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About Our Firm

Assets Under Management: $6.0 billion
as of September 30, 2017

Location:  Rocky River, Ohio

Equity Strategies Offered:
Small Cap Value Equity
Small/Mid Cap Value Equity
Mid Cap Value Equity
Micro Cap Value Equity

Mutual Funds:
Victory Integrity Mid-Cap Value Fund
Victory Integrity Small/Mid Cap Value Fund
Victory Integrity Discovery Fund
Victory Integrity Small-Cap Value Fund

Daniel G. Bandi, CFA
Chief Investment Officer & Principal

Dan is a CFA charterholder with over 26 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 responsibility for Energy, Health Care, Telecommunications and Utilities sectors. He is a graduate of Cleveland State University and has 10 years of investment management industry experience.

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

 

Frankie V. Carson, CFA
Equity Analyst

Frankie is a member of our value equity management team with responsibility for research coverage of the Financials sector. He is a CFA charterholder with over 5 years of investment management and research experience. Frankie graduated from Bowling Green State University and is a member of the CFA Society of Cleveland.

Frankie enjoys watching Cleveland sports, working out and playing poker.

 

Brian T. Cavalier
Head Trader

Brian is responsible for trading in the firm's value equity strategies. He has 17 years of investment management industry experience. Brian is a graduate of John Carroll University and a member of the Ohio Security Traders Association.

Brian is married with three children. He is an avid skier and sports enthusiast.

 

Daniel J. DeMonica, CFA
Senior Portfolio Manager & Principal

Dan is a CFA charterholder with over 22 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 is co-lead portfolio manager for the Micro Cap Value Equity strategy. He focuses on the Health Care, 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.

 

Crystal D. Doyle
Director, Client Service

Crystal is responsible for client and consultant performance reporting, marketing and communications of our firm's strategies in addition to operational and compliance support for our team. She has over 17 years of investment management and client services experience. Crystal is a graduate of Kent State University and earned her MBA from Case Western Reserve University.

Crystal is married with one daughter and enjoys traveling, cooking and volunteering.

 

Adam I. Friedman
Senior Portfolio Manager & Principal

Adam has over 26 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 is 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 the proud father of two daughters.

 

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 21 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 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 22 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 research and security selection. His sector responsibilities include REITS, Financials and Industrials sectors. Mirsat is also co-lead portfolio manager for the Micro Cap Value Equity strategy. He is a CFA charterholder with over 19 years of security research experience. Mirsat is a graduate of John Carroll University and a member of the CFA Society of Cleveland.

Mirsat enjoys high school football, old movies, along with classical and soundtrack music.

 

Konner D. Reed
Equity Analyst

Konner is a member of our value equity management team with responsibility for research coverage of the Industrials and Materials sectors. He is a graduate of Ashland University and has 3 years of investment management and research experience.

Konner enjoys watching Ohio State and Cleveland sports, barbequing and walking his dog.

 

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 Energy and Materials sectors. He has over 21 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.

Bryan is married with four children. He is a CFA charterholder and is a member of the CFA Society of Cleveland.

 

Michael P. Wayton, CFA
Portfolio Manager

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 17 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 daughter and enjoys skiing.



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