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Team
   

KEY INVESTMENT PROFESSIONALS

James L. Collins, CFA
Principal and Portfolio Manager

James joined Van Strum & Towne in January 1998. He graduated from Bowdoin College, Summa Cum Laude, with a Bachelor of Arts degree. James holds the Chartered Financial Analyst designation and is a member of CFA Society of San Francisco and CFA Institute. He is also a Registered Investment Advisor Representative. James has additional responsibilities for Van Strum & Towne’s portfolio management information systems.

jcollins@vanstrum.com

Mark A. Sherman, CFA
Principal and Portfolio Manager

Mark joined Van Strum & Towne in February 1999. He received a Bachelor of Science degree from Bridgewater College, Virginia, and was awarded a Master of Business Administration degree from the College of William and Mary. Prior to joining Van Strum & Towne, Mark was employed as a research associate with NationsBanc Montgomery Securities, and as a Certified Public Accountant with McGladrey & Pullen. Mark holds the Chartered Financial Analyst designation and is a member of CFA Society of San Francisco and CFA Institute. Mark has additional responsibilities for Van Strum & Towne’s regulatory compliance.

msherman@vanstrum.com

Barbara A. Wright, CFA
Principal and Portfolio Manager

Barbara joined Van Strum & Towne in 2000. She graduated with a Bachelor of Arts degree from Stanford University and earned a Master of Business Administration from the Leavey School of Business at Santa Clara University. Prior to joining Van Strum & Towne, Barbara worked for more than twelve years in the investment management industry with responsibilities in client services, operations and accounting following a career as a professional golfer that included playing in the 1985 U.S. Open. Barbara holds the Chartered Financial Analyst designation and is a member of CFA Society of San Francisco and CFA Institute. She is also a Registered Investment Advisor Representative. Barbara has additional responsibilities for Van Strum & Towne’s accounting and treasury functions.

bwright@vanstrum.com

 
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