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Investment management principals, portfolio managers, research and trading and support staff
Greenleaf’s principals and staff bring significant experience in corporate management, institutional investing, banking, management consulting and other fields to their investing perspective. Insight gained in these other fields has been instrumental in forming the firm’s wealth management philosophy which, in turn, is the basis for how we invest for clients
Principals/Portfolio managers
For a complete bio of each Greenleaf principal, please click on their photo or name.
Portfolio managers
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William R. Anderson
• Portfolio manager and chief compliance officer, Proper Analysis
• Mellon Financial
• Chess Financial
• Progressive Insurance
• M.B.A. Kent State University
• B.B.A. Kent State University
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Leroy R. Hoffman, CFA
• National City Bank
• Brenlin Corporation
• Westfield Insurance Companies
• Federal Reserve Bank of Cleveland
• J.D. University of Akron School of Law
• M.B.A. Harvard Business School
• A.B. Ohio Wesleyan University
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Research and trading
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Mary Anne Vilyus
Manager of Operations,
Securities Trader
• Cleveland-Cliffs
• B.A. Notre Dame College of Ohio |
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Nancy J. Friedman
Senior Equity Analyst
• Lipper & Co.
• Lehman Brothers
• M.B.A. New York University
• A.B. Barnard College, Columbia University
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Robert Emmet
Senior Equity Analyst
• Cleveland-Cliffs
• M.B.A. Harvard University Business School
• B.A. Yale University |
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Operations
Edward D. Curran: Chief Operating Officer
Patricia L. Mehlman: Controller
Sharie L. Breaux: Systems Administrator
Eileen J. Kosloski: Portfolio Accounting Administrator
Administration
Addy E. Barr: Administrative Assistant
Erma H. Endres: Administrative Assistant
Barbara E. Jarvis: Administrative Assistant
Sandie Makovicka: Business Administrative Assistant
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