LSV Asset Management

Value Equity Investment Specialists

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People

  • Investment Team
  • Operations Team
  • Legal and Compliance Team
  • Client Services & Business
     Development Team

Client Services Team


James W. Owens, Jr.


Director, Client Portfolio Services
Partner

James W. Owens, Jr.

Director, Client Portfolio Services
Partner

Tel: (312) 460-2323
Fax: (312) 327-5065
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


Director, Client Portfolio Services
Partner

Keith W. Bruch, CFA

Director, Client Portfolio Services
Partner

Tel: (312) 460-2336
Fax: (312) 327-5065
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)

Scott S. Kemper


Director, Client Portfolio Services
Partner

Scott S. Kemper

Director, Client Portfolio Services
Partner

Tel: (312) 327-4334
Fax: (312) 327-5065
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)

Michael Wagner, CFA


Director, Client Portfolio Services
Taft-Hartley
Partner

Michael Wagner, CFA

Director, Client Portfolio Services
Taft-Hartley
Partner

Tel: (312) 242-2480
Fax: (312) 327-5065
mwagner@lsvasset.com


Year Started at LSV: 2012
LSV Responsibilities: Client Portfolio Services, Taft-Hartley
Education:
M.B.A. Loyola University, Finance (1996)
B.S. Elmhurst College, Marketing (1987)

David G. Beata


Senior Analyst, Client Portfolio Services
Partner

David G. Beata

Senior Analyst, Client Portfolio Services
Partner

Tel: (312) 460-2338
Fax: (312) 327-5065
dbeata@lsvasset.com


Year Started at LSV: 2004
LSV Responsibilities: Client Relationship Manager
Education:
B.B.A. Finance, Loyola University (1989)

Josh Dupont


Partner & Director of Business Development

Josh Dupont

Partner & Director of Business Development

Tel: (312) 327-5054
Fax: (312) 327-5065


Year Started at LSV: 2017
LSV Responsibilities: Client Relationship Manager
Education:
M.B.A. University of Chicago, Finance, Economics (2018)
B.A. Northwestern, Economics (2011)

Paul Robertson


Director, Client Portfolio Services, Canada

Paul Robertson

Director, Client Portfolio Services, Canada

Tel: (312) 327-4284
Fax: (312) 327-5065


Year Started at LSV: 2019
LSV Responsibilities: Client Relationship Manager
Education:
B.A. University of Hull (1991)

Jim Cavanaugh


Director, Client Portfolio Services

Jim Cavanaugh

Director, Client Portfolio Services

Tel: (312) 242-2483
Fax: (312) 327-5065


Year Started at LSV: 2023
LSV Responsibilities: Client Relationship Manager
Education: B.A. Georgetown (1999)

Marisa Rosenblatt


Senior Marketing Analyst
Client Service Analyst
Partner

Marisa Rosenblatt

Senior Marketing Analyst
Client Service Analyst
Partner

Tel: (312) 242-2489
Fax: (312) 327-5065
mrosenblatt@lsvasset.com


Year Started at LSV: 2004
LSV Responsibilities: RFP & Database Contact
Education:
B.A. Lafayette College (2003)

Jessica Merz


Marketing
Client Service Analyst

Jessica Merz

Marketing
Client Service Analyst

Tel: (312) 242-2490
Fax: (312) 327-5065
jmerz@lsvasset.com


Year Started at LSV: 2009
LSV Responsibilities: Marketing & Client Service
Education:
B.A. Simmons College, Communications (2006)

Erin Varner


Marketing
Client Service Analyst

Erin Varner

Marketing
Client Service Analyst

Tel: (312) 242-2481
Fax: (312) 327-5065


Year Started at LSV: 2017
LSV Responsibilities: Marketing & Client Service Education: B.A. DePauw University (2010)

Brett Goldacker


Director, Business Development

Brett Goldacker

Director, Business Development

Tel: (312) 327-4328
Fax: (312) 327-5065
bgoldacker@lsvasset.com


Year Started at LSV: 2017
LSV Responsibilities: New Business Development, Marketing
Education
B.A. Loyola University Chicago (2008)

    • WHO WE ARE
      • About LSV
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    • PRODUCTS
      • U.S. Strategies
      • Non U.S. Strategies
      • Global Strategies
      • Regional Strategies
    • MUTUAL FUNDS
      • Value Equity Fund
      • Conservative Value Equity Fund
      • Small Cap Value Fund
      • Global Value Fund
      • Global Managed Volatility Fund
      • U.S. Managed Volatility Fund
      • Emerging Markets Equity Fund
    • LSV FUNDS PLC
      • LSV U.S. Value Equity Fund
      • LSV Global Value Equity Fund
      • ETF
        • LSV Disciplined Value ETF
    • PEOPLE
      • Investment Team
      • Operations Team
      • Legal and Compliance Team
      • Client Services & Business
        Development Team

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