John Portwood, CFA, serves as Chief Investment Strategist of the Adviser and is responsible for overseeing the management of the Quantitative Long/Short Fund, the Burkenroad Small Cap Fund and the Diversified Income Fund.

Prior to joining the Adviser in 1998, Mr. Portwood worked for 10 years as a Chief Investment Officer at First Commerce Corporation. He has more than 45 years of investment experience.