Peter Cahill, CFA, Partner is NorthPointe’s CIO and architect of the Large Cap Value strategy. Pete’s unquestioned ability to build and manage a consistent and adaptive active large cap strategy has been a cornerstone for the firm. His talents are not limited to the large cap space as he teams with the small cap portfolio managers in assessing risk and defining responsibility. Credibility is earned in the asset management business and Pete has certainly earned that from his peers. Pete came to NorthPointe from Loomis Sayles, where he served as Vice President and Director of Quantitative Research since 1997. Before joining Loomis, Pete worked for Bank of America for 5 years beginning in 1993. Pete received his BA from the University of Notre Dame and is a CFA Charterholder.
Mary C. Champagne, CFA, Partner is a long-standing partner of Jeff Petherick’s on the small/smid cap value team. Their partnership goes back to the early 1990’s when Mary joined Jeff at a prior employer to co-manage a very successful small cap value strategy. Together, they have successfully navigated several challenging market environments. Mary’s emphasis on looking to buy good companies at attractive valuations has been a mainstay at NorthPointe. Mary’s career as a small cap portfolio manager began in 1983 at NBD Bank. She left NBD to join Jeff Petherick as co-Portfolio Manager of the Loomis, Sayles Small Cap Value strategy in 1993. Mary earned a BA and MBA from Michigan State University and is a CFA Charterholder.
Michael P. Finkelstein, CFA, Partner joined us in 2002 and has been a solid contributor working closely on the small/smid cap value team. Over the years, Mike has developed a particular expertise in the healthcare space. His stock picks have contributed nicely to the alpha generated by the team. Mike’s willingness to challenge the status quo has helped to encourage a sense of conviction and clarity on the team. Prior to NorthPointe, Mike worked as an Equity Analyst for Strong Capital Management (2001) and developed a strong financial background working in Corporate Finance for Ernst & Young (1992-2000). Mike earned his BBA and his MBA from the University of Michigan. He is a CFA Charterholder.
Michael P. Hayden, CFA, Partner is NorthPointe’s CEO. Mike’s passion for sales, marketing, and client service have greatly contributed to client-focused culture our firm has today. Gaining an appreciation for strategic alliances, and listening to clients, prospects, and consultants have directly influenced how Mike has positioned the firm. But perhaps his biggest accomplishment has been empowering the investment teams to adopt processes and to pursue strategies that will lead to consistent and competitive long-term results. One of Mike’s favorite lines “it’s all about the client experience”. Prior to starting the firm with his partners, he was a Vice President of Marketing and Client Service at Loomis Sayles from 1996 until January of 2000. Before working at Loomis, Michael was a Managing Director at New York Life from 1992 to 1996 and a Vice President with Travelers from 1981 to 1992. Michael received his BS from Pennsylvania State and is a CFA Charterholder.
Lance B. Johnson, is NorthPointe’s National Sales Manager focused on sales to Financial Intermediaries including RIA’s, Independent Financial Planners and Banks. He spent the majority of his career at MetLife where he was responsible for sales throughout the Midwest. Spending his entire career in the financial distribution industry he has a deep appreciation for the role that Financial Advisors play in helping their clients achieve their investment goals. Lance graduated with a B.A. from Olivet College with a Business Administration Major with a concentration in Insurance and Risk Management.
Ken was named Chief Compliance Officer after serving in several capacities at NorthPointe. His knowledge of our operations and compliance functions have been developed since joining the firm in 2006. Ken has also made a significant contribution to our client service effort. Ken has earned his BA from Michigan State University.
Tammy has been with NorthPointe since the summer of 2007. She is an invaluable resource for company filling several important roles with client service and database management leading the way. Tammy works closely with our Compliance Officer and investment team to ensure the correct policies and procedures are followed and implemented.
John is our Director of Quantitative Research whose responsibilities include monitoring and improving our research models, supporting the fundamental stock pickers and portfolio managers with analysis and risk monitoring. John came to NorthPointe first as a college intern before becoming a full-time employee in 2011. He is a proud legacy of NorthPointe’s commitment to the Detroit community through our summer intern program. Eventually, John became Director of Quantitative Research in 2015. John earned his BA in Mathematics and Economics from Albion College and was recently awarded his CFA Charter.
Jeffrey C. Petherick, CFA, CIC, Partner is a founding partner and portfolio manager for many of NorthPointe’s value strategies. His passion for the business dates back to the mid-1980’s when as a junior analyst, he convinced his superiors to let him launch a small cap equity strategy. Since then, Jeff’s competitive drive and singular determination to deliver consistent and competitive investment results have become an example for everyone at NorthPointe Capital. Over the years, Jeff’s knowledge of the financial and energy sectors has been invaluable to the success of the small/smid value portfolio strategies. Jeff began managing small cap value portfolios in 1993. Jeff began his investment career at Masco Corporation as a manager of pension investments. He left Masco to launch a small cap value strategy at Loomis, Sayles. Jeff earned his BA at Albion, his MBA at the University of Michigan and is a CFA Charterholder.
Stephen E. Roberts, CFA, Partner is Director of Research for NorthPointe Capital. Steve has been an extremely valuable contributor to NorthPointe small/smid value team. Steve has followed many sectors over the past 20 years working alongside Mary and Jeff. More recently, his intimate knowledge of the technology and industrial sectors has contributed to the success of the portfolios. Steve has also made a strong firm-wide contribution to the entire research effort in his role as Director of Research. Prior to joining NorthPointe in January of 2000, Steve was with Loomis Sayles as a Vice President and worked with Jeff Petherick and Mary Champagne as a Research Analyst from 1996 to 2000. Before Loomis, Steve built his research expertise as a Research Analyst with Roney and Company (1992-1996) and Olde Discount (1990-1992). Steve received his BSChe from the University of Michigan and his MBA from Michigan State University and is a CFA Charterholder
Steve Stuart joined NorthPointe in 2007. Steve’s experience in Healthcare, Manufacturing, Finance, and business operations have been a valuable resource to the organization. Bringing over 25 years of IT experience, he works closely with all areas of the business, supporting all technology within NorthPointe including Trading and Compliance Operations. Steve earned his BS from Wayne State University.
Jon joined NorthPointe in September 2015. His principle role as our lead on Trading includes trade execution, monitoring and IT support of the trading system. Jon works closely with our IT staff to facilitate a smooth flow of information from the point of execution through trade reconciliation. Jon is currently enrolled in the CFA program.