TOWLE & C0 - Key Persons
Job Titles:
- Support Staff Member
- Head of Business Operations
Brooke joined Towle & Co. in December 2021. She is responsible for supporting the firm's day-to-day business operations, organizational development and process improvement - including vendor management, investment support and client services. Previously, Brooke held multiple roles in sales and operations at both Waste Management and Pepsi Beverage Company. She graduated from Washington University in St. Louis with a BSBA in finance and marketing.
Job Titles:
- CEO
- Investment Staff Member
- Portfolio Manager
- President
Chris joined Towle & Co. in 1994 and has been instrumental in all aspects of the firm's growth and development. As an integral member of the investment team, he shares responsibility for the investment management process including portfolio management, trading, and research. Prior to 1994, he served as a General Manager of H. H. Brown Shoe Co., Inc., an operating subsidiary of Berkshire Hathaway, with full line responsibility for a division of the company. He started his professional career as a Senior Credit Analyst at Manufacturers Hanover Trust in New York City. Chris graduated from Williams College in Williamstown, MA with a BA in history and received an MBA from Washington University in St. Louis.
Luke joined Towle & Co. in June 2018 after serving the firm in a consulting role while completing his MBA. Prior to business school, Luke was an analyst at Kinderhook Partners, an employee-owned investment manager that invests globally in public and private companies. While at Kinderhook, he analyzed search funds, micro-cap and small-cap stocks, and leveraged control investments. Prior to joining Kinderhook, he played quarterback for the Stuttgart Scorpions in the German Football League. Luke graduated cum laude with BA degrees in mathematics & economics from Lawrence University and received an MBA from Columbia Business School. Luke holds the distinction of Chartered Financial Analyst.
Job Titles:
- Support Staff Member
- Investor Relations Associate
Haley joined Towle & Co. in June 2024. She also shares the responsibility of administering our day-to-day business operations, focusing on providing client service and marketing support. Previously, Haley worked as a Management Consultant at Deloitte and an Account Executive at Stein IAS. She graduated summa cum laude with a BA in communications from Wake Forest University.
Job Titles:
- Head of Private Funds & Portfolio Manager
James joined Towle & Co. full-time in the summer of 2013. Having served the firm in a consulting role while finishing his MBA, he came onboard fully engaged with the research and investment process. Previously, James was a Manager at Deloitte Financial Advisory Services and an Analyst at Marshall & Stevens in the Business and Intangible Asset Valuation groups. While at these organizations, he managed a team of analysts, valued privately held companies, and valued intangible assets for multinational transactions. James graduated with a BBA in finance & banking / real estate from the University of Missouri and received an MBA from the University of Chicago Booth School of Business. James holds the distinction of Chartered Financial Analyst.
Job Titles:
- Support Staff Member
- Head of Investment Operations
Jessica joined Towle & Co. in June 2021. Her responsibilities include oversight, execution and process improvement of the investment operations domain. She has over 25 years of trading and operations experience, including tenures at Oak Associates, ltd., Denver Investments, and most recently at Knowledge Leaders Capital where she served as Trader/Operations Manager. Jessica graduated from the University of Phoenix with a BS in business and received an MBA from the Case Western Reserve University Weatherhead School of Management.
Job Titles:
- Investment Staff Member
- Portfolio Manager
Peter joined Towle & Co. in 2001 and is a key member of the investment team. Previously, he was President of Principle Research, Inc. From 1991 to 1998, Peter was a partner and department leader at Edward Jones & Co., where he developed a seven-person research team responsible for determining the suitability of all products sold by the company. Before 1991, he worked as a Senior Credit Analyst for three years at the Bank of New York. More recently, he served as a visiting professor of Economics at Principia College in Elsah, Illinois and professor of Finance at Webster University, in St. Louis, Missouri. Peter graduated from Principia College with a BA in chemistry and business administration and received an MBA with concentrations in accounting and finance from Washington University in St. Louis. Peter holds the distinction of Chartered Financial Analyst.
Wes joined Towle & Co. in 2010 as a valued member of the investment team with broad duties across the portfolio management and research process. Previously, Wes was an analyst at Lehman Brothers under the Private Equity division and at Neuberger Berman within the NB Alternatives group. While at these organizations, he analyzed buyout, venture capital and distressed debt funds as a part of his group's private equity fund of funds platform. In addition, Wes shared duties in the analysis, management and reporting of a listed private equity fund. Wes graduated summa cum laude with a BBA in finance from the Cox School of Business at Southern Methodist University. Wes holds the distinction of Chartered Financial Analyst.