Personnel
Operations Team
Operations Team
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Tremaine
Atkinson
Partner & Chief Operating Officer Tel: (312) 460-2443 Fax: (312) 220-9241 Year Started at LSV: 1998 LSV Responsibilities: Operations, Compliance Education: B.A. University of California - San Diego, Economics (1987) Leslie Kondziela Legal Services Manager Tel: (312) 460-2331 Fax: (312) 220-9241 Year Started at LSV: 2004 LSV Responsibilities: Operations, Compliance Education: Philadelphia College of the Performing Arts (1982) The Philadelphia Institute of Paralegal Training (1988) Tanya L. Kregul Finance Analyst Tel: (312) 327-4330 Fax: (312) 220-9241 Year Started at LSV: 2006 LSV Responsibilities: Financial Accountant Education: B.S. Northern Illinois University (1992) Jill S. Pusateri Operations Analyst Tel: (312) 242-2478 Fax: (312) 220-9241 Year Started at LSV: 2007 LSV Responsibilities: Operations, Compliance Education: B.S. Finance, University of Illinois (2004) Tracy Bolger Partner & Operations Manager Tel: (312) 460-2443 Fax: (312) 220-9241 Year Started at LSV: 1997 LSV Responsibilities: Operations Manager & Client Reporting Education: B.A. University of Wisconsin - Milwaukee, Political Science (1985) Monika Quinn Senior Portfolio Accountant Tel: (312) 460-2324 Fax: (312) 220-9241 Year Started at LSV: 1997 LSV Responsibilities: Portfolio Accounting & Client Reporting Education: B.S. University of Illinois at Chicago, Finance & Accounting (1996) Beth Chambers Portfolio Accountant Tel: (312) 460-2339 Fax: (312) 220-9241 Year Started at LSV: 2003 LSV Responsibilities: Portfolio Accounting & Client Reporting Education: B.A. Saint Mary's University, Public Administration (2001) Gloria Balta Portfolio Accountant Tel: (312) 460-2334 Fax: (312) 220-9241 Year Started at LSV: 2004 LSV Responsibilities: Portfolio Accounting & Client Reporting Education: M.B.A. DePaul University, Finance (2002) B.A. Marquette University, Political Science (1996) Lisa Lewis Portfolio Accountant Tel: (312) 460-2320 Fax: (312) 220-9241 Year Started at LSV: 2005 LSV Responsibilities: Portfolio Accounting & Client Reporting Education: M.B.A. Marketing and Finance, DePaul University (2002) B.S. Finance, Indiana University (1996) Kristie L. Lewis Portfolio Accountant Tel: (312) 327-4332 Fax: (312) 220-9241 Year Started at LSV: 2006 LSV Responsibilities: Portfolio Accounting & Client Reporting Education: University of Miami (1986) Eric Miller Partner & Senior Trader Tel: (312) 460-2329 Fax: (312) 220-9241 Year Started at LSV: 1998 LSV Responsibilities: Trading Education: B.S. Ohio University, Finance (1990) Dan Newman Partner & Senior Trader Tel: (312) 460-2328 Fax: (312) 220-9241 Year Started at LSV: 1999 LSV Responsibilities: Trading Education: B.S. The Ohio State University, Business Administration (1992) Kevin Phelan Partner & Trader Tel: (312) 460-2330 Fax: (312) 220-9241 Year Started at LSV: 2004 LSV Responsibilities: Trading Education: B.A. University of Chicago, Economics (2001) Claude O'Malley Operations Specialist Tel: (312) 327-4327 Fax: (312) 220-9241 Year Started at LSV: 2005 LSV Responsibilities: Trading Assistant Education: B.S. Eastern Illinois University, Finance (2001) Jill Wurzburg Compliance Analyst Tel: (312) 327-5050 Fax: (312) 220-9241 Year Started at LSV: 2010 LSV Responsibilities: Operations, Compliance Education: M.B.A. Depaul University (2009) B.A. Bucknell University, Economics (2003) |
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Value Equity Specialists
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