ZCM Equity Group

Investment Team

Donald Nesbitt, CFA

Chief Investment Officer — ZCM Equity Group, Senior Portfolio Manager

Christian Greiner, CFA

Senior Portfolio Manager

Mark Burka, CFA

Senior Portfolio Manager

Gary Hurlbut, CFA

Senior Portfolio Manager

John Prys, CFA, CPA

Senior Portfolio Manager

Helen Li, CFA

Senior Equity Analyst

Danette Miller, CFA

Senior Equity Analyst

Matt Nahorski

Senior Equity Analyst

Investment Philosophy

We believe that some securities are improperly valued at any point in time due to neglect and over-enthusiasm. 

“It is important to understand the sources of security mispricing and identify the risks associated with an investment; successful portfolio management manages the trade-off of that risk and return.”

Chief Investment Officer — ZCM Equity Group

Our experienced teams share their insights and vision to create customized solutions that meet our clients unique needs.

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