General Investing >> Money Manager Interviews >> April 19, 2004
ROBERT A. GUALTIERI is Vice President of Marketing at the NOAH FUND. Mr.
Gualtieri is a 20-year veteran of the financial industry and assists the
NOAH FUND in its outreach to financial planners and consumers. Mr.
Gualtieri is a member of the Fellowship of Christian Financial Advisors
and has presented to the industry and the public on active money
management and Christian responsibilities in money management. He
recently served as national sales manager for Select Advisors, a
platform of active money managers, and was charged with recruiting
registered investment advisors and broker dealer firms to use the Select
Advisors Portfolios in their asset management programs. Previously he
served as manager of broker/dealer relations for RTE Asset Management,
Inc., an investment advisory firm working with more than 300
broker/dealers. Profile
JOHN J. GEEWAX is Portfolio Manager for the NOAH FUND and has been
responsible, as a General Partner of Geewax, Terker & Co., for the day-
to-day recommendations for the NOAH FUND since January 1998. Mr. Geewax
earned his Bachelor of Science degree, his MBA and completed his PhD
coursework at the University of Pennsylvania. From 1979 to 1983, he
taught at the University of Pennsylvania's Wharton School, where he,
together with his partner Bruce Terker, developed the investment
strategy utilized. Geewax, Terker & Co. was established as a
Pennsylvania partnership in 1982 and is registered as an investment
adviser under the Investment Advisers Act of 1940, as amended. Geewax,
Terker & Co. currently serves as investment adviser to over $3.7 billion
in assets as of March 31, 2004. Geewax, Terker & Co. operates as an
investment advisory firm and has been rendering investment counsel,
utilizing investment strategies substantially similar to that of the
NOAH FUND, to individuals, pension and profit sharing plans, trusts,
estates, charitable organizations and corporations since 1987. Profile
criteria.
Mr. Gaultieri: The NOAH FUND is a socially responsible mutual fund that
invests in accordance with Biblical
