General Investing >> Money Manager Interviews >> January 8, 2001
E. JAMES (CHIP) ERWIN III is a Vice President and Senior Investment
Manager with Comerica Incorporated. He is responsible for allocating and
investing high net-worth personal investment portfolios and is Manager
of Private Banking tax-focused investment products, as well as Co-
Manager of the Defensive Growth Model Portfolio. He is a member of the
Private Banking Investment Policy Committee. Mr. Erwin joined Comerica
Bank in 1995, following 10 years in investments and commercial lending,
including six years in the large corporate banking group at the Northern
Trust Bank in Chicago, Illinois. Prior to joining Comerica, Mr. Erwin
was with a Southfield-based investment management firm. He earned a BA
degree in Political Science and an MBA in Finance from the University of
Michigan. He holds the Chartered Financial Analyst designation. Mr.
Erwin is also the co-Founder of Harmonize for Hope, an organization that
funds Muscular Dystrophy research. Profile
CHARLES (CHUCK) B. BEGG, JR. is a Vice President and Senior Investment
Manager for Comerica Incorporated. He has over 30 years of investment
management experience and is responsible for the management of high net-
worth individual accounts, private foundations and charitable trusts.
Mr. Begg is a member of the Private Banking Investment Policy Committee,
co-Manager of the Defensive Growth Model and the Regulatory and
Compliance Manager of Private Banking. He was previously a Senior
Portfolio Manager at Woodbridge Capital Management and its predecessor,
Comerica Capital Management. Prior to joining the firm in 1987, Mr. Begg
was a Senior Account Executive at Kidder Peabody & Company and Merrill
Lynch, Inc. He received a BA degree in History from Washington & Lee
University and is a Certified Financial Planner. He is a member of the
Association for Investment Management and Research, the Financial
Analysts Society of Detroit and the Financial and Estate Planning
Council of Detroit. Profile
TWST: Chuck, will you tell us the role in Comerica's private bankinggroup that the Defensive Growth Model portfolio is meant to play?
Mr. Begg: The Defensive Growth Model portfolio is one of