Michael B. Andelman, Jr
Mr. Andelman assists Wayne Stevens in the implementation of the firm's equity investment process. Mike conducts security research and analysis with a particular focus on the healthcare sector and provides portfolio management and client services for private and institutional clients. He is a member of the Dearborn Partners' Investment Committee and in 2010 was promoted to Managing Director and became a Partner in our firm.
Previously, Mike served as operations manager with First Trust Advisors, L.P., managing assets for institutional clients, closed-end funds, and high net worth individuals. He began his career at MPI Investment & Venture Management where he worked in various roles including equity and fixed income analyst and head equity trader.
Boston University, B.S.B.A. Finance
mandelman@dearpart.com
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Investment Committee - Core Growth Equity
Michael B. Andelman
Thomas P. Horner
Bernard F. Myszkowski, CFA
Wayne C. Stevens, CFA, Founder
Rising Dividend Strategies
Carol Lippman, CFA
Investment Committee - Third River Value
Blake E. Harper
Robert H. Harper, CFA
Jason P. Ryder
Kevin E. Silverman, CFA
Michael Valencia, CFA
Marketing
Todd A. Davis
Jerome E. Hickey, Founder
Stephen L. Hurlbert
Amy T. Kirsch, Director
Adrianne C. Limjoco
Patricia L. Moler
Calvin J. Pedersen, CFA
Jeffrey E. Simmons, CFA
Operations
George P. Jameson, Founder
Teresa A. Coldiron
Kathleen M. Merkle, Director
Fredrick White, Chief Compliance Officer
Cassandra Ramos, Executive Assistant
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