OUR TEAM

Investment Team

Mark D. Foster, CFA

Managing Partner, Chief Investment Officer, Portfolio Manager

– 40 Years Experience, 32 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

– 37 Years Experience, 33 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


Collin Foster, CFA

Research Analyst and Fixed Income Portfolio Manager

– 4 Years Experience, 4 Years with Firm
– Chartered Financial Analyst since 2017
– B.S. Finance, Grove City College, 2012


Roger Lee, CFA

Senior Research Analyst

– 8 Years Experience, 3 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