An understanding of the past guides Lockwood Advisors’ Matt Forester and Joel Hempel, but they’re on the hunt for managers who are looking to the future.
Collecting baseball cards taught Brown Advisory’s Jordan Wruble how to make a good pick from an early age, but he has since swapped batting averages for a whole new ball game.
Rockland Trust’s Doug Butler isn’t afraid of difficult conversations – even if it means slapping down an overzealous manager or firing his biggest outperformers.
When they’re not chasing after vanishing managers, Cetera Financial Group’s Gene Goldman, Suehyun Kim, Hristo Stefanov and Brian Klimke are looking to unmask the best in the business.
It might be a slow process, but taking the time to establish the right contacts has helped Geller Advisors’ Jonathan Barbato, Robert Wedeking and Priyanka Misra find managers who share their long-term perspective.
CFRA’s Todd Rosenbluth is focused on funds’ holdings in an effort to assess their future returns – and not just the past.
College football might divide them, but Regions Wealth Management’s Alan McKnight and Brandon Thurber know that working together is key to getting their PM picks right.
Taking inspiration from his musical hero, Forbes Family Trust’s James McGrath is fine-tuning his approach to manager research and due diligence.
Oppenheimer’s Jeff Sutton knows that quality is up for grabs when you search for the star managers everyone else has missed.
Stifel’s Michael Belloli is rethinking the way analyst teams are structured and kicking back against ‘one-man investment committees’