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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.” Today, Weitz manages approximately $3.5 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

Wallace Weitz, CFA

Co-Chief Investment Officer

Portfolio Manager

Bradley Hinton, CFA

Co-Chief Investment Officer

Portfolio Manager

Andrew Weitz

Portfolio Manager

James Boyne

President

Investment Team

Wallace Weitz, CFA

Co-Chief Investment Officer

Portfolio Manager

Bradley Hinton, CFA

Co-Chief Investment Officer

Portfolio Manager

Thomas Carney, CFA

Director of Fixed Income Research

Portfolio Manager

Andrew Weitz

Portfolio Manager

Nolan Anderson

Portfolio Manager

Research Analyst

Barton Hooper, CFA

Director of Equity Research

Jonathan Baker, CFA

Research Analyst

Sean Pompa, CFA

Research Analyst

Nathan Ritz, CFA

Research Analyst

David Kratz

Fixed Income Research Associate

Amy Sacco

Equity Research Associate

Lori Kuhlmann

Trader

Debbie Stalnaker

Trading/Portfolio Assistant

Yana Morgan, CFP

Director

Client Portfolio Manager

Contact

Distribution

Strategic Relationship Group

Kelly Kraft, CIMA

Vice President Director of Intermediary Distribution

Contact

Ernie Gordon, CIMA

Director of Strategic Accounts

Contact

Scott Lucks, CRPC

Regional Director

Contact

Joe Merlo

Regional Director

Contact

Client Services

Mary Bickels

Client Services Manager

Contact

Rachelle Hill, CMFC

Senior Client Relationship Representative

Contact

Ann Krone

Senior Client Relationship Representative

Contact

Jessica Nagengast, CFP

Senior Client Relationship Representative

Contact

Operations and Administration

John Detisch

Chief Compliance Officer

General Counsel

Shar Bennett

Vice President

Director of Fund Administration

Lori Dorsey

Vice President

Director of Marketing

Martha Gilchrist

Vice President

Director of Finance

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