Keith G. LaRose – Lead Portfolio Manager of the Fund and Principal and Executive Vice President of the Bradley, Foster & Sargent, Inc. Mr. LaRose joined the Bradley, Foster & Sargent, Inc. in February, 2000. Mr. LaRose graduated from the University of Connecticut in 1984 with a BA in Economics. In 1995, he received an MA in Financial Economics from Trinity College. Mr. LaRose began his investment career in 1984 with Dean Witter Reynolds in the commodity trading group based in Greenwich, Connecticut. In 1989, he joined E.T. Andrews & Company, Inc. in Hartford, Connecticut where he was President until 1994. In 1994 he went on to serve as Director of Individual Investment Services at Hartford Financial Management, Inc. where he was responsible for supervising the investment management of more than $200 million in client assets and functioned as chief equity manager and strategist, until he joined the Bradley, Foster & Sargent, Inc. in 2000.

Thomas D. Sargent, CFA – Co-Portfolio Manager of the Fund and Principal, Chief Investment Officer, and Executive Vice President of the Bradley, Foster & Sargent, Inc. Mr. Sargent joined the Bradley, Foster & Sargent, Inc in 2000. Mr. Sargent is the lead Portfolio Manager of Crystal Partners Fund Limited Partnership (the “Partnership”). Bradley, Foster & Sargent, Inc. is the General Partner of the Partnership. The Partnership’s investment objective is to seek long term capital appreciation through investing in small and mid-capitalization stocks. Mr. Sargent graduated from Union College, Schenectady, NY, in 1981 with a BA in Economics and History. In 1986, he received an MBA from Amos Tuck School of Business Administration at Dartmouth College, Hanover, NH. Mr. Sargent began his career at Conning & Company in 1986. There he managed its institutional business for fourteen years. In that role, he served as a Member of Conning & Company’s Executive Committee with responsibility for Equity Research, Institutional Sales, and Equity Trading. During his career at Conning & Company, Mr. Sargent was cited for his equity research expertise by Institutional Investor magazine in its annual “Best of the Boutiques” profile. In 1987, Mr. Sargent achieved the designation of Chartered Financial Analyst® (“CFA”). Mr. Sargent is a member of the CFA Institute and Hartford Society of Financial Analysts.

Mr. Bradley serves as the Chairman of Bradley, Foster & Sargent, Inc. He is a Principal and Portfolio Manager, as well as Chairman of the Management, and Compensation, Committees, and a Member of the Steering, Investment and Counter-Party Risk Committees. In July 1994, Mr. Bradley joined with Joseph D. Sargent and Timothy H. Foster to found Bradley, Foster and Sargent, Inc. Mr. Bradley graduated from Williams College, Williamstown, MA, in 1966 with a BA in History. In 1971, he received an MA in International Economics from Fletcher School of Law and Diplomacy at Tufts University, Medford, MA. Mr. Bradley served from 1967 to 1970 as an officer in the U.S. Navy, with the last year spent in Vietnam. He then went to work for Citicorp for fourteen years, twelve years of which were spent in Europe, the Middle East, and Africa. In 1985, Mr. Bradley founded Boston Private Bank & Trust Company, where he served as President and CEO from 1986 to 1992. He then joined Conning & Company’s Investment Management Group, which he managed from September 1993 until the founding of Bradley, Foster & Sargent, Inc. in July 1994.