Mark is a portfolio manager based in North American Management's St. Louis office. He is a member of the Firm's investment committee and he has over 25 years of experience in investment management. Most recently he was a Managing Director of Bush O'Donnell Investment Advisors. He is an independent trustee of the Consulting Group Capital Markets group of mutual funds. Mark earned his BA from Denison University and an MBA from Washington University.
Roger is a portfolio manager and has over 40 years of experience in the investment business. For the past 15 years he was a Senior Vice President of Woodstock Corporation in Boston. Roger earned his undergraduate degree from Cornell University and his MBA from the University of Virginia Darden School of Business.
Yuval is a Senior Research Analyst at North American Management. In this role he is responsible for the firm's proprietary research and bottom-up fundamental analysis of equities across sectors. Prior to joining North American Management, Yuval worked in the corporate finance division of Alere, a provider of point-of-care diagnostics and services. As a native of Israel, Yuval spent three years serving in the Israeli Defense Forces in various functions. Yuval earned his BA/MA and MBA from Brandeis University. He is a CFA Charterholder and a member of the Boston Security Analysts Society, Inc.
Doug is a Senior Research Analyst at North American Management. In this role he is responsible for the firm's external manager research across both traditional and alternative investment strategies. Prior to joining North American Management, Doug was a Senior Research Analyst leading the alternative investment program at Federal Street Advisors, a large independent investment advisor. Doug earned his BS in Finance and Economics from Babson College.