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Our Story
Employee-owned Investment Advisory Firm

Our Team
Investment Team
Get to know our Investment team
Management and Operations Team
Meet our Management and Operations team
ADVISORS
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PRIVATE CLIENTS
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LITERATURE

Equity Income
Strategy
Fact Sheet
Quarterly Commentary
Learn about
Equity Income
Strategy

Concentrated Large Growth Strategy
Fact Sheet
Quarterly Commentary
Learn about Concentrated
Large Growth
Strategy

Concentrated Small/Mid Growth Strategy
Fact Sheet
Quarterly Commentary
Learn about Concentrated
Small/Mid Growth
Strategy

Large Value
Strategy
Fact Sheet
Quarterly Commentary
Learn about
Large Value
Strategy

Insights
Discussion with Growth PM
Discussion with
Value PM
Correlation and Effective Diversification
Low Volatility Anomaly and Risk Adjusted Growth

Investment Team

James D. Bailey, CFA

Senior Research Analyst
Principal

Nicholas C. Haffenreffer

Chief Investment Officer
Principal, Portfolio Manager

Shawn M. Hendon, CFA

President
Principal, Portfolio Manager

Jeffrey D. Lent

Portfolio Manager, Senior Research Analyst
Principal

Robert E. Torray

Founder and Chairman
Principal, Portfolio Manager

Brian R. Zaczynski, CFA

Research Analyst, Trader
Principal

Management and Operations

Janet M. Gallagher, JD

Director, Investment Operations

Suzanne E. Kellogg, IACCP

Chief Compliance Officer

William M Lane

Chief Financial Officer
Principal, Executive Vice President

Mary J. O'Dell

Trading and Account Administration

Jack S. O'Gorman

Portfolio Analyst

L. Breckenridge Scalise

Director, Client Relations and Marketing

Administrative Professionals

Shirley M. Wilson

Robin G. Lichterman

Ellen V.F. Kirkpatrick

Barbara J. McClung

Investment management since 1972

Address

7501 Wisconsin Ave.
Suite 750 West
Bethesda, Maryland 20814-6519

Contact

855.753.8174
info@torray.com

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