
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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