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.
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, 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.
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 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.
|Fiscal Year End||12/31|
|SMA Minimum Initial Investment||$1,000,000|
|Subsequent Minimum Investments||None|
|Benchmarks||S&P 500, DVY|