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U.S. Small & Mid-Cap Equity Team Listing

Timothy E. Hartch Equity Portfolio Manager, Partner, Investment Management

Mr. Hartch joined WAML in 1996 and became a Partner of the firm in 2010. Mr. Hartch has served as a portfolio manager for a WAML investment partnership that focuses on small and mid-cap equities since its inception in 2001. Mr. Hartch ...

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Steven A. Werber, Jr. , CFA Managing Director, Investment Management

Mr. Werber joined WAML in 2018 to serve as Co-Portfolio Manager of the U.S. Small and Mid-Cap Equity Strategy. Mr. Werber previously was a Portfolio Manager at IronBridge Capital Management in Chicago from 2010 to 2018 and prior to that was ...

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David A. Gorski, CFA Principal, Investment Management

Mr. Gorski joined WAML in 2004 and has served since then as an analyst for the U.S. Small and Mid-Cap Equity Strategy. Mr. Gorski earned a B.B.A. from the University of Michigan in 2003 and is a CFA charterholder.

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Peter C. Gao Vice President, Investment Management

Mr. Gao joined WAML in 2009 and has served since then as an analyst for the U.S. Small and Mid-Cap Equity Strategy. He previously was an analyst in the Global Industrial Group at UBS Investment Bank. Mr. Gao earned a B.S. from the University of ...

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Ting T. Zhou Equity Analyst, Investment Management

Ms. Zhou joined WAML in 2014 and serves as an analyst for the U.S. Small and Mid-Cap Equity Strategy. She previously was an analyst with the Mergers and Acquisition team at Guggenheim Partners. Ms. Zhou earned a B.S. and B.S.E. from the ...

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Sid Arora Equity Analyst, Investment Management

Mr. Arora joined WAML in 2016 and serves as an analyst for the U.S. Small and Mid-Cap Equity Strategy. He previously worked in private equity at BV Investment Partners and Wingate ("WAML") and in investment banking at UBS Investment ...

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Miles Petrie Equity Analyst, Investment Management

Mr. Petrie joined WAML in 2019 and serves as an analyst for 1818 Partners, L.P. He previously interned at WAML with the Core Select team researching large-cap equities. Mr. Petrie earned a B.A. from Stanford University in 2019

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