Socially Responsible

Competitive Performance With Lower Risk

Socially Responsible Team

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Edward J. Calkins, CFA®

Senior Managing Director - Portfolio Manager/Research Analyst

Edward Calkins is a Senior Managing Director at Great Lakes Advisors where he manages the Large Cap Value strategy. In 1990, Ed helped 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.

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Wells L. Frice, CFA®

Portfolio Manager/Research Analyst

Wells Frice is a Portfolio Manager/Research Analyst with more than 30 years of investment experience in various markets with an emphasis in common stocks. Having been at Great Lakes Advisors for over 14 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 volunteers as a referee for the American Youth Soccer Organization.

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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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Margaret Mary Cosgrove, BVM

Director - Client Services

Margaret Mary Cosgrove joined Great Lakes Advisors in 2008 as an Independent Director and became a part-time Director of Client Services in 2012. She works to ensure that the firm provides superior service to all clients in all circumstances. In addition to her role with the firm, Margaret Mary also serves on several investment/stewardship committees for a university, several religious communities, and a social service agency.

Before joining the firm, Margaret Mary worked in the not-for-profit sector and in academics as a faculty member and Department Chair for both Clarke University and Loras College in Dubuque, Iowa. She also served as Treasurer and CFO for the Sisters of Charity for 12 years.

Margaret Mary graduated from Mundelein College (now Loyola University, Chicago) with a BA in Theology and she earned an MBA in Finance and Accounting from The University of Iowa.

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Emily Li, CFA®

Managing Director - Senior Portfolio Manager

Emily Li is a Managing Director and Senior Portfolio Manager for Great Lakes Advisors. She manages institutional fixed income portfolios with a primary emphasis on investment grade credits and government securities.

Emily joined the firm in 1996 and began her industry career in 1984. Prior to joining GLA, Emily was a Portfolio Manager for Harris Investment Management, Inc., and worked in various corporate financial capacities at Brunswick Corporation and the Quaker Oats Company.

Emily received her BA in international business from National Taiwan University and her MBA from Indiana University, Bloomington, Indiana. She is a Chartered Financial Analyst, as well as a member of the CFA Institute and the CFA Institute of Chicago. Between July 2000 and June 2005, Emily served as an officer, then a director, on the Board of the CFA Institute of Chicago.

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Daniel P. Nielsen

Managing Director - Head of ESG and Responsible Investing

Daniel P. Nielsen is a Managing Director at Great Lakes Advisors overseeing the firm’s ESG integration and responsible investing initiatives. Dan works closely with the portfolio management teams to identify and incorporate material environmental, social, and governance (ESG) factors into investment strategies, and with the client service team to promote the firm’s ESG integration strategies and develop socially responsible investment portfolios that align with clients’ values and performance goals.

Prior to joining the firm in 2015, Dan was the Director of Socially Responsible Investing at Christian Brothers Investment Services where he developed and implemented investment screens, directed corporate engagement activities, and managed proxy voting. He has focused on sustainable and responsible investing since 2005. Dan previously worked at Wespath (part of the United Methodist Church) where he led shareholder advocacy work for its $16 billion pension fund.

Dan holds an MBA from the University of Chicago Booth School of Business and a BA in Chinese language and literature from the University of Maryland. He was part of the first cohort to earn the Fundamentals of Sustainability Accounting (FSA) credential offered by the Sustainability Accounting Standards Board (SASB). Dan has served on the board of directors of US SIF–The Forum for Sustainable and Responsible Investing, the steering committee of the Sustainable Investment Research Analyst Network (SIRAN), and as chair of the board of directors for the Center for Economic Progress. Dan lives in Chicago with his wife and two daughters.

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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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Laura West

Director - Client Service and Sales

Laura West is a Director of Client Service and Sales and focuses on developing and maintaining successful client relationships for Great Lakes Advisors.

Before joining the firm in 2012, Laura worked at the Mercy Home for Boys and Girls, completing a year long volunteer program and subsequently managing corporate and foundation relationships. Most recently, Laura was part of the launch team for a new division with Accretive Health, working to improve quality outcomes and reduce care costs for a nonprofit health system in Minneapolis. Additionally, she worked as a social worker at the University of Chicago Hospital while completing her graduate degrees.

Laura graduated from Vanderbilt University in 2004 and from the University of Chicago with an MBA and MSW in 2009. She is a founding member of the Junior Board of Mercy Home for Boys and Girls and is a committee member of the Wicklander Foundation. She is also a member of the Junior League Club of Chicago, Union League Club, and Old St. Patrick’s Church. Laura and her family live in the Chicago suburbs.

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