Mid Cap Growth

Senior Portfolio Manager, Growth Equities

Kristi is senior portfolio manager for growth equities. She has over 10 years of experience in the equity markets as a buy side and sell side analyst. Kristi spent four years at RedChip Companies, LLC, and Raven Ventures, LLC, subsidiaries of small cap-focused investment firm ICM Asset Management in Spokane, Washington, holding positions as an equity analyst at both companies, as well as serving as the director of research at RedChip. From 1997 to 2000, Kristi was an equity analyst at SAFECO Asset Management in Seattle, Washington, focusing exclusively on small cap stocks.

Kristi graduated from the University of Washington in 1992 with two BA degrees in geography and political science. She received her MBA from the University of Washington in 1998. Kristi earned the right to use the Chartered Financial Analyst designation in 2004 and is a member of the CFA Institute and CFA Society of Seattle.

Extracurricular activities include working with the Business and Economic Development Program at the University of Washington, which provides consulting services and student work teams to work with minority-owned businesses located in economic development zones in Washington State. In the first 10 years of the program, they created 500 jobs and $20 million in sales in Seattle. Close Bio

Portfolio Manager/Equity Analyst

Mitali is a Portfolio Manager/Equity Analyst for growth equities. Mitali has over 15 years of investment management experience. She was most recently a portfolio manager at OFI Institutional Asset Management for the Fundamental Small Cap Relative Value and Small Cap Disciplined Value strategies. Prior to joining OFI Institutional in 2006, Mitali was employed by its affiliate, Boston Capital, since 1994 where she held the position of managing director/associate portfolio manager for the Fundamental Small Cap Relative Value strategy since 1999. Previously, Mitali worked as an equity analyst intern at Merrill Lynch and Trillium Asset Management.

Mitali has a Bachelors of Electronics and Telecommunications Engineering from Delhi Institute of Technology, an MBA from the Indian Institute of Management, and a Masters of International Affairs with a major in finance from Columbia University. She earned the right to use the Chartered Financial Analyst designation in 1998 and is also a member of the CFA Institute and The Boston Security Analyst Society. Close Bio

Equity Research Analyst

Chris is an equity analyst on the equity team. Chris joined WCM in 1994 as an operations accountant and began analysis of equity securities in 1995. Prior to WCM, Chris spent a year with Towle/Johnson Associates as a portfolio administrator. Chris earned the right to use the Chartered Financial Analyst designation in 2000 and is a current member of the CFA Society of Seattle. He graduated from Seattle University in 1993 with a B.A. in business administration. Close Bio

Equity Research Analyst

Brian joined WCM in 2005 as a project analyst helping the firm to implement accounting and trading system enhancements. In early 2006, Brian’s responsibilities expanded to include equity research. Prior to WCM, Brian spent 5 years at Russell Mellon Analytical Services. There he began work as an attribution analyst and later became an analyst and operations lead for the Russell Index team. Brian earned the right to use the Chartered Financial Analyst designation in 2004 and is a member of the CFA Society of Seattle as well as the CFA Institute. He graduated from the University of Washington in 1999 with a B.A. in business administration and a concentration in finance. Close Bio