Biographies

Prior to joining ICC Capital Management in 2005, Robert was President of Ryan ALM in New York; served as CEO and CIO of Harbor Capital Management in Boston; established and served as President and Chief Portfolio Strategist of MBIA Capital Management; and was Chief fixed income strategist/portfolio manager for Shields Asset Management, a division of Alliance Capital Management. Bob also served as Deputy Director for the 1980 Olympic Winter Games. He received his BA from Clemson University and has a Masters Degree in Public Administration from the Pennsylvania State University.

Bart manages our Core Value Equity, Large Cap Growth and International ADR strategies.  In addition, he works on the development and refinement of the firm’s quantitative investment models.  Prior to joining ICC in 1993, Bart worked as a credit analyst for Washington Federal Savings Bank in Washington, DC.  Bart received his BA from Michigan State University and his MA from the Elliot School of International Policy at The George Washington University.  Bart works out of our Walnut Creek office in California.

Andy serves as the lead portfolio manager for our Multi-Cap Equity product in addition to managing his responsibilities as Chief Investment Officer.  Prior to joining ICC in 1995, Andy worked as portfolio manager and investment strategist at Alliance Capital Management LP.  During this decade long tenure he appeared in numerous public and industry forums as a spokesman for the firm’s investment products.  Andy received his BA from Wabash College, his MBA from Indiana University. He is a CFA charterholder. 

Robert co-manages ICC’s Core Value Equity strategy.  Prior to joining ICC in 2004, Robert was an equity portfolio manager and manager of operations for Paradigm Asset Management in New York, where he spearheaded the firm’s operations department.  In addition, he was a portfolio management associate at Independence Investment Associates in Boston, where he team-managed the firm’s Large Core equity product.  Robert received his MM from Boston University and his BA (Phi Beta Kappa) from Binghamton University (SUNY).  

Vittorio joined the company in August 2005 as a Senior Operations Analyst and was promoted to a Multi-Cap Equity trader in November 2006. Vittorio joined Multi-Cap Equity strategy team as the Assistant Portfolio Manager in October 2008. Prior to coming to ICC he interned at KCM Asset Management.  He graduated as a Roland George Merit Scholar from Stetson University, where he earned a BBA in Finance with an Information Technology minor in 2005 and MBA in 2007. Vittorio is a CFA charterholder. He works out of our Walnut Creek office in California. 

Grant is the founder of the firm who is currently responsible for servicing our Florida Municipal client relationships. He joined the firm in 1986 following ten years of service as a pension consultant with Rogers, Casey & Barksdale and later with William M. Mercer, Inc.  Prior to his consulting experience, Grant served as a staff attorney with General Mills, Inc.  He received a BA from Drake University, a JD from the William Mitchell College of Law, is a licensed attorney and a member of the Minnesota State Bar.

Mike joined ICC in 1994 and is responsible for the client servicing of our Taft-Hartley client base in the Southeast region.  In addition to his role in client servicing, Mike works with our Taft Hartley marketing team in the development of new business opportunities across the country.  Prior to joining the firm, he was President of the Mobile, Alabama Building Trades Union and business manager of a Millwrights Local Union.  

Dick comes to ICC Capital from Alliance Capital Management where he served as Senior Vice President for their Taft Hartley division. Prior to joining Alliance, Dick was President of Shields Asset Management an investment management firm specializing in Taft Hartley and Public fund management. Dick has been involved in all aspects of the money management business including portfolio management, marketing and client servicing. He holds a BBA from Georgetown University and an MBA from Fordham University.  Dick operates out of our New York City office.  

Kevin joined ICC Capital as a senior investment professional in 2004 dedicated to marketing and client services to the labor community.  Formally with Rittenhouse Asset Management, he was responsible for the oversight of $1 Billion in ERISA retirement assets. Kevin has held several senior positions in investment management firms since 1985, specifically working with a broad range of building trades and related funds.  He holds a JD from the University of Bridgeport School of Law.  Kevin works out of our New York City office.

John joined ICC Capital in 2003. He has worked for over 40 years in the investment management business. Immediately prior to coming to ICC, John spent 16 years with Alliance Capital MLP (Alliance Bernstein) and Shields Asset Management where his responsibilities included investment management, marketing and client service. He received his undergraduate degree in Business Administration from St. John's University in New York and his graduate degree in Finance from NY University.  John works out of our New York City office.

Steve joined ICC in 2001 and is responsible for maintaining client relationships and policy administration within our Public Fund client services group. In addition to his role within our client services team, Steve is the Chief Compliance Officer of ICC.  Prior to joining our firm, Steve worked for the Georgia Lottery Corporation in a marketing and client servicing role.  He received his BA from Ferris State University and MBA in Marketing from Mercer University.  Steve is a member of the National Association of Compliance Professionals and is a Certified Regulatory and Compliance Professional through the FINRA Institute at the Wharton School of Business. 

Brian joined ICC Capital in 2005 and has over 15 years of marketing and investment experience serving the Taft-Hartley community.  Prior to ICC Capital, Brian served as marketing director of Taft-Hartley Funds for Fortis Investments in Boston.  He holds a degree in Business Administration from Babson College and lives in Greater Boston serving our New England clients.