Robert Bobrow, Founder and Managing Director
Years Experience: 47
Christopher M. Dunham, Founder and Managing
Director Years Experience: 41
C. Warren Ormerod, Founder and Chairman
Years
Experience: 47
Edward B. Putnam, Founder and Chief
Executive Officer- Years Experience: 32
Charles L. Sheppard, II, Managing Director
Years Experience: 27
To reach a manager, please call 484-342-4200
Robert
Bobrow:
Portfolio Manager/Managing Partner, Stratton Management Company,
1996-2000. Executive Vice President, DJ Investment Advisors, Inc.,
1983-1996. Vice President and Head of Trust Investment Division,
Central Penn National Bank, 1968-1983. Past President and Board
Member, Financial Analysts Society of Philadelphia; Association
for Investment Management and Research. B.S., University of Pennsylvania.
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Christopher M. Dunham:
Portfolio Manager/Managing Partner, Stratton Management Company,
1998-2000. Vice President, Wertheim & Co.,/Schroders 1977-1998.
Vice President, Shields, Model, Roland & Co., Inc., 1974-1977.
Vice President and Partner, W. E. Hutton & Co., 1967-1974.
A.B., Trinity College; M.B.A., University of Pennsylvania, Wharton
Business School.
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C. Warren Ormerod:
Portfolio Manager/Managing Partner, Stratton Management Company,
1992-2000. Executive Vice President, Chief Trust Officer, Continental
Bank, 1968-92. Trust Officer, National Bank of Westchester, 1964-1968.
Trust Division, Bankers Trust Company, 1961-1964. A.B., Trinity
College.
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Edward B. Putnam:
Portfolio Manger/Managing Partner, Stratton Management Company,
1992-2000. Vice President and Group Manager, Provident National
Bank, 1976-1992. Director South Chester Tube Company, Pennsylvania
Warehousing and Safe Deposit Company. Past Board Member and Chair of
the Finance Committee, Chestnut Hill Academy. Past President
of the Board of Directors, Fleisher Art Memorial. Past Chairman,
Eastern Pennsylvania Chapter of Arthritis Foundation. B.A., Rollins
College; M.B.A., Crummer School, Rollins College.
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Charles L. Sheppard, II:
Institutional Equity Sales, Credit Suisse First Boston, 2000-2004. Institutional Equity Research Salesman, Alex Brown & Sons / Deutsche Banc Securities, 1987-2000. Portfolio Manager, Mezzanine and Investment Bank, 1985-1987. Institutional Equity Trader and Salesman, Merrill Lynch Capital Markets, 1983-1985. Portfolio Manager, Provident National Bank, 1981-1983. President of the Highlands Historical Society. Serves on the Endowment Board for Germantown Academy, and the Long Range Physical Planning Board for Chestnut Hill Academy. B.A., Lehigh University.
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