Stephen B. Schuler President and Portfolio Manager
Steve is the President of MCM and serves as Chairman of the firm's Investment Committee. Prior to joining the firm in 1999, he was a Principal and Director in the Private Client Group of Deutsche Bank Alex. Brown. He joined Alex.Brown & Sons in 1988 after working for Smith Barney Harris Upham for three years. Steve holds a B.A. from Hobart College and is a graduate of the Securities Industry Institute at the Wharton School of the University of Pennsylvania. His various community activities include serving as investment advisor to the Odyssey School, an independent school that serves dyslexic children. Steve is also a member of the Annual Fund drive at the St. Paul's School for Boys in Baltimore.
|
Frederick A. Allner, III Principal and Portfolio Manager
Fred joined MCM in 2004. Prior to joining the firm, he was a Vice President with the Private Wealth Management Group of Deutsche Bank Alex. Brown, where he had been for seventeen years. Fred received his B.A. from the Virginia Military Institute. Upon his graduation he completed one year of post-graduate studies at the University of Tübingen in Germany before entering the U.S. Army as a Second Lieutenant. Fred also attended the University of Baltimore M.B.A. program and the Securities Industry Institute at the Wharton School of the University of Pennsylvania. Fred is currently a Major in the Maryland Defense Force (MDDF). He has served as a board member on several charitable and social organizations in Baltimore.
|
John F. Blair Principal and Portfolio Manager
John joined MCM in 2004. Prior to joining the firm, he served as a Vice President with the Private Wealth Management Group of Deutsche Bank Alex. Brown. He joined Alex. Brown & Sons in 1995 after serving two years as an Investment Executive with Kidder, Peabody & Co. John holds a B.A. from Wake Forest University and an M.B.A. from Loyola College. He is also a Certified Financial Planner TM. John has served as a board member on several charitable and social organizations. He recently served on the Wake Forest University Alumni Council and is Chairman Emeritus of the Independent College Fund of Maryland.
|
Gregory G. Heard Principal and Portfolio Manager
Greg joined MCM in 2004. Prior to joining the firm, Greg was the Chief Financial Officer for Sequoia Software Corporation. During his tenure with Sequoia he completed a successful IPO and subsequent sale to Citrix Systems for $185 million. Prior to Sequoia, Greg was a Managing Director at Corbyn Investment Management and an Investment Analyst for the Greenspring Fund. Before Corbyn he spent several years in the accounting and business consulting fields as a manager with the Financial Advisory Practice of Coopers & Lybrand and as an auditor with Price Waterhouse in New York. He is a Certified Management Accountant and holds a B.S. and an M.B.A from Lehigh University. He currently serves on the Board of Directors at Catalyst I.T. Services.
|
Jeffrey L. Caples, CFA Senior Vice President and Portfolio Manager
Jeff joined MCM in 2009. Prior to joining the firm, Jeff spent nine years at Legg Mason Trust where he was a key member of the team responsible for the unit's growth from $350 Million to over $8 Billion in AUM. Upon leaving, Jeff was a Managing Director of Legg Mason Investment Counsel & Trust and Head of the Portfolio Management Team at its Baltimore headquarters. Prior to his experience at Legg Mason, Jeff was affiliated with both Brown Advisory and T. Rowe Price. Jeff is a Chartered Financial Analyst (CFA) and holds a B.A. from Denison University and an M.B.A. from the University of Maryland. He currently serves on the Board of Directors for the Robert H. Smith Foundation at the University of Maryland and is the President of the Denison University Alumni Club of Baltimore. Jeff is also an active member of the CFA Institute, and the Baltimore CFA Society, where he previously served on the Board of Directors.
|
M. Jenkins Cromwell, Jr. Portfolio Manager
"Jenks" joined MCM in 1988, following a twenty-six year career at T. Rowe Price Associates, Inc., where he served as Director, Vice President and Senior Portfolio Manager. At MCM, his responsibilities are oriented toward portfolio management for high net worth individual investors. Jenks is a graduate of Yale University and the University of Maryland School of Law. Jenks is aretired director of Provident Bankshares Corp. and a member of the Maryland State Bar Association and the American Bar Association. He is a former Board member of the Basilica of the Assumption Historic Trust, as well as a former Board member of Catholic Charities and the College of Notre Dame of Maryland.
|
Andrew T. Chudy Associate Analyst
Andrew joined MCM in 2009. Prior to joining MCM, he worked as a Financial Modeling Analyst with Standard and Poor's in Bethesda, Maryland. His responsibilities include fundamental research and portfolio administration. He holds a BBA in Finance from The Joseph A. Sellinger, S.J. School of Business and Management.
|
Nicholas N. Petrelli Associate Analyst
Nick joined MCM in 2009. Prior to joining MCM, he worked as a Research Analyst with Hardesty Capital Management. His responsibilities include fundamental research and portfolio administration. He holds a B.A. in Business, Organization and Society from Franklin and Marshall College. Nick is currently a candidate for CFP® certification.
|
Brendan P. Sweeney Associate Analyst
Brendan joined MCM in 2010. Prior to joining MCM, he worked as a Sales Operations Analyst with Sybase 365. His responsibilities include fundamental research and portfolio administration. He holds a B.S. in Finance from the University of Maryland's Robert H. Smith School of Business, and is a level I candidate in the CFA program.
|
| |