WILLIAM P. RICE
President and Treasurer
Education
- Kenyon College, B.A. cum laude, English Literature, 1966
- New York University, Selective Course Work
Professional Background
|
| 1977 - 1983 |
 |
Fort Hill Investors Management Corp.
Vice President & Shareholder
Senior Portfolio Manager
Chief Marketing Officer
|
| 1969 - 1977 |
|
Endowment Management & Research Corp.
Asst. Vice President & Voting Stockholder
Portfolio Manager for tax exempt accounts
Senior Financial Analyst
|
| 1966 - 1967 |
|
Spencer Trask & Company
|
| 1960 - 1966 |
|
(PT) Financial Analyst
|
Other Associations
Boston Security Analysts Society
CFA Institute
Association of Investment Management Sales Executives
International Foundation of Employee Benefit Plans
Greater Boston Chamber of Commerce
Member Better Business Bureau
Trustee, Anchor Venture Trust, Anchor Venture Trust III & Anchor Venture Trust IV
Member of the Trustees of Donations and Trust Investment Committee - The Episcopal Diocese of Massachusetts
President, Anchor/Russell Capital Advisors, Inc.
President, Albert O. Wilson Foundation
Trustee, U.S.S. Constitution Museum
MARK V. RICKABAUGH, CFA
Executive Vice President,
Chief Investment Officer, and Portfolio Manager
Education
- Purdue University, B.S. Electrical Engineering, 1963
- Wharton Graduate School of Business Administration, MBA 1969
- Chartered Financial Analyst, 1975
Professional Background
|
1980 - 1984
|
|
Fort Hill Investors Management Corp.
Senior Vice President
Portfolio Manager for key tax-exempt and
taxable
funds of approximately $130 million
|
| 1969 - 1980 |
|
Smith Barney, Harris Upham & Co. Inc.
Vice President
Portfolio Manager for tax exempt funds and individual accounts
Member Smith Barney, Harris Upham & Co.
Investment Policy Committee
Portfolio Manager of Smith Barney Equity
Fund
|
| 1965 - 1967 |
|
IBM Corporation
Marketing Representative, Data Processing Division
|
| 1962 - 1964 |
|
U.S. Navy
Engineer Officer, USS Robert K. Huntington
(DD 781)
|
Other Associations
Boston Security
Analysts Society
CFA Institute
Institute of Certified Financial Planners
International Foundation of Employee Benefit Plans
CHARLES A. AUSTIN III
Senior Vice President & Portfolio Manager
Education
- Lehigh University, B.S. Accounting, 1957
Professional Background
|
1994 - 2001
|
|
Appleton Partners, Inc.
Senior Vice President & Portfolio Manager
|
| 1991 - 1994 |
|
Seward Management Corporation
Managing Director
|
| 1966 - 1990 |
|
State Street Research & Management Company
Director, Executive Vice President, Treasurer,
Chief Financial Officer, Chief Administrative Officer
|
| 1960 - 1966 |
|
Price Waterhouse
Audit Manager, CPA
|
| 1957 - 1960 |
|
US Navy
Line Officer
|
Other Associations
Trustee, Evergreen Family of Mutual Funds
Director, The Andover Companies
Trustee, Arthritis Foundation - Massachusetts Chapter
Director, Francis Ouimet Scholarship Fund
Member, American Institute of CPA's
Member, Massachusetts Society of CPA's
STEPHEN MEAD, JR., CFA
Senior Financial Analyst
First Vice President
Education
- Harvard College, B.A., cum laude, Economics, 1975
- Wharton Graduate School of Business Administration, MBA 1983
- Chartered Financial Analyst, 1986
Professional Background
|
| 1983 - 1985 |
|
Wellington Management Company
Security Analyst
|
| 1975 - 1981 |
|
Citibank North American Banking Group
Assistant Vice President
Commercial Lending Officer
Correspondent Banking
|
Other Associations
Boston Security Analysts Society
CFA Institute
Board of Overseers & Investment Committee - Boys & Girls Clubs of Boston
Board of Corporators - Brookline Savings Bank
Chair Investment Committee - Church of the Redeemer
Investment Committee - Boston Episcopal Charitable Society
CHARLES G. POHL
Senior Vice President & Portfolio Manager
Education
- Bowdoin College, B.A. History, 1983
Professional Background
|
| 1983-2001 |
|
Putnam Investments, Boston
Senior Vice President, Senior Portfolio Manager
Global Value Equities Group (1992-2001)
Manager, $1.5bn Putnam Convertible Income-Growth Trust (1992-2001)
Co-Manager, $700mm Putnam Balanced Retirement Fund (1996-2000)
Lead Manager, Putnam High Income Convertible and Bond Fund (1992-2001)
Lead Manager, Putnam Convertible Opportunities Fund (1998-2001)
Co-Manager, Putnam Asset Allocation Fund (1999-2001)
Portfolio Manager of $300mm of Institutional Accounts (1994-2001)
Senior Analyst and Portfolio Manager, High Yield Bond Group (1983-1991)
|
| 1983 |
|
Allen and Company, New York
Research Analyst
|
Other Associations
Boston Security Analysts Society
CFA Institute
Bowdoin College: Alumni Council; 1997 Capital Campaign
Finance Committee, Town of Weston, MA (2001-2006)
Weston Educational Enrichment Funding Committee (2006)
Vice President and Trustee, Ocean Point Colony Trust, East Boothbay, ME
WILLIAM J. HICKEY
Vice President
Financial Analyst
Education
- Holy Cross, B.A. History, 1986
- Pepperdine University, M.B.A. Finance, 1991
Professional Background
|
| 1993 - 1995 |
|
Banque Paribas
Institutional Equity Sales
|
| 1991 - 1993 |
|
Oppenheimer & Co., Inc.
Research Associate
|
| 1987 - 1989 |
|
The Boston Company
Account Specialist
|
DAVID J. WATSON
Vice President
Financial Analyst
Education
- Lehigh University, B.S. Industrial Engineering, 1985
- University of California, M.B.A. Finance, 2000
Professional Background
|
| 1996 - 2000 |
|
AMA Consulting, Inc.
Vice President
|
| 1993 - 1996 |
|
CIMCO Medical, Inc.
Sales/Technology Manager
|
| 1988 - 1993 |
|
Allied Industries
Chief Operating Officer
|
| 1985 - 1988 |
|
Singer Company - Aerospace Division, Inc.
Senior Research Engineer
|
WILLIAM P. RICE, JR.
Vice President
Financial Analyst
Education
- Georgetown University, B.S., International Finance, 1998
- Tuck School of Business at Dartmouth, M.B.A., 2005
Professional Background
|
| 2000 - 2003 |
|
J.P. Morgan
Associate Analyst, Equity Research
|
| 1998 - 2000 |
|
Robertson Stephens
Financial Analyst, Investment Banking |
Other Associations
Georgetown University Alumni Admissions Interviewer
Tuck Annual Giving Chair, Class of 2005
Trustee, Albert O. Wilson Foundation
Overseer, USS Constitution Museum
