OUR TEAM

Investment Team

Mark D. Foster, CFA

Managing Partner, Chief Investment Officer

– 38 Years Experience, 30 Years with Firm
– Chartered Financial Analyst since 1985
– B.S. Finance, Ball State University, 1979
– Member, Indianapolis Society of Financial Analysts

Mickey Kim, CFA

Managing Partner, Chief Operating/Compliance Officer

– 35 Years Experience, 31 Years with Firm
– Chartered Financial Analyst since 1985
– B.S. Accountancy, University of Illinois, 1980
– M.B.A. Finance, University of Chicago, 1982
– Passed Certified Public Accountant Examination, State of Illinois


Darrell H. “Kip” Wright, CFA

Partner, Portfolio Manager, Senior Research Analyst

– 35 Years Experience, 22 Years with Firm
– Chartered Financial Analyst since 1987
– B.B.A. Finance, Iowa State University, 1982


Colin King, CFA

Senior Research Analyst

– 5 Years Experience, 5 Years with Firm
– Chartered Financial Analyst since 2014
– B.S. Accounting, Indiana University, 2009
– M.S. Accounting, Indiana University, 2010
– Passed Certified Public Accountant Examination, State of Indiana


Collin Foster, CFA

Research Analyst and Equity Trader

– 2 Years Experience, 2 Years with Firm
– Chartered Financial Analyst since 2017
– B.S. Finance, Grove City College, 2012


Roger Lee, CFA

Senior Research Analyst

– 6 Years Experience, 1 Year with Firm
– Chartered Financial Analyst since 2012
– B.S. Accounting, Binghamton University, 2008, Magna Cum Laude
– Passed Certified Public Accountant Examination, State of New York