Marshall
B. Front | Mickey MacMillan
Peter L. Goldman | Isaac S.
Goldman
Jennifer
M. Kane | Ann M. Marsh
Experience:
FRONT BARNETT ASSOCIATES LLC Chicago,
IL
Founded predecessor firm in 1994; Investment counsel to individual and
institutional clients; portfolio manager; member of the FBA Investment
Committee.
STEIN ROE & FARNHAM INCORPORATED
Chicago, IL
Served as investment counsel to major individual and institutional clients
from 1965 to 1994. Positions held included President, Stein Roe &
Farnham Investment Counsel; President, Stein Roe Mutual Funds; Director
of Stein Roe & Farnham Incorporated; Trustee, Stein Roe & Farnham
Foundation; and member of the Executive and Senior Management committees.
BOOZ ALLEN & HAMILTON Chicago, IL
From 1962 to 1965, conducted management consulting assignments for the
firm’s clients.
Education:
Columbia University, MBA in finance, 1961
Columbia College, BA in economics, 1958
Saint Xavier University, Honorary PhD
Civic and
Other Affiliations (Past
and Present):
Vice Chairman of the Board and Chairman of
the Investment Committee, The Field Museum;
Director and Chairman Investment Committee, WTTW;
President and Senior Trustee, Board of Trustees, The Latin School of
Chicago;
Trustee, Chairman Finance and Investment Committees, Museum of Contemporary
Art;
Trustee, Illinois Institute of Technology;
President, Trustee, Archeworks;
Chairman, Columbia College Fund;
Member Board of Visitors, Columbia College;
Member Endowment Investment Committee, Columbia College Chicago;
Member Chicago Club, The Casino, the Economic
Club, and the Investment Analysts Society of Chicago
Mickey MacMillan
Principal
Experience:
FRONT BARNETT ASSOCIATES LLC Chicago, IL
Joined firm in 1999; Investment counsel to individual and institutional
clients; portfolio manager; member of the FBA Investment Committee.
J.P. MORGAN & CO. Chicago, IL
From 1994 to 1999, served as an associate in the Private Client Group;
responsible for managing client service relationships across investment
management, custodial, credit, and banking products.
J.P. MORGAN & CO. Wilmington, DE/New York, NY
From 1992 to 1994 served in a variety of areas involving credit operations,
discretionary account performance analysis, and management consulting
services.
Education:
University of Chicago, MBA in finance, 2001
Mt. St. Mary's University, BS in finance and economics, magna cum laude,
1992
Civic and Other Affiliations:
Co-chair, Junior Executive Board, Midtown Educational Foundation;
Volunteer Tutor, Midtown Center for Boys;
Volunteer, Tax Assistance Program;
Volunteer, Cubs Care Organization
Experience:
FRONT BARNETT ASSOCIATES LLC, Chicago, IL
Joined firm in 2008; Investment counsel to individual and institutional
clients; portfolio manager and senior equity analyst; member of the
FBA Investment Committee.
CHICAGO ASSET MANAGEMENT LLC,
Chicago, IL
From 2002 to 2008, served as Managing Director of the Equity Portfolio
Team. Clients included high net-worth individuals, corporate retirement
plans, private foundations and Taft-Hartley plans.
WESTWOOD MANAGEMENT, Chicago,
IL
From 1995 to 2001, Vice President of equity research and portfolio management.
Clients included high net-worth individuals, ERISA plans and private
foundations.
GOLDMAN ASSET MANAGEMENT,
Chicago, IL
From 1984 to 1995, Principal, with responsibilities including equity
research, portfolio management and client service. Served a broad range
of individual and institutional clients.
Education:
DePaul University, MBA in finance, 1990
University of Denver, BA in history and english, 1984
Civic and
Other Affiliations (Past
and Present):
Regional Board member Anti-Defamation League, Greater Chicago/Upper
Midwest Region;
Past member, Board of Trustees, The Latin School of Chicago;
Past member, Alumni Board, The Latin School of Chicago;
Member of the Standard Club
Isaac
S . Goldman CFA, CIC
Principal
Experience:
FRONT
BARNETT ASSOCIATES LLC Chicago, IL
Joined firm in 2010; Investment counsel to individual and institutional
clients; portfolio manager; member of the FBA Investment Committee.
HARTLINE INVESTMENT CORPORATION, Chicago,
IL
TALON ASSET MANAGEMENT, INC., Chicago,
IL
From 1996 to 2010, served as senior investment adviser to individual
and institutional clients.
GOLDMAN ASSET MANAGEMENT,
Chicago, IL
From 1982 to 1996, Founded and managed Goldman Asset Management whose
clients ranged from high net worth individuals, to foundations and corporate
retirement plans.
STEIN ROE & FARNHAM INCORPORATED
Chicago, IL
Joined Stein Roe in 1959 following military service.
-
Partner 1967-1981
-
Chairman Equity Investment Committee 1978-1981
-
President and Chairman Investment Committee, Stein Roe Special Fund 1968-1981
Education:
Wharton School of Finance and Commerce, MBA in marketing, 1956
University of Chicago Law School, J.D. 1954
University of Chicago, A.B. 1951
Civic and Other
Affiliations (Past and Present):
Director and Chairman Planning Committee 1980-88, United Way/Crusade
of Mercy;
Director 1970-80, 1981-87, Vice Chairman 1985-87, United Way of Metropolitan
Chicago;
Member Federation Advisory Board 1988, Catholic
Charities of Chicago;
Member Finance Committee 1988-97, Jewish
Federation of Metropolitan Chicago;
Member of Metropolitan Pier and Exposition
Authority Board 2001-2010; Chairman, Mayor Daley's Committee for a Clean
Chicago, Inception - 1992; Commisioner, Chicago Housing Authority 1993-95;
The Smart Museum of Art, Member Board of
Governors
Professional Associations:
Illinois Bar - Admitted 1954;
American Bar Association
Jennifer
M. Kane
Portfolio Manager
Experience:
FRONT BARNETT ASSOCIATES LLC Chicago,
IL
Joined firm in 2006; Investment counsel to individual and institutional
clients; portfolio manager; member of the FBA Investment Committee.
STEIN ROE INVESTMENT COUNSEL/ATLANTIC
TRUST Chicago, IL
From 2003 to 2006, served high net worth clients as Associate Vice President
('04-'06) and Portfolio Analyst ('03-'04).
FAYEZ SAROFIM & COMPANY
Houston, TX
From 2000 to 2003, served as Portfolio Analyst.
Education:
The
Kellogg School of Management, Northwestern University, MBA in finance,
2006
University
of Texas, BA in Economics, 2000
Ann
M. Marsh, CTFA
Fixed Income Portfolio Manager
Experience:
FRONT BARNETT ASSOCIATES LLC Chicago, IL
Joined firm in 2007; fixed Income portfolio manager; member of the FBA
Investment Committee.
HORIZON TRUST & INVESTMENT
MANAGEMENT, N.A., Michigan City, IN
From 1997 to 2006, served as Trust & Investment Officer to individual
and institutional clients, responsible for managing client relationships,
investment management, asset allocations, and all fixed income research
and trading.
STEIN ROE MUTUAL FUNDS, Chicago,
IL
From 1994 to 1997, served as Broker Dealer Services Representative and
managed all Broker/Dealer relationships and inquiries.
FIRST CITIZENS BANK, N.A. (currently
known as Horizon Bank), Michigan City, IN
From 1991 to 1994, served as Mortgage Loan Closing Agent and managed
all aspects mortgage closing process.
Education:
Cannon Financial Institute at the University of Notre Dame, CTFA, 2002
Ball State University, BS in marketing, 1991
Civic and
Other Affiliations:
Treasurer, Executive Board of Directors,
The Greater Portage Chamber of Commerce;
Finance and Registration Chairman, American Cancer Society's Relay for
Life, Portage;
Volunteer, Reality Store for Education;
Former Board of Director, Professional Development Chairman, Women In
Leadership;
Former Volunteer, Junior Achievement;
Former member of the Valparaiso Chamber of Commerce;
Former member of the Duneland Chamber of Commerce
