Portfolio Managers

Chairman

Phone: 202-626-5221

Fax: 202-783-5164

Neil formerly held positions of Vice President in the Individual Investment Management Department of Fiduciary Trust Company International, Associate in the Investment Banking Department of Wertheim Schroder & Co., and Associate in the Corporate Finance Department of Bankers Trust Company. Neil earned his Bachelor of Arts degree from Harvard University in 1984 and his Master in Business Administration degree from Harvard Business School in 1989. Neil holds the Chartered Financial Analyst® designation, is a member of the CFA Institute and the Washington Society of Investment Analysts. He has over twenty years of experience in investment management and over twenty-five years of experience in finance.

Executive Vice President

Phone: 202-626-5246

Fax: 202-783-5164

Dave was an investment analyst at Davidge & Company in Washington, D.C. prior to joining the firm. He earned his Bachelor of Science degree from Drexel University in 1983, majoring in finance. Dave holds the Chartered Financial Analyst ® designation, and is a Certified Financial Planner. He is also a New York Stock Exchange designated Supervisory Analyst. Dave is a member of the CFA Institute, the Washington Society of Investment Analysts, and the Financial Planning Association. He has over thirty years of security analysis and investment management experience.