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| Edward J. Calkins, CFA, Managing Director
Ed started at Continental Bank in 1973 after graduating with an MM degree (with distinction) from Northwestern's Kellogg Graduate School of Management in 1972. He also holds a BS degree (with honors) from St. Louis
University.
Ed is an owner of the firm and is the architect of the firm's value equity approach. He leads the equity investment approach and the asset allocation work on balanced portfolios in addition to managing client relationships. |
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Ed is a member of the Association for Investment Management and Research, and the Investment Analysts Society of Chicago, for which he has served as chairman of the Consumer Analysts Industry Subgroup.
He currently serves on the DePaul University Finance Advisory Board. In addition to being featured in The Wall Street Transcript, Ed has been a guest speaker at the International Foundation of Employee Benefit Plans.
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| Wells L.
Frice, CFA, Equity Portfolio Manager
Wells joined Great Lakes Advisors in November, 1998. He brings to the firm more than
25 years of investment experience in various markets with an emphasis in common stocks. At Great Lakes, Wells is involved in the management of the firm's equity assets and client relationships.
He was previously 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 Association for Investment and Research and The Investment Analysts Society of Chicago. |
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| Wells serves as a Referee Instructor for the American Youth Soccer Organization in his home town of Mundelein and Lake County Illinois, and is a trustee of the Mundelein Elementary District #75 Educational Foundation.
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