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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, 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. 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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Kevin D. Moore, CFA
Manging Director, 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 25 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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Michael J. Stafford, Jr., CFA
Managing Director, Director of Fixed Income Investments
Mr. Stafford is Managing Director and Director of Fixed Income
Investments for ASB Capital Management and is a member of
the ASB Fixed Income Council. He has 25 years of experience
in the institutional fixed income business, and previously
served as Chief Investment Officer of The St. Paul’s
(now Travelers) life insurance subsidiary, and Portfolio Manager
with Bank of America, Legg Mason, and First National Bank
of Maryland. Mr. Stafford is a Chartered Financial Analyst,
a past president and director of The Baltimore Security Analysts
Society, and has taught investment analysis in the MBA program
at Johns Hopkins University. He is a graduate of Georgetown
University and earned an MBA from Loyola College of Baltimore.
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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 31 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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Diana Kalin
Senior Vice President, Chief Information Officer
Ms. Kalin is responsible for Operations and Information Services.
Her responsibilities include financial management, technology
infrastructure, performance measurement, securities and cash
operations and fund accounting. Ms. Kalin has over 30
years of financial services experience. She spent 15 years at
American Security Bank where she first worked in Trust Operations
in various capacities, and later assumed responsibility for
budgeting and profitability analysis for the Trust Company and
its institutional affiliate. Subsequently, Ms. Kalin spent
5 years with FMB Trust/Allfirst Trust, with responsibilities
for financial and strategic planning for the Institutional Bank,
which included the Trust, Corporate Lending, and Commercial
Real Estate Divisions. Ms. Kalin holds a BS in Business Administration
and Economics from the State University of New York, College
at Oswego and an MBA from George Washington University. |
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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 15 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 19 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 13 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
14 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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R. Eric Kraus
Assistant Vice President and Member, ASB Fixed Income Council
Mr. Kraus manages $4.5 billion in passive equity funds that
track the S&P 500 Index. He is also an Investment Trader
for Chevy Chase Trust. Mr. Kraus has been in the financial industry
for 7 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 and
is completing his MBA at Georgetown University. |
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Sneha Senjalia
Assistant Vice President
Ms. Senjalia manages $4.5 billion in passive equity funds that
track 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. |
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A. Alan Adler, III
Chairman, ASB Equity Council
Mr. Adler is Managing Director of Chevy Chase Trust, an ASB
Capital Management-affiliated investment management firm and
is the Chairman of the ASB Equity Council. At Chevy Chase Trust,
he also oversees Strategic Core Large Cap Equity, which invests
in domestic large capitalization equities. He has 12 years of
experience in portfolio management, equity research, and investment
banking, as an Analyst with the Chief Equity Market Strategist,
Healthcare Equity Research Group, and Investment Banking Group
at Legg Mason; as Vice President, Senior Equity Research Analyst
with Friedman, Billings & Ramsey’s Technology Equity
Research and Investment Banking Group; and as a Principal at
Asset Management Inc., where he managed the firm’s equity
strategy before the firm’s acquisition by Chevy Chase
Trust in 2005. He is a graduate of Denison University.
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Craig Pernick
Chairman, ASB Fixed Income Council
Mr. Pernick is responsible for fixed income portfolio management
at Chevy Chase Trust. He has 27 years of experience in the fixed
income business, with special knowledge of bond underwriting,
analysis, and sales. Mr. Pernick was with institutional fixed
income firm R.W. Corby and Co. for 16 years before joining Asset
Management Investment Advisers as a portfolio manager in 1999.
He joined Chevy Chase Trust when it purchased Asset Management
in 2005, and took responsibility for the firm’s fixed
income management at that time. He is a graduate of the University
of Michigan, where he earned a Business Administration degree.
He earned a Masters in Business Administration, with a concentration
in Finance, from Wayne State University. |
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Edward B. Dobranetski, CFA
Member, ASB Equity Council
Mr. Dobranetski is Vice President of Chevy Chase Trust, an ASB
Capital Management–affiliated investment management firm
and is a member of the ASB Equity Council. At Chevy Chase Trust,
he also is a portfolio manager for Multi-Cap Global Outlook
Equity. He has 17 years of investment experience, encompassing
trading, analysis, and portfolio management. Mr. Dobranetski
previously was a portfolio manager with BB&T Asset Management.
He is a graduate of Grove City College and is a Chartered Financial
Analyst.
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Thomas D. Frank, CFA
Member, ASB Equity Council
Mr. Frank is Managing Director and Chief Investment Officer
of Chevy Chase Trust, an ASB Capital Management-affiliated investment
management firm and is a member of the ASB Equity Council. At
Chevy Chase Trust, he also oversees portfolio management for
Multi-Cap Global Outlook Equity. He has 21 years of experience
in the investment business, including positions with Salomon
Smith Barney and Philip Tucker Investment Management, where
he served as a principal before the firm’s acquisition
by Chevy Chase Trust in 2001. Mr. Frank graduated from Tufts
University with a degree in Economics. He is a Chartered Financial
Analyst and a member of the Washington Society of Investment
Analysts.
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