Mr. Webb holds a BA in Economics and MBA in Finance from the University of Virginia. In addition to his years with AAMA, Mr. Webb advised SEB/Trygg-Hansa, a Sweden-based company, on the US portion of their equity portfolios. He was also senior vice president and chairman of the Investment Policy Committee for a leading boutique investment firm and a senior portfolio manager for Chase Investment Management Corp.
Email: Twebb@aamamail.com
ROBERT WAGNER, CFA, Portfolio Manager
Working diligently in portfolio design, Robert Wagner evaluates investment opportunities based on their value and return potential. Based on each client’s long-term goals and short-term objectives, he assesses investments in terms of the clients’ risk tolerance and return objectives.
A Magna Cum Laude graduate in business finance at Miami University, Dr. Wagner also holds a doctorate degree from The Ohio State University College of Optometry and a Masters in Economics from the University of Oklahoma. Dr. Wagner is a CFA charterholder, the highest designation for investment professionals specializing in portfolio management. Before joining AAMA, he served as an equity analyst, portfolio manager and chief investment officer for a regional investment firm.
Email: Rwagner@aamamail.com
ROBERT E. WILLIAMS, Director of Marketing
For more than a decade, Mr. Williams has helped financial consultants, investment advisors and portfolio managers serve their clients well. He works with financial intermediaries to help provide excellent results to their clients. Mr. Williams also acts as a liaison between the investment department and the financial marketplace.
He holds a B.A. in Economics and a B.S. in Mathematics from Capital University. Prior to joining AAMA, Mr. Williams worked with financial consultants at a large regional investment company.
Email: Rwilliams@aamamail.com
GAVIN J. D'SOUZA, Research Manager
In an industry where information is king, Gavin D’Souza provides AAMA portfolio managers and investment advisors with insights, statistics and analyses for markets, industries and specific investments. He has honed expertise in mutual fund research, financial and mutual fund accounting, security settlement and custody reconciliation.
A graduate of The Ohio State University, Mr. D’Souza served as operations manager of a regional investment firm and as fund accountant for a mutual fund before joining AAMA.
Email: Gdsouza@aamamail.com
CRAIG M. FULLEN, JD, CMT, Portfolio Manager
Focusing on market trends and technical indicators, Mr. Fullen provides analysis of the financial markets and focuses on tactical and alternative-based portfolio management strategies for AAMA. Mr. Fullen is a Chartered Market Technician (CMT) and is on the Market Technicians Association's Board of Directors and serves as the Treasurer. In addition, Mr. Fullen is an Adjunct Business Professor at Ohio Dominican University and is the President of The Fullen Law Group Co., LPA.
Earlier in his career, Mr. Fullen served as Assistant General Counsel for Crane Plastics Company and as a senior associate with Porter, Wright, Morris & Arthur LLP where he practiced corporate/business law and advised public and privately-held companies with respect to mergers and acquisitions, contractual issues, business entity selection and formation, and securities-related transactions. Mr. Fullen graduated from The College of William & Mary with a B.B.A. degree (accounting) and from Rutgers University School of Law.
Email: Cfullen@aamamail.com
JEANNE WILLS, Director of Client Services
With more than 20 years experience in office management, Ms. Wills assists and supports AAMA senior staff and portfolio managers. She has an extensive background in personnel, marketing, logistics and administrative support. She facilitates customer service and client communications.
Prior to joining AAMA, Ms. Wills was an executive assistant in a regional investment firm.
Email: Jwills@aamamail.com
JASON HOFFMAN, Internal Sales and Operations Manager
For an investment advisor firm to serve its clients well, it must have efficient and effective internal operations and client communications. That’s what Jason Hoffman provides for AAMA. He oversees policies, operating procedures, portfolio administration and client reporting. Mr. Hoffman also manages our internal sales desk, assisting financial advisors and their clients.
He has extensive experience in the financial services industry including mutual fund operations, managing advisor relationships, shareholder servicing, trading, quality control and auditing. Mr. Hoffman is a graduate of The Ohio State University.
Email: Jhoffman@aamamail.com
