Paul is a Portfolio Manager on the Great Lakes Advisors Fundamental Equity Large Cap team. Paul joined the firm in 2005 and has been in the industry since 1992. Previously, he served as a Portfolio Manager on the Large Cap team at Rothschild & Co Asset Management US (acquired by Great Lakes Advisors in 2023). Paul was a Research Analyst for over 12 years with Sidoti & Company, Schroders, NatWest Securities, and Value Line. Paul earned a BBA from Hofstra University and is a CFA® charter holder.

Jeff is a Portfolio Manager on the Great Lakes Advisors Fundamental Equity Large Cap team. Jeff joined the firm in 2015 and has been in the industry since 2001. Previously, he served as a portfolio manager on the Large Cap strategies at Rothschild & Co Asset Management US (acquired by Great Lakes Advisors in 2023). Prior to that Jeff worked as a co-portfolio manager for the Global Focus strategy at PineBridge Investments. He was also an Equity Research Analyst at Banc of America Securities and Schwab Soundview Capital Markets, and a Consultant for FactSet Research Systems. Jeff earned a BS from the University of Vermont and an MBA from New York University's Stern School of Business.