May 20, 2012   


People

Mary Lisanti, CFA

  • President and Portfolio Manager
  • Industry Experience: 32 years
  • Princeton University - BA in English

Mary Lisanti is a 32-year veteran of small cap growth research and investing. Mary spent the first twelve years of her career as a small cap analyst and strategist on Wall Street. During the past 17 years, she has managed small cap portfolios at three premier asset management companies. In her most recent position as CIO of ING Investments, LLC, (1998-2003) she was responsible for building of the active equity management team. During her tenure there, assets under management in her area grew from several hundred million to several billion dollars. Prior to that, Mary was at Strong Capital Management as Senior Portfolio Manager for both the Small Cap Growth and Mid Cap Growth Strategies. From 1993-1996, Mary was Managing Director and Head of the Small/Mid Cap team at Bankers Trust Company. Mary was named Fund Manager of the Year in 1996 by Barron’s.She was named #1 small cap analyst in 1989 by Institutional Investor’s All-Star Research Team. In addition, she was ranked #2 and #3 in 1987 and 1986 respectively. Mary is also a member of the NYSSA.

 

Jeffrey M. K. Bernstein

  • Senior Vice President - Research
  • Industry Experience: 21 years
  • Union College: BA, English
  • Member, MENSA

Jeff joined AH Lisanti Capital Growth LLC in March of 2010 as Senior Vice President, Research. Jeff has worked with Mary at Bankers Trust, Strong Capital Management and ING Group, where he was a senior research analyst and assistant portfolio manager of the small and mid cap growth portfolios. Jeff works closely with Mary and Karl in his role as senior research analyst to monitor the names in the portfolio and in looking at new ideas for inclusion in the portfolio. He specializes in research on industrials, financials, and energy. He began his career at 13D research and prior to joining Bankers Trust had worked at Cowen and Company in the technology research group. His analytical skills were sharpened through several years’ experience in the hedge fund arena, and his knowledge of financial stocks deepened through several years in the real estate investment/financing business.

 

H. Karl Dimlich, CFA

  • Senior Vice President - Research; Chief Compliance Officer
  • Industry Experience: 11 years
  • Univ. of Connecticut - MBA in Finance
  • Lafayette College - AB in Economics & Finance

Karl joined AH Lisanti Capital Growth LLC in January of 2007 as Senior Vice President, Research. Karl works closely with Mary in his role as senior research analyst to monitor the names in the portfolio and in looking at new ideas for inclusion in the portfolio. Karl has had diverse investment experience since 1997, as a portfolio manager, investment analyst and institutional salesperson. He began his career as an analyst at Columbus Circle, focusing on technology, energy and financials. His analytical skills were sharpened through several years’ experience in the hedge fund arena, most notably with Omega Advisers. Karl’s primary research responsibilities have been focused on the technology sector. He has been an institutional sales executive since 2003, most recently as a Senior Vice President at Nollenberger Capital Partners and Wells Fargo where he acted as a liaison between research analysts, buy-side analysts and portfolio managers. Karl became a Chartered Financial Analyst in 1999.

 

William Krause

  • Research Analyst
  • Industry Experience: 5 years
  • Harvard University - BA in Government

Will joined AH Lisanti Capital Growth LLC in 2005 and is a research analyst and trader. Prior to joining AH Lisanti, he spent a year working at a biotech startup. He is primarily responsible for the healthcare sector

 


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