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.
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.
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 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 co-managed a portfolio at Wells Fargo Advisors that grew to more than $3 billion in assets under 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.
Saint Louis University, B.S. Finance Saint Louis University, M.B.A.
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.
Northwestern University, B.S. Communications University of Chicago Booth School of Business, M.B.A.
Jim 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, Jim was a regional director at Russell Investments for 13 years. He was also a regional manager for Alliance Bernstein and a senior marketing director for Putnam Investments, where he was responsible for driving sales of mutual funds, variable annuities, retirement planning, and education funding vehicles.
Matt is an analyst for Dearborn’s Rising Dividend Portfolios, as well as all of Dearborn’s other strategies. He focuses on the Consumer and Financial companies, as well as broad equity market research. He has been with Dearborn since 2010, has 10 years of investment experience and is a CFA® charterholder.
Jack currently supports Dearborn’s Rising Dividend Portfolios through equity research, marketing, and operations. He focuses on the Materials and Industrials sectors as well as banks. Jack has been with Dearborn since 2013 and is a CFA charter holder.
Katie oversees the internal operations, marketing, and sales of the Rising Dividend Strategy. In this role, Katie is responsible for the service, growth, and expansion 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.
Gabe functions as an Internal Wholesaler for the Rising Dividend Strategy, working closely with financial advisors. He aims to provide the best possible experience for advisors and their clients. Prior to joining Dearborn, Gabe worked at Merrill Lynch Wealth Management and Wells Fargo Advisors.
Southern Illinois University Edwardsville, B.S. Public Relations and Communications