Mr. Guptill is President and Chief Investment Officer of the Subadviser. Mr. Guptill, a founding member of the Subadviser, is based in the California office and is responsible for the development of the Subadviser's investment management programs and products. He is also responsible for the implementation of all portfolio management and execution.
He began his career in 1979 at Paine Webber, Jackson and Curtis. In the mid-1980s he developed a specialty for identifying emerging equity managers.
In 1994, Mr. Guptill joined McKinley and was initially responsible for portfolio management as senior portfolio manager. He later became the firm’s chief equity strategist, and was responsible for managing client assets in excess of $2 billion. Additionally, Mr. Guptill developed, launched and co-managed the firm's alternative investment portfolios.
Mr. Guptill is a 1979 graduate of California State University, Chico with a BA in economics.
Larry B. Schweiger is the Chairman of Unisyn Companies, Inc. since1990. He is the Chairman of AGILEX Holdings LLC and AGILEX Advisers LLC since 2002.
Ticker | Fund Name | Net Asset ($ M)* |
---|---|---|
CSUAX | Black Diamond Funds | $ M |
* Net Assets include for all classes