Large Cap Value

Edward Calkins is a Senior Managing Director at Great Lakes Advisors where he has played an instrumental role in the development of the firm’s unique approach to equity management. Ed currently leads the value equity approach, assists in managing client relationships, and participates in business development. He is a member of the management committee and a Board Member of Great Lakes Advisors.

Ed started at Continental Bank in 1973 after graduating with an MBA with distinction from the J.L. Kellogg Graduate School of Management at Northwestern University and earning a BS with honors from Saint Louis University. He is a member of the CFA Institute and its Chicago chapter and serves on the DePaul University Finance Advisory Board. Ed has also been a guest speaker at the International Foundation of Employee Benefit Plans.

Wells Frice is a Managing Director and Senior Equity Portfolio Manager with more than 23 years of investment experience in various markets with an emphasis in common stocks. Having been at Great Lakes Advisors for over 13 years, he is involved in the management of the firm's equity assets and client relationships.

Previously, Wells served as a Senior Equity Analyst and Deputy Director of Equity Research at First Chicago NBD, and most recently an Equity Portfolio Manager.

Wells is a graduate of Lake Forest College and is a Chartered Financial Analyst. He is a member of the CFA Institute and The Investment Analysts Society of Chicago. He is an elected member of The Board of Education of Mundelein Elementary School District #75, and serves as a Referee Instructor for the American Youth Soccer Organization in his home town of Mundelein, Illinois.
 

Huong Le serves as a Senior Research Analyst for the Large Cap Value product and as a risk specialist for Great Lakes Advisors.

Prior to joining the firm in 2002, Huong was involved in pharmaceutical research at Evanston Hospital, advertising at Foote, Cone & Belding, and retirement plans at Charles Schwab and Wayne Hummer Investments.

Huong holds a BS from Northwestern University in Biology and Psychology and an MBA with concentrations in Analytical Finance and Accounting from the University of Chicago. She is a CFA charter holder and is a member of the Investment Analyst Society of Chicago and the Global Association of Risk Professionals. She also holds FINRA Series 7 and 63 Licenses.

Thomas R. Kiley serves as the Chief Executive Officer of Great Lakes Advisors and is an active member of both the firm’s Management Committee and its Board of Directors.

Prior to joining Great Lakes, Tom was Managing Director/Principal at Bear Stearns Asset Management, where he managed the public fund and Taft-Hartley business group. Prior to this, he co-founded Continental Investment Group, an institutional asset management marketing firm focused on providing investment strategies to a diverse group of clients. Tom began his career as a bond underwriter/trader at First Chicago Corporation.

Tom earned his MBA in Finance from the J.L. Kellogg Graduate School of Management at Northwestern University. Prior to that, Tom graduated with a BA in Economics from the University of Illinois, Urbana-Champaign.

Tom is a Trustee and serves as President of a suburban Illinois Police Pension Fund. He is a member of several associations, including The Economic Club of Chicago, The International Foundation of Employee Benefit Plans, The National Conference of Public Employee Retirements Systems, The Illinois Public Pension Fund Association, and The Resource Center for Religious Institutes. He is also a committee member for The Annual Rerum Novarum Award and a Regional Board member of the American Ireland Fund.

Tom is a Director of Wintrust’s Old Plank Trail Community Bank and serves as a guest lecturer on Business Ethics and Socially Responsible Investing for the MBA program at the Mendoza College of Business at the University of Notre Dame.

Mike Howard is the Director of Client Service and Sales where he serves as the institutional business development lead for the firm. Mike has over 30 years of experience in the investment industry. Most recently, Mike served as a Partner at AccessAlpha Worldwide, LLC, a consultative advisor and global boutique placement agent. Prior to that, he spent five years at UBS Global Asset Management as a Client Advisor and Managing Director.

Before working in the investment management community, he spent over eight years at Mercer Investment Consulting as a Managing Director and Head of their Corporate and Taft-Hartley Consulting Teams. Finally, Mike began his career at A.G. Becker and subsequently SEI Capital Resources, where he spent 20 years and left the organization with the title of Chief Consulting Officer and Managing Director.

Mike has a bachelor’s degree in Finance from the University of Illinois and is FINRA Series 7 and 63 Licensed.

Maureen Mulhern joined Great Lakes Advisors in 2008. As a Client Service Associate, she works with clients in a proactive manner to ensure their ongoing investment experience with the firm is a positive one. She works in concert with the marketing and operations teams and is responsible for preparing client service collateral including meeting materials, fact sheets, requests for information, and presentation books. Maureen also assists the fixed income portfolio managers with the trading, reporting, and accounting needs.

Maureen started her career in financial services in 2008 after earning a degree in Economics from the University of Wisconsin-Madison. She lives in Chicago and is involved in assisting the causes of Christ the King High School and the American Ireland Fund.

Kate Szymanski began her career at Great Lakes Advisors in 2009. As a Client Service Associate, she works with clients in a proactive manner to ensure their ongoing investment experience with the firm is a positive one. She has a dual position with the marketing and operations teams and is responsible for preparing client service collateral including meeting materials, fact sheets, Requests for Proposals, and presentation books. Kate also assists with reconciling cash and securities as well as equity trade procedures.

Kate began her professional career in the financial services industry in 2009 after completing an internship with the firm. She graduated cum laude from the University of Illinois-Chicago where she earned a degree in History. Kate currently resides in Chicago and volunteers weekly at the Children’s Memorial Hospital and for Bear Necessities Pediatric Cancer Foundation.