OBERWEIS FUNDS - Key Persons
Job Titles:
- International Trader
- Trading and Operations / International Trader
Adnan joined Oberweis Asset Management, Inc. in March 2010 as an International Trader. Adnan was previously employed as an International Trader by Seligman/Riversource Investments in New York where he was responsible for trading international stocks for quant, hedge, and mutual funds. He also worked for US Trust Securities as a Fixed Income Trader and Dreyfus Corporation as a Brokerage Account Trader. Adnan earned a BA in Banking and Finance with a minor in Mathematics from Hofstra University.
Job Titles:
- Member of the China Team
- Portfolio Manager
- Co - Portfolio Manager of the China Opportunities Fund
Barry Wang is the co-portfolio manager of the China Opportunities Fund. Barry joined Oberweis Asset Management (Asia) Ltd. in June 2011 as an Analyst for the China investment team and was promoted to Portfolio Manager in May 2016. Previously, Barry worked at Wensli Group in Hangzhou, China as an equity research analyst with responsibility for the Chinese healthcare sector. Barry completed his Master's program in International Finance from Columbia University in May 2011. He also earned a Master's degree in International Relations from Peking University and a Bachelor's degree in history from Beijing Normal University. Barry is fluent in Mandarin, Shanghainese and English and is a holder of the Chartered Financial Analyst (CFA) designation.
Job Titles:
- Client Service Director, Head of National Key Accounts & Advisor Sales
- Director, Head of National Key Accounts & Advisor Sales
Brett joined Oberweis Asset Management, Inc., in April 2021 as Director of National Key Accounts & Advisor Sales. Previously, Brett worked at Nuveen Investments where he was a Vice President, Advisor Consultant for the Private Wealth Team focusing on RIA's and Private Banks. Prior to that, he was a financial advisor with Merrill Lynch and Co-Founder, President of ChiTownMenus.com. Brett earned a BA in Broadcast Journalism from Columbia College Chicago.
Job Titles:
- Client Service Director of Institutional Marketing and Client Service / Principal
- Director of Institutional Marketing and Client Service
Brian joined Oberweis Asset Management, Inc. in April 2002 to establish and lead the firm's institutional marketing and client service efforts. Brian earned an MBA and a BA in Finance from Loyola Marymount University. Previously, he served as a Director of Marketing for Delaware Investments/Lincoln Financial Distributors. Prior to that, he worked for Wilshire Associates in both marketing and client service roles.
Job Titles:
- Member of the International Team
- Senior Analyst
Job Titles:
- Member of the International Team
- Senior Analyst
Job Titles:
- Member of the US Growth Team
- Portfolio Manager
Dave has spent his entire career at Oberweis Asset Management, Inc., joining the firm in July 1997. He is currently a Portfolio Manager for the firm's domestic strategies. Dave is a holder of the Chartered Financial Analyst (CFA) designation, as well as a Certified Financial Planner (CFP) certificant. He earned an MBA from the University of Chicago and a BS in Finance with honors from the University of Illinois. He has been a guest on Bloomberg Television.
Job Titles:
- Member of the China Team
- Senior Analyst
Job Titles:
- Director of Trading
- Trading and Operations Director of Trading / Principal
Jim joined Oberweis Asset Management, Inc. in June 2005 as the Director of Trading. Previously, Jim was a Senior Equity Trader at Waddell & Reed Investment Management Company in Kansas City. He also worked for Paladin Investment Associates as Director of Trading, where he was responsible for managing all aspects of the equity trading desk. He began his career with Investment Advisers, Inc. in 1992, where he held various positions within the Operations and Trading departments. Jim earned a double major in Finance and Economics from the University of St. Thomas, St. Paul, Minnesota. He is a member of Security Traders Association of Chicago.
Job Titles:
- Chief Investment Officer / President and Portfolio Manager / Principal
Jim is President of Oberweis Asset Management, Inc. and oversees all investment research at Oberweis. He has spent his entire career managing portfolios of high-growth, small-cap companies. Jim is a holder of the Chartered Financial Analyst (CFA) designation. Jim earned an MBA with high honors from the University of Chicago and a BS in Computer Science from the University of Illinois. He has been a featured guest on CNBC and Bloomberg Television and authors a growth stock column for Forbes. Jim is a member of the Young Presidents' Organization (YPO) and the Economic Club of Chicago.
Job Titles:
- Assistant
- Member of the International Team
- Portfolio Manager
Jeff joined Oberweis Asset Management, Inc. in 2004 and is the Assistant Portfolio Manager for the International Opportunities team. Jeff began his career working on the U.S. team at Oberweis and was later a founding team member of our China Opportunities strategy. While working on this strategy, Jeff helped launch the International Opportunities strategy and worked as an Analyst on the International Opportunities team from November 2006 through March 2008. From October 2005 to August 2013, he worked as a Senior Analyst on the China Opportunities strategy and continued to collaborate with the International Opportunities team on Asian equities. He rejoined the International Opportunities team full time in August 2013. Jeff is a holder of the Chartered Financial Analyst (CFA) designation. He earned a BS in Finance with high honors from the University of Illinois. Jeff has been a frequent guest on CNBC, Bloomberg Television, and Fox Business. He has also provided commentary on various investment issues to Bloomberg News, Investor's Business Daily, and TheStreet.com.
Job Titles:
- Member of the US Growth Team
- Director of U.S. Equities and Portfolio Manager
- U.S. Growth Team Director of U.S. Equities and Portfolio Manager / Principal
Ken joined Oberweis Asset Management, Inc. in November 2004 and is Director of U.S. Equities and Portfolio Manager for the firm's domestic strategies. Previously, he was employed at Dearborn Partners LLC, where he was a Managing Director and the Director of Research. Prior to that, Ken worked as a small-cap Research Analyst and Portfolio Manager at Sterling Johnston Capital Management and began his career at SEI Capital Resources as an Investment Consultant. Ken is a holder of the Chartered Financial Analyst (CFA) designation. He earned an MBA in Finance and Accounting from the University of Chicago and a BS in Journalism and Economics from Northwestern University. Ken has been featured on Forbes.com and has provided commentary on various investment issues to Investor's Business Daily, Reuters, Bloomberg, and The Wall Street Journal.
Job Titles:
- Member of the US Growth Team
- Senior Analyst
Kevin joined Oberweis Asset Management in August 2006 as an Associate Analyst and was promoted to Senior Analyst in January 2017. Kevin earned a BS in Finance and Accountancy with high honors from the University of Illinois. He is a holder of the Chartered Financial Analyst (CFA) designation.
Job Titles:
- Client Service Director, Marketing & Client Service
- Director, Marketing & Client Service
Marc joined Oberweis Asset Management, Inc. in October 2019 as Director, Marketing and Client Service. Prior to joining Oberweis, he was a Senior Vice President at TCW Group establishing and managing relationships with institutional investors and consultants. Previously, Marc served as an institutional marketer for Northern Trust Global Investments, NWQ Investment Management and Wilshire Asset Management. He earned a BA in Business from the University of San Diego and a JD from the University of San Diego School of Law.
Job Titles:
- Member of the Emerging Markets Team
- Portfolio Manager
- Emerging Markets Team / Portfolio Manager
Mark joined Oberweis Asset Management, Inc. in January 2018 and is the lead Portfolio Manager for the Oberweis Emerging Markets strategy. Previously, he worked for Scout Investment beginning in March 2008 as an International Equity Analyst and from 2012-2017 as the lead Portfolio Manager of the Scout Emerging Markets Fund. Mark started his career in 2003 as an equity analyst at Morningstar. Mark is a holder of the Chartered Financial Analyst (CFA) designation. He earned an MBA in Finance from the University of Kansas and a BA in Modern History from Oxford University.
Job Titles:
- Member of the China Team
- Senior Analyst
Monica Chen joined Oberweis Asset Management in August 2019 as a Senior Analyst for the China investment team. Previously, Monica worked at Credit Suisse in Hong Kong as an Equity Research Associate focusing on China internet research. Prior to that, Monica was an Equity Research Assistant at Huatai Securities, Co. Ltd. in Shenzhen and an Associate for L.E. K. Consulting in Shanghai. Monica earned her Master's degree in Finance from Imperial College Business School in London and a BS in Statistics, Economics and Finance from the University College London. She is fluent in Mandarin and English.
Job Titles:
- Equity Trader
- Trading and Operations
Nick joined Oberweis Asset Management, Inc. in May 2007 as a Trading Assistant and was promoted to Equity Trader in September 2008. Nick earned a BS in Finance from the University of Illinois. Nick is a holder of the Chartered Financial Analyst (CFA) designation and a member of the Securities Traders Association of Chicago.
Patrick B. Joyce - CFO, Chief Compliance Officer, EVP
Job Titles:
- Chief Compliance Officer
- Chief Financial Officer
- Executive Vice President
- Trading and Operations
Pat is Executive Vice President, Chief Financial Officer, and Chief Compliance Officer of Oberweis Asset Management, Inc. He is also responsible for administering our accounting and compliance policies and procedures. He joined Oberweis in 1994. Pat earned a BBA in Accounting from Cleveland State University. He was previously employed with The Chicago Corporation, Carr Asset Management, Inc./Indosuez Carr Futures, Inc., and Selected Financial Services, Inc., a wholly owned subsidiary of Kemper Financial Services. He is a member of the Illinois CPA Society, the American Institute of Certified Public Accountants, and the National Society of Compliance Professionals.
Job Titles:
- Analyst
- Member of the Emerging Markets Team
- Emerging Markets Team / Analyst
Priya joined Oberweis Asset Management, Inc. in July 2022 and is an Analyst for the Oberweis Emerging Markets strategy. Priya previously worked for SBA Communications Corp. as a Principal Finance Analyst-International Business Development, where she led financial modeling on mobile communications tower transactions in Asia, Africa and Latin America. Prior to that, Priya worked as a Senior Strategy Analyst for Office Depot & Office Max. Priya started her career as a Research Associate with JP Morgan Asset Management in Mumbai, India. She is a holder of the Chartered Financial Analyst (CFA) designation. Priya earned a MS in Economics & Master of Management Studies from Birla Institute of Technology and Science, India.
Job Titles:
- Member of the International Team
- Portfolio Manager
Job Titles:
- Senior Analyst
- Emerging Markets Team / Senior Analyst
Terry joined Oberweis Asset Management, Inc. in April 2018 and is a Senior Analyst for the Oberweis Emerging Markets strategy. Terry previously worked for Atlantic Investment Management in Tokyo and New York as a Senior Equity Analyst covering Asia ex-Japan. Prior to that, Terry worked for eight years as an analyst at the Harvard Management Company, including four years covering Asian equities for the Harvard Endowment's internal emerging markets strategy. He earned his MS in Quantitative Finance from the Illinois Institute of Technology and completed his Bachelor of Economics at Capital University of Economics and Business in Beijing, China. He is fluent in English and mandarin Chinese.
Job Titles:
- Associate Director, National Key Accounts & Advisor Sales
- Client Service
Tom joined Oberweis Asset Management, Inc. in January 2022 as an Associate Director of National Key Accounts & Advisor Sales. Previously, Tom worked at Morningstar Investment Services LLC where he was an Internal Sales Consultant working with financial advisors in the Mid-South and Mid-Atlantic territories. Prior to that, Tom was an Assurance Associate for PricewaterhouseCoopers, LLP with a client base consisting of Fortune 500 pharmaceutical, insurance and education sector clients. Tom earned a Master of Accounting Science and a BS in Accountancy from Northern Illinois University.
Job Titles:
- Member of the International Team
- Senior Analyst
Yanru joined Oberweis Asset Management, Inc. in November 2006 as a founding member of the International Opportunities team. After a leave of absence from 2009 to 2010, she worked in our Hong Kong office, where she covered Asian equities and built a strong network of industry, management, and broker contacts. She rejoined the International team in September 2012. Prior to Oberweis, Yanru was a Senior Associate at Deloitte, where she advised corporate clients on M&A transactions, valuations, and corporate strategic planning. Her projects included advisory work in Japan and Taiwan. Yanru earned her MBA from the University of Maryland and a master's in Commerce with a BA in Business Administration from Takushoku University in Tokyo, Japan. She is a holder of the Chartered Financial Analyst (CFA) designation. Yanru is fluent in English, Mandarin, and Japanese.