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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. His 47 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. He served continuously from 1971
through 2000 as Chair of the Planning Board for the Borough of Emerson,
New Jersey, and was honored in 1993 by Bergen County and 2001 by Emerson
for his many years of community service.
Robert P. Dainesi
Executive Vice President
Mr.
Dainesi is a portfolio manager and the Director of Research. He joined the firm in November, 1993 and
has 24 years of experience as an investment professional. He was a security analyst at Value Line
and a portfolio manager with Sturdivant & Co. His security analysis
experience includes following several economic sectors and many different
industries. He started managing
portfolios in 1991. 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 17 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 15 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 B.B.A. degree in
accounting from Pace University and an MBA degree in Finance from Indiana
University. He holds the Chartered
Financial Analyst designation and is a member of the New York Society of
Security Analysts. Mr. Mattesich
also sits on the Board of Advisors to the Indiana University Reese
Investment Fund, an endowment of the university.
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