Our People

The people who make up our firm are the core of who we are, and the reason we can do what we do so well. Many have been with us for more than a decade, and they know how to give our shareholders what they need. Meet the team who’s responsible for introducing investors to the Weitz Way.

Thumbnail of Wallace Weitz

Wallace Weitz, CFA
Co-Chief Investment Officer, Portfolio Manager

As founder 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 Hickory Fund.

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.
Thumbnail of James J Boyne

James J Boyne

Jim joined Weitz Investments in 2018, bringing with him more than 20 years of experience in the investment management industry, including serving as president and chief operating officer of Calamos Asset Management. He was also a co-founder and chief operating officer at McDonnell Investment Management, a privately held institutional investment manager. Before McDonnell, Jim was a senior vice president with Van Kampen Investments. Jim also spent five years in the non-profit sector as executive director and member of the board of directors of the Steamboat Springs Winter Sports Club, one of the oldest and largest winter sports clubs in America.

Jim graduated magna cum laude with a bachelor’s degree in marketing from Northern Illinois University. He earned his Juris Doctor with High Honors from IIT Chicago-Kent College of Law, where he was member of Order of the Coif. Jim enjoys skiing, mountain biking and golfing in his spare time. He and his wife, Leagh, have four children.
Thumbnail of Bradley P. Hinton

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 clients’ lives.

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 is the portfolio manager of the Balanced and Value Funds, and co-manages the 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.
Thumbnail of Andrew S. Weitz

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 portfolios.

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 interested in.
Thumbnail of Nolan P. Anderson

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.
Thumbnail of Jonathan A. Baker

Jonathan A. Baker, CFA
Research Analyst

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.
Thumbnail of Mary Bickels

Mary Bickels
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.
Thumbnail of Thomas D. Carney

Thomas D. Carney, CFA
Portfolio Manager

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.
Thumbnail of John Detisch

John Detisch
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.
Thumbnail of Martha Gilchrist

Martha Gilchrist
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.
Thumbnail of Rachelle Hill

Rachelle Hill
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.
Thumbnail of Barton B. Hooper

Barton B. Hooper, CFA
Research Analyst

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.
Thumbnail of Kelly Kraft

Kelly Kraft, CIMA
Vice President, Head of Sales

Kelly joined Weitz Investments in 2015 as director of national accounts. In 2017, she was promoted to head of sales. Prior to joining the Firm, Kelly was a strategic account manager at Lord Abbett. Previously, she worked as a regional manager for Nuveen Investments, Eastern division. Kelly has a bachelor's in political science from Illinois State University. She is also a member of the Investments & Wealth Institute (formerly IMCA).
Thumbnail of David Kratz

David Kratz
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.
Thumbnail of Ann Krone

Ann Krone
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.
Thumbnail of Lori M. Kuhlmann

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.
Thumbnail of Yana Morgan

Yana Morgan, CFP
Director, Client Portfolio Manager

Yana joined Weitz Investments in 2000 as a client services representative. In 2011, she was promoted to regional director and further promoted to client portfolio manager in 2018. Prior to joining the Firm, Yana was director of donor services for the Omaha Community Foundation. Previously, she worked in Washington, DC, as a legislative assistant for U.S. Sen. Chuck Hagel. Yana has a bachelor’s in psychology from Southern Connecticut State University.
Thumbnail of Jessica Nagengast

Jessica Nagengast, CFP
Regional Director

Jessica joined Weitz Investments in 2013 as an internal sales associate. In 2017, she was promoted to regional director. Prior to joining the Firm, Jessica worked at Carson Wealth Management Group as an associate wealth advisor and wealth plan design coordinator. Jessica has a bachelor's in finance and marketing from Marquette University.
Thumbnail of Brett Ritter

Brett Ritter, ChFC, CLU, CRC
Regional Director

Brett joined Weitz Investments in 2019. Prior to joining the Firm, he was an internal wholesaler with Pacific Funds. Previously, he was an internal wholesaler with Wells Fargo, Retail Retirement Group and MetLife Investors. Brett has a bachelor's in international business and Japanese and also an MBA from Nebraska Wesleyan University.
Thumbnail of Nathan F. Ritz

Nathan F. Ritz, CFA
Research Analyst

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.
Thumbnail of Debbie Stalnaker

Debbie Stalnaker
Trading/Portfolio Assistant

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 daughters - around the park, pool or really anywhere outside. She loves to travel and ski, when free time permits!
Thumbnail of Grant Tesnohlidek

Grant Tesnohlidek
Regional Director

Grant joined Weitz Investments in 2015. Prior to joining the Firm, he was an internal sales and recruiting consultant with Mutual of Omaha. Previously, Grant worked at TD Ameritrade as a new client development consultant. Grant has a bachelor's in psychology from Creighton University.