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 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.
Brian A. Payne, CFP®
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.
James D. Lathrop, AIF®
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.
Roger Diaz, CIMA®
Roger is responsible for marketing and sales of Dearborn Partners investment strategies in the Western US to investment advisors and other intermediaries. Prior to joining Dearborn Partners he was a Western Divisional Manager at Macquarie Investment Management, he was also a Managing Director at TCW. Roger has over 20 years of experience working with institutions and investment advisors.
Matthew T. Guttosch, CFA
Matt is an Equity Analyst for Dearborn’s Rising Dividend Portfolios. He focuses on Consumer and Financial companies. He has been with Dearborn since 2010, has 10+ years of investment experience and is a CFA® charterholder.
Jackson J. Finks, CFA
Jack currently supports Dearborn’s Rising Dividend Portfolios through equity research, marketing, and operations. He has covered companies in the sectors of Consumer, Financial, Health Care, IT, Industrial, and Material. Jack has been with Dearborn since 2013 and is a CFA® charterholder.
Jack L. Carter
Internal Sales Associate
Jack is responsible for assisting with the marketing and sales of Dearborn Partners investment strategies for Rick Seitz and Jim Lathrop, covering the Southeastern and Mountain states in the US. Prior to joining Dearborn Partners, Jack was a financial representative at Fidelity Investments and offered client service support in their local investor centers. Jack attended the University of Iowa and obtained his B.A. in Finance and Entrepreneurial Management.
Evan J. Bindas
Internal Sales Associate
Evan is responsible for assisting with the marketing and sales of Dearborn Partners investment strategies for Roger Diaz and Brian Payne, covering the West, upper-Midwest, and Northeastern states in the US. Prior to joining Dearborn, he was a private wealth intern at Robert W. Baird as well as a marketing intern at ESPN-Madison. Evan joined the team in 2020 after graduating that same year from the University of Wisconsin-Madison with a degree in Personal Finance.