Managing Principals

Over 85 Years of Combined Experience
Managing Institutional Assets

BRC Investment Management LLC was established 1 April 2005 as a Delaware Limited Liability Company and registered with the Securities and Exchange Commission on 15 April 2005 as an investment adviser under the Investment Advisers Act of 1940. BRC Investment Management LLC was formed as a result of an amicable separation of the U.S. equity investment team from Duff & Phelps Investment Management Co. As part of the separation agreement effective 23 May 2005, BRC continues the U.S. equity investment philosophy, process, products and performance track record that dates back to 1 January 1996.

The four founding principals of BRC Investment Management are:

 

John R. Riddle, CFA
Managing Principal / Chief Investment Officer

University of Connecticut, MBA
University of Hawaii, Bachelor of Arts, Finance

Investment Experience: 28 years

Responsible for portfolio management, investment research and quantitative analysis. Previously held the positions of President/Chief Investment Officer of Duff & Phelps Investment Management, CEO/Chief Investment Officer of Capital West Asset Management, LLC, Director of Research and Portfolio Management at U S WEST, Inc., Portfolio Manager at GTE Investment Management, Inc. and Senior Financial Analyst at GTE, Inc.

PROFESSIONAL AFFILIATIONS
CFA Institute
Denver Society of Security Analysts

 

Mark F. Jaeger, CFA, CPA
Principal / Director Quantitative Equity

University of Denver, Bachelor of Science, Accounting

Investment Experience: 22 years

Responsible for portfolio management, investment research and quantitative analysis. Previously held the positions of Director of Equity at Duff & Phelps Investment Management, Controller of Rocky Mountain Division at Comcast, Executive Director at AT&T Broadband, CFO/CIO at Colorado Intergovernmental Risk Sharing Agency and Auditor at Arthur Anderson & Co.

PROFESSIONAL AFFILIATIONS
CFA Institute
American Institute of Certified Public Accountants
Colorado Society of Certified Public Accountants

 

Sharon L. Ward, CFA
Principal / Director Fundamental Equity

Kellogg School of Management, Northwestern University, MBA
University of Illinois, Bachelor of Science, Engineering

Investment Experience: 13 years

Responsible for portfolio management, investment research and fundamental investment process. Responsible for fundamental analysis of Information Technology, Consumer, Energy and Financial Services sectors of equity portfolio. Previously held positions include Director of Equity at Duff & Phelps Investment Management; Sell-side Research Analyst at William Blair & Company, LLC; Executive Consultant at Peterson Consulting.

PROFESSIONAL AFFILIATIONS
CFA Institute
Investment Analysts Society of Chicago

 

David DuRie
Principal / Director Business Development & Client Service

University of New Hampshire, BA

Institutional Sales and Marketing Experience: 25 years

Responsible for managing all institutional business development, sales, and client service. Previously held institutional sales and marketing positions at Duff & Phelps Investment Management, Columbia Management Group, Lend Lease Capital Partners, Chase Asset Management and Bankers Trust.

PROFESSIONAL AFFILIATIONS
NASD License Series 7