General Investing >> Money Manager Interviews >> June 29, 2009
Richard J. Whiting is the Director of Trading at Broadview Advisors LLC. He's
worked in investing since 1982 at Fiduciary Management, Inc., Vector Securities
International, Inc. and Cleary Gull Reiland & McDevitt, Inc. He received his BA
degree from Lawrence University. Profile
Richard E. Lane, CFA, is a Managing Member and President at Broadview Advisors
LLC. He has over 20 years of investment experience, and has previously worked at
Fiduciary Management, Inc., Cleary Gull Reiland & McDevitt, Inc., and Stein Roe
& Farnham, Inc. He received his MS and BA degrees from the University of
Wisconsin. Profile
James M. Wenzler, CFA, is the Director of Marketing and Client Services at
Broadview Advisors LLC. He has over 20 years of investment experience.
Previously, he has worked at Alpha Investment Consulting Group, A.O. Smith
Corporation, and Associated Trust Company. He received his BBA degree from
University of Wisconsin - Milwaukee. Profile
Aaron J. Garcia, CFA, is a Research Analyst at Broadview Advisors LLC. He's been
working in investing since 2002, and has worked previously at Stifel Nicolaus &
Co. He received his BA from Rice University. Profile
TWST: Please start with an overview of Broadview Advisors.Mr. Wenzler: Rick Lane and Glenn Primack originally worked at Fiduciary
Management back in the late 1990s, managing the FMI Focus