General Investing >> Money Manager Interviews >> February 14, 2005
TODD SHERIDAN is Senior Portfolio Manager at David Vaughan Investments,
Inc. Mr. Sheridan joined David Vaughan Investments in 1999 as Senior
Portfolio Manager. The combination of his institutional investment
management experience and Fortune 500 treasury training enhanced DVI's
existing professional core competencies. His responsibilities include
researching individual companies, overseeing client investment
portfolios, and assisting in the execution of trade orders. Mr. Sheridan
grew up in a small community in East Central Illinois. After earning a
Finance degree from the University of Illinois at Urbana-Champaign in
1988, he launched his career at Caterpillar, Inc., working on a variety
of corporate treasury assignments. In 1992, he joined Caterpillar
Investment Management Ltd. and ultimately assumed a leadership position
as Portfolio Manager, responsible for more than $1 billion of equity and
fixed income assets. He earned the Chartered Financial Analyst
designation in 1995. Mr. Sheridan and his wife and young son live on a
250-acre ranch west of Peoria that affords him ample opportunity to
pursue his second passion, all things relating to the great outdoors. Profile
LAWRENCE (WILL) WILLIAMS IV is Senior Vice President and Chief Operating
Officer of David Vaughan Investments, Inc. When Mr. Williams joined
David Vaughan in 1990, they had one secretary to assist and $60 million
to manage. Both numbers have changed dramatically. DVI was poised to
grow, and it was Mr. Williams' job to build the platform that would
support its institutional structure. Today, his talents are focused on
his role as a prudent and pragmatic decision-maker, in client
relationships and on the investment side. Mr. Williams attended Denison
University, graduating in 1985 with a BA in Economics and Political
Science, followed by an MBA from Bradley University in 1993. His
previous experience was as a proprietary trader and market analyst for
the securities trading firm, Bielfeldt & Co. If Mr. Williams cannot be
found at the foot of Forest Park Hill, he is busy with various sporting
activities or spending time with is wife, young daughter, and pair of
yellow Labrador Retrievers. Profile
DAVID VAUGHAN is President and Chief Investment Officer of David Vaughan
Investments, Inc. He is at the helm of the DVI Investment Committee,
with direct responsibility for the firm's investment process. His
dedication to clients and their best interests sets the standard for the
entire firm. Mr. Vaughan received a BA from the University of Illinois
at Urbana-Champaign. An investment advisor since 1970, he has managed
both institutional and individual assets and achieved national
recognition for developing a common stock investment strategy, which
focuses on the management of risk. Mr. Vaughan and his wife have three
children and seven grandchildren. Regarded as a Renaissance man, he has
an encyclopedic knowledge that spans from Oscar-winning dramas to duck
decoys. His love for the outdoors is matched only by his appreciation
for fine art, some of which he is delighted to share with clients at his
Illinois and Florida offices. Profile
BRIAN CHRISTENSEN is Vice President of David Vaughan Investments, Inc.
Mr. Christensen is actively involved in the investment management
process, interacts with clients, and maintains a leadership role in the
Florida marketplace. He researches companies and evaluates client
portfolios to meet changing needs. He grew up in Normal, Illinois, and
received his BS in both Finance and Management in 1986 from Eastern
Illinois University; he earned his MBA from Illinois State University
the following year. Caterpillar immediately snapped him up, and Mr.
Christensen's career there covered everything from trading foreign
currencies to pension fund management. He later received his Chartered
Financial Analyst designation in 1994. Mr. Christensen and his wife have
a young son and daughter, and their lives revolve around basketball,
baseball and volleyball schedules. Like many other DVI co-workers, he
is an avid outdoorsman. Profile
and tell us about your investment philosophy?
Mr. Williams: The firm officially began in 1977 when David
