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Our Team

Invested with you.

Since 1983, when Wally Weitz invested his own capital alongside $11 million from his first clients, the culture at Weitz Investments has been one deeply rooted in “shared success.” As of 03/31/2022, Weitz manages approximately $4.0 billion in assets, including personal investments from Weitz team members, who have significant assets in the mutual funds we manage. At Weitz, we are singularly focused on serving our clients. We believe aligning our financial futures is a powerful expression of our commitment to shared success, demonstrating the confidence we have in our people, investment philosophy, discipline and approach.

Leadership

Wally Weitz, CFA

Co-Chief Investment Officer

Portfolio Manager

Drew Weitz

Portfolio Manager

James Boyne

President

Brad Hinton, CFA

Co-Chief Investment Officer

Portfolio Manager

Investment Team

Wally Weitz, CFA

Co-Chief Investment Officer

Portfolio Manager

Brad Hinton, CFA

Co-Chief Investment Officer

Portfolio Manager

Tom Carney, CFA

Director of Fixed Income Research

Portfolio Manager

Drew Weitz

Portfolio Manager

Nolan Anderson

Portfolio Manager

Research Analyst

Barton Hooper, CFA

Director of Equity Research

Jon Baker, CFA

Research Analyst

David Kratz

Fixed Income Research Analyst

Nathan Ritz, CFA

Research Analyst

Amy Sacco

Equity Research Associate

Mo Spolan

Research Analyst

Dan Sullivan

Fixed Income Securitized Investment Analyst

Yana Morgan, CFP®

Director

Client Portfolio Manager

Distribution

Intermediary Distribution & Support

Kelly Kraft, CIMA®

Vice President Director of Intermediary Distribution

Contact

Ernie Gordon, CIMA®

Director of Strategic Accounts

Joe Merlo

Regional Director

Institutional and Sub-Advisory

Daniel Ryan

Director of Institutional and Sub-Advisory Distribution

Contact

Client Services

Ann Krone

Senior Client Relationship Representative

Jessica Nagengast, CFP®

Senior Client Relationship Representative

Victoria Fischetto

Client Services Associate

Operations and Administration

John Detisch

Chief Compliance Officer

General Counsel

Shar Bennett

Vice President

Director of Finance and Operations

Lori Dorsey

Vice President

Director of Marketing and Client Experience

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