Kayne Anderson Rudnick Investment Management

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Portfolio Management

Robert A. Schwarzkopf

Robert A. Schwarzkopf, CFA

is Investment Chair. He has approximately 33 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.

Stephen A. Rigali

Douglas S. Foreman,CFA

is Chief Investment Officer, Portfolio Manager, and a member of the Executive Management Committee. He has approximately 28 years of investment experience. Before joining Kayne Anderson Rudnick in 2011, Mr. Foreman was Director of Equities at HighMark Capital Management and before that he was Group Managing Director and Chief Investment Officer of U.S. equities at Trust Company of the West (TCW). He earned a B.S. in Marine Engineering from The U.S. Naval Academy and an M.B.A. from Harvard University. Mr. Foreman is a Chartered Financial Analyst charterholder.

Todd Beiley

Todd Beiley, CFA

is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization financials and producer-durables sectors. 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 approximately 15 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.

Jon K. Christensen

Jon K. Christensen, 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 2001, Mr. Christensen was a Portfolio Manager and Senior Research Analyst for Doheny Asset Management and has approximately 19 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.

James C. Fletcher

James C. Fletcher, CFA

is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the Emerging Markets Small Cap Portfolio. Before joining Kayne Anderson Rudnick in 2013, Mr. Fletcher worked at Westwood Global Investments as a Senior Research Analyst and before that at Nightwatch Capital as a Research Analyst. He has approximately 10 years of equity research experience. Mr. Fletcher earned a B.S. in Finance from the Brigham Young University, where he graduated with University Honors and summa cum laude. Mr. Fletcher is a Chartered Financial Analyst charterholder.

Kimberly Friedricks

Kimberly C. Friedricks

is Director of Fixed Income. She has approximately 27 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.

Lisa Holmes

Lisa Holmes, CFP

is Vice President, Fixed Income. She has approximately 15 years of experience at Kayne Anderson Rudnick working with fixed-income investments and account management. Ms. Holmes earned a B.A. in Economics from the California State University, Long Beach, where she graduated cum laude. She also completed the Personal Financial Planning Certificate Program from the University of California, Los Angeles.

Julie Kutasov

Julie Kutasov

is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization energy and financials sectors. 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. Ms. Kutasov holds a Certified Public Accountant license (currently inactive) in the state of California. She has approximately 13 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.

Richard Sherry

Richard Sherry, CFA

is a Portfolio Manager and a Senior Research Analyst with primary responsibilities for the large-capitalization energy, financials, and utilities sectors. Mr. Sherry joined Kayne Anderson Rudnick in 1995 as a Marketing Analyst before becoming a Research Analyst. He has approximately 15 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.

Judy Ridder

Craig Stone

is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization producer-durables sector. He has approximately 25 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.

Craig Thrasher

Craig Thrasher, CFA

is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the International Small Cap Portfolio. 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 10 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.

Gregory Toppe

Gregory Toppe, CFA

is a Portfolio Manager for and a Senior Research Analyst with primary research responsibilities for the large-capitalization 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 14 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.

Julie Biel

Julie Biel, CFA

is a Research Analyst with primary research responsibilities for the small and mid-capitalization technology and consumer-discretionary sectors. Before joining Kayne Anderson Rudnick in 2013, Ms. Biel worked at Imperial Capital as an Equity Research Associate. Prior to business school, Ms. Biel was an Equity Research Associate at Merrill Lynch. She has approximately six years of equity research experience. Ms. Biel earned a B.A., in Economics and Psychology from New York University and an M.B.A. from the University of California, Los Angeles. Ms. Biel is a Chartered Financial Analyst charterholder.

Chris Armbruster

Chris Armbruster, CFA

is a Research Analyst with primary research responsibilities for the large-capitalization consumer-discretionary, consumer-staples, health-care, and industrials sectors. Before joining Kayne Anderson Rudnick in 2013, Mr. Armbruster worked at B. Riley & Co. as an Associate Analyst covering Special Situations and at Al Frank Asset Management as a Vice President in Equity Research. He has approximately nine years of equity research experience. Mr. Armbruster earned a B.A. in Business Economics, with a minor in Accounting, from the University of California, Los Angeles. Mr. Armbruster is a Chartered Financial Analyst charterholder.

Chris  Wright

Chris Wright, CFA

is a Research Analyst with primary research responsibilities for the small and mid-capitalization consumer-discretionary and financials sectors. Before joining Kayne Anderson Rudnick in 2011, Mr. Wright worked at Alvarez & Marsal as a Senior Associate in Turnarounds and Restructuring, Trust Company of the West as a summer Analyst in Equity Research, and at Houlihan Lokey Howard & Zukin as an Associate in the Investment Banking Financial Institutions Group. He has approximately four years of equity research experience. Mr. Wright earned a B.S.E., concentration in Finance, from the Wharton School at the University of Pennsylvania and an M.B.A. from the University of California, Los Angeles where he was selected for the Student Investment Fund. Mr. Wright is a Chartered Financial Analyst charterholder.