• Portfolio Co-Manager Adams Funds US Small Cap Equity Fund• Responsible for risk analysis, monitoring and reviewing of US Large Cap, Natural Resource and US Small Cap portfolios. Includes stress testing, Monte Carlo analysis and risk attribution modeling. • Conduct investment environment analysis to assist fundamental analysts.• Develop and implement proprietary quantitative US equity stock selection models.• Developed and maintain proprietary stock risk classification methodology within select investment universes.• Systematically identify stock investment and trade opportunities.

• Portfolio Co-Manager Parvest US Equity Small Cap Fund• Assist in design, modification and implementation of a disciplined quantitative and fundamental portfolio methodology used to manage US Large Core, US Large Growth, US Small Core, and Global Sector portfolios.• Conduct investment environment analysis to assist fundamental analysts• Develop and implement proprietary quantitative US and Global equity stock selection models.• Responsible for risk analysis and monitoring of US and Global portfolios. Developed a proprietary stock risk classification methodology. • Quantitatively identify stock investment and trade opportunities.

• Co-managed Pioneer Growth Opportunities Fund, Priamo Fund and Pioneer Small Company Fund VCT. Funds were small cap growth and core styles. Management style employed a combination of fundamental research and multi-dimensional quantitative models.• Managed Mid-Cap Growth paper portfolio which was used as a bogie for Pioneer Mid-Cap Growth Fund.• Conducted equity market analysis to enhance security analysis and support fundamental stock analysts. • Developed and implemented proprietary quantitative equity valuation models.

• Co-managed multi-sector market neutral hedge fund. • Responsible for the core portion of fund. Holdings were model driven and constructed in industry neutral pairs. • Developed and implemented proprietary quantitative equity valuation models. • Led quantitative staff responsible for factor development, stock selection models, one-off pair identification, portfolio construction, risk analysis and performance attribution. Staff also responsible for generation of daily reports, real time fund performance attribution and fund trade accounting. • Identified valuation pairs based on double relative valuation model for other portfolio managers. • Designed and back tested fund structure and management policy to accommodate a quantitative approach with a fundamental overlay. • Developed and presented market context reports to other portfolio managers.

·Co-manager of Liberty Small Cap Value Fund (starting 4/95) and Liberty Select Value Fund (starting 10/97). Managed portfolios employing a combination of fundamental research and multi-dimensional quantitative models.·Co-directed department’s quantitative research and modeling efforts. Sole responsibility for small capitalization stock modeling and research. ·Marketing presentation experience at retail broker meetings along with numerous appearances on CNBC, CNN, CNNfn and radio shows. ·Supported rollout of Small Cap Value Fund and Select Value Fund to the institutional market place via presentations to prospective clients and in search finals. ·Conducted and tested fund management strategy design for new product ideas across all styles style and capitalization ranges. ·Finalist for Colonial’s Chairman Vision Award in 1997. ·Received promotions from analyst to senior analyst to associate portfolio manager to portfolio manager.

·Project Manager for the design, implementation and support phases of system conversion from an IBM mainframe to VAX/Sun distributed computer system. System was used for radar data processing and analysis. ·VAX/VMS system manager. ·Client/Server and XWindow/Motif application design and development. ·Promoted from senior programmer to system project manager. ·Granted U.S. Top Secret/SBI security clearance.

·Managed product support department responsible for customer, product, pre-sales and trade show support. ·Products were system accounting, monitoring and tuning tools for the VAX/VMS environment. ·Trained support staff and customers in VMS, DCL and company products.

·Conducted investigations of federal statute violations. ·Elected class spokesperson for FBI Academy graduation exercises by fellow classmates. ·Granted U.S. Top Secret/SBI security clearance.

·Developed and maintained computer programs for aerospace analysis and general business applications. ·Received promotions from programmer to programmer/analyst to senior programmer. ·Granted U.S. Top Secret/SBI security clearance.

·Developed computer programs applying statistical analysis used for scouting purposes. ·Recruited and evaluated potential student/athletes

·Performed statistical analysis to break computer generated codes.