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Tony Y. Dong, CFA
Vice Chairman, Chief Investment Officer and Lead Manager, Mid-Cap Team
BBA with Distinction from the University of Michigan School of Business Administration
MBA in Finance from Wayne State University
Joined Munder Capital Management in 1988
Years of Experience: 26
Focus: Tony is Vice Chairman, Chief Investment Officer and Lead Manager, Mid-Cap Team of Munder Capital Management, and is a member of Munder Capital Holdings, LLC Board of Directors. As C.I.O, Tony oversees the firm’s investment management teams and disciplines. He monitors investment teams for investment skills, risk management and portfolio construction in order to provide tailored investment management solutions designed to meet clients’ needs. Tony has 25 years of investment experience that includes leading: equity strategy, a portfolio management team, and equity research; further, he has successfully developed investment strategies that focus on adding value, controlling risk, and building wealth for clients over the long-term. Leading our Mid-Cap and Small/Mid-Cap equity strategies, his team has demonstrated expertise in their ability to add value through stock selection and oversees the management of nearly $6 billion in these strategies as of December 31, 2009. Over the years he has been featured in various publications and financial television programs including: Investor’s Business Daily, the Neil Cavuto show on Fox News, and CNBC. His strategies have received recognition from many publications and industry rating and ranking firms, including: USA Today, Business Week and Morningstar. In addition, a mutual fund for which he is lead portfolio manager received a Lipper Best Fund award. Having joined Munder Capital in 1988, he has also served both as Senior Portfolio Manager for mid-cap, large-cap, and small/mid-cap portfolios, and as Managing Director, Mid-Cap Equity. Tony holds a B.B.A. (with distinction) from the University of Michigan and an M.B.A. in finance from Wayne State University. He is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Detroit.
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Gregory L. Batey, Ph.D.
Managing Director and Chief Investment Officer, Fixed Income
B.S. from the University of Michigan in Engineering
Ph.D. from Stanford University in Engineering Economic Systems
Joined Munder Capital Management in 2010
Years of Experience: 25
Focus: Greg oversees the fixed income area of the firm, directing fixed income strategy, portfolio management, research and trading. Greg is a seasoned professional with more than 25 years of experience in fixed income quantitative analysis, investment strategy, market and credit research and product development spanning domestic and international markets. Prior to joining Munder Capital, he led fixed income portfolio strategy, quantitative and market research groups at JP Morgan, Chase Manhattan Bank, and Lehman Brothers in New York, London and Hong Kong. Greg has expert knowledge of fixed income portfolio management, risk management, and performance measurement and attribution. His investment strategy and research expertise has been recognized by numerous industry publications, including by being named best fixed income strategist in the Institutional Investor All Asia Poll and top Asia fixed income research team by Asia Debt Review and Global Finance. Greg earned a B.S. from the University of Michigan in Engineering and a Ph.D. from Stanford University in Engineering Economic Systems.
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Remi J. Browne, CFA
Managing Director, International Equity Team
BA from Colby College in Math and Economics
MSM from the M.I.T. Sloan School of Management
Joined Munder Capital Management in 2007
Years of Experience: 24
Focus: Managing Director of Munder Capital's international equity team and a member of the firm's Operating and Product Policy committees. Lead manager of Munder Capital's International Core Equity strategy, a member of the team managing Munder Capital's International Small-Cap Equity strategy, and analyst for the financials sector for the international team.
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Peter S. Carpenter, CFA
Senior Portfolio Manager
BA from Middlebury College
MBA from Boston University
Joined Munder Capital Management in 2007
Years of Experience: 14
Focus: Co-manager of Munder Capital's International Core Equity strategy. Also on the team managing Munder Capital's International Small-Cap Equity strategy, and analyst for the consumer discretionary and industrials sectors for the international team.
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Robert D. Cerow, CFA
Equity Analyst
BA from St. Lawrence University in Economics and Writing
Joined Munder Capital Management in 2007
Years of Experience: 6
Focus: Member of the team managing Munder Capital’s International Core and International Small-Cap Equity strategies, and analyst for the telecommunications services sector for the international team.
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Peter J. Collins
Senior Equity Analyst
BBA from the University of Massachusetts at Amherst
MS in Finance from Boston College
Joined Munder Capital Management in 2007
Years of Experience: 9
Focus: Member of the team managing Munder Capital’s International Core and International Small-Cap Equity strategies, and analyst for the utilities sector for the international team. He is also a co-manager of the Munder International Equity Fund and the Munder Energy Fund.
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Robert E. Crosby, CFA
Senior Portfolio Manager
BA in Economics from the University of Missouri
MS in Economics and Finance from Murray State University
Joined Munder Capital Management in 1993
Years of Experience: 16
Focus: Co-manages the Munder Small-Cap Value and Micro-Cap Equity funds as well as separately managed accounts in Munder Capital’s Small-Capitalization Value, Mid-Capitalization Value, Micro-Cap, Mid-Cap/Small-Cap Blend and Real Estate strategies.
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John W. Evers, CFA
Senior Portfolio Manager
BS in Business Administration from the University of Maine
MS in Finance from Boston College
Joined Munder Capital Management in 2007
Years of Experience: 15
Focus: Co-manager of Munder Capital’s International Small-Cap Equity strategy. Also a member of the team managing Munder Capital’s International Core strategy, and analyst for the energy sector for the international team.
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Stephen Bradley Fush, CFA
Director, Fixed Income Credit Research
BA in Economics from Albion College
MBA in Finance from Wayne State University
Joined Munder Capital Management in 2000
Years of Experience: 13
Focus: Responsible for leading the fixed income credit research effort at Munder Capital and for analyzing corporate and asset-backed issuers for the fixed income team.
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Edward D. Goard, CFA
Co-Chief Investment Officer, Fixed Income and Senior Portfolio Manager
BS in International Finance from San Francisco State University.
Joined Munder Capital Management in 2007
Years of Experience: 16
Focus: As Co-Chief Investment Officer of Fixed Income, Ed focuses on overseeing the management and monitoring of our core fixed income strategies. Additionally, Ed manages multi-sector fixed income portfolios. He joined Munder Capital in 2007 with expert knowledge of the mortgage-backed securities market. Previously, Ed was with Barclays Global Investors (BGI) with direct responsibility for managing $40 billion of fixed income investments and a team of portfolio managers. At BGI, he was a Principal, the Head of Interest Rate and Mortgage Strategy, and Senior Portfolio Manager where he helped develop and implement several multi-sector core and core-plus fixed income strategies. Additionally, he served as a member of the fixed income investment committee providing expertise in sector allocation, mortgage, and interest rate strategy. He has 16 years of capital markets and portfolio management experience and earned a B.S. in International Finance from San Francisco State University. Ed is a CFA® charterholder and a member of the CFA Institute.
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Madan Gopal
Equity Analyst
B.E. in Civil & Environmental engineering from Anna University in India
M.S. in engineering from the University of Oklahoma
M.B.A. from the University of Chicago
Joined Munder Capital Management in 2007
Years of Experience: 1
Focus: Analyzes equity securities for Munder Capital’s Mid-Capitalization Core Growth strategy. Responsible for conducting independent research, developing screening tools, and finding good businesses that are currently undervalued.
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Michael P. Gura, CFA
Senior Portfolio Manager
BBA in Finance from Walsh College
MS in Finance with Distinction from Walsh College
Started with Comerica Bank in 1986. Joined Munder Capital in 1995 as a result of the merger with Comerica and its investment subsidiaries.
Years of Experience: 21
Focus: Member of the portfolio management teams managing Munder Capital's Large-Capitalization Growth and Multi-Capitalization Growth investment strategies and their associated mutual funds as well as the Large-Cap Growth and Multi-Cap Growth segments of the Munder Asset Allocation Fund - Balanced. Also manages Munder Capital’s Healthcare equity strategy, including the Munder Healthcare Fund.
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Gavin Hayman, CFA
Equity Analyst
Honors degree in Law from the University of Central Lancashire, Preston, U.K.
Joined Munder Capital Management in 2001
Years of Experience: 15
Focus: He analyzes equity securities for the Mid-Capitalization Core Growth and Mid-Cap/Small-Cap Blend stratetgies. He also assists with portfolio strategy, sector analysis, stock selection and monitoring of companies owned in the portfolio.
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Julie R. Hollinshead, CFA
Senior Portfolio Manager
BA (Cum Laude) in French from Tufts University
MA in International Economics & International Relations from Johns Hopkins University
Started with Comerica Bank in 1985. Joined Munder Capital in 1995 as a result of the merger with Comerica and its investment subsidiaries.
Years of Experience: 15
Focus: Co-manages the Munder Small-Cap Value and Micro-Cap Equity Funds, as well as separately managed accounts in Munder Capital’s Small-Capitalization Value, Mid-Capitalization Value, Mid-Cap/Small-Cap Blend and Micro-Cap strategies.
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James R. Kelts, CFA
Fixed Income Trader & Portfolio Manager
B.A. in Finance from Michigan State University
Joined Munder Capital Management in 2003
Years of Experience: 2
Focus: Trades Government and Agency bonds, other types of bonds at sector expert direction, and assists in managing fixed income portfolios.
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Thomas P. Kenny, CFA
Senior Portfolio Manager
BS (Cum Laude) from the University of Detroit
MBA from the University of Detroit-Mercy
Started with Comerica Bank in 1989. Joined Munder Capital Management in 1995 as a result of Munder's merger with Comerica and its investment subsidiaries.
Years of Experience: 16
Focus: Senior Portfolio Manager and co-manager of Munder Capital's Large-Capitalization Growth and Multi-Capitalization Growth investment strategies and their associated mutual funds as well as the Large-Cap Growth and Multi-Cap Growth segments of the Munder Asset Allocation Fund - Balanced. Also is the Chairman of Munder Capital’s Pricing Committee.
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Brian E. Kozeliski, CFA, CAIA
Portfolio Manager
BA in Mathematics and Spanish from Willamette University
MBA with distinction in Finance from Thunderbird - The Garvin School of International Management
Joined Munder Capital Management in 1999
Years of Experience: 11
Focus: Member of the team responsible for managing the Munder International Equity Fund and the Munder Asset Allocation Fund - Balanced and is the co-manager of the Munder Energy Fund. Also provides quantitative research, including attribution analysis, for all of Munder Capital’s equity investment strategies as a member of the firm’s quantitative support group.
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John F. Kreiter, CFA
Senior Portfolio Manager
BBA in Business Administration from Northwood University
MBA in Finance from Wayne State University
Joined Munder Capital Management in 1995
Years of Experience: 19
Focus: Member of Munder Capital's Large-Capitalization Value, Mid-Capitalization Value and Multi-Capitalization Value portfolio management teams, and co-manages the Munder Large-Cap Value Fund. Focuses on security analysis and selection with an emphasis on the energy, industrials, basic materials and the consumer discretionary sectors and participates in portfolio strategy and administration.
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Michael J. Krushena, CFA
Senior Portfolio Manager
BA in Economics from the University of Michigan
MBA in Finance from the University of Michigan
Joined Munder Capital Management in 2000
Years of Experience: 14
Focus: Responsible for managing fixed income and cash portfolios and trades asset-backed and corporate bonds. Also co-manages the Munder Bond Fund.
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Mark A. Lebovitz, CFA
Portfolio Manager and Equity Analyst
BA in Material and Logistics Management from Michigan State University
MBA from Oakland University
Joined Munder Capital Management in 1999
Years of Experience: 13
Focus: Member of the team responsible for the management of the Munder Growth Opportunities Fund and the Munder Technology Fund. Also provides idea generation and research support in the technology sector for other equity strategies at Munder Capital.
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Daniel B. LeVan, CFA
Director, International Small-Cap Equity
BS in Electrical & Computer Engineering from Clarkson University
MBA from Bentley College
MS in Finance from Boston College
Joined Munder Capital Management in 2007
Years of Experience: 15
Focus: Lead manager of Munder Capital’s International Small-Cap Equity strategy. Also is a member of the team managing Munder Capital’s International Core Equity strategy, and analyst for the health care and technology sectors for the international team.
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Brian S. Matuszak, CFA
Senior Equity Analyst
BBA in Finance and Accounting (with distinction) from the University of Michigan
MS in Applied Economics from the University of Michigan
Joined Munder Capital Management in 2000
Years of Experience: 11
Focus: Analyzes equity securities for Munder Capital's Mid-Capitalization Core Growth and Mid-Cap/Small-Cap Blend strategies, as well as their associated funds. Also is a member of the team managing the Real Estate Equity Investment (REIT) strategy. Assists with portfolio strategy, sector analysis, stock selection, and the monitoring of companies owned in the portfolio.
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Thomas M. Mudie, CFA
Senior Portfolio Specialist
BBA in Finance from the University of Michigan
MBA in Finance from the University of Michigan
Started with Comerica Bank in 1973. Joined Munder Capital in 1995 as a result of the merger with Comerica and its investment subsidiaries.
Years of Experience: 36
Focus: With over 35 years of investment experience, Tom primarily focuses on communicating portfolio level strategy and related details to Institutional clients as well as constituents within Munder Capital for Mid-Cap Core Growth and Mid-Cap Growth portfolios.
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Andy Y. Mui, CPA
Senior Equity Analyst
BBA from the University of Michigan
MBA from the Tuck School of Business at Dartmouth
Joined Munder Capital Management in 2005
Years of Experience: 8
Focus: Analyzes equity securities for Munder Capital's Mid-Capitalization Core Growth and Mid-Cap/Small-Cap Blend strategies, as well as their associated funds. Assists with portfolio strategy, sector analysis, stock selection, and the monitoring of companies owned in the portfolio.
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John W. Murray, Jr., CFA
Senior Portfolio Specialist
B.S. in finance from Syracuse University
Joined Munder Capital Management in 2008
Years of Experience: 21
Focus: With over 20 years of investment experience, John primarily focuses on communicating portfolio level strategy and related details to Institutional clients as well as constituents within Munder Capital for the International Core Equity and International Small-Cap Equity strategies.
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Gregory D. Oviatt, CFA
Senior Portfolio Manager/Senior Credit Analyst
BA in Economics from Kalamazoo College
Joined Munder Capital Management in 2000
Years of Experience: 16
Focus: Manages fixed income portfolios and conducts credit research, focusing on investment-grade corporate bonds and commercial mortgage-backed securities.
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John P. Richardson, CFA
Director, Small-Cap Equity and Senior Portfolio Manager
BBA in Finance from Western Michigan University
MBA from Wayne State University
Joined Munder Capital Management in 1985
Years of Experience: 34
Focus: Co-manages all mutual funds and separately managed accounts in Munder Capital's Small-Capitalization Value, Mid-Capitalization Value, Micro-Cap and Mid-CapSmall-Cap Blend investment strategies.
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George L. Sanders, II
Senior Equity Research Associate
Started with Comerica Bank in 1984. Joined Munder Capital in 1995 as a result of the merger with Comerica and its investment subsidiaries.
Years of Experience: 17
Focus: Provides quantitative equity research for our mid-capitalization (growth and value), small-capitalization value and micro-capitalization strategies. Also, is a member of the portfolio management teams responsible for the Mid-Capitalization Core Growth and Mid-Cap/Small-Cap Blend investment strategies, as well as their associated funds.
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Joseph W. Skornicka, CFA
Senior Portfolio Manager
BA in Financial Administration from Michigan State University
MBA from the University of Michigan
Started with Comerica, Inc. in 1988. Joined Munder Capital in 1995 as a result of the merger with Comerica and its investment subsidiaries. Left Munder in 2001; rejoined firm in 2004.
Years of Experience: 21
Focus: Member of the team responsible for managing the Large-Capitalization Value, Mid-Capitalization Value and Multi-Cap Value investment strategies at Munder Capital, including the Large-Cap Value Fund and co-manages the Asset Allocation Fund-Balanced. Provides idea generation and research support in the financial services sector for other equity strategies at Munder Capital.
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Kenneth A. Smith, CFA
Senior Portfolio Manager
BBA from the University of Michigan
MBA from the University of Chicago Graduate School of Business
Joined Munder Capital Management in 1996
Years of Experience: 14
Focus: Member of Munder Capital’s Large-Capitalization Value and Multi-Capitalization Value portfolio management teams, focusing on the technology and telecommunications services and utilities sectors. Additionally, he co-manages the Munder Growth Opportunities Fund and the Munder Technology Fund.
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Roger A. Soderstrom
Senior Portfolio Manager
BA in Marketing from Michigan State University
Joined Munder Capital Management in 1997
Years of Experience: 24
Focus: He is the lead manager of the Munder Tax-Free Short & Intermediate Bond Fund. Other responsibilities include overseeing the trading of tax-exempt fixed income securities and managing taxable client portfolios.
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Jeffrey R. Sullivan, CFA
Senior Portfolio Manager
BA in Economics from Washington & Jefferson College
Joined Munder Capital Management in 2007
Years of Experience: 14
Focus: Member of the team managing Munder Capital’s International Core and International Small-Cap Equity strategies, and analyst for the consumer staples and materials sectors for the international team.
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Adam C. Thayer, CFA
Assistant Portfolio Manager
BA in Finance from Michigan State University
Joined Munder Capital Management in 2000
Years of Experience: 12
Focus: Trades Municipal bonds and assists in managing fixed income investments in taxable and tax-exempt institutional portfolios. He also co-manages the Tax-Free Short & Intermedate Bond Fund and trades municipal bonds for Comerica Corporate and Personal Trust accounts.
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Michael R. Vandenbossche, CFA
Senior Portfolio Manager
BS in Business Administration from Central Michigan University
MBA from Western Michigan University
Joined Munder Capital Management in 1998
Years of Experience: 19
Focus: Responsible for managing fixed income portfolios, and specializes in trading corporate and commercial mortgage-backed securities. Also co-manages fixed income portion of the Munder Asset Allocation Fund - Balanced.
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Geoffrey A. Wilson, CFA
Co-Chief Investment Officer and Senior Portfolio Manager
BA in Economics from Albion College
MBA from the University of Michigan
Joined Munder Capital Management in 1985
Years of Experience: 33
Focus: As Co-Chief Investment Officer, Geoff works with the C.I.O. overseeing the day-to-day management of investment activities, portfolio monitoring and research. He is also a member of the Mid-Capitalization Core Growth and Mid-Cap/Small-Cap Blend portfolio management teams, and the lead manager of the Core Growth equity investment strategy. Geoff has over three decades of experience as an investment executive, portfolio manager, and research analyst. The first investment professional to join Munder Capital in 1985, he has been involved in all facets of its research, portfolio management, and investment processes since its inception. During the past 25 years, Geoff has directed the equity research effort, developed tailored client strategies for institutional and high-net-worth clients, and been involved in the management and research of fixed income. Geoff is a CFA® charterholder, a member of the CFA Institute, and a member, former Director and past President of the CFA Society of Detroit. Geoff received a B.A. in Economics from Albion College and an M.B.A. from the University of Michigan.
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