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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. He has over 51 years of investment experience spanning 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.
Theodore M. Groesbeck,
CFA
Vice President
Mr.
Groesbeck is a portfolio manager and security analyst. He joined the firm
in 1999 and has 26 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 24 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.
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