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About Our Firm
Equity Strategies Offered: Find out why Integrity was named one of PlanSponsor Magazine´s "The Best Managers You Never Heard Of" |
Daniel G. Bandi, CFA Dan is a CFA charterholder with over 19 years of investment management experience. He is a member of the firm's Board of Managers and serves as CIO for all of Integrity Asset Management's value equity strategies, and is lead portfolio manager for the Small Cap Value Equity strategy. Dan and his team have been featured in The New York Times, the Wall Street Journal, the Financial Times and Investor's Business Daily and have appeared as guests on CNBC, CNNfn TV, Bloomberg TV and others. Dan graduated from the University of Pittsburgh and earned an MBA from Texas A&M University - Commerce. Dan is a bad golfer and a rabid Pittsburgh Steelers fan. He is married with two children. Dan is a member and past President of the CFA Society of Cleveland. Matthew G. Bevin As CEO and a member of the firm's Board of Managers, Matt is responsible for the planning and direction of all aspects of Integrity Asset Management's policies, objectives, and initiatives. He has 21 years of management, investment consulting and marketing experience. He is a former United States Army officer and a graduate of Washington & Lee University. Matt has pursued a number of off-the-beaten path ventures, including skydiving, bungee jumping, teaching English in Japan, riding his bicycle across the United States and running with the bulls in Pamplona, Spain. Matt and his wife have been blessed with five daughters and one son. He is a member of several endowment, foundation and corporate boards. Sean A. Burke Sean is a member of our operations team, focusing on trade settlement and other trading desk activity. He is a graduate of Cleveland State University and has four years of investment management industry experience. Sean is the proud father of one daughter. He enjoys running and cycling and competes in duathlons. Shannon M. Burnett Shannon directs and coordinates all activities that support the firm's strategic business development plan. She has 11 years of investment management marketing experience. After completing her undergraduate studies at the University of Louisville, Shannon earned her MBA from Bellarmine University. She is a member of the Professional Association for Investment Communications Resources (PAICR). Shannon and her husband are actively involved in their church. She enjoys volunteering her time to local charitable organizations, playing tennis and spending time on the water with family and friends. Brian T. Cavalier Brian is responsible for trading in the firm's value equity strategies. He has over 7 years of investment management industry experience. Brian is a graduate of John Carroll University and a member of the Cleveland Security Traders Association and the Columbus Stock and Bond Club. In addition to being an avid triathlete, Brian enjoys racquetball and soccer. Daniel J. DeMonica, CFA Dan is a CFA charterholder with over 15 years of investment management experience and is a member of our value equity management team, serving as a Senior Portfolio Manager for all value strategies and as lead portfolio manager for the Large Cap Value Equity strategy. He focuses on the healthcare, utilities, telecommunications and consumer services sectors. Dan has been featured in The New York Times, the Wall Street Journal, and Forbes, and has appeared as a guest on CNBC and Bloomberg TV. Dan graduated from Indiana University - Bloomington, and earned his MBA from Case Western Reserve University. Dan is married with three children and enjoys golf and tennis. Dan is a member of the CFA Society of Cleveland. Melissa A. Duffy Melissa is a member of our operations team, focusing on account set-up and reconciliation. She has over 25 years of investment management industry experience. Melissa and her husband have one son. In addition to being a talented photographer, Melissa enjoys reading and playing volleyball. Adam I. Friedman Adam has over 19 years of investment management experience and is a member of our value equity management team, serving as a Senior Portfolio Manager for all value strategies and as lead portfolio manager for the Mid Cap Value Equity strategy. Adam has sector responsibilities focused on the technology and consumer cyclicals sectors. He has been featured in The New York Times and the Wall Street Journal and has appeared as a guest on CNBC, CNNfn TV, Bloomberg TV and Bloomberg Radio. After completing his undergraduate studies at the University of Maryland, Adam earned his MBA from Case Western Reserve University. Adam is married and has two children.
Joe A. Gilbert, CFA Joe is a member of our value equity management team with responsibility for the consumer staples, insurance and transportation sectors. He has over 14 years of extensive security research experience and is a CFA charterholder. Joe earned both his undergraduate degree and his MBA from the University of Maryland Joe is married with two children. He is a member of the CFA Society of Cleveland and the CFA Institute. Wayne H. Hall Wayne is responsible for the coordination and oversight of all aspects of the firm's operations department, ranging from trading to performance measurement. He has over 13 years of experience in the investment management industry. Wayne is a graduate of Baldwin-Wallace College and earned his MBA from the University of Akron. A former college football player, Wayne enjoys snowboarding and golf. He recently summited a number of 14,000 foot peaks in preparation for his future plan of scaling Mt. Kilimanjaro. Amy J. Lowe Amy is a member of our operations team, focusing on account set-up and reconciliation. She is a graduate of Georgetown College and has over 9 years of investment management industry experience. In addition to being an avid reader, Amy enjoys attending cultural events, travel and hiking with her husband. William H. McNett, CFA A member of the firm's Board of Managers, Bill is a CFA charterholder with over 27 years of investment management experience. In addition to serving as Senior Portfolio Manager, he also coordinates Integrity Asset Management's client service effort and plays an active role in the management of the firm. Bill is a graduate of Bloomsburg University. Bill is an aging runner and likes to participate in road races and triathlons. He is married with three children. Bill is a member of the Philadelphia Society of Security Analysts.
Mirsat Nikovic, CFA Mirsat is a member of our value equity management team with responsibility for quantitative and equity analysis. He is a CFA charterholder with over 13 years of security research experience. Mirsat is a graduate of John Carroll University and a member of the CFA Society of Cleveland. Mirsat is an avid fan of high school football and enjoys following the careers of the players as they progress over time. He also enjoys running, tennis and classical music. Eva D. Smith Eva manages the firm's business and office support functions, including human resources, accounting, billing, financial reporting, and office services. She has over 23 years of accounting and business office management experience. Eva and her husband have four children. She enjoys reading, sewing, and boating.
J. Bryan Tinsley, CFA A member of our value equity management team, Bryan is responsible for research and security selection. His sector responsibilities include the basic materials, energy and commercial services sectors. He has over 14 years of portfolio management, research and performance analysis experience. Bryan is a graduate of Transylvania University and earned his MBA from Case Western Reserve University. A former rugby player, Bryan now enjoys golf and soccer. He is a CFA charterholder and is a member of the CFA Society of Cleveland. Sandra D. Wilson Sandi is a member of our operations team, focusing on account set-up and reconciliation. She has over 19 years of investment management industry experience Sandi and her husband have two children. In her spare time, she is a casual farmer. Sandi also enjoys sewing, quilting and outdoor pursuits such as camping and canoeing. |
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