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
Mark A. Morris
Managing Director
Equity Analyst

Prior to joining NWQ in 2001, Mark held the position of Director and Portfolio Manager with Merrill Lynch Investment Managers where he managed value-oriented institutional portfolios for three years. Previous to this, he spent seven years at Trust Company of the West as a Senior Vice President and Analyst, covering primarily technology companies. Previously, he was Vice President at Hanifen Imhoff Inc., where he served as the firm's Technology Analyst. Before entering the investment business, Mark held positions in the computer design field with NCR and Gould Electronics.

Mark earned his Bachelor of Science degree in Computer Science from California State University, Chico. He received his Master of Science degree in Electrical & Computer Engineering from the University of California, Santa Barbara, and his M.B.A. from the University of San Diego.