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Peter M. Welber
Chief Executive Officer, Board Director
Peter Welber is Chief Executive Officer of ASB
Capital Management. He also is President and CEO of Chevy
Chase Trust Company, and Director of ASB Capital Management
and Chevy Chase Trust. Prior to joining ASB Capital Management,
Mr. Welber was President of Wachovia Trust Company and, before
that, First Union Trust Company, in Charlotte, North Carolina.
Mr. Welber also has served as President and Chief Executive
Officer of CoreStates Asset Management, and Chief Operating
Officer of Meridian Asset Management, both in Philadelphia.
He received an undergraduate degree in Mathematics from Bucknell
University and a law degree from Case Western Reserve University.
Mr. Welber is a member of the Economic Club of Washington
and Board Chairman of the Montgomery County Community Foundation.
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Shepard Burr
President
Mr. Burr is President of ASB Capital Management's Investment
Management Division and chairs the ASB Fixed Income Council.
He also is Senior Vice President of Chevy Chase Trust. Prior
to joining ASB Capital Management, Mr. Burr was Senior Vice
President of Landon Butler & Company, an investment management
firm, where he was Co-Chairman of the Operating Committee
of the Multi-Employer Property Trust, an equity real estate
fund with more than $4 billion in assets. He also was a co-founder
and director of six real estate and venture capital funds.
Mr. Burr previously was a Division Partner in Philadelphia
with Trammell Crow Company, a national real estate development
and services firm. Prior to that he was in the brand management
division at Procter and Gamble in Cincinnati. He is a graduate
of Dartmouth College.
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John A. Edwards , CFA
Chief Investment Officer
Mr. Edwards is Chief Investment Officer of ASB Capital Management's
Investment Management Division and chairs the ASB Equity Council.
He also is responsible for fixed income management at ASB
Capital Management and is a member of the ASB Fixed Income
Council. He has 19 years of investment management experience
and began his career with GIT Investment Funds, a mutual fund
company, where he was responsible for security selection,
asset allocation, research, and trading for fixed income and
equity mutual funds. In October, 1996, Mr. Edwards joined
First Virginia Bank, where he managed investment portfolios
for institutional clients and high net worth individuals and
families. He joined ASB Capital Management affiliate Chevy
Chase Trust in January, 2003. Mr. Edwards is a graduate of
the University of Maryland, where he earned both an undergraduate
degree in Microbiology and an MBA with a concentration in
Finance. He is a Chartered Financial Analyst.
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Kevin D. Moore, CFA
Director of Equity Investments
Mr. Moore is responsible for active equity portfolio management
at ASB Capital Management and is a member of the ASB Equity
Council. He has 24 years of portfolio management experience.
Mr. Moore began his career as a securities analyst at the
Ohio Company, and then became Senior Portfolio Manager at
First of America Corporation. He next moved to the Monetta
mutual fund complex as Senior Portfolio Manager, and soon
thereafter was promoted to Chief Investment Officer responsible
for oversight and direction of six of Monetta’s seven
mutual funds: The Monetta Fund, and the Monetta Large-Cap,
Mid-Cap, Small-Cap, Balanced, and Intermediate-Bond Funds.
Two of these funds were ranked number one by Lipper Analytical
Services during respective 12-month periods. Mr. Moore earned
an undergraduate degree from Greenville College and an MBA
from the University of Michigan. He is a Chartered Financial
Analyst.
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Martin J. McLaughlin
Managing
Director
Mr. McLaughlin is Managing Director of ASB Capital Management
and is a member of the ASB Fixed Income Council. He previously
served as President of Killian Asset Management from 1997
until the firm's acquisition by ASB Capital Management in
2005. Before joining Killian, Mr. McLaughlin was Marketing
Manager for two Fortune 500 companies: Pitney Bowes and SmithKline
Beecham. Prior to that, he was an Investment Analyst at Investment
and Capital Management Inc. Mr. McLaughlin earned a degree
in Business Administration from Illinois Wesleyan University.
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Ronald F. Perrone, CFA
Director of Client Services
Mr. Perrone is responsible for overseeing client service activities
and is a member of the ASB Equity and Fixed Income Councils.
He has 30 years of investment experience and joined ASB Capital
Management in March 2000. Prior to joining ASB Capital Management,
he was a Managing Director with Allied Investment Advisors and
Director of Marketing with Legg Mason. Prior to that, Mr. Perrone
had his own investment consulting firm. He attended Towson University,
is a Chartered Financial Analyst, a member of the CFA Institute
and an associate member of the Baltimore Society of Security
Analysts. |
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Jennifer L. Barnette
Vice President, Investment Systems and Performance Measurement
Mrs. Barnette oversees performance measurement and analysis,
as well as GIPS compliance for ASB Investment Management.
She also manages investment systems that control data flows,
reporting, and trading. Mrs. Barnette has 14 years of equity
research, analysis, and systems experience, including positions
with Atlantis Investment Company and Rochdale Securities.
She is a graduate of Old Dominion University and has earned
the Certificate in Investment Performance Measurement.
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Paul R. Duncan, CPA
Vice President and Chief Compliance Officer
Mr. Duncan is responsible for designing compliance policies,
procedures, and internal controls for ASB Capital Management.
He also monitors compliance issues related to the Investment
Adviser’s Act of 1940, ERISA, US Patriot Act, Sarbanes-Oxley,
fiduciary laws, and privacy regulation. Mr. Duncan has 18 years
of compliance and audit experience in the securities, fiduciary,
and banking industries, including positions with Chevy Chase
Trust, Chevy Chase Bank, and Dauphin Deposit and Trust Company.
He is a cum laude graduate of both Albright College, where he
earned an accounting degree, and George Mason University, where
he earned an MBA. In addition to being a Certified Public Accountant,
Mr. Duncan is a Certified Internal Auditor and a Certified Fiduciary
and Investment Risk Specialist. |
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Allison A. Ferko
Vice President and Associate General Counsel
Ms. Ferko is ASB Capital Management’s legal counsel, responsible
for all regulatory and legal matters. She has 12 years of experience
in the investment field, including legal and compliance experience
with Chevy Chase Trust, Chevy Chase Securities, and Chevy Chase
Insurance Agency. Ms. Ferko earned an undergraduate degree at
Florida State University, and a law degree at Creighton University,
and is a member of the Bar in Maryland and the District of Columbia.
She is also a Certified Financial Investment and Fiduciary Risk
Specialist and a member of the Trust Compliance Manager’s
Roundtable. |
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Margarette St. Vil
Assistant Vice President, Investment Systems and
Trade Settlement
Ms. St. Vil assists in managing investment support systems and
performance reporting for ASB Investment Management. She has
13 years of experience in the investment industry, including
account administration and back office operations for Carderock
Capital Management. Ms. St. Vil is a graduate of the State University
of New York at Albany, and earned an MBA at Strayer University. |
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Sneha Senjalia
Associate Portfolio Manager
Ms. Senjalia manages the IBEW-NECA Equity Index Fund, a passive-equity
fund with $4.2 billion in assets, which tracks the S&P 500
Index. She also provides investment services support to senior
investment portfolio managers at Chevy Chase Trust. Ms. Senjalia
previously was a budget analyst for Chevy Chase Bank. She earned
an undergraduate degree in Business Administration, with a concentration
in Finance, from Towson University. She is a candidate for the
Chartered Financial Analyst designation and is fluent in Hindi. |
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R. Eric Kraus
Investment Trader
Mr. Kraus manages the IBEW-NECA Equity Index Fund, a passive-equity
fund with $4.2 billion in assets, which tracks the S&P 500
Index. He is also a member of the ASB Fixed Income Council and
is an Investment Trader for Chevy Chase Trust. Mr. Kraus has
been in the financial industry for 6 years, including positions
with Chevy Chase Financial Services and Chevy Chase Bank. He
earned an undergraduate degree in business administration at
the University of Richmond. |
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