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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 9/30/2023, Weitz manages approximately $4.2 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 headshot

Wally Weitz, CFA

Co-Chairman of the Board

Co-Chief Investment Officer

Portfolio Manager

Drew Weitz headshot

Drew Weitz

Co-Chairman of the Board

Senior Vice President

Portfolio Manager

James Boyne headshot

James Boyne

President

Brad Hinton headshot

Brad Hinton, CFA

Executive Vice President

Co-Chief Investment Officer

Portfolio Manager

Investment Team

Wally Weitz headshot

Wally Weitz, CFA

Co-Chairman of the Board

Co-Chief Investment Officer

Portfolio Manager

Brad Hinton headshot

Brad Hinton, CFA

Executive Vice President

Co-Chief Investment Officer

Portfolio Manager

Drew Weitz headshot

Drew Weitz

Co-Chairman of the Board

Senior Vice President

Portfolio Manager

Tom Carney headshot

Tom Carney, CFA

Vice President

Co-Head of Fixed Income

Portfolio Manager

Nolan Anderson headshot

Nolan Anderson

Vice President

Co-Head of Fixed Income

Portfolio Manager

Barton Hooper headshot

Barton Hooper, CFA

Vice President

Director of Equity Research

Jon Baker headshot

Jon Baker, CFA

Equity Research Analyst

Nathan Ritz headshot

Nathan Ritz, CFA

Equity Research Analyst

Mo Spolan headshot

Mo Spolan

Equity Research Analyst

Andrew McClure headshot

Andrew McClure

Jr. Equity Research Analyst

Zayan Atcha headshot

Zayan Atcha

Equity Associate

David Kratz headshot

David Kratz

Fixed Income Research Analyst

Dan Sullivan headshot

Dan Sullivan

Fixed Income Research Analyst

Distribution

Lori Dorsey headshot

Lori Dorsey

Senior Vice President

Chief Client Officer

Intermediary Distribution & Support

Ryan Holloman headshot

Ryan Holloman

Vice President

Director of Intermediary Sales

Joe Merlo headshot

Joe Merlo

Regional Director

Scott Lucks headshot

Scott Lucks, CIMA®

Regional Director

Ryan Pease headshot

Ryan Pease

Regional Consultant

Institutional and Sub-Advisory

Daniel  Ryan headshot

Daniel Ryan

Vice President

Head of Consultant Relations & Senior Client Portfolio Manager

Contact

Client Services

Ann Krone headshot

Ann Krone

Director of Client Services

Jessica Nagengast headshot

Jessica Nagengast, CFP®

Senior Client Relationship Representative

Rachelle Hill headshot

Rachelle Hill, CMFC®

Senior RFP Specialist & Client Relationship Specialist

Operations and Administration

Shar Bennett headshot

Shar Bennett

Senior Vice President

Director of Finance & Operations

John Detisch headshot

John Detisch

Vice President

Chief Compliance Officer

General Counsel

Scott Moody headshot

Scott Moody

Vice President

Director of Technology

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