Jan 07

Kurt Brunner, CFA. Portfolio Manager, Swarthmore Group

This week the TUIA is hosting Kurt Brunner, Equity Portfolio Manager at the Swarthmore Group. Mr. Brunner, oversees the firm’s Core Equity and Large Cap Growth Equity strategies. He has over twenty years of investment and research experience. Prior to joining the Swarthmore Group in 1998, Mr. Brunner was an analyst and assistant portfolio manager […]

Read More
Jan 07

Richard Yamarone, Economist for Bloomberg Television

This week the TUIA is hosting Richard Yamarone, Economist at Bloomberg Television. Richard Yamarone is an economist with more than two decades of experience on Wall Street, he focuses on monetary & fiscal policy, economic indicators, fixed income, commodities, and general macroeconomic conditions for Bloomberg Brief: Economics. Mr. Yamarone is the creator of the Bloomberg Orange […]

Read More
Jan 07

Paul M. Mecray III, Managing Director of Tower Bridge Advisors

This week the TUIA is hosting Paul M. Mecray, Managing Director of Tower Bridge Advisors. Mr. Mecray is responsible for equity analysis and portfolio management. In the past, Mr. Mecray was a Global Research Analyst specializing in the oilfield services, engineering & construction, and trucking industries at Wellington Management Company, LLP. Mr. Mecray served as […]

Read More
Jan 07

Leo Helmers, Managing Director and Head of Carlyle Mezzanine Partners

This week the TUIA is hosting Leo Helmers, Managing Director and Head of Carlyle Mezzanine Partners. Prior to joining Carlyle in August 2003, Mr. Helmers was Senior Vice President with TCW/Crescent Mezzanine Partners and Trust Company of the West and Managing Director of Hamilton Lane Advisors, Inc. Currently, Mr. Helmers is a member of the […]

Read More
Jan 07

Ted Aronson, Managing Principal at AJO Partners

This week the TUIA is hosting Ted Aronson, Managing Principal at AJO Partners. Aronson Johnson Ortiz was established in 1984 and is located in Philadelphia. AJO is an institutional investment manager that manages tax-exempt, separate-account portfolios of value-oriented U.S equities. AJO currently has ninety clients and 19 billion dollars under management. Prior to founding AJO, […]

Read More