COOKE & BIELER - Key Persons
Job Titles:
- Analyst
- Member of the Investment Team
- Partner
- Portfolio Manager
Andrew earned his undergraduate degree in Economics from the University of Pennsylvania. He worked as an Associate at Cooke & Bieler for three years before joining Hotchkis & Wiley Capital Management as an investment analyst in 2011. Andrew returned to Cooke & Bieler in 2014.
Job Titles:
- Analyst
- Member of the Investment Team
- Partner
- Portfolio Manager
Ted earned his undergraduate degree in Economics and Philosophy from Colgate University, graduating cum laude with honors. He served as a U.S. diplomat in Cuba and Guatemala prior to receiving his MBA from the University of Chicago in 1999. He then joined Cambiar Investors in Denver, Colorado where he worked for three years before joining Cooke & Bieler in 2002.
Frank received his undergraduate degree in Organizational Dynamics from Immaculata University. He spent the first five years of his career as a network systems analyst for Allied-Barton Security Services in Philadelphia before joining DuPont Capital Management as an infrastructure architect and team leader for their Network & Systems group. After working at DuPont for 12 years, he joined Cooke & Bieler in 2012.
Job Titles:
- Analyst
- Member of the Investment Team
- Partner
- Portfolio Manager
Jamie earned his undergraduate degree in Economics from Colby College, graduating cum laude with distinction. He was an Investment Officer in the Capital Markets Department at Mellon Bank for three years before earning his MBA from Harvard Business School. After working as a summer intern, Jamie joined Cooke & Bieler in 1988.
Job Titles:
- Member of the Client Service & Marketing Team
- CIMA / Partner, Client Services / Business Development
John earned his undergraduate degree in Economics and Computer Science from Trinity College. He worked in the institutional fixed income department of CS First Boston before receiving his MBA from the Wharton School of Business. After working for two years as a consultant, John continued his career in sales and client service, rejoining CS First Boston and later Starboard Capital Markets and Rittenhouse Asset Management. John joined Cooke & Bieler in 2004.
Joseph earned his undergraduate degrees in Marketing and Management from Villanova University. He spent the first seven years of his career at CSSI, where he earned an Advent Certification and gained widespread knowledge of back office operations. Joseph has served in a variety of operational and managerial roles at Cooke & Bieler since 2015 and currently oversees a number of High Net Worth and Taxable accounts.
Experience.
Stability.
Job Titles:
- Member of the Client Service & Marketing Team
- Principal, Marketing and Client Service
Kelly earned her B.S. in Brain, Behavior, and Cognitive Science from the University of Michigan in 2010. After graduating, she worked in Washington, D.C. in the consulting and OCIO industries - first as a Senior Analyst at Cambridge Associates and then as a Manager and Investment Analytics/Operations Associate at Strategic Investment Group. Kelly joined Cooke & Bieler in 2019.
Job Titles:
- Chief Compliance Officer
- Partner
Linda earned her undergraduate degree in Finance and Real Estate from Temple University, graduating magna cum laude. She joined Cooke & Bieler in 1988, working in various roles throughout the firm before becoming Chief Compliance Officer in 2004. Linda attended the Executive MBA program at Drexel University, graduating in 2000.
Job Titles:
- Analyst
- Member of the Investment Team
- Partner
- Portfolio Manager
Mehul earned his undergraduate degrees in Economics and International Relations from the University of Pennsylvania, graduating magna cum laude. After working as a fixed income analyst at Blackrock Financial Management and then as a product manager at PNC Asset Management, Mehul earned his MBA from the Wharton School of Business. After working as a summer intern, Mehul joined Cooke & Bieler in 1998.
Job Titles:
- Analyst
- Member of the Investment Team
- Partner
- Portfolio Manager
Mike earned his undergraduate degree in Economics from Davidson College, graduating cum laude with distinction. Mike worked for four years at Sterling Capital Management as an equity analyst and head equity trader before earning his MBA from the Wharton School of Business. Mike joined Cooke & Bieler upon his graduation in 1993.
Job Titles:
- Member of the Client Service & Marketing Team
- Partner, Consultant Relations
Patrick earned his Economic and Business Management degrees from North Carolina State University and later earned his MBA from The University of Notre Dame. Patrick has extensive institutional business development and consultant relations experience throughout the U.S., Latin America, and Europe. Early in his career he was with SEI Investments, Citigroup Asset Management, and later joined Investec Asset Management. Most recently, Patrick was with PIMCO. Patrick joined Cooke & Bieler in 2016.
Job Titles:
- Analyst
- Member of the Investment Team
- Partner
- Portfolio Manager
Steve earned a B.S. in Finance with honors from Arizona State University. Steve worked in the investment services industry, specializing in private equity and business valuation before receiving his MBA from the University of Chicago. After working as a summer intern, Steve joined Cooke & Bieler in 2006.
Job Titles:
- Member of the Client Service & Marketing Team
- Partner, Client Services / Business Development
Thad earned his undergraduate degree in Mathematics from Georgetown University and later earned his MBA from Wharton School of Business. Thad worked as a Principal with Columbia Partners in Washington, DC., focusing on public funds marketing and client service. Earlier in his career, Thad was Vice President at ASB Capital Management and performed economic analysis at DRI/McGraw-Hill and Wharton Econometric Forecasting Association. Thad joined Cooke & Bieler in 2002.
Job Titles:
- Member of the Client Service & Marketing Team
- Senior Manager, Marketing / Client Services
Terry earned her undergraduate degree in Business Administration from LaSalle University, graduating magna cum laude. After working at both Pennsylvania Merchant Group and Dean Witter Reynolds, she joined Cooke & Bieler in 1990.
Job Titles:
- Analyst
- Member of the Investment Team
- Portfolio Manager
- Principal
Wesley earned his BS in Physics and MS in Management Science and Engineering from Stanford University. He worked in various capacities for the Government of Singapore prior to receiving his MBA from the Wharton School of Business. After working as a summer intern in 2017, Wesley joined Cooke & Bieler in August 2018.
Job Titles:
- Analyst
- Member of the Investment Team
- Partner
- Portfolio Manager
Bill earned his undergraduate degrees in Finance and English from Villanova University, graduating magna cum laude. He then worked at Cooke & Bieler for six years in various roles, including marketing, operations, and research support, before earning his MBA from the University of Chicago Booth School of Business in 2010. While at Booth, Bill interned at T. Rowe Price Associates as an equity research analyst. He returned to Cooke & Bieler upon his graduation.