Investment Team That’s Spent Years Working Together
The investment team at Chicago Equity Partners, 80% of which are CFA Charterholders, has spent years working together, executing a proven investment discipline. On both an individual and a group basis, our portfolio managers and analysts have a strong personal commitment to the same philosophy and process, giving us a united perspective and purpose for moving forward.
Investment Team
David C. Coughenour, CFA
Founder and Managing Director
Chief Investment Officer - Equities
Tereck Fares, CFA
Director
Trader
Keith E. Gustafson, CFA
Managing Director
Quantitative Analyst
George Gao, CFA
Director
Quantitative Analyst
Patricia A. Halper, CFA
Managing Director
Quantitative Analyst
Tina Krauskopf
Director
Trader
David R. Johnsen, CFA
Founder and Managing Director
Portfolio Manager and Analyst
Kenny Kwan
Associate
Portfolio Analyst and Trader
Robert H. Kramer, CFA, CPA
Founder and Managing Director
Portfolio Manager and Analyst
Michael J. Lawrence, CFA
Director
Portfolio Manager and Analyst
Michael J. Millhouse, CFA
Managing Director
Chief Investment Officer - Fixed Income
Martin D. Morris, CFA
Director
Portfolio Manager and Analyst
Curt A. Mitchell, CFA
Managing Director
Portfolio Manager
Abhay Munot
Associate
Quantitative Analyst
Patrick J. Morris, CFA
Managing Director
Senior Trader
William C. Murray, CFA
Director
Portfolio Manager and Analyst
Christopher C. Ashbee, CFA, FRM
Associate
Portfolio Analyst
James T. Palermo, CFA
Director
Portfolio Manager and Analyst
Michael J. Budd
Director
Portfolio Manager and Analyst
Tower