growth product, has over 20 years of investment experience. Prior to joining JAG in 2008, Mr. Buck spent 14 years as an analyst/VBA developer with Barrington Capital Management, an RIA in suburban Chicago. His areas of expertise include portfolio optimization, quantitative equity analysis, performance attribution and VBA programming. Mr. Buck has a Bachelor of Science in Finance from Northern Illinois University, and he has been a Chartered Financial Analyst since September 1991.

Anthony E. Lemon [Fixed Income Analyst / Assistant Portfolio Manager] This e-mail address is being protected from spam bots, you need JavaScript enabled to view it Mr. Lemon joined JAG's Enhanced Core Fixed Income product in 2009 with nine years of investment management, trading and corporate finance consulting experience in the Global Emerging and U.S. capital markets. Prior to joining JAG, he served as a fixed income portfolio manager, research analyst and trader of cash and derivative products with two private investment funds in New York and Miami. Tony began his investment career on the municipal bond sales and trading desk at Goldman Sachs. He received his Bachelor of Science in Business Administration from the University of Richmond, and his MBA in Finance from The Simon School of Business at the University of Rochester.

GINA M. SWEENEY [Equity Trader] This e-mail address is being protected from spam bots, you need JavaScript enabled to view it Mrs. Sweeney joined J.A. Glynn & Co. in 2004 as the firm's Equity Trader. She began her investment career in 1984 and previously served as an Assistant Vice President/Account Coordinator of Enterprise Trust in St. Louis, Missouri.

DAVID W. KINGSTON [Fixed Income Trader] This e-mail address is being protected from spam bots, you need JavaScript enabled to view it Mr. Kingston began his investment career with J.A. Glynn & Co. in 2000. He serves as an analyst on JAG's Enhanced Core Fixed Income product and as a trader for the firm's institutional and sub-advised fixed-income accounts.

DAVID J. PATRITTI [Senior Financial Advisor] This e-mail address is being protected from spam bots, you need JavaScript enabled to view it Mr. Patritti entered the investment industry in 1994 and joined JAG in 2008 as a Senior Financial Advisor specializing in high net worth individuals. Prior to joining JAG, he spent 15 years as a Financial Advisor with Merrill Lynch in St. Louis. Mr. Patritti earned his Bachelor’s Degree from Loyola University in New Orleans.

Operations & Compliance

CHARLES E. DODSON [Vice President / Chief Compliance Officer] This e-mail address is being protected from spam bots, you need JavaScript enabled to view it Mr. Dodson entered the securities industry in 1987 and joined JAG in 2007. He is one of four firm shareholders, oversees the firm's Operations department and serves as Chief Compliance Officer. Mr. Dodson's experience in the industry includes management experience with the broker dealer subsidiaries of Met Life and RBC Dain. He earned his Bachelor of Business Administration in Finance at Southeast Missouri State University.

DEBORAH W. MERTZ [Chief Financial Officer] This e-mail address is being protected from spam bots, you need JavaScript enabled to view it Mrs. Mertz has over 15 years of experience in the investment industry. Prior to joining JAG, she spent 13 years with a mutual fund company and 4 years as the Chief Financial Officer for a broker dealer. Mrs. Mertz has a Bachelor of Science degree in Business Administration from the University of Missouri - St. Louis.

Marketing & Sales

SANDRA J. SHOTWELL [Vice President / Director of Marketing] This e-mail address is being protected from spam bots, you need JavaScript enabled to view it Ms. Shotwell entered the investment industry in 1988 and joined JAG in 2003. Her 20 years of experience in the investment industry includes 9 years as an Investment Consultant and 6 years as an Investment Officer. She is a graduate of Westminster College.

TODD GILMORE [Vice President / Director of Institutional & Dealer Sales] This e-mail address is being protected from spam bots, you need JavaScript enabled to view it Mr. Gilmore entered the investment industry in 1988 and joined JAG in 2006. He is a member of the Investment Management Consultants Association and earned the Certified Investment Management Consultant (CIMC) designation. Mr. Gilmore is a graduate of Southern Methodist University where he earned a Bachelor of Business Administration. He also earned his Master of Business Administration with a Finance emphasis from the University of Missouri-St. Louis."