| |  | Silvercrest's proprietary equity management team is responsible for large-cap, small-cap, multi-cap and equity-income portfolios, and it employs a disciplined, value-oriented security selection methodology in its stock picking. Silvercrest's Equity Management Team is responsible for DLJ Asset Management's record in managing large- and small-cap value equity portfolios and remained responsible for the large and small cap value equity management at Credit Suisse Asset Management following DLJ's acquisition by the firm.
|  | | Stanley A. Nabi, CFA, joined Silvercrest Asset Management as Vice Chairman and functions as the firm's chief strategist. Mr. Nabi joined Silvercrest from Credit Suisse Asset Management where he headed their $5-billion value equity team. He arrived at Credit Suisse as a result of that firm's merger with Donaldson, Lufkin & Jenrette (DLJ), where he served as Vice Chairman. Previously, Mr. Nabi was Director of Equity Research and Chief Investment Strategist at Bessemer Trust. He had been a General Partner and Chief Investment Officer at Lazard Fr?res. Mr. Nabi has served as President and Director of the New York Society of Securities Analysts, Director of the Financial Analysts Federation (now AIMR), Associate Editor of Financial Analysts Journal, investment advisor to the National Bureau of Economic Research, and Adjunct Professor of finance and investments at Fordham University's Graduate School of Business. He is presently a consultant to the United States Steel and Carnegie Pension Fund as well as a Chartered Financial Analyst. Mr. Nabi is a graduate of Columbia University and did his doctorate work in economics at NYU. |
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 | | Roger W. Vogel, CFA, joined Silvercrest Asset Management as a Managing Director and manager of the firm's equity portfolios. Prior to Silvercrest, Mr. Vogel was Managing Director at Credit Suisse Asset Management (CSAM) co-managing both small-cap and large-cap portfolios. He arrived at CSAM as a result of the merger with Donaldson, Lufkin, and Jenrette where he worked since 1993 in a similar capacity. Previously, Mr. Vogel was a portfolio manager at Chemical Bank and Manufacturers Hanover Trust. He attended New York University. |
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 | | Jeffrey C. Allen, CFA, is a Managing Director and analyst for the firm's equity portfolios. Prior to Silvercrest, Mr. Allen was a Vice President at Credit Suisse Asset Management (CSAM), where he was the analyst for the small-cap value product. He arrived at CSAM as a result of that firm's merger with DLJ, where he had worked since 1999 as a generalist equity analyst for Donaldson, Lufkin, and Jenrette Asset Management's large-cap and small-cap value equity products. Previously, Mr. Allen worked in the corporate finance division of Chase Securities. He received a B.S. in business administration from Villanova University and an MBA in finance from New York University. |
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 | | Anthony M. Fiore, CFA, is a Senior Vice President and research analyst for the firm?s equity portfolios. Prior to Silvercrest, Mr. Fiore was a senior equity analyst at Standard & Poor?s, where he covered the machinery, industrial conglomerates, and diversified commercial services industries. Previously, Mr. Fiore was a generalist equity analyst and portfolio manager at State Street Global Advisors in the firm?s Global Fundamental Strategies group. He received a B.S. in Business Administration from the University of Vermont with a concentration in Finance. |
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 | | Burnett (Jody) Hansen, CFA, joined Silvercrest Asset Management in 2007 as Senior Vice President and research analyst for the firm?s equity investment strategies. Prior to Silvercrest, Mr. Hansen followed the financial sector and led the global financial-services team at Credit Suisse Asset Management (CSAM) for four years. Before CSAM, he worked at First Manhattan Co. and Morgan Stanley, where he held similar responsibilities. His prior experience includes being a principal in the strategic consulting practice at Price Waterhouse, a strategy consultant at the Center for Applied Research, and an officer at two New England banks. Mr. Hansen holds a B.A. in English literature from Yale University and an M.B.A. in finance and decision sciences from the University of Pennsylvania's Wharton School. He is a Chartered Financial Analyst and a member of the editorial board of CFA Magazine. |
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 | | Katalin Kluge joined Silvercrest as an Equity Research analyst in 2007, after receiving her MBA in Finance from New York University?s Stern School of Business. Previously, Ms. Kluge had run a translation business in Paris, France. She worked as a Hedge Fund Summer Associate in New York. Ms. Kluge also holds an M.A. in French Literature from the Sorbonne, Paris. |
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J. Allen Gray is a Managing Director and has responsibility for Institutional consultant and client relations. Prior to Silvercrest, Mr. Gray served as a Managing Partner and a Member of the Management Committee of Osprey Partners Investment Management, LLC and as President of the Osprey Concentrated Large Cap Value Equity Fund. At Osprey he was responsible for Sales, Marketing and Client Relations. Prior to Osprey Partners, Gray served as a Managing Director with Radnor Capital Management, a start-up investment firm, where he was responsible for the firm?s sales, marketing and client relations activities. Mr. Gray began his career with Kidder, Peabody & Co. as a financial advisor before accepting a position with Wheat, First Securities, Inc. as Vice President for institutional equity sales as well as continuing to work as a financial advisor to families and individuals. Mr. Gray remained with Wheat, First Securities until the founding of Radnor Capital Management. Mr. Gray received his B.A. in Political Science from Randolph-Macon College.
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 | | Paul McCrann joined Silvercrest Asset Management as a Senior Vice President and director of trading. Prior to Silvercrest, Mr. McCrann was a Director at Credit Suisse Asset Management (CSAM), where he served in a similar capacity. He arrived at CSAM as a result of that firm’s merger with Donaldson, Lufkin, and Jenrette where he had worked since 1999. Previously, Mr. McCrann served as an institutional sales/trader at Dillon Reed for two years. He began his career at Bessemer Trust NA, where he worked for eight years on the equity trading desk. Mr. McCrann graduated cum laude from the City University of New York. |
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