Headquarters Office:
Investments & Client Service
One N. Wacker Drive, Ste. 4000
Chicago, IL 60606
Tel. (312) 460-2443
Fax. (312 220-9241

Satellite Office:
Marketing & Client Service
169 East Avenue
Norwalk, CT 06851
Tel. (203) 852-1636
Fax. (203) 852-1680

Personnel

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   Client Services Team

James W. Owens, Jr. Partner & Director, Client Portfolio Services Tel: (312) 460-2323 Fax: (312) 327-5065 Email: jowens@lsvasset.com Year Started at LSV: 2000 LSV Responsibilities: Client Relationship Manager Education: B.A. Iowa State University, Finance (1989) Keith W. Bruch, CFA Partner & Director, Client Portfolio Services Tel: (312) 460-2336 Fax: (312) 327-5065 Email: kbruch@lsvasset.com Year Started at LSV: 2003 LSV Responsibilities: Client Relationship Manager Education: M.B.A. University of Chicago, Finance (1995) B.A. Northwestern University, Economics (1987) Peter M. Young, CFA Partner & Director, Client Portfolio Services Tel: (312) 460-2337 Fax: (312) 327-5065 Email: pyoung@lsvasset.com Year Started at LSV: 2004 LSV Responsibilities: Client Relationship Manager Education: B.S. Wake Forest University, Business/Mathematics (1983) Scott S. Kemper Associate Director, Client Portfolio Services Tel: (312) 327-4334 Fax: (312) 327-5065 Email: skemper@lsvasset.com Year Started at LSV: 2006 LSV Responsibilities: Client Relationship Manager Education: M.B.A. University of Chicago (2006) B.A. DePauw University (1995) Paul J. Halpern, Ph.D. Director, Client Portfolio Services, Canada Tel: (416) 738-0463 Fax: (416) 515-7090 Email: phalpern@lsvasset.com Year Started at LSV: 2005 LSV Responsibilities: Client Relationship Manager Education: Ph.D. University of Chicago M.B.A. University of Chicago BComm University of Toronto David G. Beata Senior Analyst, Client Portfolio Services Tel: (312) 460-2338 Fax: (312) 327-5065 Email: dbeata@lsvasset.com Year Started at LSV: 2004 LSV Responsibilities: Client Relationship Manager Education: B.B.A. Finance, Loyola University (1989) Mirrin B. McDougald Analyst, Client Portfolio Services Tel: (312) 460-2332 Fax: (312) 327-5065 Year Started at LSV: 2007 LSV Responsibilities: Client Relationship Analyst Education: B.B.A. Finance, University of Iowa (2004)

Value Equity Specialists Institutional focus Employee owned Capacity constrained No soft dollars For performance and fee information, please contact us.