Portfolio Managers
Jerome A. Castellini
President
Years in Investment Business: 31
Years at CastleArk Management: 11
Education:
University of Notre Dame, BA, Economics, 1979
University of Chicago, MBA, Finance, 1982
Work History:
CastleArk Management, President, CEO, 1999 - present
Loomis, Sayles & Company, L.P., Vice President, Managing Partner, 1989-1999
Kemper Financial, Portfolio Manager, 1981-1989
Harris Trust, Analyst, 1979-1981
Edward A. Clark
Executive Vice President
Years in Investment Business: 30
Years at CastleArk Management: 11
Education:
Northwestern University, BA, Economics, 1980
DePaul University, MBA, Finance, 1984
Work History:
CastleArk Management, Executive Vice President, 1999 - present
Loomis, Sayles & Company, L.P., Vice President, Core Fixed Income Lead Portfolio Manager, 1990-1999
Northern Trust, Fixed Income Portfolio Manager, 1980-1990
Scott S. Pape, CFA, CIC
Years in Investment Business: 29
Years at CastleArk Management: 11
Education:
University of Iowa, BSE, Engineering, 1978
University of Chicago, MBA, Finance, 1981
Work History:
CastleArk Management, Vice President, Portfolio Manager, 1999 - present
Loomis, Sayles & Company, L.P., Vice President, Equity Portfolio Manager, 1991-1999
Illinois State Investment Board, Portfolio Manager, 1987-1991
Sears Investment Management, Portfolio Manager, 1984-1987
Commonwealth Edison, Analyst, 1981-1984
Robert S. Takazawa CFA, CIC
Years in Investment Business: 36
Years at CastleArk Management: 11
Education:
University of Notre Dame, BA, Finance, 1973
Northwestern Universtiy, MBA, Finance, 1974
Work History:
CastleArk Management, Vice President, Portfolio Manager, 1999 - present
Loomis, Sayles & Company, L.P., Vice President, Portfolio Manager, 1994-1999
Kemper Financial, Sr. Vice President, Portfolio Manager, 1973-1994
James Stark, CFA
Years in Investment Business: 23
Years at CastleArk Management: 3
Education:
University of Wisconsin: BBA, Finance, 1983
Kellogg School of Management at Northwestern University, MBA, Finance & Marketing, 1987
Work History:
CastleArk Management, Vice President, Portfolio Manager, 2007 - present
M&I Investment Management, Vice President, Sr. Portfolio Manager, 2004 - 2007
Overland Partners, President & General Partner, 1997 - 2000
American Century, Vice President, Portfolio Manager, 1993 - 1996
Kemper Financial Services, Analyst, 1989 - 1993
Investment & Capital Management, Analyst, 1987 - 1989
Gregory Baxter, CFA
Years in Investment Business: 9
Years at CastleArk Management: 3
Education:
University of Wisconsin-Oshkosh, BBA, Business Administration, 1994
University of Wisconsin-Madison, MBA, Real Estate & Finance, 2000
University of Wisconsin-Madison, MS, Finance Investments & Banking, 2002
(Applied Security Analysis Program: Portfolio Manager & Analyst, 2001-2002)
Work History:
CastleArk Management, Vice President, Portfolio Manager, 2007 - present
M & I Investment Management, Equity Research Analyst, 2005-2007
Strong Capital Management, Senior Analyst, 2002-2005
Research Analysts
Quentin M. Ostrowski, CFA
Years in Investment Business: 22
Years at CastleArk Management: 7
Education:
Northern Illinois University, BS, Finance, 1988
DePaul University, MS, Finance, (In progress)
Work History:
CastleArk Management, Vice President, Equity Research Analyst, 2003 - present
Compass Asset Management, Technology Research Analyst, 1997-2002
Swiss Bancorp O'Connor Associates, Research Analyst, 1993-1997
Timothy M. Clark
Years in Investment Business: 8
Years at CastleArk Management: 8
Education:
Georgetown University, BSBA, 1978
University of South Carolina, MS International Finance, 1983
Work History:
CastleArk Management, Vice President, Equity Research Analyst, 2002 - present
Bank One, Derivatives Portfolio Manager, 1985-1991, 1993-2000
Chicago Research & Trading, Options Portfolio Manager, 1991-1993
Harris Trust, Trader, 1983-1984