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About Our Firm

Assets Under Management: $3.1 billion as of December 31, 2011

Location:  Rocky River, Ohio

Equity Strategies Offered:
Small Cap Value Equity
Veracity Small Cap Value Fund
Small/Mid Cap Value Equity
Mid Cap Value Equity
Large Cap Value Equity

Daniel G. Bandi, CFA
Chief Investment Officer & Principal

Dan is a CFA charterholder with over 19 years of investment management experience. He 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.

 

Sean A. Burke
Equity Analyst

Sean is a member of our value equity management team with responsibility for quantitative and equity analysis. 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.

 

Brian T. Cavalier
Head Equity Trader

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
Senior Portfolio Manager & Principal

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.

 

Adam I. Friedman
Senior Portfolio Manager & Principal

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
Portfolio Manager

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.

 

William H. McNett, CFA
Principal

Bill is a CFA charterholder with over 27 years of investment management experience. He 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
Equity Analyst

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.

 

J. Bryan Tinsley, CFA
Portfolio Manager

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.

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