Robert P. Groesbeck, CFA
President

Mr. Groesbeck is the founder of the firm and serves as Senior Portfolio Manager. He was formerly a Vice President of Argus Investors’ Counsel, where he was responsible for managing assets of $525 million. The largest single account was $200 million. His 44 years of investment experience span economic and investment research, security analysis with concentrations in twelve different industries, and portfolio management for both taxable and tax-exempt assets.

Mr. Groesbeck earned a BS degree in Economics from St. Peter’s College and an MBA in Finance from New York University. He holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts
 

Robert P. Dainesi
Executive Vice President

Mr. Dainesi is the Director of Research and a portfolio manager. He joined the firm in November 1993 and has 21 years of experience as an investment professional. His security analysis experience includes following several economic sectors and many industry groups. He has been a portfolio manager since 1991. He was a security analyst at Value Line and a portfolio manager with Sturdivant & Co. Prior to joining the firm, Mr. Dainesi was a portfolio manager and security analyst with Asiel & Co. Mr. Dainesi earned a BA degree in Economics from Queens College and an MBA in Finance from Bernard M. Baruch College. He is a member of the New York Society of Security Analysts and the CFA Institute.

Theodore M. Groesbeck, CFA
Vice President

Mr. Groesbeck is a portfolio manager and security analyst. He joined the firm in 1999 and has 14 years of investment experience. Prior to joining the firm, he was an analyst at Palisade Capital Management, Standard & Poor’s and Gruntal & Co. Mr. Groesbeck’s security analysis experience covers a broad number of economic sectors and industries. Mr. Groesbeck earned a BS degree in Finance from the University of Rhode Island. He holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts.

John Mattesich, CFA
Equity Analyst

Mr. Mattesich is a security analyst with twelve years of experience. Prior to joining the firm in 2006, he was an analyst at Hayground Cove Asset Management, Bear Stearns & Co., Dresdner Kleinwort Wasserstein, and Credit Lyonnais Securities. Mr. Mattesich earned his MBA degree in Finance from Indiana University and a B.B.A. degree from Pace University in accounting. He holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts. Mr. Mattesich sits on the Board of Advisors to the Indiana University Reese Investment Fund, an endowment of the university.