Wallace Weitz, CFA
Co-Chief Investment Officer, Portfolio Manager
and co-chief investment officer of Weitz Investments, Wally has spent over
three decades putting his instinct for opportunity to work for shareholders.
Influenced by the value investing model of Benjamin Graham and Warren Buffett,
Wally has steadily produced outstanding results on the funds that he’s managed.
He manages Partners III Opportunity Fund and co-manages Partners Value Fund and
Wally discovered Benjamin Graham’s concept of value investing in high school.
Already an investor (he made his first stock buy at the age of 12), he
recognized a common-sense approach when he saw it. After earning a BA in
economics at Carleton College in 1970, Wally spent three years in New York
doing security analysis before coming to Omaha and joining Chiles, Heider &
Co. in 1973. There, he spent 10 years as an analyst and portfolio manager until
he started Wallace R. Weitz & Company in 1983.
Wally has made a career out of his favorite hobby, investing. When he’s not
doing that, he loves to golf, travel, read and work with charitable and
educational foundations. Wally is on the Board of Trustees for Carleton College
and serves on various other non-profit boards.
As far as Ken is concerned, his sole focus at Weitz Investments is to help clients achieve their goals. And when he sees everyone on staff working together to make that happen, it’s a very satisfying experience for him.
Ken came to the company in 2004 as chief financial officer and became president at the end of 2014. Before that, he spent more than 20 years working as a certified public accountant in the investment management industry. Ken had the honor of serving on the AICPA Investment Companies Committee for two years, contributing to a major update to the organization’s Audit and Accounting Guide for Investment Companies. He holds a bachelor’s degree from Saint John’s University.
Ken spends his free time golfing and coaching a high school lacrosse team.
Bradley P. Hinton, CFA
Co-Chief Investment Officer, Portfolio Manager
Brad may be co-chief investment officer, but
he’s the type of leader who values collaboration. His focus is encouraging the
investment team to work together to make a meaningful difference in our
Brad joined the company in 2001 as a research analyst and was appointed co-CIO
in April 2017. His experience in equity analysis, fixed income credit research
and portfolio management enables him to see opportunities from multiple angles.
He became sole manager of the Balanced Fund in August 2005 and also co-manages
Value Fund and Partners Value Fund. Brad holds a bachelor’s degree from the
University of Nebraska and a master’s from Dartmouth, but he never stops
learning. Brad enjoys the intellectual stimulation of working with other
talented, passionate colleagues at Weitz Investments.
Brad serves the community by volunteering for youth baseball and other sports.
The parents of three great kids, Brad and his wife Christie are also big
College World Series fans. Their attendance streak of at least one game per
season is at 23 years and counting.
Andrew S. Weitz
Director of Equity Research, Portfolio Manager
A naturally curious person, in his role as
director of equity research, Drew thrives in learning about many different
businesses, how they fit into a very dynamic world and into our equity
Drew first came to Weitz Investment Management, Inc. in 1998, while a student
at Carleton College, working in various departments including client services,
operations and research. After graduating in 2002 with a bachelor’s degree in
computer science, he moved to Chicago in 2004 where he worked as a research
associate and research analyst for Ariel Investments. In 2008, Drew returned to
Omaha and Weitz Investments as an equity research analyst. He became co-manager
of Hickory Fund in December 2011 and was appointed director of equity research
in April 2017.
Drew volunteers on the advisors group for
OneWorld Community Health Centers and serves on the boards of The UNION for
Contemporary Art and Carleton College’s Alumni Annual Fund. On his own time, he
golfs, plays guitar and runs, but his favorite hobby is whatever his kids are
Nolan P. Anderson
Research Analyst, Portfolio Manager
As one of our research analysts, Nolan spends his days digging out all the relevant facts that tell us which companies are promising opportunities – and which ones aren’t. Nolan is also a co-portfolio manager of the Core Plus Income Fund, Short Duration Income Fund, and Ultra Short Government Fund.
Nolan joined the company in November 2011. He has found that the friendly Weitz atmosphere makes his job more fun and enjoyable. Previously, he performed financial modeling and due diligence on leveraged buyout transactions for Wells Fargo Bank in San Francisco. From 2004-2007 he worked as a commercial real estate research analyst for Woodmen of the World Life Insurance Society in Omaha. He holds a bachelor’s degree in real estate and land use economics and a master’s in business administration from the University of Nebraska at Omaha.
Nolan is an avid reader, focusing on history, psychology and behavioral economics. He also plays golf, and once spent four months traveling through 16 countries in Europe, the Middle East and Southeast Asia.
Jonathan A. Baker, CFA
Jon thrives under the freedom that he has been given to pursue the right course of action for Weitz Investments shareholders. The Weitz Way of investing is just Jon’s natural way of doing business.
Before he became an equity analyst for Weitz Investments in 1997, Jon audited equity funds as a certified public accountant. He holds a bachelor’s degree in accounting and computer applications from the University of Notre Dame. Above all, he appreciates the “license to learn” that Weitz employees are granted.
Jon enjoys spending time with friends, traveling and golf.
Client Service Manager
Mary exemplifies customer service in every way. Our client services department wouldn’t be the same without her. In fact, Wally Weitz himself has said this company couldn’t do what it does without her.
Mary has been part of Weitz Investments since 1993. She previously worked with Wally Weitz at a different brokerage firm for almost 10 years. She believes there’s no better place to work than where she is today.
Mary and her husband call themselves “professional fans” of most sports teams and they’re at various games rooting for their favorites whenever possible.
Thomas D. Carney, CFA
Tom’s conservative instinct makes him a perfect candidate to manage our fixed income portfolios; whose first objective is preservation of capital. Tom is the portfolio manager of the Nebraska Tax-Free Income Fund and co-manager of the Core Plus Income Fund, Short Duration Income Fund, and Ultra Short Government Fund.
Tom began his investment career in 1982 at Chiles, Heider & Co., Inc., a regional brokerage firm in Omaha, where he held several positions. In 1986, he became a municipal securities professional with Smith Barney in Omaha. Four years later, he completed his BS in finance at the University of Nebraska at Omaha. He joined Weitz Investments in 1995. Tom has been a CFA® charterholder since 1999 and was the president of the CFA Society of Nebraska from 2005-2006.
General Counsel and Chief Compliance Officer
As general counsel and chief compliance officer, John takes great pride in the fact that everyone at Weitz Investments is self-motivated to stay in compliance with all laws and regulations.
John joined the company in January of 2011 after a respected career in law at Kutak Rock LLP. He earned his Bachelor of Arts degree from the University of Kansas and his law degree from Harvard Law School.
When he’s not keeping the Weitz staff on their toes, John and his wife are busy raising almost 5-year-old twins and an 8-year-old.
Vice President, Director of Operations
Martha joined Weitz Investments in 1993 and serves as our
director of operations. Prior to joining our firm, she was employed at Shearson
Lehman Brothers (formerly EF Hutton and Shearson Lehman Hutton), where she
worked in operations, primarily running the wire desk. Martha earned a BS in accounting
from Minnesota State University-Moorhead.
Client Services Representative
Rachelle takes a lot of pride in her work and in her affiliation with Weitz Investments. She believes the thoughtful, family-friendly culture is a great environment, and it shows in the service she provides to our clients.
Before joining Weitz in 2000, Rachelle worked at Blue Cross and Blue Shield of Nebraska in the membership and claims-processing departments. She has a bachelor’s degree in English from the University of South Dakota.
At home, Rachelle and her husband enjoy the comedy stylings of their son. Rachelle also makes time for reading and writing.
Barton B. Hooper, CFA
Barton arrived at Weitz Investments in 2007 with a passion for investing, intellectual honesty and critical thinking. His work as a research analyst gives him the opportunity to explore different companies and industries on a daily basis.
When it comes to investing, Barton’s philosophy is marked by a penchant for challenging the status quo, a characteristic that makes him a perfect fit for the Weitz Way of investing. His background includes working as a research analyst at Oak Value Capital Management (Durham, N.C.) and Trilogy Capital Management (Kansas City, Mo.). He also spent several years as a mergers and acquisitions investment banker and CPA after graduating from the University of Missouri with a bachelor’s degree in accounting, and Washington University with a master’s degree in finance.
A family man, Barton spends his weekends at his children's activities. He enjoys studying history and philosophy in his spare time.
Kelly Kraft, CIMA®
Vice President, Head of Sales
Kelly has decades of industry
and relationship management experience. After joining Weitz Investments in 2015
as director of national accounts, Kelly spent over two years building out the
firm’s national account infrastructure. In 2017, she was promoted to head of
sales. Prior to joining Weitz, Kelly spent more than 18 years as a strategic
account manager at Lord Abbett. Before that, she was a regional manager
for Nuveen Investments, Eastern division. Kelly has a bachelor’s degree in
political science from Illinois State University and holds the CIMA® designation. She is also a member of IMCA.
Fixed Income Research Associate
David’s career at Weitz Investments began in 2004. During his tenure, David has held multiple roles with the firm, including client services representative, equity intern, internal wholesaler and product specialist. In 2017, David joined the investment team as a fixed income research associate. David has a bachelor’s degree in finance, an MBA, and a second master’s in security analysis and portfolio management from Creighton University.
Client Services Representative
Ann’s role as client service representative puts her in front of Weitz Investments clients on a daily basis. Since she joined the company in 1998, her love of working with people has enabled her to make sure that all our clients get the service they deserve.
Ann received a bachelor’s degree in business administration from Iowa State University, later earning her master’s from Drake University in Des Moines. Before bringing her customer service skills to Weitz Investments, she served as a bank examiner for the Federal Deposit Insurance Corporation (FDIC), a cost analyst for telecommunications giant Sprint, and a project manager for Mutual of Omaha.
Outside of the office, Ann stays busy attending her triplet's college activities. She also enjoys reading and cooking.
Lori M. Kuhlmann
Lori juggles a number of research support tasks in addition to her role trading securities for the Weitz Investments. She enjoys working with portfolio managers, analysts and contra-side traders daily to ensure effective execution of security transactions for investors.
Lori has been with Weitz Investments since 1999, and she still finds it easy to come to work every day because of the professional, intelligent working environment. After earning her Bachelor of Arts degree from Midland Lutheran College, she worked for various companies in the financial services industry.
Outside of work, Lori prefers spending time with family and friends.
Gina was drawn to the Firm by its forward-thinking approach. The friendly, positive and team-first attitude of the professionals at Weitz Investments provides the perfect surroundings for her to help shape our marketing strategy.
She comes to us with several years of experience as Manager of Product Marketing at Mutual of Omaha and prior to that was a Public and Community Relations Coordinator for Harrah’s and Bluffs Run Casinos.
Gina has her MBA from Bellevue University and a BA in Journalism and Mass Communications from Creighton University. In her free time, she enjoys running, playing volleyball and spending time with her daughter and husband. Gina is also a certified group cycling instructor.
Yana Morgan, CFP®
For Yana, it's a pleasure to work with local and national
clients every day. She enjoys having the chance to speak with different people,
each with a different personality and different stories to tell.
Yana's enthusiasm for Weitz Investments stems from feeling
good about what she does and the services Weitz provides. Before joining the
company in 2000 as a client services representative, Yana was director of donor
services for the Omaha Community Foundation. She also has a background in politics.
She served in Washington, D.C. as a legislative assistant for U.S. Sen. Chuck
Hagel and spent several years managing and fundraising for various Nebraska
campaigns. Yana has a bachelor's in psychology from Southern Connecticut State
When she is not working with our clients, Yana
serves as the board treasurer for Girl's Incorporated of Omaha. She loves jazz,
reading, cooking and numerous activities to stay in shape.
Jessica Nagengast, CFP®
Jessica joined Weitz Investments in 2013 as an
internal sales associate. After four years of introducing Weitz to advisers
across the country, Jessica was promoted to regional director in 2017. Prior to
joining Weitz, Jessica worked at Carson Wealth Management Group as an associate
wealth advisor and wealth plan design coordinator. Jessica has a bachelor›s degree
in finance and marketing from Marquette University. She currently serves as
president-elect for the Financial Planning Association of Nebraska.
David A. Perkins, CFA
Research Analyst, Portfolio Manager
There’s nothing Dave likes better than a challenge. In his role, he gets plenty of them at Weitz Investments. He has been portfolio co-manager for the Weitz Value Fund since December 2011.
Dave enjoys the ongoing challenge of finding new investment opportunities for our clients, and he thrives amid the camaraderie of the Weitz Investments team. Before joining the company in 2004, Dave honed his analytical skills at McCarthy Group Asset Management. He has a Bachelor of Science degree in business systems from Taylor University in Upland, IN.
Dave and his wife, Courtney, have three children. He enjoys running, playing recreational basketball and traveling. Dave also makes time for reading and stays involved with his church.
Nathan F. Ritz, CFA
Nathan wouldn’t necessarily call himself a devil’s advocate, but he certainly appreciates the way independent thinking is valued at Weitz Investments. It’s a great way to identify unique opportunities for our clients.
Nathan was immediately drawn to the company’s collaborative and friendly working environment and joined the team in 2011. Before that, he worked as an analyst for West Gate Bank. He completed an internship with Moody Aldrich Partners in Boston after finishing his bachelor’s degree in finance, economics and mathematics from the University of Nebraska-Lincoln. He became a CFA® charterholder in 2015.
Volunteering for nonprofits is a priority for Nathan. He previously served on the board of Rebuilding Together-Lincoln. He also enjoys reading and running marathons.
Debbie's work experience gets put to good use in her role supporting our separate accounts and assisting our trading desk and research team.
Debbie came to Weitz in 2014 from Westwood Holdings Group (previously McCarthy Group Advisors) where she was a Portfolio Administrator. Prior to
Westwood, she worked at AllianceBernstein in Chicago where her role grew from Portfolio Assistant to Associate PM/Assistant VP. Her BA is in business administration from Loyola University Chicago.
Debbie spends most of her free time chasing her 2 toddlers - around the park, pool or really anywhere outside. She loves to travel and ski, when free time permits!
Grant joined Weitz
Investments in December 2015. In his role, Grant not only provides support to
our regional directors but also has the opportunity to develop and cultivate
meaningful relationships with advisors across the country.
Before joining Weitz,
Grant was an Internal Sales and Recruiting Consultant with Mutual of Omaha, where
he traveled around the country assisting division office management with their
sales strategy and recruiting efforts. Prior to his time there, Grant spent six
years at TD Ameritrade as a New Client Development Consultant, assisting new
and prospective retail clients with everything from industry questions to
investment strategy and asset allocation concerns. During his time at TD
Ameritrade, Grant was consistently a President’s Club Award recipient for his
ability to gather additional client assets. He was also a four-time recipient
of the Customer Service Index Award, with a perfect client satisfaction rating.
Grant has a BA in
Psychology from Creighton University. He also holds Series 7 and 66 licenses.
Outside of work, Grant’s interests include chasing his very active
three-year-old son, playing hockey and running. He also enjoys surfing and
snowboarding (when he can get to an ocean or mountain).
Dan Walker, CFA
Dan Walker joined Weitz Investment Management, Inc. in July 2015. Prior to joining the Firm, Dan spent four years as a Research Analyst for Heartland Advisors in Milwaukee, WI. Before his time in the investment management field, Dan worked as a Copy Chief for Bozell in Omaha, NE for nine years focusing on brand strategy and creative execution for companies in various sectors including healthcare and financial services. He was also an Account Manager for Research Systems Corporation in Evansville, IN. Dan graduated from the University of Evansville with a BFA in Creative Writing and received an MBA in Applied Security Analysis from the University of Wisconsin-Madison. Dan is a CFA® charterholder.