DISCIPLINED EQUITY

ACTIVE, VALUE-ADDED STRATEGIES

Disciplined Equity Team

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Jon E. Quigley, CFA®

Chief Investment Officer - Disciplined Equities

Jon E. Quigley is the Chief Investment Officer of Disciplined Equities for Great Lakes Advisors. He leads the management of all Disciplined Equity portfolios, provides oversight of the Disciplined Equity Team, leads efforts in enhancing existing portfolio management systems and is a member of the firm’s Investment Committee. Jon has worked in the investment industry since 1995.

Prior to joining the firm in 2000, Jon was a Portfolio Manager with LBS Capital Management where he was responsible for the global tactical asset allocation and tactical sector selection strategies.

Jon earned a BA in Economics from Wake Forest University and an MS in Predictive Analytics from Northwestern University. He has obtained the Chartered Financial Analyst designation, and is a member of the Society of Quantitative Analysts, the CFA Institute, the CFA Tampa Bay Society and the Chicago Quantitative Alliance. Jon is a graduate of Leadership St. Petersburg, and has served as Treasurer for the Board of Creative Clay as well as having served on the Boards of the Salvador Dali Museum’s Zodiac Group, and the Museum of Fine Arts’ Contemporaries Group.

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John D. Bright, CFA®

Senior Portfolio Manager - Disciplined Equities

John D. Bright is a Senior Portfolio Manager who focuses on portfolio construction for tax-managed strategies. Prior to joining the investment team in 2002, John served as an Operations Manager for the firm and managed trading, portfolio accounting, and relationship implementation.

John began his investment career with Investment Advisory Services, a division of Raymond James Financial, in 1998. As a Senior Trading Associate, he was responsible for block and individual account trading as well as portfolio management review.

John earned a BS in Finance from the University of South Florida. He has obtained the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Tampa Bay Society.

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Dmitri Prokhorov

Research Analyst

Dmitri Prokhorov is a Research Analyst with responsibilities across all Disciplined Equity strategies. His research activities include applying advanced statistical models, financial theories, and numerical techniques to enhance proprietary equity selection models, as well as the development of new research methods and advanced technologies.

Prior to joining the firm in 2008, Dmitri was a Graduate Teaching Associate in the Mathematics Department at the University of South Florida.

Dmitri is currently working on his dissertation for a PhD in Mathematics at the University of South Florida where he previously earned MA degrees in Business Economics and Mathematics. Dmitri also has an MS in Mathematics and Applied Mathematics from the Lomonosov Moscow State University in Russia.

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Lyn Taylor

Research Analyst

Lyn Taylor is a Research Analyst with the Great Lakes Advisors Disciplined Equities Team. She leads data architecture and work flow design, and performs system analysis for continual improvement to financial model reporting and forecasting capabilities. Prior to joining the firm in 2008, Lyn was an Information Technology Director and supported database applications and infrastructure for distributed systems in retail, manufacturing, and non-profit industries. She holds a BS in Computer Science from Florida International University and expands her technical and financial knowledge through continuing education programs and certifications. Lyn is a member of the Society of Quantitative Analysts (SQA) and the Professional Association for SQL Server (PASS).

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Deepesh Bhatia, MBA, MS

Research Analyst

Deepesh Bhatia is a Research Analyst with the Disciplined Equity team at Great Lakes Advisors. His research work includes applying advanced statistical models, financial theories, and machine learning techniques to enhance the proprietary equity selection models, as well as contributing to data integrity and quality control processes.

Prior to joining the firm, he worked as an International Equity Trader for a Dubai-based hedge fund, with a focus on researching and optimizing their proprietary stock prediction model, as well as trade signal generation. Deepesh also helped launch MarketsToday.net, a Middle East-focused financial markets portal. There, he led product strategy and helped design various investor intelligence components.

Deepesh began his industry career as a proprietary trader in Dubai and worked with multi-asset classes. He is passionate about leveraging predictive analytics, including machine learning with financial theory and technical analysis to create optimal models in the investment space. He earned his MS in Analytics from the University of Chicago and holds an MBA from the International Institute of Information Technology, India, as well as a Bachelor of Engineering from the Sardar Patel University.

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William O. Bell, III

Director - Consultant Relations

W.O. Bell is a Director of Consultant Relations for Great Lakes Advisors. His primary responsibility is to further develop relationships between Great Lakes Advisors and the consultant and plan sponsor community.

W.O began his industry career in 1981. Prior to joining the firm in 2012, he served as a Managing Partner at Westwood Distributors, where he was responsible for marketing investment and consulting services to plan sponsors. Before working with Westwood, W.O. spent 16 years as the Chief of Management Policy at the Florida State Board of Administration (SBA). In his role with the SBA, W.O. was responsible for investment management selection, consultant relations, investment policy development, contract development, legislative liaison, and corporate governance. He developed investment policy guidelines for Florida Hurricane Catastrophe Fund and the Florida College Prepaid Fund.

W.O. is a past member of several investment/advisory committees, including The Executive Committee of the Council of Institutional Investors, The Investment Advisory Committee for the City of Tallahassee Retirement Fund, and Sinking Fund Commission – where he served three terms. He is Chairman of the Investment Committee for the Athletic Foundation and Booster Foundation at Florida State University. He serves on the Finance and Budget Committee for the Florida Presbytery. W.O. also serves on the Investment Committee and is on the Board of Directors of the Westminster Communities of Florida. He attended Florida State University and the Florida Bankers Association Management School. W.O. is the current Chairman of the Florida Public Pension Trustees Association Advisory Committee and teaches and instructs regularly at the FPPTA Trustee School.

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Laurie Watson, CIMA®

Managing Director - Client Service and Sales

Laurie Watson is a Director of Client Service and Sales. Though she formally joined Great Lakes Advisors in 2013 with the integration of the Disciplined Equity Team (from predecessor firm Advanced Investment Partners), Laurie has played a significant role in the client experience since 2000. She is proficient in the full suite of Disciplined Equity investment strategies and works with Institutional and Intermediary clients, consultants and prospects of the firm.

As a partner with Advanced Investment Partners beginning in 2001, Laurie’s responsibilities included all aspects of sales, marketing, and client service efforts for both the Institutional and Intermediary channels. Laurie was also previously employed by Eagle Asset Management as the Director of Client Services where she was responsible for more than 70 institutional clients.

Laurie earned a BS in Finance from the University of South Florida. She obtained the Certified Investment Management Analyst® designation in 1999 and is a member of the Investment Management Consultants Association®. She holds FINRA Series 7, 63, and 65 Licenses.

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Matie Krebs

Compliance Officer

Matie Krebs is a Compliance Officer for Great Lakes Advisors. She is responsible for regulatory compliance, performance reporting and preparing various asset reports for management. She also works closely with the operations and compliance teams on various internal and external audit requests. Matie also serves on the Proxy Policy Committee and assists with voting on the proxies for the Disciplined Equity strategies.

Matie began her industry career in 1993 and joined Great Lakes Advisors’ predecessor firm, Advanced Investment Partners, in 2002. Prior to that, Matie worked at LBS Capital Management, in Clearwater, Florida, as Compliance Officer and Office Manager.

Matie holds a BS in Elementary Education from York College of Pennsylvania.

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Randy Cook

Systems Administrator

Randy Cook is a System Administrator whose primary responsibilities include maintaining computer systems and networking infrastructure.

Prior to joining the firm in 2005, Randy served as a Systems Administrator at Smiths Aerospace (now a division of GE Aerospace) where he was responsible for supporting business systems.

Randy earned a BAS in Technology Management from St. Petersburg College. He also holds three Microsoft certifications, including the Microsoft Certified Systems Engineer designation.

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