Personnel
   Client Services Team

James W. Owens, Jr.
Partner & Director, Client Portfolio Services

Tel: (312) 460-2323
Fax: (312) 327-5065
Email: moc.tessavsl@snewoj

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: moc.tessavsl@hcurbk

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: moc.tessavsl@gnuoyp

Year Started at LSV: 2004

LSV Responsibilities: Client Relationship Manager

Education:
B.S. Wake Forest University, Business/Mathematics (1983)


Scott S. Kemper
Partner & Director, Client Portfolio Services

Tel: (312) 327-4334
Fax: (312) 327-5065
Email: moc.tessavsl@repmeks

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: moc.tessavsl@nreplahp

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
Partner & Senior Analyst, Client Portfolio Services

Tel: (312) 460-2338
Fax: (312) 327-5065
Email: moc.tessavsl@ataebd

Year Started at LSV: 2004

LSV Responsibilities: Client Relationship Manager

Education:
B.B.A. Finance, Loyola University (1989)





Value Equity Specialists
  • Institutional focus
  • Employee owned
  • Capacity constrained
  • No soft dollars
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