Finn brings more than 18 years of financial services experience to the firm. Finn joined Champlain in 2006 as an Associate – Operations, moved to the trading desk in 2008, and has served as the firm’s Head Trader since 2016. His prior experience includes internships with the offices of United States Senators Patrick Leahy and James Jeffords, as well as a semester studying abroad in Buenos Aires, Argentina. Finn graduated with honors with a Bachelor of Arts degree in Economics from the University of Vermont.

Scott has more than 41 years of investment management experience. He is a founding partner of the firm and leads the investment team. Prior to founding Champlain in 2004, Scott was a Senior Vice President at NL Capital Management, Inc. and served as a Portfolio Manager with Sentinel Advisors, Inc. where he was responsible for managing small cap and mid cap core strategies. He also spent time as a Portfolio Manager and Director of Marketing for Argyle Capital Management in Allentown, Pennsylvania, before joining NL Capital Management, Inc. Scott began his career as a Credit Analyst with the First National Bank of Maryland. Scott graduated cum laude from the University of Delaware with a Bachelor of Arts degree in Business Administration. He earned his Chartered Financial Analyst® (CFA) designation in 1995 and is a member of the CFA Institute and the CFA Society Vermont.

Corey brings more than 17 years of financial services experience to his role as Deputy Chief Investment Officer and an analyst covering the consumer and financials sectors. Prior to joining Champlain in 2010, Corey was an Analyst focusing primarily on the financial services industry at Duff & Phelps Corporation. Earlier in his career, he also spent time as a Credit Analyst with the commercial lending group at Merchants Bank, a subsidiary of Merchant Bancshares, Inc. (now Community Bank Systems). Corey graduated magna cum laude from the University of Vermont with a Bachelor of Science degree in Business Administration. Corey was inducted into the University of Vermont Athletic Hall of Fame in 2017 for his athletic achievements in soccer during his undergraduate career. Corey earned his Chartered Financial Analyst® (CFA) designation in 2011 and is a member of the CFA Institute and the CFA Society Vermont. Corey currently serves as a Council Member for the UVM Foundation Leadership Council.

Joe brings more than 16 years of financial services experience to his role as Deputy Chief Investment Officer and an analyst covering the industrials and materials sectors. Joe joined Champlain in 2008 and spent two years on the operations team before transitioning to the investment team. Joe graduated from Saint Michael’s College with a Bachelor of Arts degree in Philosophy. Joe earned his Chartered Financial Analyst® (CFA) designation in 2015 and is a member of the CFA Institute and the CFA Society Vermont. Joe currently serves on the Board of Directors for the Boys & Girls Club of Burlington.

Andrew brings more than 18 years of research experience to his role as a technology sector analyst on the investment team. Prior to joining Champlain in 2010, Andrew managed IDC’s U.S. PC Tracker, covered network and endpoint security, and supported the network, telecom, communications, and channels research teams. Andrew graduated from Connecticut College with a Bachelor of Arts degree in International Relations. He earned his Chartered Financial Analyst® (CFA) designation in 2015 and is a member of the CFA Institute and the CFA Society Vermont. Andrew currently serves on both the Board of Directors and the Finance Committees for the Committee On Temporary Shelter as well as the ECHO Leahy Center for Lake Champlain.

Joe brings more than 32 years of experience as a securities analyst to his role as a technology sector analyst on the investment team. Prior to joining Champlain in 2014, Joe was a Founder and Portfolio Manager of Kelvingrove Partners, LLC, an investment management firm focused on technology, media, and telecommunications. His investment management career began at Private Capital Management in Naples, FL where he was the Managing Director of Investment Research and a Portfolio Manager. Joe spent over 10 years as a securities analyst on Wall Street, and held senior investment research and management roles at Morgan Stanley, Donaldson Lufkin & Jenrette, and UBS. Joe began his career as a market analyst with AT&T. Joe earned both his Master and Bachelor of Arts degrees in Economics from the University at Albany, State University of New York.

Rob brings more than 31 years of financial services experience to his role as a health care sector analyst on the investment team. Prior to joining Champlain in 2016, Rob worked on Fidelity’s fund manager due diligence team for the company’s Workplace Investing clients. Rob’s previous experience includes coverage of the small and mid cap health care sector at BlackRock, Sirios Capital, and John Hancock Funds. Rob graduated from Saint Michael’s College with a Bachelor of Science degree in Business Administration and earned his Master of Business Administration degree from Babson College. Rob currently serves on the Board of Directors for both Saint Michael’s College Alumni as well as the Flynn Center for the Performing Arts, where he is also on the Finance and Audit Committee.

Courtney brings more than 14 years of equity research experience to her role as a consumer sector analyst on the investment team. Prior to joining Champlain in 2018, she held Equity Research Associate roles with both Cowen & Company – where she focused on retailing/specialty stores, luxury, broadlines, and department stores – and with RBC Capital Markets, where she focused on apparel retail. Courtney graduated from Boston College with a Bachelor of Arts degree in Economics and Sociology. Courtney earned her Chartered Financial Analyst® (CFA) designation in 2022 and is a member of the CFA Institute and the CFA Society Vermont.

Jackie brings more than 28 years of experience, including over 15 years of buy-side equity research experience, to her role as a health care sector analyst on the investment team. Prior to joining Champlain in 2019, she held the role of Vice President, Equity Analyst at GW&K Investment Management – where she focused on small and smid cap health care equities – and with AlphaOne Capital Partners, where she focused on small and micro cap health care and industrial equities. Jackie graduated from Colgate University with a Bachelor of Arts degree in Economics and German Literature and earned her Master of Business Administration degree from NYU’s Leonard Stern School of Business. Jackie earned her Chartered Financial Analyst® (CFA) designation in 2004 and is a member of the CFA Institute and the CFA Society Vermont.

Ethan brings more than eight years of equity research experience to his role as an industrials and materials analyst on the investment team. Prior to joining Champlain in 2020, he was a Vice President in the Equity Research Department at Morgan Stanley where he focused on power, utilities, and clean technology stocks. Before his time on Wall Street, Ethan served for six years in the United States Air Force, most notably as a Space Operations Analyst. Ethan graduated from the University of Vermont with a Bachelor of Science degree in Business Administration, earned his Master of Science degree in Financial Analysis from the University of San Francisco, and earned his Master of Business Administration degree, with distinction, from New York University’s Stern School of Business. Ethan earned his Chartered Financial Analyst® (CFA) designation in 2020 and is a member of the CFA Institute and the CFA Society Vermont.

Rachel joined Champlain in 2020 and is a technology analyst on the investment team. Prior to joining full-time, she worked as an intern at the firm, and as a Peer Finance Coach at Champlain College where she developed investment-focused financial literacy curriculum. Rachel graduated summa cum laude from Champlain College with a Bachelor of Science degree in Finance. Rachel earned her Chartered Financial Analyst® (CFA) designation in 2022 and is a member of the CFA Institute and the CFA Society Vermont.

Henry brings more than nine years of investment management experience to his role as a financials analyst on the investment team. Henry joined Champlain in 2015 and spent three years as a Quantitative Analyst supporting all of the firm’s strategies with portfolio analytics, risk monitoring, and quantitative research before joining the emerging markets team in 2018 as a sector analyst covering the financials sector. After four years on the emerging markets team, Henry transitioned his current role on the small and mid cap team in June 2022. Before joining Champlain full-time, Henry was an intern at the firm, and also held a summer analyst position with NASDAQ’s New Listings and Capital Markets team in New York. Henry graduated from the University of Vermont with a Bachelor of Science degree in Finance and a minor in Economics. Henry earned his Chartered Financial Analyst® (CFA) designation in 2018 and is a member of the CFA Institute and the CFA Society Vermont. Henry currently serves on the Board of Directors’ and Finance Committee for the South End Arts and Business Association.

James brings over nine years of industry experience to his role at the firm. James joined Champlain in 2015 as an Associate – Operations & Compliance, transitioned to focus solely on compliance in the fall of 2017, and moved to the trading desk in 2023. His prior experience includes a summer internship with LL Global. James graduated from Colgate University with a Bachelor of Arts degree in Psychology. James was awarded the Investment FoundationsTM certificate by the CFA Institute in 2017.