Carol M. Lippman, CFA
Carol manages Dearborn Partners' Core Rising Dividend Portfolio and High & Rising Dividend Portfolio strategies. For nearly three decades, Carol has managed investments according to her Rising Dividend philosophy, first for A.G. Edwards and its successor firms. She joined Dearborn as a partner from Wells Fargo Advisors in 2011 and has 30+ years of investment experience. She is a past president and a member of the Board of Governors of the St. Louis Society of Financial Analysts and a member of the CFA Institute.
Michael B. Andelman
Mike serves as the co-portfolio manager for the Rising Dividend strategies. He conducts equity research in the Healthcare and Technology sectors of the market with a specific focus on companies with a growing dividend stream. Prior to joining Dearborn in 2004 he worked in various capacities at MPI Investment Management as well as First Trust Advisors, LP. In 2010 he was named partner in the Firm.
Richard R. Seitz
Rick is in charge of marketing and sales of the firm 's investment products to financial advisors and other intermediaries, focusing now on the Rising Dividend Strategy. Prior to joining Dearborn Partners, he was a Managing Director and National Sales Manager for Legg Mason Global Asset Management and its predecessor, Citigroup Asset Management, with $700 billion of assets under management.
Rick is a thirty year veteran of the financial services industry with significant experience in separately managed accounts, open and closed end mutual funds as well as many structured products. He has also held senior marketing positions with E.F. Hutton and American National Security.
Peter J. Deakos, CFA
Peter serves as a Portfolio Manager for the Rising Dividend strategies. He has more than 18 years of investment experience. Prior to joining Dearborn in 2017, Deakos created and launched a multi-asset portfolio at Wells Fargo Advisors where he was First Vice President and Portfolio Manager. The multi-asset portfolio grew to more than $3 billion in assets under his management in three years. Peter’s experience at Wells Fargo and A.G. Edwards included wealth and trust portfolio management and extensive equity analysis. He earned the Chartered Financial Analyst (CFA) designation in 2005.
Brian A. Payne
Brian is responsible for marketing and sales of the firm's investment products to financial advisors and other intermediaries, focusing specifically on the Rising Dividend Strategy. Prior to joining Dearborn Partners, Brian was a CFP® at Bernstein Global Wealth Management and then head of business development for a golf technology company he co-founded. Following his graduation from Northwestern University, Brian pursued a professional golf career on various tours around the world.
Pat is responsible for marketing the portfolios of Dearborn’s Rising Dividend strategy to financial advisors of brokerage firms and other financial institutions from our office in St. Petersburg, Florida.
She previously served in a similar role as Regional Vice President and Representative with American Funds, Lincoln Financial and Van Kampen.
George P. Jameson, Founder
Founding Managing Director
George is responsible for overseeing the firm's operations. Prior to founding Dearborn Partners, he was a Managing Director of the Fixed Income Division of Nesbitt Burns Securities, Inc., a subsidiary of the Bank of Montreal. He began his career at Goldman, Sachs & Co., where he served 16 years in various capacities, including Fixed Income Product Manager, Midwest Regional Manager, and Vice President.
Jameson also served as Senior Managing Director and Head of Fixed Income Sales and Marketing at First Chicago Capital Markets.
Wayne C. Stevens, CFA, Founder
Founding Managing Director and CIO
Wayne is the lead manager for the firm's institutional and private client equity products. Prior to founding Dearborn Partners, he served as President and Chief Investment Officer of Duff & Phelps Investment Management Co. where he directed investment policy and strategy for $40 billion in assets. Prior to being appointed CIO in 1993, he served as President of Duff & Phelps Investment Research Co. for ten years. Stevens began his career at The First National Bank of Chicago. During his ten years there, he was Director of Investment Research and Chairman of the Equity Selection Committee.
John V. Celentani, CFP®, CPWA®
John is responsible for providing financial planning and personalized service to private clients of the firm. He focuses on asset allocation, income tax planning, retirement and education planning, as well as sophisticated charitable giving and estate planning techniques. John served as Vice President in the Wealth Strategies group of Northern Trust for eight years prior to joining Dearborn Partners.
Luke Knecht, CFA
Luke has lead portfolio management responsibility for the firm's alternative fixed income product, Return Profile Management (RPM). He joined Dearborn Partners from Deerfield Capital where he held a number of senior management positions. Luke’s extensive previous experience includes positions at Colorado National Bank, Harris (Bank) Investment Management and Dresser RCM Global Investors.
RPM is an absolute return fixed income strategy, with a lengthy track record of generating enhanced returns over U.S. Treasuries without using derivatives, leverage or credit risk. It offers clients total liquidity, no "lock-up" period and complete transparency as to the portfolio holdings and market value.
Thomas J. Rowland, CFA
Tom provides portfolio management services to private clients. He joined Dearborn Partners from the Private Investor Department of William Blair & Company.
Previously, Tom spent 19 years at Wayne Hummer Asset Management where, as a First Vice President and Managing Director, he supervised the management of their mutual funds and balanced equity accounts. Earlier, he was with CNA Financial Corporation as a portfolio manager, research analyst and securities trader. Tom began his investment career with the Harris Trust and Savings Bank in Chicago.
Mark H. Dierkes, CFA
Mark provides portfolio management services to private clients. He joined Dearborn Partners from the Private Investor Department of William Blair & Company.
Mark had previously served as a First Vice President and Managing Director at Wayne Hummer Asset Management. For 10 years there, he managed portfolios for a diverse roster of clients. He earlier managed a portfolio of common stocks for Protection Mutual Insurance Company.
Donald G. McKinnon
Chief Compliance Officer
Don is responsible for overseeing and developing the firm’s compliance department. Prior to joining Dearborn Partners, he was a Due Diligence Specialist at Balyasny Asset Management LP. Don began his career as a Compliance Officer at Deephaven Capital Management LLC, and later joined Stark Investments LP as a Senior Compliance Officer.
Teresa oversees the firm's trading and operations areas. She has 25+ years experience in the financial services and securities brokerage business. Prior to joining Dearborn Partners in 1999, Teresa was a Senior Registered Sales Associate at Prudential Securities, Merrill Lynch, and Morgan Stanley.
Meredith A. West
Meredith oversees all aspects of technology at the firm. She is also responsible for client reporting, performance analysis, composite management and GIPS compliance. Meredith has more than 25 years of experience in various aspects of the financial services industry. She joined Dearborn Partners in 2004, and prior to that she worked at Deloitte, Harris Associates and JP Morgan in technology and performance analysis and reporting.
Jackson Finks, CFA
Jack currently supports Dearborn’s Rising Dividend Portfolios through both research and operations. He focuses on the Materials sector and is also a trader at the firm. He has been with Dearborn since 2013 and is a CFA charter holder.
Matthew Guttosch, CFA
Matt is an analyst for Dearborn’s Rising Dividend Portfolios, as well as all of Dearborn’s other strategies. He focuses on the Consumer Discretionary sector, as well as broad equity market and quantitative research. He has been with Dearborn since 2010, has 8 years of investment experience and is a CFA® charterholder.
Sam is accomplished in all of the wealth management support functions necessary to provide Dearborn clients with an outstanding experience. She began her career with UBS Financial Services in 2010.
Katie is responsible for the internal operations of the Rising Dividend Strategy. She works closely with advisors, providing them with resources for our product offerings and answering any queries they may have.
Calvin J. Pedersen, CFA
Cal is responsible for developing, maintaining and serving the firm's institutional business.
A 30+ year investment management veteran, Pedersen was most recently Chairman and CEO of Duff & Phelps Investment Management Co. and was on the Equity and Fixed Income Investment Strategy Committees. He previously served as Head of Sales and Marketing and was President and CEO of three closed-end mutual funds. Earlier, he was a Managing Director with First Chicago Investment Advisors.
Institutional Client Service
Holly Fruland is an Institutional Client Service and Business Development representative for Dearborn Partners. Ms. Fruland has 10 years of industry experience. Ms. Fruland was previously an Assistant Vice President at Allianz Global Investors primarily responsible for Taft-Hartley client relationships, consultant relations and business development. Prior to that, Ms. Fruland began her career as an Executive Assistant at private-equity investment firm Adams Street Partners. Ms. Fruland the series 3, 66 and 7 FINRA licenses.
Institutional Client Service
Rena serves as an Institutional Client Service and Business Development representative. She is responsible for client relationships, services, and consultant relations. She is licensed to practice law in Illinois.
Sarah is responsible for all front office duties, including coordinating guests, maintaining office operations, ordering supplies, and overseeing deliveries. She moved to Chicago from Arkansas in 2011 after graduating from college and has been with Dearborn Partners since 2016. Prior to coming to Dearborn, she had four years of office management experience.