Mid-Cap Growth | Investment Team
Back

Westcore MIDCO Growth Investment Team

First row (left to right): Mary Ellen Cox, Christopher H. Bouma, F. Wiley Reed, Todger Anderson, Georgene L.A. Pedrie
Second row (left to right): William S. Chester, Jeffrey J. Loehr, Mark S. Truelsen, Mitch S. Begun, Adam C. Bliss, Brian C. Fitzsimons





William S. Chester, CFA

Partner
Co-Director of Mid-Cap Growth Research, Portfolio Manager

1986 to Present: Denver Investments
1985 to 1986: Centennial Precious Metals, Economic Consultant
1982 to 1985: University of Denver, Department of Economics, Assistant Teacher
Education: BA – University of Colorado; MA – University of Denver
Member of the CFA Institute and the CFA Society of Colorado
Top


Mitch S. Begun, CFA

Partner
Co-Director of Mid-Cap Growth Research, Portfolio Manager

2003 to Present: Denver Investments
2000 to 2002: Raymond James & Associates, Equity Research Associate
Education: BSBA – University of North Carolina at Chapel Hill
Member of the CFA Institute and the CFA Society of Colorado
Top


Adam C. Bliss

Partner
Portfolio Manager, Analyst

2004 to Present: Denver Investments
1997 to 2003: Berger Funds, Co-Portfolio Manager and Equity Analyst
Education: BSBA – Saint Mary’s College of California; MBA – University of Denver
Top


Brian C. Fitzsimons, CFA

Vice President
Portfolio Manager, Analyst

2005 to Present: Denver Investments
2004 to 2005: Newmont Capital Ltd., Finance Manager
2002 to 2004: A.G. Edwards & Sons, Inc., Equity Analyst
2002: Berger Financial Group, Equity Analyst
1999 to 2002: Women’s Pro Softball League, Director of Finance/Controller
2000 to 2001: Marsico Endowment Fund, Portfolio Manager
Education: BS – Metropolitan State College of Denver; MBA – University of Denver
Member of the CFA Institute and the CFA Society of Colorado
Top


Jeffrey J. Loehr, CFA

Partner
Portfolio Manager, Analyst

2000 to Present: Denver Investments
Education: BA – University of South Florida; MBA – University of Denver
Member of the CFA Institute and the CFA Society of Colorado
Top


F. Wiley Reed, CFA

Partner
Portfolio Manager, Analyst

1996 to Present: Denver Investments
Education: BS – Wake Forest University; MS – Carnegie Mellon University
Member of the CFA Institute and the CFA Society of Colorado
Top


Christopher H. Bouma

Vice President
Analyst

2005 to Present: Denver Investments
2000 to 2005: Wagner Investment Management, Inc., Equity Research Analyst
1999 to 2000: Trust Company of Illinois, Trust Representative
1996 to 1999: Bristol Investment Advisors, Inc., Portfolio Analyst
Education: BS – University of Denver; MBA – University of Denver

Member of the CFA Society of Colorado

Top


Mark S. Truelsen, CFA

Vice President
Analyst

2001 to Present: Denver Investments
2000 to 2001: RJ Falkner & Co., Junior Research Analyst
1999: Skyline Asset Management, Marketing Assistant
1998 to 1999: Scudder Kemper Investments, Investment Representative
Education: BA – University of Illinois at Urbana-Champaign
Member of the CFA Institute and the CFA Society of Colorado
Top


Todger Anderson, CFA

Partner
Chairman, Client Portfolio Manager

1975 to Present: Denver Investments
1972 to 1975: Financial Programs, Inc. (Invesco), Portfolio Manager
1970 to 1972: United Bank of Denver, Research Analyst
1968: Comerica Bank, Detroit, Assistant Portfolio Manager
Education: BA – Colby College; MBA – University of Denver
Member of the CFA Institute and the CFA Society of Colorado
Top


Mary Ellen Cox

Vice President
Equity Trader

1982 to Present: Denver Investments
1977 to 1982: Founders Capital Management, Trader
1969 to 1976: Financial Programs, Inc. (Invesco), Trader
Education: BA – College of New Rochelle

Member of the National Organization of Investment Professionals

Top


Georgene L.A. Pedrie

Vice President
Equity Trader

2002 to Present: Denver Investments
1987 to 2002: NDB Capital Market, Sales Trader
Education: BA and MA – University of Northern Colorado
Top


CFA is a trademark owned by the CFA Institute.


Mark Truelsen, CFA and Georgene L.A. Pedrie are registered representatives of ALPS Distributors, Inc.