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Daniel G. Bandi, CFA
Chief Investment Officer & Principal

Dan is a CFA charterholder with over 24 years of investment management experience. He serves as CIO for all of Integrity Asset Management's value equity strategies, and is lead portfolio manager for the Small Cap Value Equity strategy and the Small/Mid Cap Value Equity strategy. Dan has sector responsibilities focused on the financials and industrials sectors.

Dan and his team have been featured in The New York Times, the Wall Street Journal, the Financial Times and Investor's Business Daily and have appeared as guests on CNBC, CNNfn TV, Bloomberg TV and others. Dan graduated from the University of Pittsburgh and earned an MBA from Texas A&M University - Commerce.

Dan is a bad golfer and a rabid Pittsburgh Steelers fan. He is married with two children. Dan is a member and past President of the CFA Society of Cleveland.

 

Sean A. Burke
Portfolio Manager

Sean is a member of our value equity management team with his primary focus on our Micro Cap Value Equity strategy. He is a graduate of Cleveland State University and has 9 years of investment management industry experience.

Sean is the proud father of two daughters. He enjoys running and cycling and competes in duathlons.

 

Brian T. Cavalier
Head Equity Trader

Brian is responsible for trading in the firm's value equity strategies. He has over 15 years of investment management industry experience. Brian is a graduate of John Carroll University and a member of the Cleveland Security Traders Association and the Columbus Stock and Bond Club.

In addition to being an avid triathlete, Brian enjoys racquetball and soccer.

 

Daniel J. DeMonica, CFA
Senior Portfolio Manager & Principal

Dan is a CFA charterholder with over 20 years of investment management experience and is a member of our value equity management team, serving as a Senior Portfolio Manager for all value strategies and as lead portfolio manager for the Micro Cap Value Equity strategy. He focuses on the healthcare, utilities, telecommunications and consumer services sectors. Dan has been featured in The New York Times, the Wall Street Journal, and Forbes, and has appeared as a guest on CNBC and Bloomberg TV. Dan graduated from Indiana University - Bloomington, and earned his MBA from Case Western Reserve University.

Dan is married with three children and enjoys golf and tennis. Dan is a member of the CFA Society of Cleveland.

 

Adam I. Friedman
Senior Portfolio Manager & Principal

Adam has over 24 years of investment management experience and is a member of our value equity management team, serving as a Senior Portfolio Manager for all value strategies and as lead portfolio manager for the Mid Cap Value Equity strategy. Adam has sector responsibilities focused on the technology and consumer cyclicals sectors. He has been featured in The New York Times and the Wall Street Journal and has appeared as a guest on CNBC, CNNfn TV, Bloomberg TV and Bloomberg Radio. After completing his undergraduate studies at the University of Maryland, Adam earned his MBA from Case Western Reserve University.

Adam is married and has two children.

 

Joe A. Gilbert, CFA
Portfolio Manager

Joe is a member of our value equity management team with responsibility for the consumer staples, insurance and transportation sectors. He has over 19 years of extensive security research experience and is a CFA charterholder. Joe earned both his undergraduate degree and his MBA from the University of Maryland

Joe is married with two children. He is a member of the CFA Society of Cleveland and the CFA Institute.

 

Patrick J. Kennedy
Portfolio Specialist

Pat is a member of our value equity team and represents our team's investment philosophy, process, performance/attribution and portfolio positioning to internal and external clients. He has 16 years of investment management and client service experience. Pat graduated from Villanova University.

Pat is married with six children. He enjoys attending his children's various academic and athletic events as well as running in his spare time.

 

Mirsat Nikovic, CFA
Portfolio Manager

Mirsat is a member of our value equity management team with responsibility for REITS, financials and industrials sectors. Mirsat is also co-portfolio manager for the Micro Cap Value Equity strategy. He is a CFA charterholder with over 18 years of security research experience. Mirsat is a graduate of John Carroll University and a member of the CFA Society of Cleveland.

Mirsat is an avid fan of high school football and enjoys following the careers of the players as they progress over time. He also enjoys running, tennis and classical music.

 

J. Bryan Tinsley, CFA
Portfolio Manager

A member of our value equity management team, Bryan is responsible for research and security selection. His sector responsibilities include the basic materials, energy and commercial services sectors. He has over 19 years of portfolio management, research and performance analysis experience. Bryan is a graduate of Transylvania University and earned his MBA from Case Western Reserve University.

A former rugby player, Bryan now enjoys golf and soccer. He is a CFA charterholder and is a member of the CFA Society of Cleveland.

 

Michael P. Wayton, CFA
Senior Equity Analyst

A member of our value equity management team, Mike is responsible for research within the Consumer and Technology sectors. He is a CFA charterholder with 15 years of investment management experience. Mike is a graduate of The Ohio State University and is a member of the CFA Society of Cleveland.

Mike is married with one child and enjoys skiing.



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