Category: Managing Directors

30 May 2016

William S. Sloneker | CEO, Portfolio Manager

William S. Sloneker

CEO, Portfolio Manager

Bill started his career with Ohio Casualty Insurance in 1976. Prior to CAM, he was a Director and Executive Vice President of Ohio Casualty Corp., responsible for actuarial analysis and for the investment by committee of over $2 billion in portfolios of common stocks and government, corporate and municipal bonds. B.A. English and Art History, Yale University; MBA Finance and Marketing, The Wharton School.

“At CAM, we use a team approach to generate ideas. All of us have years of experience analyzing companies and studying industries.  Since each person has a unique perspective and way of looking at things, each team member has a different vantage point.  As an example, while one may assign more importance to an industry trend, another may attribute more weight to a competitor’s characteristics.

“The same may be said for portfolio structure and the myriad factors at work in dynamic economies and industries. There are so many factors at play that a team of independent thinkers is important to providing a portfolio well-structured across many preferable industry groups.”

30 May 2016

Richard J. Gardner | Portfolio Manager

Richard J. Gardner

Portfolio Manager

Rick began his career with Banc One Funds in 1993.  His career also includes portfolio management for The Federal Home Loan Bank and Huntington National Bank, where he managed several corporate and government bond mutual funds.  Prior to joining CAM, he was a Senior Portfolio Manager for the $1.2 billion Ohio Police and Fire Pension Fund. B.S. Finance and Accounting, Wright State University.

30 May 2016

Richard M. Balestra, CFA | Portfolio Manager

Richard M. Balestra

CFA | Portfolio Manager

Rich began his career in 2000 with Cincinnati Financial Corporation. As a Portfolio Manager, he helped manage CFC’s multi-billion dollar portfolio. He has experience with numerous asset classes including common stocks, convertible securities, investment grade bonds and high yield bonds. Rich has earned the Chartered Financial Analyst designation. B.B.A. Finance, University of Cincinnati; MBA, Xavier University.

30 May 2016

Joshua M. Adams, CFA | Portfolio Manager

Joshua M. Adams


Josh began his career in 2004 with Cincinnati Financial Corporation where he was responsible for managing a portion of a multibillion-dollar bond portfolio. He has focused on fixed income for the majority of his career and has extensive experience in both investment grade and high yield corporate credit. Josh has earned the Chartered Financial Analyst designation. B.S.B.A. Finance, The Ohio State University; MBA, Xavier University.

30 May 2016

Nicholas M. Collura CPA | CFO, COO, Chief Compliance Officer

Nicholas M. Collura


Nick’s career began in 2002 with 9 years of meaningful public accounting experience, primarily with KPMG LLP. At CAM he leads the team responsible for financial management and reporting, the risk and control framework, and the middle and back office operations across the firm. He is a Certified Public Accountant, holds a Certificate in Investment Performance Measurement, is a Certified Internal Auditor, and a non-practicing Certified Information Systems Auditor. B.B.A. Finance and Information Systems, Miami University.

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.