Portfolio Management

Our team consists of three generations of portfolio managers. Each member has a strong research background and operates from a solid general industry and company specific knowledge base. The team is seasoned (average 30+ years experience) and committed to adhering to our time-tested process. Personal involvement with clients in an environment managed to exceed partner expectations is a core commitment from each portfolio manager

Curtiss M. Scott, Jr., CFA President & Chief Investment Officer
*39 years of industry experience, 21 years with the firm.
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John J. White, CFA Senior Portfolio Manager
*35 years of industry experience, 15 years with the firm.
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John C. Holden, CFA Senior Portfolio Manager
*34 years of industry experience, 11 years with the firm.
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Shaun C. Siers, CFA Portfolio Manager
*11 years of industry experience, 10 years with the firm.
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James A. Kaelin Research Analyst
*11 years of industry experience, 11 years with the firm.
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Jeremy M. Roane Research Analyst
*7 years of industry experience, 1 years with the firm.
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* Firm experience combines time of Todd Asset Management LLC along with Todd Investment Advisors and its predecessor firms.

Have questions? Contact us Toll Free: 1-888-544-8633 Local: 502-585-3121 Hours: 8:30 a.m. - 5 p.m.