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July 30, 2010
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Since its inception, THB has been managed with a long-term focus
and an understanding that we are partners with our clients.
Our portfolio management team has an average of 22 years investment
experience and an average tenure of 13 years at THB. They are
supported by a dedicated team of research analysts, traders and administrative personnel.
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William W. Bryant, Jr.
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CEO, Principal, Portfolio Manager
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42
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Chad M. Nelson, CFA
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Principal, Portfolio Manager
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17
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Christopher N. Cuesta, CFA
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Principal, Portfolio Manager
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15
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William W. Bryant III, CFA
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Principal, Portfolio Manager
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16
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John G. Bennett, CFA
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Principal, Client & Consultant Relations
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22
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J. Bret Young, CIMA
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Principal, Sales & Marketing
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25
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James M. Kennedy, JD
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Principal, Compliance & Operations
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18
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William W. Bryant, Jr.
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CEO, Principal, Portfolio Manager
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28 Years with THB
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Bill Bryant is one of the founding partners of THB in 1982. Prior to starting THB, Bill worked for Citibank in its Institutional Investment Division from 1968 to 1982. Bill received a BS from the University of Rhode Island in 1966, and graduated from the Harvard Business School Graduate Program of Management Development in 1973.
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Chad M. Nelson, CFA
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Principal, Portfolio Manager
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11 Years with THB
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Chad Nelson joined THB in 1999 as a Research Analyst. Chad has been a Portfolio Manager on the firm's Micro Cap product since 2002, and the Small Cap products since 2005. Before joining THB, Chad worked for Lazard Asset Management, in its New York and London offices, from 1995 to 1999. He received an MBA from the University of Missouri in 1995, and a BS from NW Missouri State in 1993. Chad is a Chartered Financial Analyst.
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Christopher N. Cuesta, CFA
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Principal, Portfolio Manager
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8 Years with THB
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Chris Cuesta joined THB in 2002 as a Research Analyst. He was promoted to Portfolio Manager for the Micro Cap product in 2004, as well as the Small Cap products in 2005. Prior to joining THB, Chris worked for Salomon Smith Barney (1999-2002) and Van Eck Associates (1995-1999). Chris received a BS from Fordham University in 1995 and is a Chartered Financial Analyst. Although generalist in nature, his primary areas of responsibility include the Consumer, Financial and Industrial sectors.
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William W. Bryant III, CFA
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Principal, Portfolio Manager
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3 Years with THB
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Bill Bryant joined THB in 2006 as a Portfolio Manager. Before joining THB, Bill worked for Washington Asset Management in New York as a Co-Portfolio Manager for a long/short hedge fund (2004-2006), Edgewood Management Co. (2000-2004), Punk Ziegel Asset Management (1998-2000), and Windsor Partners, LP (1994-1998). He received a BS from Brigham Young University in 1993 and is a Chartered Financial Analyst. Although generalist in nature, his primary areas of responsibility include the Energy, Industrial and Technology sectors. He is also the portfolio manager for the short component of the firm’s Small Cap 130/30 strategy.
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John G. Bennett, CFA
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Principal, Client & Consultant Relations
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9 Years with THB
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John Bennett joined THB in 2001. Although John is primarily responsible for servicing and managing the relationships with our clients and their consultants, he also represents the firm in sales and distribution opportunities. Prior to joining THB, he worked for the Financial Institutions Retirement Fund as an Associate Investment Officer (1997-2001), the Federal Reserve Bank of New York as an Analyst (1996-1997), and Bayerische Vereinsbank, AG as an Associate Portfolio Manager (1987-1995). He received a BBA from Siena College in 1985, an MBA from Fordham University in 1990, and is a Chartered Financial Analyst.
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J. Bret Young, CIMA
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Principal, Sales & Marketing
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Less than 1 year with THB
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J. Bret Young joined THB in 2010. Bret is primarily responsible for sales and marketing activities, but also helps with the servicing and managing of client relationships. Prior to joining THB, he worked for GE Asset Management as Senior Vice President of US Institutional Sales (2007-2010), Dreyfus Investments as an Executive Vice President (2000-2007), J&W Seligman as Senior Vice President of Business Development, and PaineWebber as a Regional Sales Director (1988-1997). He received a MBA from NYU Stern School of Business in 1994, and a BS from Manhattan College in 1982. Bret is also a Certified Investment Management Analyst.
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James M. Kennedy, JD
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Principal, Compliance & Operations
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8 Years with THB
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Jim Kennedy joined THB in 2002 as Vice-President of Compliance & Operations. Prior to joining THB Jim worked for Ernst & Young, LLP as a Manager (2001-2002), Prudential Securities Inc. as an Associate Vice President (1998-2001), the American Stock Exchange as a Compliance Analyst (1996-1998), and Brown Brothers Harriman & Co. (1992-1996). He received a BS from Loyola College in 1992, and a JD from Seton Hall University School of Law in 2002.
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