Category: People

30 May 2016

Sheri Ross | Director of Administration

Sheri Ross

Director of Administration

Sheri joined CAM in 1991. Since joining CAM Sheri has had a pivotal role in developing the administrative processes and procedures at our firm which includes the trade away processing with third party custodians for separately managed accounts. As Director of Administration Sheri is responsible for all personnel and processes concerning new accounts, trading and reconciliation systems. In addition, Sheri also provides leadership on many special projects the firm undertakes.

30 May 2016

MaryAnne Berger | Administrative and Operations Supervisor

MaryAnne Berger

Administrative and Operations Supervisor

MaryAnne began her career in 1984 with Investment Advisory Firm J.D. Reynolds Company where she served as Vice President of Operations.  She joined CAM in 1993 and currently serves as Administrative and Operations Supervisor.  B.A. Political Science Wittenberg University.

30 May 2016

Tom Grelak | Manager, Performance & Compliance

Tom Grelak

CIPM | Manager, Performance & Compliance

Tom began his career with the Chamber of Commerce and Industry in Katowice, Poland. He guided small and medium enterprises through external funding acquisitions processes and business development activities. After moving to Cincinnati, he joined ZF Group, where he was responsible for financial evaluations of future projects. He joined Cincinnati Asset Management in 2014. He assists in measuring and reporting performance, addressing SEC compliance-related issues and monitoring the Firm’s operating policies and procedures. Master of Economics (MSc), University of Economics in Katowice.

30 May 2016

Arthur J. Awe, CAIA®, CIMA® | Vice President – Client Consultant

Arthur J. Awe

CAIA®, CIMA® | Vice President – Client Consultant

Artie began his career with PIMCO Funds in 2000 where he was responsible for working with financial advisers in Southern California and Hawaii before being tasked with building an East Coast presence for the RIA community. He subsequently held Regional Vice President Roles at John Hancock, Virtus Investment Partners, and Incapital before joining a consulting practice. At SiriusDecisions Artie worked with a number of Fortune 500 financial services companies helping them to align their sales and marketing functions and accelerate growth. Artie holds his BA in Business Administration / Marketing from Sacred Heart University, holds the Chartered Alternative Investment Analyst designation and is a member of the CAIA Association.

30 May 2016

Randall Hale | Portfolio Manager

Randall Hale

Portfolio Manager

Randy started his career with Cincinnati Financial Corporation in 1984.  Prior to joining CAM, Randy managed the taxable fixed income portfolio at Cincinnati Financial, an S&P 500 insurance holding company. The $1 billion portfolio included a significant exposure to high yield securities. Responsibilities included investment strategy, research and trading. B.S. Finance, Olivet Nazarene University.