Skip to main content

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 3/31/2024, Weitz manages approximately $5.0 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 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

Jim Boyne headshot

Jim 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

Nolan Anderson headshot

Nolan Anderson

Vice President

Co-Head of Fixed Income

Portfolio Manager

Tom Carney headshot

Tom Carney, CFA®

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

David Kratz headshot

David Kratz

Fixed Income Research Analyst

Nathan Ritz headshot

Nathan Ritz, CFA®

Equity Research Analyst

Mo Spolan headshot

Mo Spolan, CFA®

Equity Research Analyst

Dan Sullivan headshot

Dan Sullivan

Fixed Income Research Analyst

Andrew McClure headshot

Andrew McClure

Jr. Equity Research Analyst

Zayan Atcha headshot

Zayan Atcha

Equity Research Associate

Distribution

Lori Dorsey headshot

Lori Dorsey

Senior Vice President

Chief Client Officer

Jen Ashlock headshot

Jen Ashlock

Vice President

Director of Marketing

Ryan Holloman headshot

Ryan Holloman

Vice President

Director of Intermediary Sales

Daniel Ryan headshot

Daniel Ryan

Vice President

Head of Consultant Relations & Senior Client Portfolio Manager

Ann Krone headshot

Ann Krone

Director of Client Services

Rachelle Hill headshot

Rachelle Hill, CMFC®

Senior RFP Specialist & Client Relationship Specialist

Kevin Klever headshot

Kevin Klever

Marketing Communications Manager

Eric Lee headshot

Eric Lee, CFA®

Portfolio Analyst

Scott Lucks headshot

Scott Lucks, CIMA®

Regional Director

Intermediary Sales & Support

Joe Merlo headshot

Joe Merlo

Regional Director

Intermediary Sales & Support

Jessica Nagengast headshot

Jessica Nagengast, CFP®

Senior Client Relationship Representative

Ryan Pease headshot

Ryan Pease

Regional Consultant

Intermediary Sales & Support

Jake Toman headshot

Jake Toman

Digital Experience Manager

Operations and Administration

Shar Bennett headshot

Shar Bennett

Senior Vice President

Chief Financial Officer

John Detisch headshot

John Detisch

Vice President

Chief Compliance Officer

General Counsel

Scott Moody headshot

Scott Moody

Director of Business Intelligence

Kora Czifra headshot

Kora Czifra

Information Technology & Security Manager

Eunice Miller headshot

Eunice Miller

HR & Compliance Manager

Lee Benton headshot

Lee Benton

Portfolio Operations Specialist

Maegan Case headshot

Maegan Case

Operations & Accounting Specialist

Jonathan Fangmeier headshot

Jonathan Fangmeier

Data Analyst

Jill Feyen headshot

Jill Feyen

Administrative Support Specialist

Joey Parise headshot

Joey Parise

Systems Administrator

background Back to top