-
Director of Firm Administration and InfrastructureDirector of Firm Administration and InfrastructureGustavo Alfonzo, PMP
Gustavo Alfonzo, Managing Director, serves as Director of Firm Administration and Infrastructure, and has also served as the Director of Operations and IT Systems Manager. Mr. Alfonzo is responsible for overseeing the firm’s day-to-day administration activities and is the department head for the Information Technology team. Prior to joining Duff & Phelps in 2007, Mr. Alfonzo was a Consultant with Blackwell Consulting Services in Chicago and a Customer Support District Manager at Hewlett Packard de Venezuela. He holds a BS in Electronic Engineering from Simón Bolivar University and a Project Management Professional certification from the Project Management Institute. -
Client Service AssociateClient Service AssociateRuqaiyah Bailey
Ruqaiyah Bailey joined Duff & Phelps in February, 2015 as a Client Service Associate. Working closely with the senior relationship manager, her responsibilities include providing day-to-day support to existing institutional and retail accounts and client service managers, which entails providing performance data, analytical materials used during client reviews, coordinating administrative activities with firm operations staff, custodian banks and client staff, and resolving administrative and operational issues. Prior to Duff & Phelps, Ms. Bailey was employed with JP Morgan Chase Asset & Wealth Management, Security Capital Research & Management for nine years in various positions. She attended Chicago State University, majoring in Business Administration. -
Senior Research AnalystSenior Research AnalystBenjamin Bielawski, CFA
Benjamin Bielawski, Managing Director, serves as a Senior Research Analyst with the Infrastructure team at Duff & Phelps. Mr. Bielawski concentrates his research on the global utilities and communications sectors. Prior to joining Duff & Phelps in June, 2017, he was a Senior Global Equity Analyst/Executive Vice President at Institutional Capital LLC (ICAP) where he covered global utilities, telecommunications, infrastructure, media and consumer services sectors for eighteen years. In addition to these responsibilities, he co-managed ICAP’s global high dividend yield portfolios and was a voting member of the Institutional Capital Investment Committee, which made final decisions on all portfolio recommendations domestically and internationally. Previously he spent four years at Harris Associates in Institutional Services. Mr. Bielawski holds a BS degree in Business Administration from Wayne State University, and a MBA, with concentrations in accounting and finance, from the University of Chicago Graduate School of Business. -
Senior Portfolio ManagerSenior Portfolio ManagerFrederick Brimberg
Frederick Brimberg’s career spans 30-plus years in investment management, trading, and capital markets. Prior to joining Euclid Advisors LLC in 2012, Mr. Brimberg was a senior vice president and international equity portfolio manager at Avatar Associates where he started the international equity strategy in 2006. Earlier, he was vice president and portfolio manager for ING Investment Management with a focus on the developed international equity products. From 1990 to 2000, Mr. Brimberg held several positions at Lexington Management, including as a research analyst specializing in cyclical sectors within the developed international and emerging markets. Earlier in his financial career, he was a partner at Brimberg & Co., a New York Stock Exchange member firm, and he worked in institutional equity sales at Lehman Brothers Kuhn Loeb Inc. Mr. Brimberg earned a B.A. in psychology from Washington & Lee University, and an M.B.A., with a concentration in finance, from New York University, and has been working in the investment industry since 1979. -
Credit Research AnalystCredit Research AnalystJohn Catarius
John Catarius provides credit research for the municipal bond strategies area of the Duff & Phelps' fixed income team and for several affiliates, Virtus Investment Advisers, Inc. and Newfleet Asset Management, LLC. Prior to joining the Virtus Organization in 2011, Mr. Catarius was a private equity reporting and valuation analyst with TIAA-CREF. He holds a BBA degree from James Madison University. -
Senior Research AnalystSenior Research AnalystRodney Clayton, CFA
Rodney C. Clayton serves as Director and Senior Research Analyst for MLPs and Infrastructure at Duff & Phelps Investment Management Co. Prior to joining Duff & Phelps in April 2016, Mr. Clayton was a senior manager due diligence analyst at UBS Financial Services, focusing on MLP, large cap value, and equity income strategies; and an equity research analyst at J.P. Morgan Securities covering the Exploration & Production, Engineering & Construction, and Environmental Services industries. Mr. Clayton completed his undergraduate studies and holds a MBA from Florida A&M University. -
Executive Managing DirectorExecutive Managing DirectorJohn Creswell
John Creswell serves as Executive Managing Director at Duff & Phelps Investment Management Co. where he leads business development, client relationship services, and has operations and investment related responsibilities. Mr. Creswell joined Duff & Phelps in 2016 after managing another investment boutique within Virtus Investment Partners. He has over two decades of experience working in the investment management industry. Before joining Virtus in 2012, Mr. Creswell worked for BNP Paribas as Head of Consultant Relations and Product Strategy for North America. Prior to that he spent twelve years at Nuveen Investments in a number of senior positions as the firm grew from a $40 billion single asset class manager to a global investment management firm with over $200 billion in assets under management. Prior to his investment career, Mr. Creswell was an auditor and management consultant for Ernst & Young. Mr. Creswell has appeared on Fox Business News and Bloomberg TV, and been quoted in the Wall Street Journal and Barron’s. He has authored numerous articles and is a frequent speaker on trends in the investment management industry, capital markets, and geo-political issues. He earned a degree in business administration from California State University at Fullerton and a master’s degree in Public Policy from The Claremont Graduate University. In addition, he is a Certified Public Accountant (CPA), and remains active in various civic and non-profit organizations. -
Senior Equity TraderSenior Equity TraderAnthony D'Amore
Anthony D’Amore has more than 20 years of equity trading experience, with deep expertise in trading international stocks across all major markets around the world, including both developed and developing regions. Prior to joining Euclid Advisors LLC in 2015, Mr. D’Amore was senior international equity trader at Philadelphia Investment Advisors, where he was responsible for trading equities in developed and emerging markets. Previously, he traded global equities, including emerging markets, at Brandywine Global Investment Management and later at Global Currents Investment Management. Mr. D’Amore earned a B.A. in finance from LaSalle University, and has been working in the investment industry since 1995. -
Client Portfolio ManagerClient Portfolio ManagerFrank Donnelly
Frank Donnelly serves as Senior Managing Director and Client Portfolio Manager for Institutional Clients, at Duff & Phelps Investment Management Co. Prior to joining Duff & Phelps in September , 2013, Mr. Donnelly was the Co-founder and Chief Investment Officer of Dalton Partners, LLC in Atlanta, Ga. Earlier in his career, he was a Global Partner and Senior Portfolio Manager for Invesco Capital Management, a global institutional money manager, where he managed multi-billion dollar portfolios for major corporations, foundations and municipalities. He also served as Vice Chairman of that firm's investment policy committee. Frank was also a Senior Portfolio Manager and Chief Investment Officer of Wachovia Bank of Georgia. He graduated from Siena College with a B.S. in Economics, and an MBA from The Babcock School at Wake Forest University. -
Executive Managing Director
Senior Portfolio ManagerExecutive Managing Director
Senior Portfolio ManagerGeoffrey Dybas, CFA
Geoffrey P. Dybas, Executive Managing Director, heads the Duff & Phelps’ Global Real Estate Securities team. He is Senior Portfolio Manager and co-founder of all dedicated REIT strategies managed by Duff & Phelps, including the Virtus Duff & Phelps Real Estate Securities Fund; the Virtus Duff & Phelps International Real Estate Securities Fund; the Virtus Duff & Phelps Global Real Estate Securities Fund; the Virtus Duff & Phelps Real Estate Securities Series, a series of the Virtus Variable Insurance Trust; the REIT portfolio within the DNP Select Income Fund Inc., a closed-end fund; and separate institutional accounts. He joined Duff & Phelps in 1995. Mr. Dybas was a corporate banker for Bank One and began his investment career in 1989. He holds a BS degree, cum laude, from Marquette University and an MBA from the Kellogg School of Management at Northwestern University. -
Senior Research AnalystSenior Research AnalystEllen Elberfeld, CFA
Ellen Elberfeld, Managing Director, serves as a Senior Research Analyst with the Utility and Infrastructure team at Duff & Phelps. Ms. Elberfeld concentrates her research on the global transportation and utilities sectors. Prior to joining Duff & Phelps in 2016, she was the lead transportation analyst for the global infrastructure group at Deutsche Bank Asset Management, and previously worked in debt capital markets at Credit Suisse and in internal audit at PricewaterhouseCoopers. She holds a BS in Applied Economics and Management, cum laude, from Cornell University, and a MBA in Finance and Accounting from Kellogg School of Management, Northwestern University. -
Senior Portfolio ManagerSenior Portfolio ManagerEric Elvekrog, CFA, CPA
Eric Elvekrog, Senior Managing Director, serves as co-Portfolio Manager of the Duff & Phelps Global Utility Income Fund Inc. Mr. Elvekrog concentrates his research on the global telecommunications industry. He holds a BA degree from the University of Chicago and an MSA degree from DePaul University. -
Senior Managing Director of Equity TradingSenior Managing Director of Equity TradingTimothy Fitzgerald
Timothy Fitzgerald is a Managing Director at Duff & Phelps and is responsible for the trading of equity investment portfolios. He joined the firm in 1994 after having served as an equity trader for Stein Roe & Farnham Incorporated. He began his investment career in 1981. He holds a BS degree from the University of Illinois at Chicago and an MBA from St. Xavier University. -
Senior Research AnalystSenior Research AnalystEric Fogarty, CFA
Eric Fogarty serves as a Managing Director and Senior Research Analyst within the Global Listed Infrastructure team at Duff & Phelps. Mr. Fogarty concentrates his research on the utilities sector. Prior to joining Duff & Phelps in November, 2018, he spent 18 years at Goldman Sachs Asset Management (“GSAM”). In his previous role, he served as an investment committee member and portfolio manager for the GSAM Global Infrastructure Fund. Mr. Fogarty also served as the Utilities and Consumer Staples sector specialist for GSAM’s Small, Mid, and Large Cap Value, and Income funds. Additionally, he was the lead portfolio manager for the US ESG Fund and was a senior member of the task force charged with integrating ESG factors into GSAM’s investment process. Mr. Fogarty previously held roles as a derivatives specialist, equity fund risk manager, and trader at GSAM, and started his career at Chase Manhattan Bank in New York. He holds a BS degree from Binghamton University and is a Chartered Financial Analyst (CFA). -
Portfolio ManagerPortfolio ManagerCharles Georgas, CFA
Charles Georgas is a Managing Director and Co-Portfolio Manager of the Duff & Phelps Select Energy MLP Fund, Virtus Duff & Phelps Select MLP and Energy Fund, and Energy MLP Total Return Strategy. Mr. Georgas concentrates his research on the midstream energy MLP sector and began covering MLPs at Duff & Phelps in 2010. Prior to joining Duff & Phelps in 2008, he was a Senior Equity Analyst covering the consumer sector for Marquis Investment Research. Mr. Georgas’ work experience within the investment industry includes eight years in the hedge fund industry. Mr. Georgas holds a BS from Southern Illinois University and an MBA from the Kellogg School of Management at Northwestern University. -
Executive Managing Director
Senior Portfolio ManagerExecutive Managing Director
Senior Portfolio ManagerDavid Grumhaus, Jr.
David D. Grumhaus, Jr., Executive Managing Director, is a Senior Portfolio Manager leading the firm’s master limited partnership effort and is the Head of the Infrastructure Group. Prior to joining Duff & Phelps in February, 2014, Mr. Grumhaus served as a portfolio manager and director of research for Copia Capital, LLC; and earlier worked as an investment banker for Goldman, Sachs & Co. and William Blair & Company, LLC. He holds a BA in History, cum laude, from Princeton University and a MBA from Harvard Graduate School of Business Administration, where he was a George F. Baker scholar. -
Portfolio ManagerPortfolio ManagerFrank Haggerty, Jr., CFA
Frank J. Haggerty serves as Portfolio Manager for all dedicated Global Real Estate Securities managed by Duff & Phelps, including the Virtus Duff & Phelps Real Estate Securities Fund; the Virtus Duff & Phelps International Real Estate Securities Fund; the Virtus Duff & Phelps Global Real Estate Securities Fund; the Virtus Duff & Phelps Real Estate Securities Series, a series of the Virtus Variable Insurance Trust; the REIT portfolio within the DNP Select Income Fund Inc., a closed-end fund; and separate institutional accounts. Mr. Haggerty joined Duff & Phelps in 2005 after having served as a REIT portfolio manager and senior analyst for ABN AMRO Asset Management. He began his investment career in 1996. He holds a BS from Illinois State University and an MBA from the Kellstadt Graduate School of Management at DePaul University. -
Director of Investment Operations and ServicesDirector of Investment Operations and ServicesRowena Harbour
Rowena Harbour serves as Director of Investment Operations and Services at Duff & Phelps Investment Management Co. where she plans and directs the firm’s investment operations policies, objectives, and initiatives, in order to support operational excellence. Ms. Harbour joined Duff & Phelps in 2016 after performing the role of Operations and Performance Manager at Euclid Advisors LLC, another investment affiliate of Virtus Investment Partners. Ms. Harbour has broad experience in asset management operations, performance reporting and portfolio analysis, including security pricing and risk management. Prior to joining Euclid in 2012, she worked in institutional operations for all affiliates of Virtus Investment Partners. Earlier in her career, Ms. Harbour was a Portfolio Analyst and Administrator at Alpha Equity Management, a quantitative hedge fund offering various international equity products. She focused on quantitative factor performance attribution, portfolio rebalancing analysis, trade support, and client services. Ms. Harbour began her investment career in 2000 in San Francisco with the hedge fund Standard Pacific Capital. In her role there as a Global Equity Researcher, her work encompassed research across all sectors, in both international and domestic companies. Ms. Harbour earned a BS degree in Political Science from Vanderbilt University and an MBA from the F.W. Olin Graduate School of Business at Babson College. -
Research AssociateResearch AssociateChristopher Hayes
Christopher J. Hayes serves as a Research Associate with the Portfolio Solutions, Fixed Income and Passive Equity team at Duff & Phelps. Mr. Hayes concentrates his research on the fixed income sectors with a focus on corporate bonds. He originally joined Duff & Phelps in the summer of 2014, as a portfolio analytics intern. He also worked as an underwriting intern for The Travelers Company in 2013, and was part of Morgan Stanley’s Early Insights Program in 2013. Mr. Hayes graduated from Xavier University of Louisiana in New Orleans, LA, in December 2014, where he earned a BS in Accounting and was on the University’s dean’s list. Mr. Hayes is a Level III CFA candidate. -
Senior Portfolio ManagerSenior Portfolio ManagerTimothy Heaney, CFA
Tim Heaney heads the municipal bond strategies area of the Duff & Phelps' fixed income team. He serves as Chief Investment Officer of DTF Tax-Free Income Inc., a closed-end fund traded on the NYSE (symbol: DTF). Mr. Heaney is also responsible for the municipal bond areas for Duff & Phelps' affiliates, Virtus Investment Advisers, Inc. and Newfleet Asset Management, LLC. Mr. Heaney holds a Chartered Financial Analyst designation and BS and MBA degrees from the University of Connecticut. Prior to joining the Virtus organization (formerly part of the Phoenix Companies) in 1992, Mr. Heaney was a credit analyst with Connecticut National Bank. -
Senior Relationship ManagerSenior Relationship ManagerRobert Hiebert, CFA
Robert Hiebert serves as Senior Managing Director and Senior Relationship Manager for Institutional Clients at Duff & Phelps Investment Management Co. Mr. Hiebert is part of the client service group to help enhance the firm’s ability to deliver superior service. Prior to joining Duff & Phelps in May, 2014, Mr. Hiebert served as Investment Officer for Equity Strategies for Kansas Public Employees Retirement System; Senior Portfolio Manager for Legal & General Investment Management America; Senior Fixed Income Strategist for Raymond James & Associates; Managing Director, Proprietary Trader for Bank of America; Senior Portfolio Manager for American General Investment Management Co.; and Senior Trader for Cargill. He holds a BA degree from Tabor College and an MBA degree from University of Kansas. -
Director of Marketing and CommunicationsDirector of Marketing and CommunicationsSarah Honold
Sarah Honold serves as Director of Marketing and Communications at Duff & Phelps Investment Management Co. Ms. Honold provides day-to-day management of all marketing, communication, and branding related work. Ms. Honold previously served as Consultant Relations Director and still supports key investment consulting and platform relationships at the firm. Prior to joining Duff & Phelps in 2012, Ms. Honold was a Client Service and Marketing Associate at Security Capital Research & Management, a subsidiary of J.P. Morgan Asset Management, in Chicago. Earlier she worked at The Northern Trust Company. She earned a BA degree from The University of Illinois.Get in Touch
Email:sarah.honold@dpimc.com -
Global AnalystGlobal AnalystJieren Huang, CPA
Jieren (Jenny) Huang serves as a Global Analyst for the Real Estate Securities Team. Ms. Huang’s research focuses on real estate securities in the U.S. and Asia Pacific region. Prior to joining Duff & Phelps in 2018, Ms. Huang was an Equity Research Assistant Vice President at Mizuho Securities USA where she jointly covered and managed detailed earnings & valuation models for 40+ companies, including healthcare, multifamily, office, retail, single-family rental, and triple-net lease U.S. REITs. Prior to joining Mizuho and attending graduate school, Ms. Huang served as an Audit Assistant Manager at KPMG in Xiamen, China where she conducted financial statement audits for major telecom and utility companies. Ms. Huang earned her Bachelor of Economics, with honors, from the Shanghai University of International Business and Economics in China, an MBA degree from the D'Amore-McKim School of Business at Northeastern University and is a Certified Public Accountant (CPA). Ms. Huang passed Level II of the CFA Program. -
Municipal Credit Research AnalystMunicipal Credit Research AnalystEvan Lassow, CFA
Evan Lassow serves as a credit research analyst for the municipal bond strategies area of the Duff & Phelps' fixed income team and for several affiliates, Virtus Investment Advisers, Inc. and Newfleet Asset Management, LLC. Prior to joining the Virtus Organization in 2014, Mr. Lassow was a merger and acquisition analyst for United Technologies Corporation following two years as an associate in the company’s Financial Leadership Program. Mr. Lassow holds a B.S., magna cum laude, from the University of Vermont. -
Senior Portfolio ManagerSenior Portfolio ManagerLisa Leonard
Lisa Leonard serves as a portfolio manager for the municipal bond strategies area of the Duff & Phelps' fixed income team. She is also an officer of DTF Tax-Free Income Inc., a closed-end fund traded on the NYSE (symbol: DTF) as well as the municipal bond areas for Duff & Phelps' affiliates, Virtus Investment Advisers, Inc. and Newfleet Asset Management, LLC. Prior to joining the Virtus Organization (formally part of the Phoenix Companies) in 1987, Ms. Leonard was a municipal finance analyst with Connecticut Bank & Trust. She holds a BS degree from the University of Connecticut. -
Senior Portfolio ManagerSenior Portfolio ManagerConnie Luecke, CFA
Connie Luecke serves as Senior Managing Director with a career that spans 30-plus years in investment management, research, and capital markets. Ms. Luecke is the Senior Portfolio Manager for the firm’s Global Listed Infrastructure Strategies and serves as the Chief Investment Officer of the DNP Select Income Fund Inc. Ms. Luecke joined Duff & Phelps in 1992 and has held the roles of senior research analyst and portfolio manager. Her research was focused on the global telecommunications and transportation infrastructure industries. She holds a BS degree from DePaul University and an MBA from Loyola University of Chicago. -
Senior Managing Director
Chief Risk OfficerSenior Managing Director
Chief Risk OfficerAlan Meder, CFA, CPA
Alan Meder joined Duff & Phelps in 1985 and leads risk management and quantitative research for the firm’s equity and fixed income strategies. He also serves as Treasurer and Assistant Secretary of the four Duff & Phelps-advised closed-end funds: DNP Select Income Fund Inc., Duff & Phelps Global Utility Income Fund Inc., Duff and Phelps Utility and Corporate Bond Trust Inc. and DTF Tax-Free Income Inc. Prior to joining Duff & Phelps he was an auditor with National City Corp. He holds a BBA from Cleveland State University and an MBA from Baldwin-Wallace College. -
President
Chief Investment OfficerPresident
Chief Investment OfficerNathan Partain, CFA
Nathan Partain is president and chief investment officer of Duff & Phelps Investment Management Co., a position he has held since 2005. Previously, Mr. Partain was executive vice president (1997-2005). Earlier, he was with Duff & Phelps Investment Research Co., where he served as the director of utility research (1989-1996), director of equity research (1993-1996), and director of fixed income research (1993).
Mr. Partain is president and chief executive officer of DNP Select Income Fund Inc. (NYSE: DNP) since 2001, and was chief investment officer of DNP from 1998-2017, and previously as executive vice president (1998-2001) and senior vice president (1997-1998). In addition, he is president and chief executive officer of Duff & Phelps Utility and Corporate Bond Trust Inc. (NYSE: DUC) and DTF Tax-Free Income Inc. (NYSE: DTF) since 2004. He is also a director of DNP Select Income Fund Inc., Duff & Phelps Utility and Corporate Bond Trust Inc., and DTF Tax-Free Income Inc. since 2007 and president, chief executive officer, and a director of Duff & Phelps Global Utility Income Fund Inc. (NYSE: DPG) since 2011. Mr. Partain is a CFA® (Chartered Financial Analyst®) charterholder and member of the CFA Society Chicago. He began his career in the investment industry in 1987.
Prior to joining Duff & Phelps as an electric utility analyst in 1987, Mr. Partain was with Gulf States Utilities Company, where he was a financial analyst in the Treasury Department, senior budget analyst on the River Bend Nuclear Project, and director of regulatory affairs, Texas and Federal Energy Regulatory Commission (FERC).
Mr. Partain is also a director (since 1993) and chairman of the board of directors (2011) of Otter Tail Corporation, a diversified electrical utility company located in the Dakotas and western Minnesota. Mr. Partain is a National Association of Corporate Directors Board (NACD) Leadership Fellow, having completed NACD’s comprehensive program of study for Corporate Directors, and ongoing engagement in the Director community. He earned both a B.S. and M.B.A. from Sam Houston State University. -
Executive Managing Director
Senior Portfolio ManagerExecutive Managing Director
Senior Portfolio ManagerDaniel Petrisko, CFA
Daniel J. Petrisko, Executive Managing Director, is the Head of the Portfolio Solutions Team at Duff & Phelps. He is responsible for oversight and management of institutional and retail fixed income and passive equity products, in addition to leverage financing for the Duff & Phelps closed-end funds. Mr. Petrisko serves as the Chief Investment Officer of Duff & Phelps Utility and Corporate Bond Trust Inc. and the Fixed Income Portfolio Manager of DNP Select Income Fund Inc. Prior to joining Duff & Phelps, Mr. Petrisko held positions in the Treasury and Investment areas of Citibank. Mr. Petrisko holds a BA degree from St. Xavier University and an MBA degree from DePaul University. -
Senior Global AnalystSenior Global AnalystJason Ren, CFA
Jason Ren serves as a Managing Director and Senior Global Analyst for the real estate securities strategies managed by Duff & Phelps. Prior to joining Duff & Phelps in 2012, Mr. Ren served as a Senior Equity Analyst co-managing Morningstar, Inc.’s REIT coverage. During his tenure at Morningstar, he also co-developed the firm’s REIT credit rating methodology and assisted in credit coverage of REITs. He holds a BA degree from Williams College. -
Senior Managing Director
Chief Compliance OfficerSenior Managing Director
Chief Compliance OfficerJoyce Riegel
Joyce Riegel joined Duff & Phelps Investment Management Co. in August 2002 as Chief Compliance Officer and is responsible for developing and implementing all compliance policies and procedures. From January 2001 to August 2002 she was Vice President and Chief Compliance Officer at Stein Roe Investment Counsel LLC and from July 1996 to December 2000 was Compliance Officer at Stein Roe & Farnham Incorporated. She holds a BA from Governors State University and an MBA from St. Xavier University.Get in Touch
Email:joyce.riegel@dpimc.com -
Credit ManagerCredit ManagerAkin Rojugbokan, CFA
Akin Rojugbokan is a Managing Director and serves as investment analyst, responsible for fundamental credit analysis of all corporate bonds held across all fixed income portfolios managed at Duff and Phelps. He is also responsible for the fundamental equity analysis of large-cap equities. Prior to joining Duff and Phelps in 2005, Mr. Rojugbokan was with National City Corporation where he was responsible for fixed income credit analysis for the corporate bond portfolio and was also an associate within the bank’s Mergers and Acquisitions group. He holds a BS degree from Texas A&M University and an MBA degree from the University of Michigan. -
Global AnalystGlobal AnalystRichard Schiller, CFA, CPA
Richard Schiller serves as a Global Analyst for the Real Estate Securities team, where his research focuses on real estate securities in North America and Europe. Prior to joining Duff & Phelps in 2018, Mr. Schiller was an Equity Research Associate at Robert W. Baird where he provided investment coverage on the office and industrial real estate sectors. Before joining Robert W. Baird, he served as a Portfolio Analyst at the private equity firm GTCR, and previously was a Senior Associate at the accounting firm KPMG. Mr. Schiller earned his BS in Accountancy and Masters of Accounting Science, from the University of Illinois at Urbana-Champaign. He is also a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA). -
Senior Portfolio ManagerSenior Portfolio ManagerShalini Sharma, CFA, CPA
Shalini Sharma serves as a Senior Managing Director and portfolio manager of the Duff & Phelps' Investment Grade Fixed Income & Large Cap Equity institutional separate accounts. Prior to joining Duff & Phelps in 2000, she was an Associate Director and Statistical Coordinator at Brinson Partners. She holds a BS degree from the University of New Delhi and an MBA from Loyola University of Chicago. -
Senior Global Analyst
Associate Portfolio ManagerSenior Global Analyst
Associate Portfolio ManagerRon She, CFA
Ron She serves as a Senior Global Analyst for the Real Estate Securities Team with a primary focus on the Asian Pacific region. In addition, he serves as an Associate Portfolio Manager and has select coverage responsibilities in the U.S. to aid in our assessment of companies with a global and complementary nature. Prior to joining Duff & Phelps in 2007, Mr. She was a Senior Research Associate at FBR Capital Markets, where he covered various U.S. REIT sectors including retail, industrial, office, and healthcare. Previously, Mr. She worked for Capital One Financial as Senior Real Estate Investment Analyst, and Assistant Vice President at Government of Singapore Investment Corp. (GIC) Real Estate, Inc. in New York, engaged in acquisition, disposition, and asset management functions involving various investment vehicles and sectors; Mr. She also worked for a state-owned real estate developer in China. Mr. She earned his MBA degree from The Wharton School of Business, University of Pennsylvania, with honors; he also holds a Master of Architecture degree from the University of Notre Dame, and graduated first in his class with a Bachelor of Engineering degree from Tsinghua University in Beijing. -
Client Portfolio ManagerClient Portfolio ManagerMichael Skurka, CFA
Mr. Skurka serves as Managing Director and Client Portfolio Manager at Duff & Phelps Investment Management Co. In August 2016, Mike joined Duff & Phelps from affiliated manager Virtus Alternative Investment Advisors where he specialized in liquid alternative investment strategies. Prior to joining Virtus in 2014, Mr. Skurka was product specialist for alternative investments at UBS Global Asset Management, with responsibility for product/investment content expertise and business development across a variety of alternative investment structures. Previously, Mr. Skurka was a product specialist at HFR Asset Management, developing the firm’s hedge fund investment platform. Earlier in his career, Mr. Skurka worked as both a private wealth advisor and an equity research associate at Credit Suisse. Mr. Skurka earned a B.S. in finance and international business from Indiana University, and an M.B.A., with a concentration in finance and strategy, from the Kellogg School of Management at Northwestern University. He is a Chartered Financial Analyst (CFA) charter holder, and has been working in the investment industry since 1997. -
Senior Global Analyst
Associate Portfolio ManagerSenior Global Analyst
Associate Portfolio ManagerMichael Slater, CFA
Michael Slater serves as Senior Global Analyst for the Real Estate Securities Team with primary focus on the Europe/Canada region. In addition, he serves as an Associate Portfolio Manager and has select coverage responsibilities in the U.S. to aid in our assessment of companies with a global and complementary nature. Prior to joining Duff & Phelps in 2008, Mr. Slater was an Associate Portfolio Manager at Goodman & Company Investment Counsel in Toronto and was responsible for advising on a global real estate security fund. Previously, Mr. Slater worked at Great West Life Insurance Company, in various positions ranging from acquisitions to asset management with the most recent position being Director of Asset Management. Prior to this position Mr. Slater worked as a Valuation Consultant at a boutique real estate and property tax valuation firm. He received a bachelor of commerce and finance degree (B.Comm.) from the University of Toronto. -
Senior Global Equity AnalystSenior Global Equity AnalystWilliam Van Tuinen, CFA
Bill Van Tuinen has extensive experience in global equity research and a successful track record of investment performance. Prior to joining Euclid Advisors LLC in 2014, Mr. Van Tuinen was with Institutional Capital LLC for 16 years where he led global research for the consumer and transportation sectors for over a decade. Earlier in his career, his research focused on the technology, telecommunication, and utility sectors. In addition to these responsibilities, he was an executive vice president and a voting member of the Institutional Capital Investment Committee which made final decisions on all portfolio recommendations domestically and internationally. Mr. Van Tuinen earned a B.S. in communications from Northwestern University, and an M.B.A., with a concentration in finance and economics, from the University of Chicago, and has been working in the investment industry since 1995. -
Senior Equity TraderSenior Equity TraderBrian VanderMeulen
Brian VanderMeulen is a Director at Duff & Phelps and is responsible for the trading of equity investment portfolios. He joined the firm in 2000. Prior to joining Duff & Phelps, Mr. VanderMeulen served in options and currency operations at First Options Chicago. He began his investment career in 1997. He holds a BS degree from Trinity Christian College and an MBA from St. Xavier University. -
Research AnalystResearch AnalystKyle West, CFA
Kyle West serves as Director and Research Analyst for MLPs and Infrastructure at Duff & Phelps Investment Management Company. Mr. West concentrates his research on US and Canadian midstream energy companies. Previously, Mr. West served as an Institutional Relationship Manager and Product Specialist for the firm’s Investment Grade Fixed Income, Large Cap Equity, and Global Listed Infrastructure strategies. Mr. West holds a B.A. in Mathematics, cum laude, from Wabash College and an MBA, magna cum laude, from The Mendoza College of Business at University of Notre Dame. -
HR Generalist/Office ManagerHR Generalist/Office ManagerWendy Williams
Wendy Williams joined Duff & Phelps Investment Management Co. in August, 2013, as the Office Manager and HR Generalist. Her responsibilities include overseeing the day-to-day management of all facility-related matters, outside vendors, budgeting, planning special events, and implementing policies and procedures for DPIM. As the primary contact for the Office Services department, Ms. Williams supervises the administrative staff to ensure a balanced and efficient workflow is maintained for the shared group. As HR Generalist, she is the first point of contact in Chicago for all HR-related matters including distributing personnel-related communications, assisting with recruiting, interviewing, terminations, compensation, benefits and processing of all new hires including facilitating orientation, planning work space, and security clearance. Prior to Duff & Phelps, Ms. Williams’ was employed as office manager and HR Coordinator for various corporate, film and association entities including: AirTouch Cellular (now Verizon), Sony Pictures, Showtime Networks, Caesars Entertainment, Inc., Lhoist North America and Network of Vertafore Users (NetVU). She holds an AA, Paralegal Studies from Merrit College. -
Portfolio Manager
Senior Research AnalystPortfolio Manager
Senior Research AnalystSteven Wittwer, CFA
Steven Wittwer, Managing Director, is a Portfolio Manager and Senior Analyst for the Global Listed Infrastructure Strategy. Mr. Wittwer concentrates his research on the global communications, transportation, and utilities sectors. Prior to joining Duff & Phelps in 2017, he was a Portfolio Manager and Senior Equity Analyst at Great Lakes Advisors in Chicago, and previously worked for UBS Global Asset Management for 14 years in various capacities including functioning as the Global Head of their Global Telecom team, conducting research in the US, Asia and Europe, and was a key participant on the UBS Global Technology team. He holds a BBA in Accounting from the Wisconsin School of Business, University of Wisconsin, and an MBA in Finance from the Ross School of Business, University of Michigan-Ann Arbor. He is a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA) (inactive).