Marshall
B. Front | Phillip F. Lahey
Mickey MacMillan | Jennifer
M. Doyle
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, AB in economics, 1958
Civic and
Other Affiliations:
Vice Chairman, Board of Trustees, The Field
Museum;
Director, WTTW;
Past President, Board of Trustees, The Latin School of Chicago;
Vice Chairman and Member of the Executive
Committee, Museum of Contemporary Art;
Trustee, Illinois Institute of Technology;
Director, The Arts Club;
Past President, Board of Trustees, Archeworks;
Member of the Chicago Club, The Casino, the
Economic Club, and the Investment Analysts Society of Chicago
Philip
F. Lahey, CFA, CIC
Principal
Experience:
FRONT BARNETT ASSOCIATES Chicago,
IL
Joined a predecessor firm in 1992;
Investment counsel to individual and institutional clients; portfolio
manager and equity analyst; member of the FBA Investment Committee.
Education:
Carnegie Mellon University, MSIA in finance
University of Illinois, BA in history
Civic and
Other Affiliations:
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
Jennifer
M. Doyle
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
