Professional Portfolio Management

Experienced Portfolio Management

Professional Portfolio Management

Kathy Wayner, President, CEO and Managing Partner:

Ms. Wayner is the majority owner of Bowling Portfolio Management and is the President and CEO. She has been associated with Bowling Portfolio Management since 1986. Kathy attended the University of Cincinnati. She began her investment career at The Union Central Life Insurance Company, where she managed a variety of different portfolios, including equities, fixed income and convertible securities from 1973-1984. At the time she left Union Central, she held the position of Director of Investment Research. Prior to joining Bowling in 1986, Kathy founded an investment advisory firm in the Cincinnati area. In 1989, Kathy co-founded Cincinnati Asset Management, a specialized fixed income securities firm. In 1994, Kathy rejoined Bowling Portfolio Management to lead its operations. She became President in 2002.

Professional Portfolio Management

Darren Kavesh, CFA, CIO and Managing Partner

Mr. Kavesh joined Bowling in 1994. Darren is the Chief Investment Officer for Bowling, and is responsible for the oversight of all portfolio management activities including research and trading. He began managing Bowling client assets in 1994 and became the firm's CIO in 2001. He is the architect of Bowling's Quantitative Model. Mr. Kavesh began his education at UCLA and graduated from the University of Phoenix, earning a B.S. in Business Administration and an M.B.A. in Business Administration. He holds a Chartered Financial Analyst designation. Darren is a 49% owner of Bowling Portfolio Management LLC.

Investment Advisory Professionals

Professional Portfolio Management

Linda A. Wallace, Assistant Vice President

Linda joined Bowling in 1989 after spending eight years with an institutional investment firm as a trader and Portfolio Management assistant. As a long standing member of the Bowling team, she has worked closely with the President of the firm for over 20 years in ensuring that client needs are being met. Linda's primary responsibility is to serve as the liaison between clients and the investment team. In addition, her depth of knowledge and experience with Bowling permits her to serve as a key resource in a variety of projects firm wide including operations, client reporting and compliance. Linda earned her Associate's Degree from the Miami University.

Professional Portfolio Management

Karen R. Wienkamp, Senior Account Executive

Karen joined Bowling in 1993. Prior to joining Bowling, Karen was the Director of Operations for an institutional fixed income firm. She has over 24 years of investment experience, 17 of which has been with Bowling. She has held the position of Trader and Account Executive over her tenure with the firm. Karen has a comprehensive knowledge of the firm's investment process, its clients and its operations and has worked closely with both the Investment Team and the President of the firm. Karen earned her B.A. from the University of Cincinnati.

Professional Portfolio Management

Tricia Powell, Trading and Operations Executive

Tricia joined Bowling in 2004. During her tenure at the firm, Tricia has overseen research and trading operations and has had primary responsibility for data aggregation and the daily assembly of Bowling's core model. She is currently involved in the operations and trading of the organization and provides support to the Investment and Trading Team. She graduated from the University of Kentucky earning a B.B.A in Finance. Prior to joining Bowling, Ms. Powell was an Assistant Trader for New York Life Investment Management in Lexington, Kentucky.

Professional Portfolio Management

Ed Rountree, CFA, CFP, Vice President

Ed is the Vice President of Client Relations and Business Development for Bowling. Ed's background includes 10 years of industry experience as a financial advisor with Legg Mason and Citigroup. He earned a B.S. in Paper Science and Engineering from Miami University in 1991, and an M.B.A. in Finance from the University of Cincinnati in 1998. He also holds the designation of Certified Financial Planner. In 2010 he was awarded the CFA designation and was made a member of Bowling's Investment Committee.

Professional Portfolio Management

Ted Lenihan, Head Trader

Ted joined the Trading and Research Department of Bowling in 2006 and in 2007 was named Associate Trader. Ted assists in Bowling's research efforts and is the firm's primary trader. Prior to joining Bowling, Ted was a Registered Representative of Bartlett & Company. He has over nine years of experience in the financial services industry with a primary focus on trade execution and settlement. In 2009, he was promoted to the position of Head Trader.