Portfolio Management

Our portfolio management team averages more than 30 years of industry experience. Each member has a strong research background and operates from a solid general industry and company specific knowledge base. The team is seasoned and committed to adhering to our time-tested process. Personal involvement with clients in an environment managed to exceed partner expectations is a core commitment from each portfolio manager

Curtiss M. Scott, Jr., CFA President & Chief Investment Officer
*41 years of industry experience, 23 years with the firm.
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John J. White, CFA Senior Portfolio Manager
*37 years of industry experience, 17 years with the firm.
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John C. Holden, CFA Senior Portfolio Manager
*36 years of industry experience, 13 years with the firm.
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Shaun C. Siers, CFA Portfolio Manager
*13 years of industry experience, 12 years with the firm.
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Jeremy M. Roane Research Analyst
9 years of industry experience, 3 years with the firm.
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Leon A. Leydershnayder Senior Data Architect
19 years of industry experience.
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* Firm experience combines time of Todd Asset Management LLC along with Todd Investment Advisors and its predecessor firms.

Have questions? Contact us Toll Free: 1-888-544-8633 Local: 502-585-3121 Hours: 8:30 a.m. - 5 p.m.