General Investing >> Money Manager Interviews >> January 21, 2015
Sharon L. Ward, CFA, is Principal and Head of Fundamental Analysis of BRC Investment Management, LLC. Ms. Ward is responsible for portfolio management, investment research and fundamental investment process. She is responsible for fundamental analysis of the consumer discretionary, consumer staples, financials, technology and telecom sectors of the equity portfolio. Previously, Ms. Ward was Managing Director of Equities for Duff & Phelps Investment Management Co.; Sellside Research Analyst at William Blair & Company; and Executive Consultant at Peterson Consulting. She is a member of the CFA Institute and CFA Society Chicago. Ms. Ward has an MBA from Kellogg School of Management, Northwestern University, and a Bachelor of Science in engineering from the University of Illinois. Ms. Ward has 18 years of investment experience. Profile
Mark F. Jaeger, CFA, CPA, is Principal, Head of Quantitative Analysis and Chief Compliance Officer of BRC Investment Management, LLC. Mr. Jaeger is responsible for portfolio management, investment research and quantitative analysis. Mr. Jaeger previously held the positions of Managing Director of Equities at Duff & Phelps Investment Management Co.; Controller of Rocky Mountain Division at Comcast; and Executive Director at AT&T Broadband. He was CFO and CIO at Colorado Intergovernmental Risk Sharing Agency, and Auditor at Arthur Andersen & Co. Mr. Jaeger is a member of the CFA Institute, the American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants. He has a Bachelor of Science in accounting from the University of Denver. Mr. Jaeger has 25 years of investing experience. Profile
John R. Riddle, CFA, is Managing Principal and Chief Investment Officer of BRC Investment Management, LLC. Mr. Riddle is responsible for portfolio management, investment research and quantitative analysis. He previously held the positions of President and CIO at Duff & Phelps Investment Management Co.; CEO and Chief Investment Officer with Capital West Asset Management, LLC; and Director of Research and Portfolio Management with U S WEST, Inc. He was Portfolio Manager with GTE Investment Management, Inc., and Senior Financial Analyst with GTE, Inc. Mr. Riddle is a member of the CFA Institute and the CFA Society Colorado. He has an MBA from the University of Connecticut, and a Bachelor of Arts in finance from the University of Hawaii. He has 31 years of investment experience. Profile
J. David DuRie is Principal and Head of Business Development & Client Service of BRC Investment Management, LLC. Mr. DuRie is an equity owner of the firm. He has been responsible for the development and implementation of the sales and marketing strategy, including new-product development, since the firm’s inception. Mr. DuRie is also responsible for client relationship management and servicing, including the firm’s public relations. Previously, Mr. DuRie held the position of Managing Director of Institutional Sales and Marketing at Duff & Phelps Investment Management; senior management positions at Columbia Management Group, Lend Lease Capital Partners and Chase Asset Management; and Relationship Management at Bankers Trust Company, the Boston Safe Deposit and Trust Company and The Boston Company. He has 28 years of institutional sales and marketing experience. Profile
Mr. DuRie: BRC was formed in 2005 as a result of an amicable separation of the U.S.
