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Employee-owned Investment Advisory Firm

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Meet our Management and Operations team
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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
Quarterly Call Replay
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

Principal
Senior Research

Nicholas C. Haffenreffer

Principal
Portfolio Management and Research

Shawn M. Hendon, CFA

Principal
Portfolio Management and Research

Jeffrey D. Lent

Principal
Portfolio Management and Research

Robert E. Torray

Founder and Principal
Portfolio Management and Research

Brian R. Zaczynski, CFA

Trading and Research

Management and Operations

Janet M. Gallagher, JD

Director of Investment Operations

Suzanne E. Kellogg, IACCP

Chief Compliance Officer

William M Lane

Principal
Executive Vice President and Chief Financial Officer

Mary J. O'Dell

Trading and Account Administration

L. Breckenridge Scalise

Associate, Client Relations and Development

Hugh P. Tawney

Director, Client Relations and Development

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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