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Portfolio Managers
Joel D. Vrabel, CFA
Managing Partner/Chief Investment Officer/Senior Portfolio Manager
Mr. Vrabel is one of the founding members of Red Granite, and serves as the firm’s Chief Investment Officer. He also serves as one of Red Granite’s Managing Partners, in addition to managing client portfolios. Mr. Vrabel previously worked at Baird Investment Management since January 1995, where he served as a senior vice president/senior portfolio manager and senior voting member of the Large Cap Growth Investment Committee. During the decade prior to joining Baird, he served both as principal and vice president of a $3 billion West Coast investment management company and with Campbell, Newman Asset Management, Inc., an independent Wisconsin-based investment advisory firm. During the preceding 13 years he was chief equity investment officer and portfolio manager at National Investment Services of America. He holds his BBA and MBA degrees from the University of Wisconsin – Milwaukee, earned the Chartered Financial Analyst designation in 1977, and has 36 years of investment experience.
David W. Bowman, CFA
Managing Partner/Senior Portfolio Manager
Mr. Bowman is one of the founding members of Red Granite. In addition to managing portfolios, he serves as one of Red Granite’s Managing Partners. Mr. Bowman was with Campbell, Newman Asset Management, Inc., a Milwaukee-area growth money management firm, for 18 years before joining Baird Investment Management in 1995. At Baird, he was a senior vice president/senior portfolio manager and voting member of the Large Cap Growth Investment Committee. Together with Mr. Vrabel, Mr. Bowman managed equity and balanced portfolios for many of Baird Investment Management’s institutional account relationships, along with overseeing the majority of the external wrap programs. A 1978 graduate from the University of Wisconsin-Madison, Mr. Bowman majored in finance, investments and banking. He earned the Chartered Financial Analyst designation in 1981 and has over 30 years of experience in the investment industry as an analyst, director of research and portfolio manager.
Robinson Bosworth III
Partner/Senior Portfolio Manager
Mr. Bosworth joined Red Granite as a portfolio manager. Before joining Red Granite, Mr. Bosworth founded Baird Investment Management in 1971 and served as its leader until 1999, and chief investment officer until 2004. While at Baird, he was a voting member of the Large Cap Growth Investment Committee until July 2005, and a consultant through the end of 2005. Prior to joining Baird, he was a security analyst at Stein Roe & Farnham in Chicago and at Standard & Poor’s Corp. in New York. He earned an MBA with highest honors from the Amos Tuck School of Business Administration at Dartmouth College in 1967 and graduated cum laude in economics from Amherst College in 1963. Mr. Bosworth has over 45 years of investment experience.
Richard A. Burling, CFA
Partner/Senior Portfolio Manager
Mr. Burling joined Red Granite as a portfolio manager. Before coming to Red Granite, Mr. Burling joined Baird Investment Management in March 2001 as a senior vice president/senior portfolio manager and voting member of the Large Cap Growth Investment Committee. Prior to joining Baird he spent 14 years with Firstar (now US Bank) Investment Research and Management Company LLC. His duties included managing taxable and tax-exempt balanced and equity portfolios. He also served as a member of Baird’s and FIRMCO’s Investment Policy Committees. He received his BA from Northwestern University in 1980, where he majored in history. In 1982, Mr. Burling received his MBA in finance, investments and banking from the University of Wisconsin–Madison. He earned the Chartered Financial Analyst designation in 1989 and has 26 years of investment experience.
Research Analysts
David J. Drzadinski, CFA, CPA
Partner/Portfolio Manager/Senior Research Analyst
Mr. Drzadinski joined Red Granite as a portfolio manager and senior research analyst focusing on the technology sector. He previously worked as a first vice president/portfolio manager/research analyst at Baird Investment Management, having joined Baird in 1995. Prior to joining Baird Investment Management, he worked in Baird’s Compliance Department for three years. During the two-year period before joining Baird, he worked in the Milwaukee office of Price Waterhouse. He received his CPA license in 1996. Mr. Drzadinski earned a BS degree in accounting in 1993, as a Marquette Evans Scholar, and an MBA with a finance emphasis in 1999 from MarquetteUniversity. Mr. Drzadinski earned the Chartered Financial Analyst designation in 2002 and has 13 years of investment experience.
Walter F. Geiger, CFA
Partner/Senior Research Analyst
Mr. Geiger joined Red Granite as a senior research analyst focusing on the energy, financials and materials sectors. He spent the previous 7 years as a senior research analyst/director at Northwestern Mutual covering a wide variety of sectors including health care, financials, energy, utilities, and consumer staples. During the three years prior to joining Northwestern Mutual, he was an equity analyst on the Health Care/Life Sciences research team for Tucker Anthony Sutro. Mr. Geiger earned the Chartered Financial Analyst designation in 1998. He earned a BS degree in business administration in 1989 from Marquette University, and an MS degree in finance, investments and banking in 1996 from the University of Wisconsin – Madison. Mr. Geiger has 12 years of investment experience.
Jeffrey L. Holmes, CFA
Partner/Senior Research Analyst
Mr. Holmes joined Red Granite as a senior research analyst providing research coverage for the health care and consumer staples sectors. He had been with Baird Investment Management as a Senior Research Analyst for the health care sector since 2002. He has 26 years of experience related to health care, including 22 years managing equity investments and six years of clinical and marketing experience in pharmaceuticals. Prior to joining Baird Investment Management, Mr. Holmes led the Health Care/Life Sciences research team for Tucker Anthony Sutro. He joined Tucker Anthony Sutro in 1996 from Principal Financial Securities, Inc. where he was responsible for the analysis of the medical device industry. Mr. Holmes holds a graduate degree in finance from the University of Wisconsin-Milwaukee (1985), and earned the Chartered Financial Analyst designation in 1988. After Mr. Holmes earned an undergraduate degree in pharmacy from the University of Wisconsin-Madison in 1979, he worked as a hospital pharmacist and a sales representative for Sandoz Pharmaceuticals.
Zachary S. Newcomer, CFA
Partner/Senior Research Analyst
Mr. Newcomer joined Red Granite as a senior research analyst providing research coverage for the industrials and consumer discretionary sectors. Before coming to Red Granite, he was with Baird Investment Management from 1998 to 2006. He left Baird as a vice president/research analyst and had responsibilities covering the consumer discretionary/staples and industrials sectors. Prior to joining Baird, he worked for a short period on the floor of the Chicago Mercantile exchange and for a broker-dealer in Illinois. He earned his BS in finance from Indiana University in 1997 and his MS in finance from the University of Wisconsin-Milwaukee in 2005. Mr. Newcomer earned the Chartered Financial Analyst designation in 2001 and has 10 years of investment experience.
Marketing and Operations
Matthew S. MacLean, JD
Partner/General Counsel/Chief Compliance Officer/Chief Operations Officer
Mr. MacLean is one of the founding members of Red Granite. In addition to serving as General Counsel and Chief Compliance Officer, Mr. MacLean is responsible for directing Red Granite’s business operations. He came to Red Granite from the Michael Best & Friedrich LLP, where he was a partner in the litigation group and a member of the firm's Intellectual Property Litigation and Employee Benefits groups. He concentrated his practice in ERISA, employee benefits, intellectual property, insurance, and securities litigation. He graduated cum laude in 1995 from St. Norbert College with a BA and from Vanderbilt University School of Law in 1998 as a Doctor of Jurisprudence. Mr. MacLean has been awarded the AV rating from Martindale Hubbell, a reflection of his expertise, experience, integrity, and overall professional excellence and has been in the field for 10 years.
Marc Van Bell
Marketing Director
Mr. Van Bell joined Red Granite as Marketing Director for wrap and institutional business. He came to Red Granite from A.G. Edwards and Sons, where he worked in institutional equity sales from 2000-2007. During the three years prior to joining A.G. Edwards and Sons, he worked as vice president of institutional sales with B.C. Ziegler and Co. Mr. Van Bell earned a BBA degree in marketing from The University of Iowa in 1990, and a MBA in finance and marketing from the J.L. Kellogg School of Management at Northwestern University in 1997. Mr. Van Bell has 10 years of investment experience.
Julie L. Wachholz
Compliance Officer/Marketing Associate/Operations Manager
Ms. Wachholz serves as Red Granite’s Compliance Officer, ensuring the firm maintains compliance with applicable federal and state regulations. She also plays a central role in helping direct Red Granite’s operating and marketing functions. Before joining Red Granite, Ms. Wachholz worked at Baird Investment Management since June 2005 and served as a critical liaison between the portfolio managers and the external marketing representatives. She also provided support to the wrap program sponsors and solved compliance issues. Ms. Wachholz spent the prior eight years in Baird’s Compliance Department in various roles culminating in her position as vice president/senior investment advisory compliance officer. She graduated with a BBA in finance from the University of Wisconsin – Milwaukee in 1996 and has 11 years of investment experience.
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