Weitz Investment Management Announces Promotion and New Hires
December 6, 2018ญญ—Weitz Investment Management, Inc. (weitzinvestments.com),
Adviser to the Weitz Funds, is pleased to announce the promotion of Yana
Morgan, CFP®, to director, client portfolio manager, and the hiring of new team
members Justin O'Shea, CFA, as client portfolio manager and Ernie Gordon,
CIMA®, as director of strategic accounts.
addition of the client portfolio manager function is an effort to provide data
and analytics support to our investment team, and to expand on the resources
available from our firm for advisors, consultants, and institutions. Yana and
Justin will each act as an extension of our investment team, providing thought
leadership, portfolio data and analytics, portfolio updates, educational
content and market insights. Our goal is to support the investment team and
process, and to enhance the intellectual capital provided to our top clients to
make the best investment decisions for their clients. Having Yana and Justin in
these roles will allow us to continue to expand on such efforts,” said Kelly
Kraft, vice president and head of sales.
joined Weitz Investment Management in 2000 as a client services representative.
In 2011, she was promoted to regional director. Prior to joining the firm,
Morgan was director of donor services for the Omaha Community Foundation. She
also worked in Washington, DC, as a legislative assistant for U.S. Sen. Chuck
Hagel. Morgan has a bachelor's in psychology from Southern Connecticut State
O'Shea was a
director of retirement plan services at First National Wealth Management prior
to joining Weitz Investment Management. Before that, he served as vice
president of trading at First National Capital Markets. He has a bachelor's
degree in finance and economics and an MBA from Marquette University. O'Shea
has been a CFA® charterholder since 2010.
joined Weitz Investment Management as director of strategic accounts earlier
this year. Before joining the firm, he was vice president and accounts manager,
U.S. west region, at T. Rowe Price. Prior to his time there, he worked as
director of due diligence for Lord Abbett. Gordon has a bachelor's in
international relations from University of Redlands and an MBA from Rutgers
University. He is also a member of the Investments & Wealth Institute
“Ernie is a
tremendous addition to the Weitz team. His vast industry expertise coupled with
his relationship management skills and collaborative nature will continue to
enhance our organization and our commitment to provide exceptional service to
our strategic partners,” said Kraft.
Weitz Investment Management
value investor Wally Weitz in 1983, Weitz Investment Management, Inc. is a
boutique, employee-owned asset management firm headquartered in Omaha,
past three decades, Weitz has leveraged its research-driven approach to
capitalize on opportunities that arise out of market inefficiencies. Decisions
are backed by thorough research, logical strategies, extensive debate and our
team's personal commitment to long-term results.
We build and
manage concentrated, high-conviction, actively managed portfolios. Through
bottom-up, proprietary research that emphasizes fundamentals, we focus on
creating positive results over the long term and offer a variety of options for
investors with different investment objectives.