Category: Managing Directors

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.”

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.