Michael Valencia, CFA
Managing Director

Mike has 13 years of experience in the investment management business working as an equity analyst and investment performance consultant. Prior to joining Third River in 2005, he worked at Northern Trust on the Small Cap team as an equity analyst/associate portfolio manager. Prior to his analyst position, Mike was an investment associate supporting senior portfolio managers on institutional separate accounts and Large Cap Core mutual funds.

He has a BS in Finance from Illinois State University and an MBA with honors from Lake Forest Graduate School. He is also a member of the CFA Society of Chicago.

 

 

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