Each Bahl & Gaynor portfolio manager is actively involved in the decision-making process for all of our strategies through their membership on the Investment Committee. Our portfolio managers function as peers in a consensus-driven investment process in which each manager’s opinion carries equal weight.
Each portfolio manager has a sector specialization, and is responsible for maintaining a macro view of their respective sector and conducting ongoing bottom-up analysis of current holdings and potential investment opportunities for the portfolio.
Every Bahl & Gaynor client works with a dedicated portfolio manager. We firmly believe our clients benefit from working with one portfolio manager throughout their tenure with our firm.
Bahl & Gaynor believes the expertise and involvement of our team in the three critical areas of investment research, portfolio management, and client service constitutes an unparalleled advantage for our clients.
William F. Bahl, CFA, CIC
Vere W. Gaynor
Top Down Research
George G. Strietmann, CFA, CIC
Charles A. Pettengill, CFA, CIC, CPA
Eleanor K. Moffat, CFA, CIC
Scott D. Rodes, CFA, CIC
Information Technology and Materials
Lori A. Hudson
Edward A. Woods, CFA, CIC
John B. Schmitz, CFA, CIC
Ellis D. Hummel, CFP
Transportation and Utilities
Nicholas W. Puncer, CFA, CFP
Telecommunications and information Technology
Stephanie S. Thomas, CFA
W. Jeff Bahl
Top Down Research and Financials
Christopher M. Rowane, CFA
James E. Russell, Jr., CFA