General Investing >> Money Manager Interviews >> March 23, 2021
Peter Tuz is President, Director and Portfolio Manager at Chase Investment Counsel Corporation. He received a B.A. degree from Ripon College, an M.A. from the University of Missouri, and an MBA from Tulane University. Mr. Tuz is a CFA charterholder. Before joining the firm in 1997 he had 10 years’ experience as a senior analyst and officer with two NYSE member firms. He is a trustee of Ripon College and chairman of its investment committee and is a member of the Board of Governors of the Investment Adviser’s Association. Mr. Tuz is a member of CFA Virginia, CFA Society of Washington, D.C., the Washington Association of Money Managers, and serves on the Investment Company Institute’s small funds committee. He has been an occasional guest on CNBC and The Street and served on the board of the CFA Virginia. He has been quoted in Barron’s, The Wall Street Journal, The New York Times and other publications. Profile
Clay Sefter is Research Analyst and Assistant Portfolio Manager at Chase Investment Counsel Corporation. He received a B.S. degree in accounting from Geneva College, located in Beaver Falls, Pennsylvania. Prior to joining Chase in 2016, he spent six years as a senior analyst with CDR Associates, a health care financial consulting firm, and two years as a staff accountant with Grossman Yanak & Ford, a public accounting firm based in Pittsburgh. Clay is a CMT charterholder. Profile
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TWST: Could you please tell us about your roles at the company?
Mr. Sefter: I am mostly focused on the mid-cap space but also help in the
