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FUND MANAGERS > Your Fund Managers

Your Fund Managers

Brady T. Lipp, Portfolio Manager, is the founder of Akros Capital, LLC and serves as the firm's Managing Principal (Manager) and Chief Executive Officer. He is the Senior Portfolio Manager for all investment strategies employed by the firm. Prior to founding Akros in May of 2003, Mr. Lipp was a Managing Director at Credit Suisse Asset Management from 1999 to 2003 and a member of the global post venture capital investment team, which focused on stocks that had private-equity backing. He was with Warburg Pincus Asset Management from 1994 to 1999, and was with Strong Capital Management from 1987 to 1994. Mr. Lipp was born in 1958. He received his Masters of Education (1985) and his B.S. (1981) from North Dakota State University, where he is also a member of the Athletic Hall of Fame for basketball.

Mr. Kirchner has been responsible for the day-to-day management of the Fund since its 2003 inception. Prior to joining Quaker Funds, Inc., Mr. Kirchner was the founder of Pennsylvania Avenue Advisers LLC ("Pennsylvania Avenue") and the portfolio manager of Pennsylvania Avenue Event-Driven Fund, a series of the Pennsylvania Avenue Funds. Prior to founding Pennsylvania Avenue, from 1996-1999, Mr. Kirchner worked as a Bond Trader and Financial Engineer for Banque Nationale de Paris SA. From 1999-2004 Mr. Kirchner was retained by Fannie Mae as a Financial Engineer. Mr. Kirchner is a graduate of King's College, University of London; Institut d'Etudes Politiques de Paris and University of Chicago Booth School of Business. Mr. Kirchner has earned the right to use the Chartered Financial Analyst designation.

Manu Daftary is President of DG Capital Management and the firm's sole shareholder.  Mr. Daftary has day-to-day responsibility for choosing the investments of the Funds. DGCM has served as investment advisor to the Funds and has been responsible for management of the Funds' portfolios since their inception. He has been with DGCM since July 1996. Previously Mr. Daftary was a portfolio manager with Greenville Capital Management during 1995 and early 1996; was Senior Vice President/Portfolio Manager with Hellman, Jordan Management Company from 1993-1995; was co-manager of the institutional growth stock portfolio with Geewax, Terker & Co. from 1988-1993.

Mr. Daftary has earned a BA from Elphinstone College, University of Bombay and a BS, Finance and an MBA from the California State University at Long Beach. He is a Chartered Financial Analyst.

Bart McMurry joined ICC at the firm's creation in 1995 and currently serves as Chief Investment Officer. He also is a member of ICC's Quantitative Strategies Group. The group manages ICC's Core Value, Large Cap Growth, International ADR and Sector Rotational Core products, which had over one billion dollars in assets as of December 31, 2010, on behalf of ICC's Taft-Hartley Plans, Public Pension Funds, Corporate Pension Funds and Private Clients. During his tenure at ICC, Mr. McMurry has developed the quantitative country allocation model that continues to run the firm's International ADR portfolios and the domestic equity modeling processes that are used for the firm's Core Value Equity and Large Cap Growth portfolios. He is an instructor at the FPPTA organization for pension trustees and has been a speaker on the markets for Institutional Investor and other organizations. Mr. McMurry earned his B.A. from Michigan State University and his M.A. in National Security Policy Studies at George Washington University.

G. Michael Mara is a Managing Director and Portfolio Manager with ICC and part of ICC's four member Quantitative Strategies Group. The group manages ICC's Core Value, Large Cap Growth, International ADR and Sector Rotational Core products, which had over one billion dollar in assets as of December 31, 2010, on behalf of ICC's Taft-Hartley Plans, Public Pension Funds, Corporate Pension Funds and Private Clients. Prior to this position with ICC, Mr. Mara served as Chairman, Chief Executive Officer and founder of Valley Forge Capital Advisors, Inc. ("VFCA"), a Registered Investment Adviser. He was the lead portfolio manager to the VFCA Sector Rotational Core Composite. Mr. Mara served as sub-adviser/portfolio manager to the MFS Sector Rotational Fund (previously the Penn Street Sector Rotational Fund) since its inception in August 2000 to February 2010. Prior to his position with VFCA, Mr. Mara served in senior executive positions with Millennium Bank, Vanguard Asset Management & Trust and Merrill Lynch. Mr. Mara served in the U.S. Army Intelligence & Security Command with a concentration on the Soviet/Warsaw Pact as an operator and analyst. He also had special assignments with the Defense Intelligence Agency working on quantitative modeling and analysis. Mr. Mara earned his B.A. at Emerson College and his M.B.A. from the American University. He is also a graduate of the Defense Language Institute and the U.S. Intelligence School of Applied and Cryptologic Sciences and received additional training at the Stanford Law School's Director's Consortium. Mr. Mara is a member of the World Affairs Council, Pennsylvania Associate for Business Economics, the Associate of Former Intelligence Officers, and the American Legion.

Michael Barron has more than 18 years of experience in the investment industry. Currently, he serves as Director and Portfolio Manager with ICC and is a member of the firm's Quantitative Strategies Group. The group manages ICC's Core Value, Large Cap Growth, International ADR and Sector Rotational Core products, which had over one billion dollars in assets as of December 31, 2010, on behalf of ICC's Taft-Hartley Plans, Public Pension Funds, Corporate Pension Funds and Private Clients. Prior to joining ICC, Mr. Barron served as the Founder and Portfolio Manager at Revolution Capital, as well as the portfolio strategy consultant to the Sector Rotational Product as Valley Forge Capital Advisors. Mr. Barron previously served as CEO, Portfolio Manager and Principal at Knott Capital for more than seven years. While there he co-managed the firm's Large Cap Core Strategy, in addition to the Quaker Capital Opportunities Fund, from inception in January 2002 through June 2008. He has regularly appeared as a guest on Bloomberg News, BNN TV and CNBC's Squawk Box, Power Lunch, and Closing Bell programs. Mr. Barron has been featured and interviewed in publications such as The Wall Street Journal, Barron's, Investor's Business Daily, the New York Times, and The Institutional Real Estate Letter. He earned a B.S. from Villanova University and has completed executive study at MIT's Sloan School of Management. Mr. Barron is an active member of The Global Interdependence Center, the Pennsylvania Association for Business Economics and The Hill School Alumni Association.

Mr. Dombrower currently serves as Senior Vice President and Portfolio Manager at ICC and is a member of the Quantitative Strategies Group. The group manages ICC's Core Value, Large Cap Growth, International ADR and Sector Rotational Core products, which had over one billion dollars in assets as of December 31, 2010, on behalf of ICC's Taft-Hartley Plans, Public Pension Funds, Corporate Pension Funds and Private Clients. He spearheads the technical research effort through the creation and implementation of quantitative technical overlays, qualitative technical research and inter-market analysis and forecasting. Prior to joining ICC in 2004, Mr. Dombrower was an equity portfolio manager and operations manager at Paradigm Asset Management and previously served as a portfolio management associate at Independence Investment Associates. He earned his B.A. (Phi Betta Kappa) from Binghamton University and his M.M. from Boston University.

Frank Latuda, Jr., CFA, is a Vice President, Director, Chief Investment Officer, and Portfolio Manager of the All Cap Value, Small Cap Value and Mid Cap Value portfolios for Kennedy. In his capacity as Chief Investment Officer, Mr. Latuda also serves as the chairman of the Investment Advisory Committee. He joined Kennedy as an equity analyst in 1997, and served as Director of Research from 1998 until 2000. He has been involved in Mid Cap Value investing since 2002 in various roles at Kennedy. Mr. Latuda earned his BS in Electrical Engineering from the University of Notre Dame, as well as a MS in Electrical Engineering and a MBA from the University of Illinois.

Stephen W. Shipman, CFA, of Century Management, has continuously served as Portfolio Manager of the Fund since its inception. Prior to joining Century Management in April 2009, Mr. Shipman was with Bjurman, Barry and Associates, Inc., the former subadvisory firm for the Fund, where he also served as Portfolio Manager for the Fund.

Theodore R. Aronson, CFA, Managing Principal, founded Aronson Johnson Ortiz ("AJO") in 1984 and has served as a portfolio manager of the Fund since its inception in 1996. Mr. Aronson is involved with portfolio management, administration, and marketing at AJO. Prior to founding AJO, Mr. Aronson was a partner with Addison Capital Management from 1981 to 1984.

Stefani Cranston, CFA, CPA, joined AJO in 1991 and has served as a portfolio manager of the Fund since 2007. In addition to her portfolio management duties with AJO, Ms. Cranston is also involved with financial accounting and performance measurement.

Gina Marie N. Moore, CFA, CPA, Principal, joined AJO in 1998 and has served as a portfolio manager of the Fund since 2004. In addition to her portfolio management duties, Ms. Moore also focuses on marketing. Prior to joining AJO, she was with Glenmede Trust Company, where she was involved with portfolio analytics and marketing.

Martha E. Ortiz, CFA, Principal, joined AJO in 1987 and has served as a portfolio manager of the Fund since its inception in 1996. Ms. Ortiz oversees portfolio implementation and trading. Prior to joining AJO, Ms. Ortiz was with Wilshire Associates, where she supported the Equity Management System (now Atlas).

R. Brian Wenzinger, CFA, joined AJO in 2000 and has served as a portfolio manager of the Fund since 2007. At AJO, Mr. Wenzinger focuses his time on portfolio management and research.

Christopher J.W. Whitehead, Principal, joined AJO in 2000 and has served as a portfolio manager of the fund since 2010. Prior to joining AJO, he was with Cambridge Associates where he served as a research associate. Mr. Whitehead focuses his time on portfolio management and research.

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