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CORPORATE OFFICERS
Mr. Chase earned a BS with Distinction from the University of Virginia and a MBA from Harvard University. His speeches, articles and comments on investing and economic policy have been quoted in Barron’s, Business Week, The Wall Street Journal, Pensions & Investments, Kiplinger’s Personal Finance, and The New York Times. He has appeared on CNBC, The Nightly Business Report (PBS) and Bloomberg. Derwood is a Chartered Investment Counselor, a member of the Analysts Club (N.Y.C.), the New York and Richmond Societies of Financial Analysts, and the Mont Pelerin Society. He is President of the Chase Foundation of Virginia, a Trustee of the Reason Foundation and the Fraser Institute, and a former Governor of the Investment Counsel Association of America.
Mr. Tuz earned his BA from Ripon College, a MA from the University of Missouri, and a MBA from Tulane University. Peter is a CFA charter holder. Before joining us in 1997 he had 10 years experience as a senior analyst and officer with two NYSE member firms. He is a member of the Richmond & Washington Societies of Financial Analysts.
Mr. Wood received his BA from Duke University and a MBA from Indiana University. Peter is a CFA charter holder. Before joining us in 1997 he had 10 years experience as a senior security analyst concentrating in technology. He is a member of the New York and Richmond Societies of Financial Analysts.
Mr. Lazorishak earned a BS in Psychology and Business Cum Laude from the University of Pittsburgh in 1994. Brian joined us in 1997. He serves as a portfolio manager and is our senior quantitative and technical analyst. Brian is a CFA charter holder, a CIPM (Certificate in Investment Performance Measurement) certificate holder, and a Chartered Market Technician. He is a member of the Richmond Society of Financial Analysts.
Jennifer L. King
Operations, Director & Corporate Secretary
Fund Client Service & Business Development Mr. Hack earned his B.S. in Economics from the University of North Carolina and did graduate work in Business Administration at the University of Miami. Ti’s duties include business development and general corporate administration. Prior to joining us he had over 20 years of varied management experience, including production, sales, marketing, finance, and administration.
Glenn M. Guard, CFA Vice President Institutional Client Service & Business Development Mr. Guard earned his B.S.B.A from American University in 1999 and his MBA from Johns Hopkins University in 2003. He is a CFA charter holder. Glenn has responsibility for client service and business development, and is a member of the firm’s investment team. Before joining us in 2009 he had 10 years investment experience as a principal and portfolio manager at a boutique asset management firm and as an analyst and officer at a NYSE member firm. He has appeared on CNBC, CNN, and been quoted in Barron’s, Business Week, and The Wall Street Journal. He is a member of the Richmond Society of Financial Analysts. Assistant Vice President Chief Compliance Officer Ms. Maloney received her BA (1988) and Masters (2006) from James Madison University. Carolyn is the chief compliance officer and handles mutual fund administration. Prior to joining us in 2007, Carolyn had 8 years experience in the investment industry and was Manager, Registered Investment Adviser Compliance at FSC Securities Corporation in Atlanta.
Assistant Vice President Quantitative Analyst & Market Technician Mr. Klintworth received his BS in Mathematics from Westmont College. Buck assists with portfolio management, quantitative research, technical analysis, and trading functions. Buck is a Chartered Market Technician. Prior to joining us in 2004, he worked primarily in accounting.
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Derwood
S. Chase, Jr., CIC 
Peter
W. Tuz, CFA 
Peter
C. Wood, CFA 
Brian
J. Lazorishak, CFA, CIC, CIPM, CMT 
Eugene
(Ti) R. Hack, Jr. 
Robert (Buck) C. Klintworth, CMT