Our people are passionate about our investment approach and dedicated to partnering with our clients

Experience

Joined

Location

Education

Learn about the people behind our teams:

We recognize that our people are our most important asset, and we are focused on creating a culture and environment that supports and provides a path to growth for all employees. With three generations of active firm leadership in place, each bringing a different perspective to management and business decisions, our people work across departments with a common goal of creating long-term value for our client partners and ourselves.

We regularly engage with our employees through cross-departmental leadership groups, inter-departmental mentor and training sessions, firmwide virtual forums and semi-annual employee sentiment surveys. The last few years, marked by the challenges of a global pandemic and social injustice, have challenged our ability to connect. We have remained focused on the safety of our employees and communities first and foremost, while adapting to the new way of working from home. Our strong company culture helped us keep going, and we feel better than ever about our future today. The common belief and passion for how we invest and for helping others remains the most important common thread that brings us together as a global team. Southeastern is committed to fostering and promoting a culture of diversity, equity and inclusion (DEI). We believe that a diverse and inclusive culture is key to achieving our mission. Incorporating diverse perspectives and insights help us make better, more informed investment decisions and achieve better outcomes for our clients, business and community.

    North America

    • 43-year presence,
    • 6 research professionals

    Asia

    • 20-year presence,
    • 5 research professionals

    Europe

    • 17-year presence,
    • 4 research professionals

    Our Client Relations Team

    We are dedicated to providing the best possible service to our existing and prospective clients across the globe.

    We seek to partner with our clients by aligning our interests through co-investment and promoting an open dialogue. Our client relations team serve as the day-to-day liaison between our clients and our research team, and they are deeply knowledgeable and well-versed in the history and investment approach of the firm, as well as current and past portfolio investments. We have client relations representatives based across the US, in Europe and Australasia. We aim to be transparent in our communication and are available as needed to support our clients’ ongoing needs.

      Our Corporate Officers

      Our corporate officers and institutional structure support our unique investment approach and enable a constant focus on promoting the best interests of our client partners.

      Our experienced corporate officers ensure that the internal operations of Southeastern effectively support our clients and our investment research and that regulatory and compliance matters are handled with the highest degree of integrity.

        Our ESG Committee

        The ESG Committee oversees the incorporation of ESG matters into our investment process, client engagement and day-to-day business operations.

        The ESG Committee is chaired by our Head of Client Relations and Communications and includes our Manager of ESG Integration and Reporting, as well as senior representation from our Research, Client Relations, Legal and Finance/Human Resources teams. The ESG Committee is involved in ongoing oversight of the incorporation of ESG matters into our investment process and client reporting, as well as our day-to-day business operations. The committee also works with our Operations/Human Resources teams to help review and integrate Diversity, Equity and Inclusion (DEI) reporting, policies and training. The committee meets at least quarterly, with much more frequent direct communication informally as needed. The Committee Chair reports directly to our CEO and Head of Research on progress on a weekly basis.

          Our Executive Committee

          The Executive Committee oversees our key management functions and perpetuates our partnership-driven culture.

          The Executive Committee represents three actively engaged generations of firm leadership with global perspectives. In his role as CEO, Ross Glotzbach is supported by the Executive Committee and by our team of proven and seasoned senior department heads who oversee legal, compliance, risk management and client relations and communications. The Executive Committee works with these department heads to coordinate the firm’s management functions, to set the strategy and goals for the firm and to ensure we always stick to the guiding principles that define our unique culture.

            Our Information Technology Team

            Our Information Technology (IT) team has built a robust and flexible computing environment to enable a constant focus on investing and the best interests for our client partners.

            Our IT team is committed to delivering the highest levels of availability and data security. All aspects of technology are a critical part of our ability to execute on our investing, trading and operational strategies. Our critical systems environment is a hybrid of cloud-based and on-premise solutions. Cybersecurity continues to be one of our largest areas of focus and is constantly evaluated and monitored by our team. Our cybersecurity strategy consists of a multifaceted approach that emphasizes security best practices to protect the firm’s data and computing environment.

            We have a technically diverse IT group comprised of 8 team members, with the following two in leadership roles that are focused on defining and implementing our cybersecurity strategy.

            Our Research Team

            Our analysts are generalists, searching for the best bottom-up opportunities around the globe.

            We operate as a single, integrated, worldwide research team with all analysts reviewing and challenging one another’s work.

            We bring to bear all the team’s collective investing experience, industry knowledge and network of local contacts across the globe before committing our clients’ and our own capital. The full global team is involved throughout the investment process. Portfolio managers for each strategy make the final investment decisions.

              Our Risk Management Team

              Our strict risk management framework is embedded in the culture of our organization.

              At an investment level, we view risk as the possibility of permanent capital loss. Managing against this potential is deeply embedded in our investment approach, beginning with our bottom-up investment criteria. Our risk management team works in conjunction with the trading and research teams to actively monitor and optimize all portfolios to ensure adherence with portfolio guidelines and to manage risk on an ongoing basis at both the individual stock and portfolio level. At an organizational level, risk management is driven by the heads of each department in conjunction with the Enterprise Risk Management Committee, which provides firm-level risk oversight and develops the written policies and procedures that reflect current risk management frameworks and related internal controls.

                Our Trading Team

                Our robust and experienced trading team is focused on best execution on behalf of our clients.

                Our team of four traders span the US and Asia, ensuring that we have active coverage of all market trading hours. An intent focus on best execution informs all our decisions, including broker selection, and drives all our trades. As global markets have evolved to smaller average-trade sizes, higher volumes, venue fragmentation and a more rapid trading dynamic over the past several years, our trading department has focused on maintaining a world-class competency in market microstructure, routing protocols and electronic algorithmic trading. Southeastern is a recognized thought leader on the topic of market structure, and our traders are members of the IEX Trading Advisory Committee, ICI Equity Markets Advisory Committee and Buyside Equity Traders Roundtable.

                  Research Leadership

                  O. Mason
                  Hawkins, CFA

                  Chairman

                  More about me
                  You want to pursue a career in investing for the intellectual challenge, for the reward of being correct about your investment decisions and for the opportunity to help others.

                  Chairman Mason Hawkins founded Southeastern in 1975 and oversees the company with 50 years of investment experience. He is a co-portfolio manager on the Longleaf Partners, Small-Cap, International and Global Funds, as well as the Longleaf Partners Global UCITS Fund. Mr. Hawkins is a member of Southeastern’s Executive Committee. Prior to the Southeastern’s founding, he served as Director of Research for both Atlantic National Bank in Jacksonville, FL and First Tennessee Investment Management in Memphis. Mr. Hawkins graduated with a bachelor’s degree in Finance from the University of Florida and received his master’s in Business Administration in Finance from the University of Georgia.

                  50
                  1975
                  Memphis
                  BA (Finance)
                  University of Florida
                  MBA (Finance)
                  University of Georgia

                  G. Staley
                  Cates, CFA

                  Vice-Chairman

                  More about me
                  We want to be a kind of researcher’s nirvana, which we think starts with analysts being able to look at any idea anywhere in the world.

                  Mr. Cates serves as Vice-Chairman of Southeastern and has 36 years of investment experience. He is a co-portfolio manager on the Longleaf Partners, Small-Cap, International and Global Funds, as well as the Longleaf Global UCITS Fund. Mr. Cates is a member of Southeastern’s Executive Committee. Prior to joining the company in 1986, he worked as a Research Associate at Morgan, Keegan & Co. in Memphis. Mr. Cates graduated from the University of Texas with a bachelor’s degree in Business Administration.

                  36
                  1986
                  Memphis
                  BA (Business Administration)
                  University of Texas

                  Ross
                  Glotzbach, CFA

                  CEO and Head of Research

                  More about me
                  Southeastern is different because we are focused on a single investment discipline – we are long-term, concentrated, engaged value investors.

                  Mr. Glotzbach serves as CEO and Head of Research and has 19 years of investment experience. He is a co-portfolio manager on Longleaf Partners, Small-Cap and Global Funds, as well as the Longleaf Partners Global UCITS Fund. Mr. Glotzbach is a member of Southeastern’s Executive Committee. Prior to joining Southeastern in 2004, he was a Corporate Finance Analyst at Stephens Inc. in Little Rock, AR. Mr. Glotzbach graduated from Princeton University with a bachelor’s degree in Economics.

                  19
                  2004
                  Memphis
                  BA (Economics)
                  Princeton University

                  O. Mason
                  Hawkins, CFA

                  Chairman

                  More about me
                  You want to pursue a career in investing for the intellectual challenge, for the reward of being correct about your investment decisions and for the opportunity to help others.

                  Chairman Mason Hawkins founded Southeastern in 1975 and oversees the company with 50 years of investment experience. He is a co-portfolio manager on the Longleaf Partners, Small-Cap, International and Global Funds, as well as the Longleaf Partners Global UCITS Fund. Mr. Hawkins is a member of Southeastern’s Executive Committee. Prior to the Southeastern’s founding, he served as Director of Research for both Atlantic National Bank in Jacksonville, FL and First Tennessee Investment Management in Memphis. Mr. Hawkins graduated with a bachelor’s degree in Finance from the University of Florida and received his master’s in Business Administration in Finance from the University of Georgia.

                  50
                  1975
                  Memphis
                  BA (Finance)
                  University of Florida
                  MBA (Finance)
                  University of Georgia

                  G. Staley
                  Cates, CFA

                  Vice-Chairman

                  More about me
                  We want to be a kind of researcher’s nirvana, which we think starts with analysts being able to look at any idea anywhere in the world.

                  Mr. Cates serves as Vice-Chairman of Southeastern and has 36 years of investment experience. He is a co-portfolio manager on the Longleaf Partners, Small-Cap, International and Global Funds, as well as the Longleaf Global UCITS Fund. Mr. Cates is a member of Southeastern’s Executive Committee. Prior to joining the company in 1986, he worked as a Research Associate at Morgan, Keegan & Co. in Memphis. Mr. Cates graduated from the University of Texas with a bachelor’s degree in Business Administration.

                  36
                  1986
                  Memphis
                  BA (Business Administration)
                  University of Texas

                  Ross
                  Glotzbach, CFA

                  CEO and Head of Research

                  More about me
                  Southeastern is different because we are focused on a single investment discipline – we are long-term, concentrated, engaged value investors.

                  Mr. Glotzbach serves as CEO and Head of Research and has 19 years of investment experience. He is a co-portfolio manager on Longleaf Partners, Small-Cap and Global Funds, as well as the Longleaf Partners Global UCITS Fund. Mr. Glotzbach is a member of Southeastern’s Executive Committee. Prior to joining Southeastern in 2004, he was a Corporate Finance Analyst at Stephens Inc. in Little Rock, AR. Mr. Glotzbach graduated from Princeton University with a bachelor’s degree in Economics.

                  19
                  2004
                  Memphis
                  BA (Economics)
                  Princeton University

                  Ken
                  Siazon

                  Head of Asia, Principal

                  More about me
                  We actively recycle capital from more fully valued investments to new qualifying investments, which we believe represent the highest and best use of our capital today. We continuously strive to maximize risk-adjusted returns for the future for us and our investment partners.

                  Mr. Siazon heads our Asian research. He is co-portfolio manager for Longleaf Partners International Fund and the lead portfolio manager for Longleaf Partners Asia Pacific UCITS Fund. Prior to joining the company in 2006, he worked with Lehman Brothers in Singapore, Tokyo and Hong Kong, JP Morgan in Hong Kong and New York, Ford Motor Company in Tokyo and Fuji Bank in Tokyo. Mr. Siazon received his bachelor’s degree in Systems Engineering from the University of Virginia and holds a master’s in Business Administration from Harvard Business School.

                  33
                  2006
                  Singapore
                  BS (Systems Engineering)
                  University of Virginia
                  MBA
                  Harvard Business School

                  Josh
                  Shores, CFA

                  Portfolio Manager, Principal

                  More about me
                  We aim to think like a private buyer of a company, an owner of businesses. The key word there is “owner.” We’re thinking and acting like owners in every investment we make.

                  Mr. Shores is a co-portfolio manager for Longleaf Partners International Fund, portfolio manager of our Concentrated European Strategy and a member of Southeastern’s Executive Committee. After seven years in Southeastern’s London office, Mr. Shores is now based in Memphis. He splits his time between our Memphis and global offices and remains focused on Non-US investments. He joined Southeastern in 2007 after working at Smith, Salley & Associates in Greensboro, NC and Franklin Street Partners in Chapel Hill, NC. Mr. Shores holds bachelor’s degrees in Philosophy and Religious Studies from the University of North Carolina.

                  20
                  2007
                  Memphis & London
                  BA (Philosophy and Religious Studies)
                  University of North Carolina

                  Gwin
                  G. Myerberg

                  Global Head of Client Relations and Communications,
                  Chair of ESG Committee, Principal

                  More about me

                  Ms. Myerberg joined Southeastern in 2008 and oversees our global client relations and communications efforts. Based in our London office, she is a member of Southeastern's Executive Committee, chairs the ESG Committee and serves as CEO and a board member of Southeastern Asset Management International (UK) Limited. She served as Chairman of the Board for the Longleaf Management Company (Ireland) Limited for seven years. Previously, Ms. Myerberg was Manager of Investor Relations at Thales Fund Management in New York, NY and prior to that was Manager of Investor Relations at Twinfields Capital Management in Greenwich, CT. Ms. Myerberg holds a bachelor’s degree in Finance and Marketing from the McIntire School of Commerce at the University of Virginia. She completed the Cambridge Institute for Sustainability Leadership Business Sustainability Management course in 2020.

                  18
                  2008
                  London
                  BA (Finance and Marketing)
                  University of Virginia

                  Brian
                  Bolton

                  Client Service Support Manager, ESG Integration & Reporting

                  More about me

                  Mr. Bolton joined Southeastern in 2011. He serves as a Manager on the Client Service Support team and is responsible for environmental, social and governance (ESG) integration and reporting. Prior to joining the company, he spent two years as an auditor at Watkins Uiberall in Memphis and three years as an auditor and consultant with Ernst & Young in Memphis and Charlotte. He received his Bachelor of Science in Accounting from Auburn University and a master’s in Business Administration from University of Memphis. He holds his CFA Level 4 Certificate in ESG Investing.

                  16
                  2011
                  Memphis
                  BS (Accounting)
                  Auburn University
                  MBA
                  University of Memphis

                  Brandon
                  Arrindell, CFA

                  Portfolio Manager, Principal

                  More about me

                  Brandon Arrindell, CFA is a senior analyst and Principal at Southeastern Asset Management, and the CEO and Portfolio Manager of Greenwood Pine Partners. Brandon graduated from Harvard College with a degree in economics and is a CFA charterholder. He is a member of the Board of Directors of Ubiquiti Inc. and serves on the board of multiple Memphis-area non-profit organizations including The Collective Blueprint, BRIDGES, and REACH Memphis.

                  14
                  2010
                  Memphis
                  BA (Economics)
                  Harvard College

                  Lowry
                  Howell, CFA

                  Senior Analyst, Principal

                  More about me

                  Mr. Howell’s investment experience spans 27 years. Prior to joining the company in 2006, he served as Security Analyst and Principal at Flippin, Bruce & Porter in Lynchburg, VA, as well as Equity Analyst and Associate Vice President at Southern Capital Advisors in Memphis. Mr. Howell holds both a bachelor’s degree in Finance and master’s in Accounting from Rhodes College.

                  27
                  2006
                  Memphis
                  BA (Finance)
                  Rhodes College
                  Masters (Accounting)
                  Rhodes College

                  Manish
                  Sharma, CFA

                  Senior Analyst, Principal

                  More about me

                  Mr. Sharma is a co-portfolio manager of Longleaf Partners Asia Pacific UCITS Fund. Prior to joining Southeastern in 2010, he was a Senior Manager at American Express in New York and Senior Analyst at Capital One Finance in Boise, ID. He also carried out Equity Research internships at the State Bank of India in Mumbai, at Weitz Funds in Omaha, NE and at MFS Investment Management in London. Mr. Sharma holds a degree in Mechanical Engineering from Indian Institute of Technology, a master’s in Mechanical Engineering from Michigan State University, and a master’s in Business Administration from University of Chicago.

                  19
                  2010
                  Singapore
                  BS (Mechanical Engineering)
                  Indian Institute of Technology
                  Masters (Mechanical Engineering)
                  Michigan State University
                  MBA
                  University of Chicago

                  John
                  Woodman

                  Senior Analyst, Principal

                  More about me

                  Mr. Woodman joined Southeastern’s London office in 2016 and is a Senior Analyst and co-portfolio manager of our Concentrated European Strategy. He has 20 years of investment experience and previously held roles as Senior Vice President of the Certification and Business Enhancement division for SGS in New York, Executive Director at Goldman Sachs in the Global Research division in London, and Vice President at Citigroup in London. Mr. Woodman received his bachelor’s degree in Geography and Environmental Science from the University of Oxford.

                  20
                  2016
                  London
                  BA (Geography and Environmental Science)
                  University of Oxford

                  Michael
                  T. Galano, CAIA

                  Head of Client Relations – North America, Principal

                  More about me

                  Mr. Galano joined Southeastern in 2014. Prior to joining the company, he spent 13 years with AllianceBernstein in various roles, initially as a Senior Associate and Team Leader in their Private Client Group, then as a Regional Director within their Institutional Group, based in New York.  Prior to that, Mr. Galano was a Mergers and Acquisitions Research Analyst with Thomson Financial in Newark, NJ. He received his bachelor’s degree in Economics from Boston College and a master’s in Business Administration from New York University.  Mr. Galano is a holder of the Chartered Alternative Investment Analyst designation.

                  22
                  2014
                  Greenwich, CT
                  BA (Economics)
                  Boston College
                  MBA
                  New York University

                  Doug
                  Burton, CFA

                  Head of Client Relations – Asia Pacific, Principal

                  More about me

                  Based in Sydney, Mr. Burton joined Southeastern in 2011. He previously held positions as the Global Head of Client Service and CEO Americas for AXA Rosenberg in Orinda, CA, Managing Director for Australia/New Zealand for AXA Rosenberg in Sydney, and Client Portfolio Manager and Head of Client Service at AXA Rosenberg in Orinda. Additionally, Mr. Burton worked for Deseret Mutual Benefit Administrators in Salt Lake City, UT as a Portfolio Manager. His education includes a bachelor’s degree in Economics and a master’s in Finance, both from Brigham Young University, and a master’s degree in Economics from University of Utah.

                  34
                  2011
                  Sydney
                  BA (Economics)
                  Brigham Young University
                  Masters (Finance)
                  Brigham Young University
                  Masters (Economics)
                  University of Utah

                  Ken
                  Anthony

                  Head of Portfolio Risk Management

                  More about me

                  Mr. Anthony serves as Head of Portfolio Risk Management and has been with Southeastern since 2005. His background includes a position as an Audit Associate at KPMG in Memphis. Mr. Anthony received both his bachelor’s and master’s degrees in Accounting from the University of Mississippi.

                  17
                  2005
                  Memphis
                  BA (Accounting)
                  University of Mississippi
                  MS (Accounting)
                  University of Mississippi

                  Deborah
                  L. Craddock, CFA

                  Portfolio Management Operations, Principal

                  More about me

                  Ms. Craddock serves in Portfolio Management Operations after being a trader for most of her Southeastern career. Before joining the company in 1986, she worked as a Sales Assistant at Robison-Humphrey Co., Inc. in Memphis. Ms. Craddock received a bachelor’s degree in Economics from Rhodes College.

                  36
                  1987
                  Memphis
                  BA (Economics)
                  Rhodes College

                  Steve
                  Fracchia

                  Chief Operating Officer, Principal

                  More about me

                  Steve has been with Southeastern since 2007, when he initially joined as Chief Financial Officer & Head of Human Resources. Previously, Steve spent most of his career as a Certified Public Accountant and as a Partner of a regional CPA firm based in Memphis. Steve graduated from The University of Alabama in 1990 with a bachelor’s degree in Accounting.

                  32
                  2007
                  Memphis
                  BS (Accounting)
                  University of Alabama

                  Julio
                  Utrera, CFA

                  Analyst

                  More about me

                  Mr. Utrera joined Southeastern's London Office as an Analyst in 2021. He has 9 years of investment experience and previously held investment research roles in T. Rowe Price International Equities and AnaCap Financial Partners. Prior to that, he was an M&A Analyst at J.P. Morgan's Investment Banking division in London. Mr. Utrera received his bachelor's degree in Business Administration and Finance from C.U.N.E.F University and a master's degree in Value Investing from OMMA Business School. He holds his CFA Level 4 Certificate in ESG Investing.

                  9
                  2021
                  London
                  BS (Business Administration and Finance)
                  C.U.N.E.F. University
                  Masters (Value Investing)
                  OMMA Business School

                  Yaowen
                  Zhang, CFA

                  Analyst

                  More about me

                  Mr. Zhang joined Southeastern’s Singapore Office as a Research Associate in 2014. He has 8 years of investment experience. He holds a BBA (Hons) in Accounting and Finance from the National University of Singapore.

                  8
                  2014
                  Singapore
                  BBA (Accounting and Finance)
                  The National University of Singapore

                  Alicia
                  Cardale

                  Analyst

                  More about me

                  Ms. Cardale joined Southeastern’s London Office in 2019. She began her career at NewRiver REIT and has 6 years investment experience. She received a Bachelor of Science degree in Geography from the University of Bristol and a Masters degree in Real Estate Investment and Finance from the University of Reading.

                  6
                  2019
                  London
                  BS (Geography)
                  University of Bristol
                  Masters (Real Estate Investment and Finance)
                  University of Reading

                  Jessica
                  Pressgrove

                  Chief Financial Officer, Principal

                  More about me

                  Ms. Pressgrove joined Southeastern in 2015. She spent 5 years with KPMG in the audit and assurance practice and then an additional 5 years with regional financial services firms based in Memphis. Ms. Pressgrove holds both a bachelor’s and master’s in Accounting from the University of Mississippi and is a Certified Public Accountant.

                  12
                  2015
                  Memphis
                  BS (Accounting)
                  University of Mississippi
                  MS (Accounting)
                  University of Mississippi

                  Sarah
                  Lohrey

                  Client Relations Director

                  More about me

                  Based in Los Angeles, Ms. Lohrey joined Southeastern in 2017. Prior to joining the company, Ms. Lohrey was the head of marketing and investor relations for The Cypress Funds LLC in Los Angeles for just over a year. Before Cypress, she was at Valiant Capital Management in San Francisco for seven years, where she worked as a research associate for three years and as an investor relations and marketing professional for four. Prior to that, Sarah worked in client service roles at Morgan Stanley and Fisher Investments. Ms. Lohrey received a Bachelor of Business Administration in Finance and Marketing from Ohio University.

                  17
                  2017
                  Los Angeles
                  BBA (Finance and Marketing)
                  Ohio University

                  John R.
                  Owen, Jr.

                  Client Relations Director, Principal

                  More about me

                  With Southeastern since 2010, Mr. Owen serves as a Client Relations Director. Before joining Southeastern, Mr. Owen was an institutional consultant at DeMarche Associates, Inc. in Kansas City, MO. Prior to that he served as an executive with Georgia-Carolina Manufacturing Co. in Augusta, GA. Mr. Owen began his career as a valuation analyst at Willamette Management Associates in Atlanta, GA after completing his Bachelor of Science in Management with concentrations in Finance and Marketing from the Georgia Institute of Technology.

                  16
                  2009
                  Memphis
                  BS (Science in Management)
                  Georgia Institute of Technology

                  Andrew
                  R. McCarroll

                  General Counsel, Principal

                  More about me

                  Mr. McCarroll joined Southeastern in 1998 and serves as General Counsel and as a member of Southeastern’s Executive Committee. Prior to that, he spent several years practicing corporate and securities law at a Nashville law firm. Mr. McCarroll obtained a bachelor’s in English and a JD degree from Vanderbilt University and a master’s in Religious Studies from The University of Chicago.

                  26
                  1998
                  Memphis
                  BA (English)
                  Vanderbilt University
                  MA
                  University of Chicago
                  JD
                  Vanderbilt Law School

                  Mike
                  Wittke

                  Chief Compliance Officer

                  More about me

                  Mr. Wittke serves as the Chief Compliance Officer of Southeastern Asset Management and the Longleaf Partners Funds. Mr. Wittke joined Southeastern in 2002 as Assistant General Counsel and became Chief Compliance Officer in 2005. Prior to joining Southeastern, Mr. Wittke was a Manager at PricewaterhouseCoopers in Boston, specializing in tax issues related to regulated investment companies. Mr. Wittke holds a bachelor’s degree in Business Administration from Michigan State University and a JD from Boston College Law School.

                  26
                  2002
                  Memphis
                  BA (Business Administration)
                  Michigan State University
                  JD
                  Boston College Law School

                  W. Douglas
                  Schrank

                  Head of Trading, Principal

                  More about me

                  Having joined Southeastern in 2009, Mr. Schrank is the Head of Trading. Prior to joining the company, he was the Head of Trading and a Member at Para Advisors. Mr. Schrank began his career as a sell-side block trader at Goldman Sachs in NYC prior to joining the firm’s Risk Arbitrage & Principal Strategies Group as a buy-side trader. Mr. Schrank received a bachelor’s degree in Political Science from Colgate University.

                  22
                  2009
                  Memphis
                  BA (Political Science)
                  Colgate University

                  Michael
                  Johnson

                  Senior Trader

                  More about me

                  Mr. Johnson joined Southeastern in 2011. Prior to joining the company, he held the position of Senior Trader at Artio Global Investors (formerly Julius Baer Investment Management) and was Vice President of Trading at Lazard Asset Management, both in New York, NY. Mr. Johnson’s educational background includes a bachelor’s degree in Economics and International Relations from Connecticut College and a master’s from Stern School of Business at New York University.

                  23
                  2011
                  Memphis
                  BA (Economics & International Business)
                  Connecticut College
                  MBA
                  New York University

                  Wade
                  E. Donels

                  Senior Trader

                  More about me

                  Mr. Donels joined Southeastern in 2016. His career background includes positions as Senior Trader at Marsico Capital Management in Denver, CO, at Investment Advisors in Minneapolis, MN, and at Principal Financial Group in Des Moines, IA, in addition to a Trader position at Minnesota Mutual Life in St. Paul, MN. Mr. Donels received his bachelor's degree in Finance from Loras College.

                  27
                  2016
                  Memphis
                  BA (Finance)
                  Loras College

                  Frank
                  Lee, CAIA

                  Trader

                  More about me

                  Mr. Lee joined Southeastern in 2017 and is based in our Singapore office. His background includes positions as trader at Neuberger Berman in Hong Kong and at Morgan Stanley. He also served as a Sales Trader at DBS Vickers in Singapore. Mr. Lee received his BBA in Finance at National University of Singapore in 2004.

                  18
                  2017
                  Singapore
                  BBA (Finance)
                  National University of Singapore

                  Walker
                  Bolton

                  Chief Information Officer, Principal

                  More about me

                  Mr. Bolton joined Southeastern in 2007 as a Business Systems Engineer. He served as Head of Strategic Business Projects and Chief Technology Officer before being named Chief Information Officer in 2021. Prior to joining the company, he spent two years as a Programmer Analyst with FedEx Services in Memphis.

                  17
                  2007
                  Memphis
                  BS (Mathematical Science)
                  University of Memphis

                  Chris
                  Taylor

                  Chief Information Security Officer

                  More about me

                  Mr. Taylor began working with Southeastern as an on-site IT contractor in 2015 and in 2017 joined full time as a Senior Systems Engineer. Prior to joining Southeastern, he worked in a wide range of roles throughout Memphis as an employee of an IT services and contracting firm, with a primary focus in security planning and remediation for healthcare and financial services clients.

                  16
                  2015
                  Memphis

                  Luke
                  Willert

                  Analyst

                  More about me

                  Mr. Willert joined Southeastern’s Memphis Office in 2017. He received a bachelor’s degree in History from Pomona College and a masters degree in History from Harvard University.

                  4
                  2017
                  Memphis
                  BA (History)
                  Pomona College
                  Masters (History)
                  Harvard University

                  Taieun
                  Moon

                  Analyst

                  More about me

                  Mr. Moon joined Southeastern’s Singapore Office as a full-time employee in 2019, after having interned with Southeastern in 2018. Mr. Moon holds a bachelor’s degree in Business Administration in Accounting and Finance from The University of Hong Kong.

                  4
                  2019
                  Singapore
                  BA (Business Administration in Accounting and Finance)
                  University of Hong Kong

                  Will
                  Allen

                  Analyst

                  More about me

                  Mr. Allen joined Southeastern’s Memphis office in 2022. He began his career at International Value Advisers (IVA) Funds and has 2 years of investment experience. He received a Bachelor of Science in Business Administration with a concentration in Accounting and Finance from the University of Dayton.

                  2
                  2022
                  Memphis
                  BS (Business Administration)
                  University of Dayton

                  Kanako
                  Matsumoto

                  Research Associate

                  More about me

                  Mrs. Matsumoto joined Southeastern in 2007 in Tokyo. She spent six years in Tokyo, followed by three years in Southeastern’s Singapore office, and relocated back to Tokyo in 2016, where she focuses on Japanese and Asian companies and research support. She holds a University Diploma in Business and Investment from London Metropolitan University.

                  16
                  2007
                  Tokyo
                  Business and Investments
                  London Metropolitan University