Decision Makers
| Name (plus bio) |
Position |
| L S Trey Rouse |
Chief Investment Officer & Corporate CEO |
| R. H. Dillon |
President & CEO |
| James F. Laird Jr. |
President |
| Gary Young |
Chief Compliance Officer, Diamond Hill Funds, Corporate Controller |
| Charles Bath |
Managing Director, Equities |
| Kent K. Rinker |
Managing Director, Strategic Income |
| George S McElroy |
Director, Institutional Client Service |
| Patricia Schindler |
Director-Client Service-Marketing |
| Shawn T Matejovich |
Associate Director, Sales & Support |
| Tammi Gourley |
Director, Advisor Sales & Support |
| Tricia L Suchland |
Associate Director, Marketing & Support |
| Angela M Erickson |
Manager, Operations and Client Service |
| Laurie Fullerton |
Manager, Investment Operations & Client Service |
| Laurie M Riebel |
Client Portfolio Manager |
| Randall N Wegener |
Manager, Portfolio Administration & Client Service |
| Stacey L Madison |
Manager, Portfolio Administration & Client Service |
| William P Zox |
Portfolio Manager, Strategic Income, Diamond Hill Investments |
| Andrea M Ulrich |
Assistant Controller |
| Gary Youmg |
Controller |
| Aaron G Monroe |
Equity Trader |
| Austin C Hawley |
Research Analyst, Equities |
| Bhavik B Kothari |
Research Analyst, Equities |
| Brad Carr |
Research Associate, Equities |
| Christen A Biddlestone |
Equity Trader |
| Christopher M Bingaman |
|
| Dianne L Bowe |
Administration Executive |
| Igor Golalic |
Senior Research Analyst, Equities |
| Jason R Downey |
Research Analyst, Equities |
| Jason R Job |
Operations Analyst & Trader |
| Jerry Wang |
Investment Technology Developer |
| John M Loesch |
Reseach Analyst, Equities |
| Julie A McConnell |
Associate, Marketing & Support |
| Kapish Bhutani |
Research Analyst Equities |
| Kristen White |
|
| Lois A Huston |
Administrator, Client Service |
| Matt Swager |
|
| Matthew C Pry |
|
| Matthew P Swager |
Head Equities Trader |
| Randy Wegener |
|
| Richard R Snowdon |
Research Analyst, Equities |
| Richard W Moore |
|
| Samuel J Hooper III |
Equity Trader |
| Suken D Patel |
|
| Tod Schneider |
Research Associate, Equities |
| David P. Lauer |
Director |
Board of Directors
* Education
o Chartered Financial Analyst (CFA), 1999
o FINRA Series 6 and 65 Licenses
o Certified Public Accountant (CPA), 1992
o MBA in Finance, Xavier University
o BS in Accounting, Miami University
* Experience
o 2008-Present: Client Portfolio Manager Diamond Hill Investments
o 1998-2008: Officer - Investment Research & Advisory Services, Nationwide Financial Services
o 1996-1998: Vice President & Manager of Alternate Investment Database, Fund Evaluation Group
o 1993-1995: Senior Treasury Analyst, Household International
o 1990-1993: Senior Auditor, Arthur Andersen & Co.
* Education
o Chartered Financial Analyst (CFA), 1982
o MBA, University of Dayton
o MA, The Ohio State University
o BS, The Ohio State University
* Experience
o 2000-Present: Diamond Hill Investments
o 1986-2000: Portfolio Manager, Loomis, Sayles & Company and Dillon Capital Management
o 1977-1986: Portfolio Manager, Winters Bank and Parker, Carlson & Johnson; Analyst, Ohio Public Employee Retirement System (PERS) of Ohio
* Education
o Certified Bank Auditor (CBA), 1995
o BSBA in Accounting, Central Michigan University
* Experience
o 2004-Present: Diamond Hill Investments
o 1998-2004: Director - Mutual Fund Administration, Banc One Investment Advisors
o 1996-1998: Vice President - Mutual Fund Accounting and Financial Reporting, First Chicago NBD
o 1991-1996: Internal Audit responsible for Investment Management, NBD Bank
# Education
* Chartered Financial Analyst (CFA), 1985
* Certified Public Accountant (CPA), inactive
* MBA, The Ohio State University
* BS in Accounting, Miami University of Ohio
# Experience
* 2002-Present: Diamond Hill Investments
* 1982-2002: Portfolio Manager, Nationwide Insurance & affiliates; Fund Manager of the Gartmore Total Return Fund ($3 billion in assets)
* 1979-1980: Internal Auditor, USAA
* 1977-1979: Auditor, Ernst and Whinney
* Education
o FINRA Series 7, 63 and 65 Licenses
o BS in Finance, The Ohio State University
* Experience
o 2007-Present: Diamond Hill Investments
o 2004-2007: Regional Associate, JPMorgan Asset Management
o 2000-2004: Regional Internal Wholesaler, Bank One Investment Advisors
o 1994-2000: Registered Sales Associate, Merrill Lynch
* Education
o FINRA Series 6 and 63 Licenses
o BA in Business Administration, Otterbein College
o State of Ohio Life and Health License
* Experience
o 2003-Present: Diamond Hill Investments
o 2002-2003: Operations Manager, Raymond James Financial Services
o 1989-2003: Financial Product Sales, Nationwide Insurance
* Education
o FINRA Series 7, 24, 63 and 66 Licenses
o BS in Psychology and Sociology, Central Michigan University
o Accredited Asset Management Specialist from College of Financial Planning
* Experience
o 2007-Present: Diamond Hill Investments
o 2001-2007: Regional Sales Associate, JPMorgan Distribution Services, Inc.
o 2001-2001: Financial Consultant, AG. Edwards & Sons, Inc.
o 2000-2001: Sales and Service Representative, 5/3 Securities, Inc.
* Education
o BS in Finance, Arizona State University (magna cum laude)
* Experience
o 2008-Present: Diamond Hill Investments
o 2005-2008: Operations Manager, Griffon Energy Capital
o 2001-2005: Energy Associate, American Electric Power
* Education
o BA in Organizational Communication, Otterbein College
* Experience
o 2007-Present: Diamond Hill Investments
o 2002-2007: Senior Client Service Professional & Trust Officer, JPMorgan Trust Company, N.A.
o 2001-2002: Telecom Analyst/Project Manager, One Group Dealer Services
o 1999-2001: Business Continuity Manager, Banc One Investment Management Group
o 1998-1999: Project Coordinator, Banc One Investment Advisors Corp.
o 1992-1998: Senior Escrow Specialist, Facilities Manager & Executive Assistant Banc One Investment Management Group
* Education
o Chartered Financial Analyst (CFA), 2000
o MBA, Capital University (with distinction)
o BS in Finance, Miami University
* Experience
o 2007-Present: Diamond Hill Investments
o 2004-2007: Enterprise Portfolio Management & Business Partnership, Nationwide Insurance
o 1993-2004: Fixed Income Analyst & Portfolio Manager, Nationwide Insurance
* Education
o AS in Liberal Arts, Delta College
* Experience
o 2002-Present: Diamond Hill Investments
o 2001-2002: Controller/ Trader, Diamond Hill Securities
o 1993-2001: Accounting Mgr-Banc Stock Group
o 1973-1991: Accountant/ Office Mgr Coca-Cola Bottling Co.
* Education
o BSBA in Finance, The Ohio State University
* Experience
o 2004-Present: Diamond Hill Investments
o 2001-2004: Lead Accountant, BISYS Fund Services
* Education
o Chartered Financial Analyst (CFA), 2003
o LLM in Taxation, University of Florida College of Law
o JD, The Ohio State University College of Law, (with honors, order of the coif)
o BA, Williams College
* Experience
o 2001-Present: Diamond Hill Investments
o 2000-2001: Tax Partner, Schottenstein, Zox & Dunn, Co., LPA
o 1993-1999: Associate, Schottenstein, Zox & Dunn, Co., LPA
* Education
o Certified Public Accountant (CPA), 2006
o BS in Finance and Accounting, Miami University (with distinction)
* Experience
o 2008-Present: Diamond Hill Investments
o 2004-2008: Senior Associate in Financial Services, PricewaterhouseCoopers LLP
* Education
o Certified Bank Auditor (CBA), 1995
o BSBA in Accounting, Central Michigan University
* Experience
o 2004-Present: Diamond Hill Investments
o 1998-2004: Director - Mutual Fund Administration, Banc One Investment Advisors
o 1996-1998: Vice President - Mutual Fund Accounting and Financial Reporting, First Chicago NBD
o 1991-1996: Internal Audit responsible for Investment Management, NBD Bank
* Education
o Passed Level III of the Chartered Financial Analyst (CFA) Program (charter pending fulfillment of work experience requirement)
o BS in Business Administration, The Ohio State University (cum laude)
* Experience
o 2007-Present: Diamond Hill Investments
o 2006-2007: Consulting Group Analyst, Smith Barney
o 2005-2005: Associate, Duff & Phelps
* Education
o Chartered Financial Analyst (CFA), 2003
o MBA, Dartmouth College(with distinction)
o BA, Dartmouth College (cum laude)
* Experience
o 2008-Present: Diamond Hill Investments
o 2004-2008: Equity Analyst, Putnam Investments
o 1999-2002: Investment Associate, Putnam Investments
* Education
o Chartered Financial Analyst (CFA), 2005
o MBA, The Ohio State University
o Chartered Accountant - Institute of Chartered Accountants of India (equivalent to CPA certification in the US)
o Bachelor of Commerce, University of Mumbai (India)
* Experience
o 2004-Present: Diamond Hill Investments
o 2000-2002: Associate Vice President,Kotak Mahindra Mutual Fund (Mumbai, India)
o 1999-2000: Assistant Manager, Finance - HDFC Bank Ltd. Mumbai India
* Education
o Candidate in Chartered Financial Analyst (CFA) Program (Level II)
o BSBA in Finance, The Ohio State University
o Ohio State Undergraduate Finance Association
* Experience
o 2008-Present: Diamond Hill Investments
o 2006-2008: Intern, PDS Planning, Inc.
* Education
o BS in Communications, The Ohio State University
* Experience
o 2008-Present: Diamond Hill Investments
o 2001-2008: Analyst, American Electric Power
# Education
* Chartered Financial Analyst (CFA), 1998
* MBA, University of Notre Dame
* BA in Finance, Hillsdale College (cum laude)
# Experience
* 2001-Present: Diamond Hill Investments
* 1998-2001: Senior Equity Analyst, Villanova Capital/Nationwide Insurance
* 1997: Equity Analyst, Dillon Capital Management
* 1990-1997: Various positions with Fifth Third Bank, First Chicago NBD and NBD Bank
* Education
o Columbus Business University
* Experience
o 2004-Present: Diamond Hill Investments
o 1974-2004: Administrative Assistant, The Chicago Corporation/ABN AMRO
* Education
o Chartered Financial Analyst (CFA), 2002
o MBA in Investments, The Ohio State University
o BA in Business Administration & Philosophy, Lewis & Clark College
* Experience
o 2008-Present: Diamond Hill Investments
o 2003-2008: Portfolio Manager and Senior Equity Analyst, Federated Investors
o 1999-2003: Senior Equity Analyst, International - State Teachers Retirement System of Ohio
* Education
o Chartered Financial Analyst (CFA), 2005
o BA in Economics, with a concentration in Management, & BA in History, Ohio Wesleyan University (summa cum laude, with honors in economics)
* Experience
o 2002-Present: Diamond Hill Investments
* Education
o Candidate in the Chartered Financial Analyst (CFA) Program (Level II)
o JD, The Ohio State University Moritz College of Law
o BA in Mathematics and Economics, Ohio Wesleyan University (summa cum laude, with honors in economics)
* Experience
o 2007-Present: Diamond Hill Investments
o 2005-2007: Law Clerk for Judge Richard M. Rogers, Ohio Third District Court of Appeals
o 2003-2004: Law Clerk, The Ohio State University Office of Planned Giving
* Education
o Chartered Financial Analyst (CFA), 2006
o MBA, The University of Notre Dame (cum laude)
o BS in Public Affairs, Public Financial Management, Indiana University
* Experience
o 2007-Present: Diamond Hill Investments
o 2003-2006: Analyst, Nationwide Financial
o 2001-2003: Financial Advisor, UBS Financial Services
* Education
o FINRA Series 6 and 63 Licenses
o BA in Communication, The Ohio State University
* Experience
o 2007-Present: Diamond Hill Investments
o 2004-2007: Professional Sales Representative, Schering-Plough
o 2003-2004: Product Specialist, Ross Products
o 2002-2003: Marketing and Communications Coordinator, National Century Financial Enterprises
o 1999-2001: Business Account Executive, Verizon Communications
* Education
o Chartered Financial Analyst (CFA), 2006
o MBA, University of Maryland
o Bachelor of Technology, Technological Institute of Textiles & Sciences (Bhiwani, India)
o Post Graduate Diploma in Business Management, Institute of Management Technology (Ghaziabad, India)
* Experience
o 2006-Present: Diamond Hill Investments
o 2003-2006: Senior Investment Analyst, Ennis, Knupp & Associates
o 1998-2001: Area Operations Officer, Hindustan Petroleum Corporation Limited (India)
Experience
* 2000-Present: Diamond Hill Investments
* 1998-2000: Receptionist & Administrative Assistant, The Banc Stock Group
* 1970-1973: Administrative Assistant, Beacon Insurance
* 1965-1967: Secretary, Zion Lutheran Church
* Education
o BSBA in Economics, The Ohio State University
* Experience
o 2006-Present: Diamond Hill Investments
o 1997-2004: Senior Equity Trader, Banc One Investment Advisors
o 1995-1997: Mutual Fund Accountant, Banc One Investment Advisors
| Organization |
Position |
Status |
| Diamond Hill Investment Group, Inc. |
|
Current |
| The Bear Stearns Companies Inc. |
Partner |
Former |
| The Bear Stearns Companies Inc. |
Associate Director |
Former |
* Education
o Candidate in the Chartered Financial Analyst (CFA) Program (Level III)
o BS in Management, Georgia Institute of Technology
o BA in Philosophy, Georgia State University
* Experience
o 2005-Present: Diamond Hill Investments
o 1996-2004: Vice President-Operations, Village Graphics
o 1994-1996: Finance Manager, Village Graphics
* Education
o Chartered Financial Analyst (CFA), 2007
o BS in Business Administration, The Ohio State University
* Experience
o 2006-Present: Diamond Hill Investments
o 2005-2006: Equity Analyst, Victory Capital Management
o 2004-2005: Mergers & Acquisitions Analyst, KeyBanc Capital Markets
| Organization |
Position |
Status |
| Stonehenge Financial Holdings |
Chief Executive Officer |
Current |
| Rp&C International Limited |
Principal of Stonehenge |
Current |
| The Stonehenge Company |
Principal |
Current |
| Diamond Hill Investment Group, Inc. |
Non-Executive Chairman |
Current |
| Rp&C International Limited |
Board of Directors |
Current |
| Central Benefits Mutual Insurance Company, Inc. |
Director |
Current |
| AllianceOne Inc. |
Director |
Current |
| State Auto Insurance Companies |
Director |
Current |
| Rp&C International Limited |
Chairman and Chief Executive Officer |
Former |
| McDonald & Company |
Partner |
Former |
| Stonehenge Financial Holdings |
Principal |
Former |
| Rinker Company |
|
Former |
| One, Inc. |
|
Former |
| Bank One Corp |
|
Former |
| McDonald & Company |
Vice Chairman of the Board of Directors |
Former |
| Diamond Hill Investment Group, Inc. |
Director |
Former |
| Wharton Graduate School of the University of Pennsylvania |
|
Former |
| John Carroll University |
|
Former |
| Organization |
Position |
Status |
| Findershome.Com |
Director of Wendy |
Current |
| AirNet Systems, Inc. |
Board of Directors |
Current |
| Tim Hortons Inc. |
Director |
Current |
| Diamond Hill Investment Group, Inc. |
Director |
Current |
| Wendy's/Arby's Group, Inc. |
Board of Directors |
Current |
| Huntington Bancshares, Inc. |
Board of Directors |
Current |
| R.G. Barry Corporation |
Director |
Current |
| Wendy's/Arby's Group, Inc. |
Nominating and Corporate Governance Committee Member |
Current |
| Bank One Corp |
President |
Former |
| Bank One, N.A. |
President |
Former |
| Bank One, N.A. |
Chief Operating Officer |
Former |
| Bank One Corp |
Chief Operating Officer |
Former |
| Ohio University |
Master of Science In Accounting |
Former |
| Capital University |
Bachelor of Science In Business |
Former |
Seeking Alpha
- 2008-08-14
