Balanced
Equity
Market Neutral
Micro Cap
Small Cap
Mid Cap
Fixed Income
Operations / Administration
Investment Committee |  Research / Marketing |  Operations / Administration
 
Carole Coe
Joined the firm in 1978 and serves as the Senior Systems Manager. She graduated from Wright State University in 1985 with her degree in Computer Science.

Carole handles IT development and is in charge of the computer systems.
Amy Broerman, CPA
Amy Broerman, CPA		 Suzie Smith
Suzie Smith		 Carole Coe
Carole Coe 		Annette Baumer, MBA
Annette Baumer, MBA
Kammie Boatwright
Kammie Boatwright 		Matt Watson
Matt Watson
 
 


James News

Oct 17, 2008
Weathering the Storm

Click Here To Read (.pdf)
Sep 18, 2008
Global Impact of the Financial Crisis Interview with Dr. Frank James

Click Here To Listen (.mp3)