Senior Management
Mark Stitzer
Managing Partner
Penn State, BA History, 1982
Mr. Stitzer became Hamlin’s Managing Partner in January 2003. His responsibilities include business development, marketing and assisting the Hamlin Fixed Income Team with sourcing of potential investments. He has been with the firm since December 2001. Mr. Stitzer’s prior experience in the investment business includes Trust Company of the West in 2001 as Senior Vice President in Marketing, Crest Equity Management from 1999-2000 as Managing Director and Edgewood Management Co. from 1995-1998 as Managing Director. From 1984-1995, Mr. Stitzer was a Managing Director at Credit Suisse First Boston (“CSFB”) in the Institutional Fixed Income Department. While at CSFB, he managed the short-term tax-exempt money market and bond department. Mr. Stitzer also serves on the Board of Directors of the Marlu Foundation.
Deborah Finegan
Senior Partner
Katherine Gibbs School, Melville, NY, 1981
Deborah Finegan, Senior Partner and Chief Operating Officer, is a member of the Board of Managers. She has been with the firm since December 2001 and served as the Chief Compliance Officer from 2004 to 2012. Ms. Finegan’s prior experience in the financial markets includes working at CS First Boston (August 1984-April 1995) as a trading assistant on the municipal bond desk. Ms. Finegan completed the Sales and Trading Training Program at CS First Boston in November 1994.
Investment Team - Equity Income
Senior Partner and Equity Portfolio Manager
Senior Partner and Equity Portfolio Manager
Partner and Senior Equity Analyst
Charles S. Garland III, CFA
Senior Partner and Equity Portfolio Manager
Yale University, BA English, Cum Laude, 1989
Mr. Garland, CFA, Senior Partner and Equity Portfolio Manager, joined Hamlin in December 2008. His responsibilities include the oversight of all equity portfolio management and equity securities analysis. Prior to joining Hamlin, Mr. Garland co-managed a technology stock portfolio for Millennium Partners from 2004-2008. Previously, Mr. Garland was Managing Director at Deutsche Bank and predecessor company, Alex Brown & Sons, where he held positions in proprietary trading, institutional sales management and institutional sales from 1993-2004. Mr. Garland began his career at Brown Brothers, Harriman & Co, where he worked from 1989-1993 in the international institutional sales department. He lived overseas in Paris and London for eight of over twenty years in the investment business. Mr. Garland holds a Chartered Financial Analyst designation from the CFA Institute. He also serves on the Board of Episcopal Charities of New York.
Christopher M. D’Agnes, CFA
Senior Partner and Equity Portfolio Manager
Bucknell University, BS Accounting, 1999
Mr. D’Agnes, CFA, Senior Partner and Equity Portfolio Manager, joined Hamlin in 2001. His responsibilities include equity research, stock selection, and equity portfolio construction. Prior to Hamlin, Mr. D’Agnes was an analyst in the Municipal Capital Markets group at Merrill Lynch, where he was involved in the structuring of derivative contracts for hospitals and other tax-exempt municipal issuers. He holds a Chartered Financial Analyst designation from the CFA Institute.
Michael M. Tang, CFA
Partner and Senior Equity Analyst
Princeton University, BA Economics, Summa Cum Laude and Phi Beta Kappa, 2007
Michael M. Tang, CFA, Partner and Senior Equity Analyst, joined Hamlin Capital Management in January 2013. His responsibilities at Hamlin include equity research and portfolio manager support. Prior to joining Hamlin, Mr. Tang was an equity research associate at Barclays and helped cover the leisure and gaming equipment sectors. Previously, Mr. Tang was an investment banking analyst at Lehman Brothers, where he worked on convertible debt origination, accelerated share repurchases, and other derivative-related transactions as part of the Equity-Linked and Hybrid Solutions group. Mr. Tang holds a Chartered Financial Analyst designation from the CFA Institute and is a member of the Board of Trustees for the East Harlem School.
Jaclyn C. Hourihan
Associate
Trinity College, BA Economics, 2010
Jaclyn C. Hourihan, Equity Analyst, joined Hamlin Capital Management in May 2017. Her responsibilities at the firm include equity research analysis and providing portfolio manager support. Prior to joining Hamlin, Ms. Hourihan was a Vice President at Evercore ISI, covering U.S. Oil & Gas Exploration and Production for the firm’s equity research platform. Prior to Evercore ISI, Ms. Hourihan was an equity research associate at Deutsche Bank on the U.S. Oil & Gas Exploration and Production team. Ms. Hourihan is a CFA Level III Candidate.
Madelena Lee
Associate
Stony Brook University, BA Political Science, 2008
Madelena Lee, Associate Analyst, joined Hamlin Capital Management in August 2012. Her responsibilities at Hamlin include trade support, equity reporting, marketing, client service and portfolio manager support. Prior to joining Hamlin, Ms. Lee performed account servicing functions for high net-worth clients and supported management and sales teams in Private Wealth Management at Goldman Sachs.
Investment Team - High Yield Municipal Bonds
Senior Partner and Fixed Income Portfolio Manager
Partner and Senior Fixed Income Analyst
Partner and Senior Fixed Income Analyst
Senior Executive Assistant
Joseph John Bridy
Senior Partner and Fixed Income Portfolio Manager
Bucknell University, BA Finance and Economics, Cum Laude, 1998
Cornell University Johnson Graduate School of Management, MBA in Finance with High Distinction, May 2004
Mr. Bridy, Senior Partner and Fixed Income Portfolio Manager, joined Hamlin in July 2004. Mr. Bridy manages Hamlin’s Fixed Income Team. He oversees all fixed income commitments in addition to overseeing the sourcing and structuring of new fixed income investment opportunities. Prior to Hamlin Mr. Bridy was an analyst in the Fixed Income Division at Goldman Sachs. He then worked as an equity trader and junior portfolio manager at Oscar Capital LLC, a long-short equity hedge fund, founded by former Goldman Sachs executives. During his finance studies at Cornell, Mr. Bridy was awarded the AHA scholarship honoring academic excellence and the Dean’s Leading Edge Award recognizing his outstanding contribution to the business school community. Mr. Bridy was a member of the MSRB’s Investor Advisory Group, which advised the MSRB’s Board of Directors on matters relating to municipal market practices and investor protection issues. He is currently the Vice Chair of the Board of Trustees at Berea College where he also serves as the Vice Chair of the Investment Committee that oversees the college’s $1.2 billion investment endowment, and is a member of the Finance Committee that manages Berea’s $50 million annual operating budget.
Benjamin P. Kaufman, CFA
Partner and Senior Fixed Income Analyst
Northeastern University, BS Finance, 2004
Mr. Kaufman, CFA, Partner and Senior Fixed Income Analyst, joined Hamlin in February 2008. Mr. Kaufman’s responsibilities on Hamlin’s Fixed Income Team include credit analysis on existing and prospective investments as well as sourcing and structuring of new fixed income investments. Mr. Kaufman also oversees secondary fixed income trading activity. Prior to joining Hamlin, he spent two years as a research analyst at Bank of America in Boston and New York. He then worked as a research associate in the Fixed Income Division at HSBC Securities. Mr. Kaufman holds a Chartered Financial Analyst designation from the CFA Institute and is a member of the Finance Committee of the Round Hill Community Church.
Parker B. Stitzer
Partner and Senior Fixed Income Analyst
Harvard University, BA Government, 2008
Columbia Business School, Columbia University, MBA, 2010
Mr. Stitzer, Partner and Senior Fixed Income Analyst, joined Hamlin in May of 2010. Mr. Stitzer’s responsibilities on Hamlin’s Fixed Income Team include credit analysis on existing and prospective investments as well as sourcing and structuring of new fixed income investments. Mr. Stitzer is also active in secondary fixed income trading activity.
Dennis Lam
Fixed Income Analyst
State University of New York at Binghamton, BS Financial Economics, Cum Laude, 2004
Mr. Lam, Fixed Income Analyst, joined Hamlin in November of 2015. Mr. Lam’s responsibilities on Hamlin’s Fixed Income Team include credit analysis on existing and prospective fixed income investments, sector and market analysis and management of Hamlin’s Fixed Income Database. Prior to joining Hamlin, he spent seven years at Moody’s Investor’s Service as a local governments analyst. He then worked for three years as a research analyst at Lord Abbett on the municipal fixed-income team.
Ana Maria McLaughlin
Senior Executive Assistant
University of Hartford, BA Criminal Justice, 2003
Ana Maria McLaughlin joined Hamlin Capital Management in August 2014 as a senior executive assistant. Prior to Hamlin, Ms. McLaughlin spent four years as an Office Manager and Paralegal for a mid-sized law firm in midtown Manhattan followed by a Wall Street boutique with a focus area in Corporate Law and Securities Litigation. Her previous work experience includes working as a Litigation Paralegal for New York City Law Department, Special Federal Litigation Division.
Trading Team
Charlie E. Harkin, CPM
Associate
Seton Hall University, BA Marketing, 1990
Fordham University, MBA in Finance, 1997
Mr. Harkin, Trading and Operations Manager, joined Hamlin in June 2004. His responsibilities include management of the Hamlin Portfolio Administration Team, fixed income trade execution and allocation, and portfolio monitoring. Prior to Hamlin, Mr. Harkin worked at TIAA-CREF, where he managed the installation of new pension plans. Mr. Harkin holds a CPM designation from the Academy of Certified Portfolio Managers and Columbia University.
Brian C. Sergeant
Associate
Gettysburg College, BA Economics and Spanish, 1999
Baruch College Zicklin School of Business, MBA in Finance, 2008
Brian C. Sergeant joined Hamlin Capital Management in August 2008 as a portfolio administrator. Prior to Hamlin, Mr. Sergeant spent five years as a fund administrator at an alternative investment firm in New York. Previously, Mr. Sergeant worked as a Senior Associate in Portfolio Administration for the private client group at Zurich Scudder Investments.
Peter O. Burke
Associate
Hobart College, BA English, 1996
Peter O. Burke joined Hamlin Capital Management in January 2016 as an equity trader. Prior to Hamlin, Mr. Burke was associated with the trading departments of Chilton Investment Company and Pequot Capital Management. Previously, Mr. Burke was an institutional equity sales trader at Merrill Lynch. He started his career in the Private Wealth Management division of Morgan Stanley.
Client Services Team
Brian A. Corcoran, CPM
Associate
Pace University, Bachelor of Business Administration, 2002
Brian A. Corcoran joined Hamlin in 2006 as a portfolio administrator. His scope of responsibilities includes account supervision, trade support as well as client administration. Prior to joining Hamlin Mr. Corcoran worked in the Deutsche Bank’s Ultra High Net Worth department as a portfolio assistant. His previous work experience includes a background in compliance at Societe Generale, NY. Mr. Corcoran has also been a member of the New York State Bankers Association since 2006. Mr. Corcoran holds a CPM designation from the Academy of Certified Portfolio Managers and Columbia University.
Michael M. Doherty, CPM
Associate
University College Dublin, BA History and Politics, 2001
Mr. Doherty joined Hamlin Capital Management in March 2011 as a portfolio administrator. His scope of responsibilities includes account supervision, trade support as well as client administration. Prior to joining Hamlin Mr. Doherty worked as an Assistant Vice President in Deutsche Bank’s Private Wealth Management department. His previous work experience includes working in various Australia Banks as well as Halifax and Bank of Ireland in Ireland. Mr. Doherty holds a CPM designation from the Academy of Certified Portfolio Managers and Columbia University.
Katy Cheng
Associate
New York University, BA Economics, 2004
Katy Cheng became a part of the Hamlin Capital Management Portfolio Administration Team in April 2017. Her daily duties at Hamlin include maintaining client relationships, providing trade support and account administration. Prior to joining Hamlin, Katy spent the last 6 years with Deutsche Bank’s Private Wealth Management division as an Assistant Vice President managing some of the bank’s largest clients while providing a tailored approach to Private Bank Custody. Katy’s experience also includes servicing high net worth clients during her tenure with the Citi Private Bank.
John W. O’Bier
Executive Assistant
University of Delaware - Criminal Justice 1993 - 1996
Mr. O’Bier joined Hamlin Capital Management in October 2014 as an Executive Assistant. Prior to joining Hamlin, Mr. O’Bier spent much of his career in sales & marketing for various agencies. His previous work experience includes several roles at MBNA America Bank throughout Delaware, Maryland, California and New York in Acquisitions & Affinity Credit Card Portfolio Management.
Accounting and Compliance Team
General Counsel and Chief Compliance Officer
Jeremi Roux, JD, CFA
General Counsel and Chief Compliance Officer
Brooklyn Law School, JD Cum Laude, 2012
Penn State, BA Philosophy, 2009
Jeremi Roux, General Counsel and Chief Compliance Officer, joined Hamlin in July 2015. His responsibilities include all legal and compliance matters for the Firm. Prior to joining Hamlin, he served as the Chief Compliance Officer of a mid-sized RIA. Mr. Roux graduated cum laude from Brooklyn Law School where he was an International Business Law Fellow and a member of the Brooklyn Journal of International Law. Mr. Roux holds a Chartered Financial Analyst designation from the CFA Institute and has been admitted to the New York State Bar, 2nd Department.
Robert A. Loverro, CPA
Chief Financial Officer
St. Bonaventure University, Bachelor of Business Administration, 1985
Robert A. Loverro joined Hamlin in March 2013 as Chief Financial Officer where he manages the Firm’s finance function. Prior to joining Hamlin, Mr. Loverro was the Vice President of Finance at Dreman Value Management where he was responsible for all aspects of general accounting, financial analysis and reporting, and chaired the firm’s Operating Committee. Previously, he was the Corporate Controller for a New York City based Hedge Fund/Family Office and spent 15 years with Wachovia Securities as Chief Financial Officer of their Private Client Services Division. He began his career with Deloitte as a member of their financial services practice. Mr. Loverro is a New York State Certified Public Accountant and a member of the AICPA.
Advisory Board
David Feinburg
David Feinburg is currently a teacher, coach and counselor at St. Paul’s School for boys in London, England. From 1997 through 2007 Mr. Feinburg served as Global Head of Sales at ABG Sundal Collier, a Nordic investment bank which he founded and grew to a market capitalization of $800 million USD and 275 employees. From 1979 through 1996 Mr. Feinburg worked at Goldman Sachs in the Equities Division as a research salesperson selling both domestic and international products. During his final two years at Goldman Sachs, Mr. Feinburg managed the European equity sales team.
George M. Jenkins
George M. Jenkins has over 30 years experience in domestic and international banking and the venture capital business. Mr. Jenkins was head of the Special Industries and Venture Capital business segment at Midlantic Banks for 13 years. Previously he was General Partner and COO at Apax Partners. During his career there Mr. Jenkins was the US member of Apax Worldwide Executive Committee.
Dr. Vivian Pan, Ph.D., CFA, CIC
Dr. Pan, CFA, CIC, Senior Adviser at Hamlin served as Hamlin’s Chief Investment Officer from 2007-2016. She continues to provide advice and guidance to Hamlin’s Investment Committee. Dr. Pan joined Hamlin’s predecessor, RRH Capital Management, Inc. in 1996. Dr. Pan worked as an analyst with the U.S. Department of Energy from 1993-1995; a Congressional Science Fellow with the U.S. Senate Committee on Governmental Affairs from 1991-1992; and a Faculty Research Associate at Arizona State University from 1989-1991. She served as a Board Governor of the Investment Adviser Association from 2004-2013, and was the Chair from 2011 to 2013. Dr. Pan currently serves on the Board of Directors and is the Chair of the Investment Committee of Studio in a School. She is also a Board Trustee of the CUNY Graduate Center Foundation.
Roy B. Simpson
Roy B. Simpson has extensive background in entrepreneurial management and small business development. He is the Chairman and principal owner of Everfast, Inc. which owns and operates over 100 Calico Corners stores. Mr. Simpson was also a principal in Colson Investments and a founder of its affiliate, Colson Services Corp., which was formed as a specialized servicer of securitized assets and serviced loans for the US Small Business Administration (7(a) and 503/504 programs) Farmer Mac, the FCC and other governmental or quasi-governmental loan programs. Prior to founding Colson, Mr. Simpson served as the President of Bradford National Corporation, an American Stock Exchange-listed supplier of services to the financial community; and as Senior Vice President of American Can Company with senior responsibility for the Consumer Products Division.
H. Todd Stitzer
During his 27 year career at Cadbury Schweppes, culminating with his appointment as CEO in 2003, Todd Stitzer transformed the company into the world’s largest pure play confectionery company. Mr. Stitzer co-lead the defense against a hostile takeover by Kraft Foods resulting in a 50% premium to shareholders. He retired from the company in April 2010 following its purchase by Kraft. An alumnus of Harvard College and Columbia Law School, Mr. Stitzer began his career at Lord, Day & Lord, specializing in corporate and securities law. He is the Chairman of Signet Jewelers Ltd. the largest specialty jewelry retailer in the US and the UK. In addition, he currently serves on the board of Massachusetts Mutual, a Fortune 100 financial services company. He is also Trustee Emeritus of Springfield College, Springfield, MA, where he was granted the honorary degree of Doctor of Humanics in 2007 and is on the Board of Trustees of the New Britain Museum of American Art in New Britain, Connecticut.
Lucy C. MacMillan Stitzer
Lucy C. MacMillan Stitzer currently serves as Chairman of Waycrosse, Inc. and Chairman of Rush Creek Golf Course. She served as a Director of Cargill, Inc from 1992-2010. Prior to that she was a Vice President with AmeriBank in Minnetonka, MN. She began her career in the Community Banking industry working for Citicorp and Sandler O’Neill.