OUR TEAM

Investment Team

Mark D. Foster, CFA

Managing Partner, Chief Investment Officer, Portfolio Manager

– 40 Years Experience, 32 Years with Firm
– Chartered Financial Analyst since 1985
– B.S. Finance, Ball State University, 1979
– Member, Indianapolis Society of Financial Analysts

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Mickey Kim, CFA

Managing Partner, Chief Operating/Compliance Officer

– 37 Years Experience, 33 Years with Firm
– Chartered Financial Analyst since 1985
– B.S. Accountancy, University of Illinois, 1980
– M.B.A. Finance, University of Chicago, 1982
– Passed Certified Public Accountant Examination, State of Illinois

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Collin Foster, CFA

Research Analyst, Fixed Income Portfolio Manager

– 4 Year Experience, 4 Years with Firm
– Chartered Financial Analyst since 2017
– B.S. Finance, Grove City College, 2012

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Roger Lee, CFA, CPA

Senior Research Analyst

– 8 Years Experience, 3 Years with Firm
– Chartered Financial Analyst since 2012
– B.S. Accounting, Binghamton University, 2008, Magna Cum Laude
– Certified Public Accountant—State of New York

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