Edward Calkins is a Senior Managing Director at Great Lakes Advisors where he manages the Large Cap Value strategy. In 1990, Ed helped to found Great Lakes Advisors and has since played an instrumental role in the development of the firm’s unique approach to equity management. He is one of the Portfolio Managers for the value equity approach, assists in managing client relationships, and participates in business development. He is a member of the Management Committee, Investment Committee and Board of Directors.
Ed began his career 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 Portfolio Manager and Research Analyst with an industry career dating back to 1983. He has a wealth of investment experience in various markets with an emphasis on common stocks. Having been with the firm since 1998, Wells has played a significant role in the management of the firm’s equity assets and client relationships on the Fundamental Equity strategies. Wells is also on the ESG/SRI investing team, bringing his experience in customizing client portfolios and enhancing the market’s awareness of our capabilities and rich history in environmentally sustainable and socially responsible investing.
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 recently became an elected member of the National Board of Directors of the American Youth Soccer Organization.
Huong Le serves as a Portfolio Manager and Research Analyst for equity investments in the Financials and Pharmaceuticals sectors. She is also 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.
Benjamin Kim is a Portfolio Manager for the Small Cap strategy and is responsible for equity investments in the Industrial, Technology, and Materials sectors. He also works with the Large Cap Value team as an Analyst for Industrials and Materials sectors. He began his industry career in 1992 with experience in stock analysis and selection across a number of industries.
Prior to joining Great Lakes Advisors in 2011, Ben was an Investment Analyst at Harris Associates and a Securities Analyst for Skyline Asset Management.
Ben holds a BS in Accounting from Indiana University and an MBA with a concentration in Finance and Economics from the University of Chicago. He is a CFA charterholder and a Certified Public Accountant.
Bryan Engler is a Senior Research Analyst for the Fundamental Equity strategies and focuses on Health Care, Consumer Discretionary, and Consumer Staples sectors. Bryan employs rigorous fundamental research in seeking attractive investment opportunities.
Prior to joining the firm in 2011, Bryan served as a Corporate Advisor at Thomson Reuters consulting a number of public executive teams on matters concerning capital structure and corporate strategy.
Bryan holds a BA in Political Science and English from Tulane University. He is also a member of the CFA Institute and the CFA Chicago Society.