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| Biographies |
| Portfolio Management |
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Robert Schwarzkopf, CFA
Robert A. Schwarzkopf, CFA, is Chief Investment Officer, a Portfolio Manager for the Small and Mid Cap Equity Portfolios, and a member of the Executive Management Committee. He has approximately 27 years of equity research experience. Before joining Kayne Anderson Rudnick in 1991, Mr. Schwarzkopf was a member of the Investment Policy Committee at the Pilgrim Group of Mutual Funds and Portfolio Manager for Pilgrim Regional Bankshares. He earned a B.S. and an M.S. in Mathematics from the University of Miami. Mr. Schwarzkopf is a Chartered Financial Analyst charterholder and a member of the CFA Society of Los Angeles, Inc. |
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Sandi Gleason, CFA
Sandi L. Gleason, CFA, is a Portfolio Manager for the Small and Mid Cap Equity Portfolios and a member of the Executive Management Committee. She has approximately 13 years of equity research experience. Before joining Kayne Anderson Rudnick in 1993, Ms. Gleason was a Senior Consultant with Peterson Consulting Limited Partnership, a national litigation-consulting firm. Ms. Gleason earned a B.S. in Business and Public Administration from the University of Arizona. She is a Chartered Financial Analyst charterholder and a member of the CFA Society of Los Angeles, Inc. |
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Richard Sherry, CFA
Richard Sherry, CFA, is a Portfolio Manager for the Large Cap Portfolios and a Senior Research Analyst. Mr. Sherry joined Kayne Anderson Rudnick in 1995 as a Marketing Analyst before becoming a Research Analyst. He has nine years of equity research experience. Before joining our organization, Mr. Sherry worked as Operations/Marketing Supervisor at Pilgrim Asset Management. He earned a B.A. in Economics from the University of California, Los Angeles, and an M.B.A. from the University of Southern California. Mr. Sherry is a Chartered Financial Analyst charterholder and a member of the CFA Society of Los Angeles, Inc. |
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Craig Stone
Craig Stone is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization capital-goods and energy sectors. He has approximately 19 years of equity research experience. Before joining Kayne Anderson Rudnick in 2000, Mr. Stone was a Portfolio Manager at Doheny Asset Management. He earned a B.S. in International Business from San Francisco State University and an M.B.A. from the University of Southern California. |
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Jon K. Christensen, CFA
Jon K. Christensen, CFA, is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization non-retail consumer-cyclicals sector. Before joining Kayne Anderson Rudnick in 2001, Mr. Christensen was a Portfolio Manager and Senior Research Analyst for Doheny Asset Management and has approximately 13 years of equity research experience. He earned a B.S. in Mathematics/Applied Science from the University of California, Los Angeles, and an M.B.A. from the California State University, Long Beach. Mr. Christensen is a Chartered Financial Analyst charterholder. |
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Julie Kutasov, CPA
Julie Kutasov, CPA, is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization financials (banks, REITS, and business development) sector. Before joining Kayne Anderson Rudnick in 2001, she worked at Goldman Sachs in a program focused on investment management for high-net worth individuals and at Arthur Andersen as a Senior Associate leading teams that provided financial-audit and business-advisory services to a variety of clients in service-related industries. She has approximately seven years of equity research experience. Ms. Kutasov earned a B.A. in Business Economics from the University of California, Los Angeles, where she graduated summa cum laude, and an M.B.A. from Harvard Business School. |
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Todd Beiley, CFA
Todd Beiley, CFA, is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization health-care sector. Before joining Kayne Anderson Rudnick in 2002, he worked as an Associate Analyst in equity research at Prudential Securities and before that was an Equity Research Associate at RNC Capital Management. He has over nine years of equity research experience. Mr. Beiley earned a B.S. in Finance from Northern Arizona University and an M.B.A. from the University of Southern California. Mr. Beiley is a Chartered Financial Analyst charterholder. |
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Craig Thrasher, CFA
Craig Thrasher, CFA, is a Research Analyst with primary research responsibilities for the small and mid-capitalization consumer-cyclicals (retail), consumer-staples, financials (insurance, asset management, and information services), utilities, and transportation sectors. Before joining Kayne Anderson Rudnick in 2008, Mr. Thrasher worked at Kirr, Marbach & Company as an Equity Analyst and at Wedbush Morgan Securities in correspondent credit. He has approximately three years of equity research experience. Mr. Thrasher earned a B.S. in Business and Public Administration, concentration in Finance, from the University of Arizona, and an M.B.A. from the University of Chicago, Graduate School of Business. Mr. Thrasher is a Chartered Financial Analyst charterholder. |
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Gregory Toppe, CFA
Gregory Toppe, CFA, is a Research Analyst with primary research responsibilities for the small and mid-capitalization basic-materials and technology sectors. Before joining Kayne Anderson Rudnick in 2008, Mr. Toppe worked at Mt. Eden Investment Advisors as an Equity Analyst and at Fisher Investments as a Research Analyst and Portfolio Specialist for the institutional group. He has approximately eight years of equity research experience. Mr. Toppe earned a B.A. in History from Marquette University, a B.B.A. in Finance from the University of Wisconsin, Milwaukee, and an M.B.A. from the University of Wisconsin, Madison where he participated in the Applied Security Analysis Program. Mr. Toppe is a Chartered Financial Analyst charterholder. |
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Kimberly C. Friedricks
Kimberly C. Friedricks is Director of Fixed Income. She has approximately 21 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 1998, Ms. Friedricks was responsible for management of fixed-income trading, fundamental research, and portfolio management, specializing in municipal-credit analysis for a specialty-management firm in Beverly Hills, California. Ms. Friedricks attended the University of Southern California and is a member of the California Society of Municipal Analysts. |
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