Our People
Jon D. Bosse, CFA
John E. Conlin
Craig (Chip) O. Bailey, Jr.
Susi Budiman, CFA, FRM, FLMI
Michael (Mike) J. Carne, CFA
Gregg Dennis
Kevin A. Hunter
Andrew (Andy) C. Hwang
Tamara Kravec
Mark A. Morris
Kevin J. O'Brien
Mark R. Patterson, CFA
Darren T. Peers
Martin (Marty) Pollack
James (Jim) T. Stephenson, CFA
David M. Stumpf, CFA, CFP
Gregg S. Tenser, CFA
Phyllis G. Thomas, CFA
Nathaniel (Nate) R. Velarde
Kirk Allen
Sean M. Renkly
Kathy Seroff
NWQ operates its business with limited material assets. Our People are the assets that "drive" our business.
NWQ has a powerful and collaborative approach to investing; all of our investment professionals are involved in research and contribute to portfolio construction. Analysts are encouraged and expected to present investment opportunities and discuss them with other investment professionals early in the research process.
Also, the interaction of our People is dynamic. While we do employ a structure of daily and weekly research meetings for discussing investment opportunities, spontaneous and continuous discussions are equally as important. All of these forums provide our People the opportunity to receive invaluable feedback and to test the underlying fundamental assumptions embedded within an analyst’s investment recommendation.