HCM Profiles
Mark Stitzer
Penn State, BA History 1982
Mr. Stitzer became Hamlin's Managing Partner in January 2003. His responsibilities include business development, marketing and assisting the Hamlin Fixed Income Team with sourcing of potential investments. He has been with the firm since December 2001. Mr. Stitzer's prior experience in the investment business includes Trust Company of the West in 2001 as Senior Vice President in Marketing, Crest Equity Management from 1999-2000 as Managing Director and Edgewood Management Co. from 1995-1998 as Managing Director. From 1984-1995 Mr. Stitzer was a Managing Director at Credit Suisse First Boston ("CSFB") in the Institutional Fixed Income Department. While at CSFB, he managed the short-term tax-exempt money market and bond department. Mr. Stitzer also serves on the Board of Directors of the Marlu Foundation and is President of the Eagles Mere Foundation.
Vivian Pan, Ph.D., CFA
State University of NY at Binghamton, BA Chemistry & BA Geology, 1983
Yale University, M.Phil., Geology & Geophysics, 1985
Yale University, Ph.D., Geology & Geophysics, 1989
Dr. Pan, CFA, Partner and Chief Investment Officer at Hamlin. Dr. Pan oversees Hamlin's Portfolio Managers, steers Hamlin's Investment Committee and provides sector and market analysis. Dr. Pan joined Hamlin's predecessor, RRH Capital Management, Inc. in 1996. Dr. Pan worked as an analyst with the U.S. Department of Energy from 1993-1995; a Congressional Science Fellow with the U.S. Senate Committee on Governmental Affairs from 1991-1992; and a Faculty Research Associate at Arizona State University from 1989-1991. She is a member of the Investment Adviser Association's Board of Governors.
Charles S. Garland, CFA
Yale University, BA English 1989
Mr. Garland, CFA, Partner and Equity Portfolio Manager, joined Hamlin in December 2008. His responsibilities include the oversight of all equity portfolio management and equity securities analysis. Prior to joining Hamlin, Mr. Garland co-managed a technology stock portfolio for Millennium Partners from 2003-2008. Previously, Mr. Garland was Managing Director at Deutsche Bank and predecessor company, Alex Brown & Sons, where he held positions in proprietary trading, institutional sales management and institutional sales from 1993-2003. Mr. Garland began his career at Brown Brothers, Harriman & Co, where he worked from 1989-1993 in the international institutional sales department. He lived overseas in Paris and London for eight of his nineteen years in the investment business. Mr. Garland holds a Chartered Financial Analyst designation from the CFA Institute.
Joseph John Bridy
Bucknell University, BA Finance and Economics, Cum Laude, 1998
Cornell University Johnson Graduate School of Management, MBA in Finance with High Distinction, May 2004
Mr. Bridy, Partner and Fixed Income Portfolio Manager, joined Hamlin in July 2004. Mr. Bridy manages Hamlin's Fixed Income Team. He oversees all fixed income commitments in addition to overseeing the sourcing and structuring of new fixed income investment opportunities. Prior to Hamlin Mr. Bridy was an analyst in the Fixed Income Division at Goldman Sachs. He then worked as an equity trader and junior portfolio manager at Oscar Capital LLC, a long-short equity hedge fund, founded by former Goldman Sachs executives. During his finance studies at Cornell, Mr. Bridy was awarded the AHA scholarship honoring academic excellence and the Dean's Leading Edge Award recognizing his outstanding contribution to the business school community.
Christopher M. D'Agnes, CFA
Bucknell University, BS Accounting 1999
Mr. D'Agnes, CFA, Partner, Senior Equity Analyst and Portfolio Manager, joined Hamlin's predecessor, RRH Capital in July 2001. His responsibilities include equity research, stock selection, and equity portfolio construction. Prior to Hamlin, Mr. D'Agnes was an analyst in the Municipal Capital Markets group at Merrill Lynch, where he was involved in the structuring of derivative contracts for hospitals and other tax-exempt municipal issuers. He holds a Chartered Financial Analyst designation from the CFA Institute.
Benjamin P. Kaufman
Northeastern University, BS Finance, 2004
Mr. Kaufman, Senior Fixed Income Analyst, joined Hamlin in February 2008. Mr. Kaufman's responsibilities on Hamlin's Fixed Income Team include credit analysis on existing and prospective investments as well as sourcing and structuring of new fixed income investments. Mr. Kaufman also oversees secondary fixed income trading activity. Prior to joining Hamlin, he spent two years as a research analyst at Bank of America in Boston and New York. He then worked as a research associate in the Fixed Income Division at HSBC Securities. Mr. Kaufman is a Level II candidate in the CFA Program.
Drew L. Rymer
Claremont McKenna College, BA Economics and Finance 2006
Drew L. Rymer, Equity Analyst, joined Hamlin Capital Management in March 2008. His responsibilities at Hamlin include equity analysis. Prior to joining Hamlin Mr. Rymer was a research associate in the Fixed Income Division at Imperial Capital LLC, a full service investment bank servicing middle market companies, where he helped analyze and publish on distressed debt securities.
Parker B. Stitzer
Harvard University, BA Government 2008
Columbia Business School, Columbia University, MBA 2010
Mr. Stitzer, Fixed Income Analyst, joined Hamlin in May of 2010. Mr. Stitzer's responsibilities on Hamlin's Fixed Income Team include credit analysis on existing and prospective fixed income investments, sector and market analysis and management of Hamlin's Fixed Income Database.
Charles E. Harkin
Seton Hall University, BA Marketing, 1990
Fordham University, MBA in Finance 1997
Mr. Harkin, Portfolio Administrator, joined Hamlin in June 2004. His responsibilities include management of the Hamlin Portfolio Administration Team, fixed income trade execution and allocation, and portfolio monitoring. Prior to Hamlin, Mr. Harkin worked at TIAA-CREF, where managed the installation of new pension plans.
Deborah A. Finegan
Katherine Gibbs School, Melville, NY, 1981
Deborah Finegan became Hamlin's Chief Operating Officer in January 2004 and Chief Compliance Officer in October 2004 and is a member of the Board of Managers. She has been with the firm since December 2001. Ms. Finegan's prior experience in the financial markets includes working at CS First Boston (August 1984 - April 1995) as a trading assistant on the municipal bond desk. Ms. Finegan completed the Sales and Trading Training Program at CS First Boston in November 1994.
Brian A. Corcoran
Pace University, Bachelor of Business Administration 2002
Brian A. Corcoran joined Hamlin in 2006 as a portfolio administrator. His scope of responsibilities includes account supervision, trade support as well as client administration. Prior to joining Hamlin Mr. Corcoran worked in the Deutsche Bank's Ultra High Net Worth department as a portfolio assistant. His previous work experience includes a background in compliance at Societe Generale, NY. Mr. Corcoran has also been a member of the New York State Bankers Association since 2006.
Brian C. Sergeant
Gettysburg College, BA Economics and Spanish 1999
Baruch College Zicklin School of Business, MBA in Finance 2008
Brian C. Sergeant joined Hamlin Capital Management in August 2008 as a portfolio administrator. Prior to Hamlin, Mr. Sergeant spent five years as a fund administrator at Stillwater Capital Partners, an alternative investment firm in New York. Previously, Mr. Sergeant worked as a Senior Associate in Portfolio Administration for the private client group at Zurich Scudder Investments.
