People

Industry Start Date: 1979

KAR Start Date: 1991

Education: B.S., Business and Economics, Loyola Marymount University

Prior Work Experience:
Vice President – Shearson Lehman Brothers

What Do You Enjoy Most About Your Job:
There are two aspects of my role that are very rewarding. The first aspect is working with our clients. We have the pleasure of working with a wonderful group of institutional and individual clients and, over the years, we have become very close to our clients. It’s been very rewarding to see the positive impact we have been fortunate to have on our clients and their financial well-being.

The second aspect of my job that I find rewarding is strategic planning for the firm. It has been exciting and rewarding to see the firm evolve over the years as we execute on our business plans. I also enjoy getting the opportunity to watch our employees advance in their careers and the organization as the firm has continued to grow.

What Do You Enjoy Most About Working at KAR:
What I enjoy most about working at KAR are my colleagues. We are a close knit group. We have a number of employees that have been with the firm for 10 to 20 years and that is pretty unusual in most organizations. I think many of us have stayed with the firm for so long because we have shared common values and we work very closely together within those shared values for the benefit of our clients.

What Are You Involved in Outside of Work:
Outside of KAR, I enjoy cycling. I have been cycling, specifically road cycling, for over 10 years. Cycling is great for clearing the mind. I enjoy the close knit group and I tend to find that cyclists generally are people that are motivated, social and have a positive outlook on their lives. Cycling has taken me all over the world and I think the best way to travel is on a bike.

Industry Start Date: 1987

KAR Start Date: 1989

Education: Attended The American University in Cairo, Egypt

What Do You Enjoy Most About Working at KAR:
The special culture of KAR is the primary reason I have been at the firm for over 25 years. We spend many hours of our day away from other things that we enjoy (like our families). So I believe it is very important to work with people that we enjoy, to feel challenged and to have the opportunity to evolve and grow, to have mutual respect with our peers and colleagues and, it goes without saying, to have the highest ethical standards.

We also have a very client-centric attitude. When faced with a difficult situation with multiple options, when you look at it from a client standpoint, the decisions really become easy. This is a guiding principle that we live by and it makes work and decision making much easier when you approach it from that viewpoint.

What Are You Involved in Outside of Work:
Outside of KAR, my main focus is my family. I am fortunate to have a wonderful husband, three kids and let’s not forget the dog. Balancing work and family is always a challenge and, having been at the firm for over 25 years, I find myself very fortunate that work also feels like family to me. I think it is also important to note that I am not unique in this situation. If you look at the employees across the firm, over 40% of our employees have been with us over 15 years and over 20% have been with us over 20 years.

Research Experience Start Date: 1986

KAR Start Date: 2011

Doug Manages: Large Cap Sustainable Growth, Mid Cap Sustainable Growth, All Cap Sustainable Growth

Education: B.S., Marine Engineering, U.S. Naval Academy
M.B.A. , Harvard University

Prior Work Experience:
Director of Equities – HighMark Capital Management
Group Managing Director and Chief Investment Officer of U.S. Equities – Trust Company of the West

What Do You Enjoy Most About Your Job:
When I was in the Navy, investing became a hobby for me. I used to read a lot of books on investing. And I figured out that if I could make a living at a hobby that I enjoyed then it was a good profession to pursue.

What Do You Enjoy Most About Working at KAR:
The most enjoyable part of working at Kayne Anderson Rudnick is the people. It is really a family type of environment. Everyone is truly interested in doing what is best for our clients and, as a firm, we are focused on doing the right thing. The investment group is always interested in learning and becoming better investors. They are always striving to find the best ways to invest our clients’ money and I am truly proud of this as this is how our business should be oriented.

What Are You Involved in Outside of Work:
When I am not in the office I enjoy spending time with my wife and kids. I also love golfing. I spend a fair amount of time trying to improve my game (not that it has worked out that well so far!). I also enjoy boating. I spent a number of years in the Navy and I still enjoy being out in the water to this day.

Research Experience Start Date: 1986

KAR Start Date: 2011

Doug Manages: Large Cap Sustainable Growth, Mid Cap Sustainable Growth, All Cap Sustainable Growth

Education: B.S., Marine Engineering, U.S. Naval Academy
M.B.A. , Harvard University

Prior Work Experience:
Director of Equities – HighMark Capital Management
Group Managing Director and Chief Investment Officer of U.S. Equities – Trust Company of the West

What Do You Enjoy Most About Your Job:
When I was in the Navy, investing became a hobby for me. I used to read a lot of books on investing. And I figured out that if I could make a living at a hobby that I enjoyed then it was a good profession to pursue.

What Do You Enjoy Most About Working at KAR:
The most enjoyable part of working at Kayne Anderson Rudnick is the people. It is really a family type of environment. Everyone is truly interested in doing what is best for our clients and, as a firm, we are focused on doing the right thing. The investment group is always interested in learning and becoming better investors. They are always striving to find the best ways to invest our clients’ money and I am truly proud of this as this is how our business should be oriented.

What Are You Involved in Outside of Work:
When I am not in the office I enjoy spending time with my wife and kids. I also love golfing. I spend a fair amount of time trying to improve my game (not that it has worked out that well so far!). I also enjoy boating. I spent a number of years in the Navy and I still enjoy being out in the water to this day.

Research Experience Start Date: 2005

KAR Start Date: 2013

Sector Coverage: Mid and large-capitalization communication services, consumer-discretionary, health-care and information technology sectors

Chris Manages: Large Cap Sustainable Growth, Mid Cap Sustainable Growth, All Cap Sustainable Growth

Education: B.A., Business Economics, minor in Accounting, University of California, Los Angeles

Prior Work Experience:
Associate Analyst , Special Situations – B. Riley & Co.
Vice President, Equity Research – Al Frank Asset Management

What Do You Enjoy Most About Your Job:
Every day we come into the office we are challenged with turning over rocks and kicking tires to find high-quality investment opportunities for our clients’ hard-earned money. That discovery process has always been exhilarating for Chris. It’s like CSI Wall Street, but instead of solving a crime, we are looking for long-term investment opportunities to help our clients meet their long-term financial goals.

What Do You Enjoy Most About Working at KAR:
At KAR, we have an overarching investment philosophy, but the analysts are empowered to work within that discipline to find creative ways to add value to the investment process. I feel very privileged to work alongside some incredibly intelligent and highly credentialed professionals. That structure keeps employees both highly motivated and allows us to build more complete pictures of investment opportunities.

What Are You Involved in Outside of Work:
When Chris is away from the office, he really values the time that he can spend with my family. Chris has two young daughters and he loves every minute that he gets to spend helping them grow and develop. The unpredictability of the stock market pales in comparison to what two young daughters can do when they are running around the house.

Research Experience Start Date: 1999

KAR Start Date: 2002

Sector Coverage: Small and mid-capitalization financials and information technology sectors

Todd Manages: Small Cap Core, Small Cap Sustainable Growth, Small Cap Quality Select, Global Small Cap

Education: B.S., Finance, Northern Arizona University
M.B.A., University of Southern California

Prior Work Experience:
Associate Analyst, Equity Research – Prudential Securities
Equity Research Associate – RNC Capital Management

What Do You Enjoy Most About Your Job:
I love learning about different kinds of very interesting companies—what makes good business and how it can differentiate itself from its competitors. I enjoy the combination of developing an understanding of a business’ unique attributes with the intellectual challenge of investing and the requirement of cultivating a view that is oftentimes different from prevailing wisdom.
Also, the experience of coming into the industry in 1999, when things were pretty euphoric in the market and then living through the market downturns in 2002 and 2008 has given me a lot of perspective in seeing the highs and lows of investor emotions. I believe this helps me maintain objectivity in times when emotions can run high.

What Do You Enjoy Most About Working at KAR:
The most enjoyable part about working at KAR is having the freedom to find investments wherever they may be. I am empowered to manage the portfolio in a way that I truly believe and I am supported by strong analytical resources to help me in this endeavor.

What Are You Involved in Outside of Work:
When I’m not working I like to spend time with my kids coaching their sports teams. My two sons play baseball and I feel like I am reliving my youth with them when I get out there on the field and coach their teams.

I am also involved in helping the public education system in Los Angeles. I am on a Young Professionals Board of the largest charter school organization in the city and we help thousands of inner-city kids get a better education.

Research Experience Start Date: 2008

KAR Start Date: 2013

Sector Coverage: Small and mid-capitalization information technology and health-care sectors

Julie Manages: Small-Mid Cap Sustainable Growth, Long-Short

Education: M.B.A., University of California, Los Angeles, B.A., Economics and Psychology, New York University

Prior Work Experience:
Equity Research Associate – Imperial Capital
Equity Research Associate – Merrill Lynch

What Do You Enjoy Most About Your Job:
Julie loves our process and philosophy and will tell anyone who listens about it. Most investors have to have an opinion on every stock, because if it’s cheap enough, you should buy it. You can sometimes get into stocks with businesses you’re not quite sure about because they’re cheap. At Kayne, if she comes across a business and can be pretty sure it will never reach our quality standards, she doesn’t need to do any more work. She doesn’t need to agonize that at some magic price, we should buy it. This gives her so much more time and headspace to just focus on understanding the quality businesses we own, and new candidates we could invest in.

What Do You Enjoy Most About Working at KAR:
Julie feels really lucky to work with such humble people who really try to take the emotion and ego out of investing. Some of our PMs have records anyone would dream of, but you can go into their office and the first thing they’ll tell you is all the mistakes they’ve made. Most PMs, you could spend an hour talking to them about how things are going lately, and you wouldn’t really be able to tell if they’re having a good quarter or bad quarter just by their moods. The long-term focus and a conviction in quality really shines through the team. The temperament of our team, patient, thoughtful, and thorough, is what really sets us apart.

What Are You Involved in Outside of Work:
Outside of work, Julie rides and competes horses in show jumping. The competitions are based on jumping the fences cleanly and quickly. It’s a huge rush of adrenaline, but it is also about the relationship you build with an animal without words. It satisfies both a need to compete, as well as a chance to connect. It’s also so expensive, she’ll never be able to retire from KAR 🙂

Research Experience Start Date: 1995

KAR Start Date: 2001

Sector Coverage: Small and mid-capitalization health-care and industrials sectors

Jon Manages: Small Cap Core, Small Cap Sustainable Growth, Small Mid Cap Core and Mid Cap Core

Education: M.B.A., California State University, Long Beach, B.S., Mathematics/Applied Science, University of California, Los Angeles

Prior Work Experience:
Portfolio Manager and Senior Research Analyst – Doheny Asset Management

What Do You Enjoy Most About Your Job:
Jon really loves investing. It is an exciting profession to be in because you are always learning something new—a new business model, a new technology, a new consumer product, a new way to conduct business. It can be very humbling, but the beauty of the profession is that you are learning every day that you come into the office.

What Do You Enjoy Most About Working at KAR:
One of the things Jon enjoys most about working at KAR is the people. Working with a great group of people that continually challenge you intellectually.

One of the other things he truly enjoys is that he fundamentally believes in our high-quality approach to investing. Every day we are examining really great businesses, really digging in and challenging each other as to why these are or are not great businesses. As a result, we all make each other better as investors. That makes coming to work every single day a truly enjoyable experience.

What Are You Involved in Outside of Work:

While Jon thoroughly enjoys work, family is by far the most important thing to him. Jon has two kids that keep him very busy. He has coached their sports teams since they were three years old. They learn from Jon but, most importantly, Jon learns from them as well and that helps him be a better parent.

Outside of that, he reads and loves being active. Jon runs, skis and plays tennis. He is also am very involved in his church.

Research Experience Start Date: 2004

KAR Start Date: 2017

Sector Coverage: Emerging markets, international small cap and international smid cap portfolios

Hyung Manages: Emerging Markets Small Cap , International Small Cap, International Small-Mid Cap

Education: M.B.A., University of Chicago, Graduate School of Business, B.A., German, minor in Economics, Hankuk University of Foreign Studies in Seoul, Korea

Prior Work Experience:
International Equity Analyst – Advisory Research
Corporate Banking – HSBC and Woori Bank, Seoul, Korea

What Do You Enjoy Most About Your Job:
Hyung loves the intellectual stimulation. He reads, thinks, and learns about businesses and industries every day. Hyung gets to talk and ask questions to industry experts and management teams around the world. The job doesn’t stop here, he also tries to understand what others in the market are thinking and decide if he can form a different view that can ultimately lead to an investment thesis. He will never retire from investing.

What Do You Enjoy Most About Working at KAR:
The people, especially his team. Hyung is doing what he loves with people he enjoys doing it with. What more can one ask for?

What Are You Involved in Outside of Work:
Outside of work, Hyung loves spending time with friends and family. He also enjoys lifting weights in the gym, watching sports, reading, traveling, and woodworking.

Research Experience Start Date: 2001

KAR Start Date: 2001

Sector Coverage: Small and mid-capitalization materials, industrials and utilities sectors

Julie Manages: Small Cap Quality Value, Small-Mid Cap Quality Value and Small-Mid Cap Core

Education: B.A., Business Economics, University of California, Los Angeles
M.B.A., Harvard Business School

Prior Work Experience:
Goldman Sachs program focused on investment management for high-net-worth individuals
Senior Associate – Arthur Andersen

What Do You Enjoy Most About Your Job:
I feel very lucky that I am in a profession that allows you to be challenged intellectually every day no matter how long you have been in the industry. That makes me very excited to come to work on a daily basis. In fact, I am as enthusiastic today about coming to work as I was on my very first day at Kayne Anderson Rudnick.

What Do You Enjoy Most About Working at KAR:
The most enjoyable part about working at KAR is the culture. No matter how much we have grown (and we’ve grown quite a bit in my time here), it still feels like a small, family-like firm. The first thing you notice is the respect that everyone has for each other on the team. And when I use the word “team,” it is very genuine. It is a very collaborative environment and that helps you grow professionally.

What Are You Involved in Outside of Work:
I’ve always admired those that find time in their busy schedules to help other less fortunate people in need. I was truly honored to join the Board of Trustees of a Los Angeles-based student scholarship foundation several years ago, which I was a recipient of myself as an undergrad at UCLA. There is nothing more rewarding than being involved in young people’s lives and to see their dreams come true.

Research Experience Start Date: 1998

KAR Start Date: 1995

Sector Coverage: Large-capitalization communication services, energy, financials, and utilities sectors

Richard Manages: Large Cap Quality Value, Global Dividend Yield, Equity Income

Education: M.B.A., Finance, University of Southern California, B.A., Economics, University of California, Los Angeles

Prior Work Experience:
Marketing Analyst – Kayne Anderson Rudnick Investment Management
Operations/Marketing Supervisor – Pilgrim Asset Management

What Do You Enjoy Most About Your Job:
Richard enjoys the fact that there is always something new to learn. It could be a new business that we have never looked at in the past or it could be re-examining a business that we have haven’t looked at in a number of years. We are constantly getting new pieces of information that give us more knowledge. He loves learning about new things and you really get to satisfy your curiosity with this job.

What Do You Enjoy Most About Working at KAR:
Richard loves working at KAR because it is a very collegial and open company. We are not the kind of place where everyone shuts their door and stays to themselves. We work together and we talk about things all the time. From that, you get different perspectives and you learn more than if you are just off on your own. We spend a lot of time together educating each other. Richard believes this leads to more knowledge and, therefore, better investment results for our clients.

What Are You Involved in Outside of Work:
Time outside of work is spent with family. Richard has two boys and they keep him busy, whether it is helping them with their homework or shuttling them to different activities. They also like to go to the park to play ball and love to hike. If he has any free time, he loves to read history, financial books and if he totally wants to escape, he’ll read some Stephen King.

Research Experience Start Date: 1989

KAR Start Date: 2000

Sector Coverage: Small and mid-capitalization real estate and consumer discretionary sectors

Craig Manages: Small Cap Quality Value, Small-Mid Cap Quality Value, Small-Mid Cap Core, and Mid Cap Core

Education: B.S., International Business, San Francisco State University
M.B.A., University of Southern California

Prior Work Experience:
Portfolio Manager – Doheny Asset Management

What Do You Enjoy Most About Your Job:
The investment team is unified in our goal of helping our clients attain financial security. We want to do this by achieving strong returns, but also by making sure that we focus on capital preservation. I truly enjoy working on a team that works so diligently to help our clients achieve their financial goals.

What Do You Enjoy Most About Working at KAR:
What I most enjoy about working at KAR is the people and camaraderie. It’s very important for everyone to have a common belief and all of the investment professionals here at KAR truly believe in our philosophy of investing in high-quality companies. I think it is very rare in our industry to have such strong commonality and cohesion in our investment philosophy.

What Are You Involved in Outside of Work:
I enjoy traveling and I am a hobbyist photographer. During my travels, I like to take my camera and seeing the world through the camera lens gives you a different perspective. This perspective helps me to see that the world is so different in many ways, but people are also very similar and I enjoy exploring these different aspects of the world around us.

Research Experience Start Date: 2004

KAR Start Date: 2008

Sector Coverage: International small cap, emerging markets small cap portfolios

Craig Manages: International Small Cap, International Small-Mid Cap, Emerging Markets Small Cap, Global Small Cap

Education: M.B.A. , University of Chicago, Graduate School of Business,  B.S., Business and Public Administration, concentration in Finance, University of Arizona

Prior Work Experience:
Equity Analyst – Kirr, Marbach & Company

What Do You Enjoy Most About Your Job:
What Craig enjoys most about investing is that it involves solving a wide range of very complex problems. When you do your work on an investment, you conduct a lot of research and analysis and then you form a hypothesis about the investment you are either going to make or not make. When you do this over a number of companies over a number of years you get to test your investment hypotheses over time. Through this process, you get to learn a lot and Craig finds that to be very fascinating and rewarding.

What Do You Enjoy Most About Working at KAR:
One of the best things about working at KAR for Craig, is that the firm’s investment philosophy is the same as his own personal investment philosophy. There are a lot of different ways to approach investing, but he believes that if you are going to excel you really need to believe in what you are doing. Craig spends a lot of time studying and thinking about investing and really does believe that the most important aspect of any investment decision is the quality of the business. There aren’t a lot of other firms out there that place as much emphasis on business quality as we do here at KAR and that makes it very satisfying to come to work every day.

What Are You Involved in Outside of Work:
Outside of work, Craig really enjoys traveling. He has traveled to over 40 countries outside of the U.S. and enjoys visiting new places, observing different cultures and seeing how people live throughout the world.

Another thing that he finds fulfilling outside of work is participating in the Big Brothers Big Sisters program. Craig has been a Big Brother for over seven years and his little brother and he have been able to do things together that he’s not sure he would have had a chance to do if it were not for the program. Some of the things they have done together include taking him to see snow for the first time, teaching him to ride a bike and to swim. It has been very rewarding for Craig to be a part of these activities with him.

Research Experience Start Date: 2012

KAR Start Date: 2012

Sector Coverage: Small and mid-capitalization financials, financial technology, energy and transportation sectors

Chris Manages: Long-Short, Small-Mid Cap Sustainable Growth

Education: M.B.A., University of California, Los Angeles, B.S.E., concentration in Finance, Wharton School, University of Pennsylvania

Prior Work Experience:
Senior Associate, Turnarounds, and Restructuring – Alvarez & Marsal
Associate, Investment Banking Financial Institutions Group – Houlihan Lokey Howard & Zukin

What Do You Enjoy Most About Your Job:
Investing is an amazing profession. It is intellectually challenging and dynamic. Your mind is never dull and you are constantly learning.

What Do You Enjoy Most About Working at KAR:
Chris feels very fortunate every day he comes to work at KAR. He is surrounded by bright people that share his passion for investing and a focus on finding high-quality businesses.

What Are You Involved in Outside of Work:
When Chris is not poring over annual reports, he is busy at home with his two young children. Every day as a parent is a brand new learning experience and it is extremely rewarding, especially the big hug his kids give him each night when he comes home from work.

Research Experience Start Date: 2009

KAR Start Date: 2015

Sector Coverage: International and emerging markets small cap portfolios

Education: M.B.A., Amos Tuck School of Business, Dartmouth College, Bachelor and Master of Macro Economics – Institute of World Economy and Informatization, Moscow, Russia (graduated summa cum laude)

Prior Work Experience:
Research Analyst – Mission Value Partners
Equity Research Analyst – Bloomberg

What Do You Enjoy Most About Your Job:
Ekaterina loves investing and studying various business models. She tries to uncover why some companies succeed and others fail, what triggers that loss of a competitive position, and what the warning signs are. It’s exciting, intellectually rewarding and humbling, often all at the same time!

What Do You Enjoy Most About Working at KAR:

KAR is unique because of the people. Everyone is a true professional, passionate about what they do and will go out of their way to help one another. It creates an incredible environment.

From a professional standpoint, Ekaterina highly values that KAR’s investment philosophy aligns with her own. This alignment makes searching and recommending new ideas easy and natural as she’s choosing the same companies she would for my own portfolio.

What Are You Involved in Outside of Work:
Outside work, Ekaterina enjoys spending time with my family. She has two kids. It’s incredible for her to see them go through very different stages of development. With one they might be learning about colors and shapes, and with the other, discussing a possibility of eternal life by means of downloading a mind into a computer. Never a lull moment!

Research Experience Start Date: 2008

KAR Start Date: 2018

Sector Coverage: Small cap and mid cap portfolios: consumer discretionary and industrials sectors

Education: B.S.B.A, Finance, minor in Accounting, University of Denver

Prior Work Experience:
Analyst – Madison Street Partners
Analyst – Denver Investments

What Do You Enjoy Most About Your Job:
Sean enjoys learning about the competitive positioning of businesses and the evolving nature of markets. The ongoing change of this environment fosters an intellectually stimulating and exciting industry to spend his professional time.

What Do You Enjoy Most About Working at KAR:
The most enjoyable aspect of working at Kayne Anderson Rudnick is the people and our shared approach to investing in high-quality businesses. The team’s common approach to investing in high-quality companies promotes an intellectually stimulating environment as we search and learn about businesses across industries and over time.

What Are You Involved in Outside of Work:
Outside of work, Sean enjoys spending time with family and getting in the ocean as much as possible.

Research Experience Start Date: 2013

KAR Start Date: 2018

Sector Coverage: Large-capitalization financials, industrials and materials sectors

Education: B.S., Engineering, American University in Cairo
M.B.A., Wharton School, University of Pennsylvania

Prior Work Experience:
Investment Analyst – Sands Capital Management

Research Experience Start Date: 2014

KAR Start Date: 2018

Sector Coverage: International and emerging markets small cap portfolios

Education: B.A., Economics, Cornell University

Prior Work Experience:
Equity Research Analyst – DWS Asset Management

What Do You Enjoy Most About Your Job:
I love the sense of discovery that comes with researching a new idea. We get to come in every day and learn something new about what makes certain businesses succeed and fail. Whether we choose to invest or not, almost nothing we learn goes to waste. This makes the job exciting and meaningful and that accumulated knowledge compounds over time. I feel incredibly lucky to be doing something intellectually stimulating that I believe in and am passionate about while being surrounded by people who feel the same.

What Do You Enjoy Most About Working at KAR:
We spend a lot of time assessing the culture of other companies, but what I’ve experienced at KAR sets the bar pretty high. It’s not just about passion and intelligence – it really comes together when everyone operates under the same investment philosophy and is focused on finding great businesses expanding their edge over competitors. This collaborative environment makes it impossible not to learn something new every day.

What Are You Involved in Outside of Work:
I enjoy pretty much any sport and try to run every day. Outside of work, I love to hike and travel to countries a little outside my comfort zone. In New York, I was involved with a Big Brother program called iMentor for four years and plan to join something similar in Los Angeles.

Research Experience Start Date: 2016

KAR Start Date: 2021

Sector Coverage: International and emerging markets small cap portfolios

Education:
M.B.A. University of California, Los Angeles
B.S.B.A., Finance, West Virginia University
B.A. Political Science, West Virginia University
One-Year Certificate Program, Mandarin Chinese, Zhejiang University

Prior Work Experience:
Research Analyst – Weitz Investment Management, Inc.
Research Analyst – First Pacific Advisors, LP
Associate National Bank Examiner – Office of the Comptroller of the Currency

What Do You Enjoy Most About Your Job:
The analyst role is multifaceted and combines a lot of Sean’s interests. One of the main goals is to find the best businesses around the world at attractive valuations, but to do that you have to approach the work like a business strategist, an investigative journalist, a forecaster, and an odds-maker among other things. While it’s secondary to our bottoms-up process, covering international and emerging markets means you also have to be aware of where macroeconomic and geopolitical conditions are prone to deteriorate, remain stable, or improve and Sean really likes that added layer of complexity.

What Do You Enjoy Most About Working at KAR:
Sean feels fortunate to work with a fun, collaborative group that shares an investing philosophy that mirrors his own. By focusing on business quality first and defining that term in a broadly similar way, he believes it helps us cut through a lot of the noise in the market, elevate the debates that we have on individual companies, and it improves the odds of long term investing success. The philosophy is the north star, but as individuals on a team, we also have a lot of flexibility to keep improving the more granular aspects of the research process and decide what to prioritize our time on.

What Are You Involved in Outside of Work:
Sean enjoys anything related to the outdoors, traveling to new places, movies, cooking, and playing guitar.

Research Experience Start Date: 2013

KAR Start Date: 2018

Sector Coverage: Small cap and mid cap financials, communication services, consumer discretionary, and information technology sectors

Education:
M.B.A., Columbia Business School

B.A, Operations Research and Management Science, University of California, Berkeley

Prior Work Experience:
Equity Research Senior Associate – Diamond Hill Capital Management.
Equity Research Associate – Dodge & Cox

What Do You Enjoy Most About Your Job:
Adam finds the work of investing a joy because of the continuous discovery and knowledge accumulation. He lives for the moments when learning about a company and realizing there might be something special there, it sets off for him a thrilling chase to verify that inkling and to fully understand each aspect of the business that contributes to that specialness. Each incremental discovery adds to Adam’s understanding of business and competition. That feeling of growth keeps him motivated and excited throughout.

What Do You Enjoy Most About Working at KAR:
What Adam loves the most about KAR is working with people who have a deep passion for investing and a strong desire to continuously improve at it. He is invigorated every day by the atmosphere of shared striving to hone the craft. The best part of our entire team is that each member is warm, friendly and enthused to help you. The discussions we have, challenging our ideas and exploring new avenues of thinking, have each time made him better – and that is a feeling that he treasures.

What Are You Involved in Outside of Work:
Outside of the office, Adam spends a good amount of time on fitness. He enjoys being active, not only because of the endorphin rush post-workout but also because of the opportunity to get a little better and go a little further each time. He is also constantly on the lookout for new songs that move him, great fiction stories that resonate, comedians well-versed on the human condition and well-researched psychology lectures that can teach him about who we are.

Industry Experience Start Date: 1997

KAR Start Date: 2016

Education: B.S., Psychology, University of Utah

M.B.A., Johnson Graduate School of Management, Cornell University

Prior Work Experience:
Regional Vice President, Private Client Group – Fidelity Investments
Chief Operating Officer – Rady Asset Management

What Do You Enjoy Most About Your Job:
I have always enjoyed the constant changes the financial markets have to offer. In my role, I have the pleasure of working with a wide array of people (individuals, prospects, financial advisors, consultants, etc.) which can take the conversations in many directions. These relationships are what I find most satisfying about my job.

What Do You Enjoy Most About Working at KAR:
I enjoy the collaborative and thought-provoking environment the KAR culture provides. The firm’s focus on uncovering great businesses and taking a disciplined long-term approach aligns well with my own personal philosophy.

What Are You Involved in Outside of Work:
I enjoy surfing, skiing, snowboarding and spending time with my family.

Prior to joining Kayne Anderson Rudnick in 2019, Mr. May worked as a product specialist covering domestic and international equity strategies at Virtus Investment Partners and as a senior portfolio manager and ETF specialist in the Global Structured Products Group at SSgA. He has approximately 32 years of investment experience. Mr. May earned a B.A. in Finance from Bentley University and an M.B.A. from Boston College.  Mr. May is a CFA Charterholder and a member of the CFA Society Boston, Inc.

Industry Experience Start Date: 1991

KAR Start Date: 1995

Education: B.A., Economics, University of California, Los Angeles

M.B.A., University of California, Los Angeles

Prior Work Experience: Investor Relations Representative – T. Rowe Price Associates

Industry Experience Start Date: 1996

KAR Start Date: Consultant – 4/17/17; Permanent – 10/1/18

Education: MBA, Marshall School of Business – University of Southern California

BA, Economics – University of California, Irvine

Prior Work Experience: First Pacific Advisors – SVP of Operations

Tradewinds Global Investors – SVP Co-Manager Portfolio Administration & Asst. Portfolio Mgr.

Roxbury Capital – Assistant Portfolio Manager

NWQ Investment Management – Supervisor Managed Accounts Department

Industry Experience Start Date: 1995

KAR Start Date: 1998

Education: B.S., Kinesiology, University of California, Los Angeles

Prior Work Experience: Mutual Fund Trader (Institutional Clients) – T. Rowe Price Mutual Funds

Industry Experience Start Date: 2021

KAR Start Date: 2022

Education: B.S. Financial/Actuarial Mathematics, University of California, Los Angeles (UCLA)

Prior Work Experience:
Wealth Management Intern – Wedbush Securities
Treasury Management Intern – Independent Financial

What Do You Enjoy Most About Your Job:
I enjoy being able to learn something new everyday. Everybody has been extremely kind and supportive, and tracking the market and monitoring trading allocation and execution has allowed me to gain industry insight from experienced professionals.

What Do You Enjoy Most About Working at KAR:
I enjoy the office – open floor design, great views, an open-door and friendly work environment, and an amazing kitchen along with delicious lunch choices!

What Are You Involved in Outside of Work:
Weightlifting, Intramural Foosball, Reading (G.R.R. Martin, Dostoevsky), disappointed Lakers fan.

Industry Experience Start Date: 2002

KAR Start Date: 2015

Education: B.S.B.A., Finance, Northeastern University

M.B.A., University of Connecticut

Prior Work Experience: 

Trader for Domestic and International Equities for Various Institutional Strategies – Artio Global Investors (formerly Julius Baer)

Head of Trading for a Small Hedge Fund

Industry Experience Start Date: 2001

KAR Start Date: 2021

Education: UCLA, BA in Economics

Prior Work Experience:   

JPMorgan – Equity Research

Knight Capital Group – NASDAQ Market Maker

Kayne Anderson Capital Advisors – Trader

What Do You Enjoy Most About Your Job: Logging into work every day is like stepping into the Star Wars Cantina—trading Asian markets are dynamic, exciting, tactical, and sometimes weird. I love that it keeps me on my toes and you really need to stay frosty to achieve the best execution, minimize costs, and eliminate slippage for our clients.

What Do You Enjoy Most About Working at KAR: As with any firm, organization, or group of people—your colleagues become your second family whether you like it or not, so choose wisely. Luckily the people at KAR are top-notch and a stellar group of peers to be in the trenches with day in and day out.

What Are You Involved in Outside of Work: Almost anything outside: skiing, surfing, rock climbing, hiking, camping, fly fishing. I love spending money on gear and my garage rivals any REI.

Industry Experience Start Date: 2003

KAR Start Date: 2016

Education: B.S., Business Administration, University of California, Riverside

Prior Work Experience: Institutional Trader Tradewinds Global Investors/Nuveen Investments
Institutional Trading Assistant/Coordinator – NWQ Investment Management Company/Nuveen Investments

What Do You Enjoy Most About Your Job:
What Olivia enjoys most about her job is that there is always something to learn, which she finds to be a great privilege.

What Do You Enjoy Most About Working at KAR:
Olivia enjoys  the culture and the people. KAR is truly a team-oriented environment, as everyone is willing to help no matter how chaotic their day might be at the moment.

What Are You Involved in Outside of Work:
Outside of work, she loves spending time with her family and two children, who keep her constantly busy with their hobbies.

Industry Experience Start Date: 2002

KAR Start Date: July, 2020

Education: BS in Business Administration from the University of Kansas, MBA in Finance from Emory University

Prior Work Experience: 1996-2000 Koch Industries, Inc (International Commodity Trader) Wichita, KS

2002-2007 Credit Suisse (International Sales Trader) New York, NY and London, ENG

2007-2012 Artio Global Investors (Senior Trader) New York, NY

2012-2013 Vinik Asset Management (Senior Trader) Tampa, FL

2013-2015 Kopernik Global Advisors (Head of EMEA Trading) Tampa, FL

2015-2019 Monashee Investment Management (Head of International Trading) Boston, MA

2019 Vinik Asset Management (Senior Trader) Tampa, FL

What Are You Involved in Outside of Work:
When I am not at work, I am spending time with my wife and three kids, which usually means I’m either on a flag football field, in a basketball gym, or at a hockey rink.

Industry Experience Start Date: 1996

KAR Start Date: Consultant – 4/17/17; Permanent – 10/1/18

Education: MBA, Marshall School of Business – University of Southern California

BA, Economics – University of California, Irvine

Prior Work Experience: First Pacific Advisors – SVP of Operations

Tradewinds Global Investors – SVP Co-Manager Portfolio Administration & Asst. Portfolio Mgr.

Roxbury Capital – Assistant Portfolio Manager

NWQ Investment Management – Supervisor Managed Accounts Department

Industry Experience Start Date: 1993

KAR Start Date: 1993

Education: Finance Major, Texas Tech University

Prior Work Experience: Banking

What Do You Enjoy Most About Your Job:
I like the fact that no two days are the same. There is always something different so that keeps it interesting.

Industry Experience Start Date: 1997

KAR Start Date: 2017

Education: B.A. University of California at Berkeley

Prior Work Experience: Tradewinds Global Investors

NWQ, Provident Investment Counsel

What Do You Enjoy Most About Working at KAR:
What I enjoy most about working at KAR are the people.

What Are You Involved in Outside of Work:
Outside of work, I enjoy spending time with my husband and family by staying active and enjoying the great outdoors.

Industry Experience Start Date: 2001

KAR Start Date: 2017

Education: Southern University, Louisiana

Prior Work Experience: Consultant – KAR

NWQ & Tradewinds

What Do You Enjoy Most About Your Job:
I enjoy the group of people I work with the most.

What Are You Involved in Outside of Work:
I have 2 kids and my youngest is in high school and involved in sports. We spend a lot time at practices and meets.

Industry Experience Start Date: 1998

KAR Start Date: 2016

Education: B.A., Economics and Political Science, Boston College University

Executive M.B.A., Certificate in Finance, University of California, Los Angeles

Prior Work Experience: Vice President, Investment Operations – Nuveen Investments

Associate Vice President, Accounting Manager – Ares Investments LLC

Industry Experience Start Date: 2006

KAR Start Date: 2021

Education: B.S International Business, California Polytechnic University of Pomona

Prior Work Experience:
Manager – PIMCO

Industry Experience Start Date: 2017

KAR Start Date: 2022

Education: B.A., International Business, Spanish minor, University of North Carolina Charlotte

Prior Work Experience:
Capital Markets Middle Office Analyst – Wells Fargo
Index Analyst – London Stock Exchange

What Do You Enjoy Most About Your Job:
David enjoys the team he works with.

What Do You Enjoy Most About Working at KAR:
David enjoys that he is surrounded by people with vast knowledge of the market.

What Are You Involved in Outside of Work:
Outside of work, David enjoys surfing, Jiu-Jitsu, and exploring new places.

Industry Experience Start Date: 2004

KAR Start Date: 2019

Education:
J.D., Chicago-Kent College of Law, Illinois Institute of Technology
M.B.A., Finance and International Business, DePaul University
B.S. Business Administration, major in Accounting, The University of Arizona

Prior Work Experience:
Chief Compliance Officer, Driehaus Capital Management
Compliance Officer, PIMCO
Senior Compliance Analyst, Driehaus Capital Management

What Do You Enjoy Most About Your Job:
Michael really enjoys being actively engaged with the various business functions and initiatives across the organization in order to help the business succeed in delivering results for its clients in a compliant manner. Being able to be a resource for others while at the same time learning from others is what drew him to compliance initially and what has kept him in here throughout his career.

What Do You Enjoy Most About Working at KAR:
The people and culture are what Michael enjoys most about working at KAR. It is truly a dedicated bunch of professionals who care about each other and who work well together to accomplish our shared goals and initiatives.

What Are You Involved in Outside of Work:
Since escaping Chicago after 15 endless winters to return to California in 2019, Michael has taken up year-round cycling to maximize enjoyment of the best year-round weather that Southern California has to offer.

Industry Experience Start Date: 2003

KAR Start Date: March 2021

Education: B.S. in Business Administration at the University of California, Riverside, and is a CFA® charter holder.

Prior Work Experience:
Compliance Manager with Hotchkis & Wiley in Los Angeles, California.

Franklin Templeton in San Mateo, California, as an Investment Compliance Consultant from 2012-2019.

Senior Associate for a Risk Management Consulting and Fund of Funds, Hedge Fund firm from 2011-2012.

Portfolio Compliance Analyst for PIMCO in Newport Beach, California, from 2007-2011.

Industry Experience Start Date: 2011

KAR Start Date: 2019

Education: B.A., English, UC Santa Barbara

Prior Work Experience:
Compliance Officer – Guggenheim Partners

What Do You Enjoy Most About Your Job:
Being part of a great team.

What Do You Enjoy Most About Working at KAR:
Working with great people!

What Are You Involved in Outside of Work:
Nicolette enjoys spending time with her family.

Industry Experience Start Date: 2006

KAR Start Date: 2020

Education: B.A., Communication Studies, Sonoma State University

Prior Work Experience:
Compliance Consultant – Core Compliance & Legal Services., Inc.
Compliance Registration/Code of Ethics Analyst – Brandes Investment Partners, L.P.

What Do You Enjoy Most About Your Job:
The opportunity to learn more about how the SEC’s regulatory framework impacts our business and how best to problem solve for this rules and regulations in order to protect the firm and our clients.

What Do You Enjoy Most About Working at KAR:
What Adam enjoys most about working at KAR are the people. Ever since he started at KAR everyone has been so kind and generous with their time and knowledge. He’s especially grateful for his team and for the opportunity to continue to grow alongside them.

What Are You Involved in Outside of Work:
When he’s not at work, Adam is editing an on-line poetry and art journal and trying to get out to attend as many poetry and book events as he can on the weekends.

Industry Experience Start Date: 2006

KAR Start Date: 2020

Education: B.A. Economics and Political Science, University of Michigan

Prior Work Experience:
Head of Portfolio Analytics / ESG – Altrinsic Global Advisors, LLC
Quantitative Analyst – Artio Global Investors
Portfolio Analytics Specialist / Consultant – FactSet Research Systems

What Do You Enjoy Most About Your Job:
We get to come up with solutions to new and challenging questions all the time, and it is extremely rewarding to see how we are able to make things easier for others. This job also provides the opportunity to continually learn and grow, which makes each day that much more interesting and fulfilling.

What Do You Enjoy Most About Working at KAR:
The people make all the difference here. It is extremely easy to work in such a collegial environment with others who share common values and goals. We frequently have engaging discussions where everyone’s opinions are cherished and sought after, which makes it a truly collaborative culture.

What Are You Involved in Outside of Work:
Karl loves spending time with family and cherishing the special moments with his little one. Trying to keep up with him definitely keeps Karl on his toes! Outside of that, he also enjoys cooking and traveling.

Industry Experience Start Date: 2021

KAR Start Date: 2021

Education: B.A., Finance, California State University, Fullerton

What Do You Enjoy Most About Working at KAR:
What stood out to Roseann when she first joined KAR was the culture. Every professional exudes passion and speaks with candor – which cultivates a friendly, collaborative environment. It makes the work much more enjoyable.

What Are You Involved in Outside of Work:
Outside of work, Roseanne spends a lot of time with family. She enjoys being active and playing sports such as volleyball, swimming, tennis but she also loves going to games for baseball and hockey.

She also enjoys learning and mastering new languages – currently Japanese!

Industry Experience Start Date: 2002

KAR Start Date: 2007

Education: B.A., Psychology, Azad University in Tehran

Prior Work Experience: Network Administrator – Metrocities Mortgage

Industry Experience Start Date: 1999

KAR Start Date: 2011

Education:
Certificate in Systems Analysis UCLA Extension
Certificate in Linux Administration UCLA Extension
Cisco Network Academy, Alameda College

Prior Work Experience:
Lead Associate – UBS Investment Bank
Technical Support Specialist – Perot Systems
Systems Administrator – VerticalNet

What Do You Enjoy Most About Your Job:
Brad enjoys playing his role in helping KAR run it’s IT infrastructure successfully on a daily basis. He particularly enjoys being a part IT projects to implement better technologies.

What Do You Enjoy Most About Working at KAR:
Brad enjoys all of the wonderful coworkers that he’s had the pleasure to become friendly with over the years.

What Are You Involved in Outside of Work:
Part of a loose knit hiking group of friends called “Still Peakin'”, in 2019 Brad and the group completed the Southern California Six-Pack of Peaks challenge.

Industry Experience Start Date: 1994

KAR Start Date: 2019

Prior Work Experience:
IT Manager – Hi-Shear Technology Corp/Chemring Energetic Devices
IT Infrastructure Specialist – Hi-Shear Technology Corp
IT Consultant

What Do You Enjoy Most About Your Job:
Michael enjoys working with people and helping them use the tools available to do their jobs.

What Do You Enjoy Most About Working at KAR:
The people at KAR are great to work with. Everyone is very knowledgeable in their fields, and management really cares about their employees.

What Are You Involved in Outside of Work:
Michael enjoys physical activities and is an avid alpine skier. He also participate in 5ks for charity about once a month.

Industry Experience Start Date: 2017

KAR Start Date: 2022

Education: MBA, Finance, California State University, Northridge
GCBA, Business Administration, California State University, Northridge
B.A Hons, Modern Languages, Ambrose Alli University, Nigeria

Prior Work Experience:
PMO Lead – Canyon Partners, Los Angeles
Graduate Assistant – California State University Northridge, Los Angeles
Business Development Manager – Ropeways Transport, Nigeria
Project Implementation Manager – Alpine Invests, Nigeria
Strategic Planning Manager – Virgin Group Nigeria & UK

What Do You Enjoy Most About Your Job:
Christina enjoys collaborating and interacting with various teams.

What Do You Enjoy Most About Working at KAR:
The diversity and respectful nature of the people.

What Are You Involved in Outside of Work:
Christina supports orphans and children in need of education in Africa.

Industry Experience Start Date: 1996

KAR Start Date: 2008

Education: B.A., Business Economics (Accounting Emphasis), University of California, Santa Barbara

Prior Work Experience:

First Vice President, Controller – Countrywide Home Loans Global Markets Division

Accounting Manager – Roxbury Capital Management

Industry Experience Start Date: 2000

KAR Start Date: 2021

Education: Hunter College City University of New York
BS in Accounting

Prior Work Experience:
Lead Senior Accountant – Western Asset Management LLC
Senior Accountant Analyst – Goldman Sachs & Co
Manager – Mutual of America
Senior Fund Accountant – Morgan Stanley Dean Witter

What Do You Enjoy Most About Your Job:
Glenn enjoys the people he works with. It’s a friendly and fun atmosphere, and he enjoys going to work each morning and thinks the leadership team is great.

What Do You Enjoy Most About Working at KAR:
The people. The best part of his job is working with leaders, their open door policy is really something to be treasured. Glenn loves how the company feels like a family and everyone is always willing to take time to help. Go KAR!.

What Are You Involved in Outside of Work:
Glenn volunteers at his local church in the Children’s Ministry Department.

Industry Experience Start Date: 2022

KAR Start Date: 2022

Education: Associates, Business Administration, Santa Monica College

Prior Work Experience:
Ricoh
Fedex
Pitney Bowes

What Do You Enjoy Most About Your Job:
Dion enjoys the great atmosphere, the food, the massage chair and gym.

What Do You Enjoy Most About Working at KAR:
The firm has great benefits and diversity within the company and in management.

What Are You Involved in Outside of Work:
Dion is a parent of two daughters, with one in college at Texas Southern University. He has a complete full life working at KAR and being full-time dad at home.

Industry Start Date: 1979

KAR Start Date: 1991

Education: B.S., Business and Economics, Loyola Marymount University

Prior Work Experience:
Vice President – Shearson Lehman Brothers

What Do You Enjoy Most About Your Job:
There are two aspects of my role that are very rewarding. The first aspect is working with our clients. We have the pleasure of working with a wonderful group of institutional and individual clients and, over the years, we have become very close to our clients. It’s been very rewarding to see the positive impact we have been fortunate to have on our clients and their financial well-being.

The second aspect of my job that I find rewarding is strategic planning for the firm. It has been exciting and rewarding to see the firm evolve over the years as we execute on our business plans. I also enjoy getting the opportunity to watch our employees advance in their careers and the organization as the firm has continued to grow.

What Do You Enjoy Most About Working at KAR:
What I enjoy most about working at KAR are my colleagues. We are a close knit group. We have a number of employees that have been with the firm for 10 to 20 years and that is pretty unusual in most organizations. I think many of us have stayed with the firm for so long because we have shared common values and we work very closely together within those shared values for the benefit of our clients.

What Are You Involved in Outside of Work:
Outside of KAR, I enjoy cycling. I have been cycling, specifically road cycling, for over 10 years. Cycling is great for clearing the mind. I enjoy the close knit group and I tend to find that cyclists generally are people that are motivated, social and have a positive outlook on their lives. Cycling has taken me all over the world and I think the best way to travel is on a bike.

Industry Experience Start Date: 1997

KAR Start Date: 2016

Education: B.S., Psychology, University of Utah

M.B.A., Johnson Graduate School of Management, Cornell University

Prior Work Experience:
Regional Vice President, Private Client Group – Fidelity Investments
Chief Operating Officer – Rady Asset Management

What Do You Enjoy Most About Your Job:
I have always enjoyed the constant changes the financial markets have to offer. In my role, I have the pleasure of working with a wide array of people (individuals, prospects, financial advisors, consultants, etc.) which can take the conversations in many directions. These relationships are what I find most satisfying about my job.

What Do You Enjoy Most About Working at KAR:
I enjoy the collaborative and thought-provoking environment the KAR culture provides. The firm’s focus on uncovering great businesses and taking a disciplined long-term approach aligns well with my own personal philosophy.

What Are You Involved in Outside of Work:
I enjoy surfing, skiing, snowboarding and spending time with my family.

Industry Experience Start Date: 1994

KAR Start Date: 2021

What Do You Enjoy Most About Your Job:

The most rewarding part of my job is working with investors across the industry, including clients and their consultants and advisors.  It has been an amazing experience to build these relationships across the investment industry over my career.

What Do You Enjoy Most About Working at KAR:

The people at KAR are terrific and the client-centric culture that the firm has built over the past three plus decades is exceptional.  It’s fun collaborating with a great team to provide our clients a quality investment experience.

What Are You Involved in Outside of Work:

I enjoy spending time with my family, traveling, biking, sports, live music, and cooking.

Industry Experience Start Date: 2003

KAR Start Date: 2021

Education: MBA, Marshall School of Business, University of Southern California
B.A., Business Administration/Finance, California State University, Fullerton

Prior Work Experience:
Product Analytics Specialist – Western Asset Management Company
Vice President – Pacific Investment Management Company
Institutional Marketing Associate – Trust Company of the West

What Do You Enjoy Most About Your Job:
The global financial market has always fascinated Peter since a very young age—there is truly not a more efficient way to deploy capital. The fluidity of the financial market keeps you humbly on your toes and there is always something new to learn. What he enjoys most about his job at KAR is its multi-faceted nature and there is never a dull moment. His role allows him to utilize his creativity and experiences to help the firm better understand it’s competitive positioning within the industry as well as being able to help the firm build, maintain and grow the highest quality relationships with our clients and our future clients, from all across the firm.

What Do You Enjoy Most About Working at KAR:
The people and culture are what attracted Peter to KAR. Everyone is collegial, hardworking and genuine—things you don’t typically find in most organizations. Being around his colleagues, especially during periods of long hours and high stress, makes it all that worthwhile.

What Are You Involved in Outside of Work:
Outside of work, Peter enjoys spending time with  family. He has two young children and keeping tabs on them can literally be a full-time job. Collectively, they enjoy traveling to explore new cities and cuisines. Aside from spending time with family, Peter enjoys cooking, golfing, and cycling on the road bike—usually somewhere along PCH—or taking a class with Alex Toussaint on his Peloton.

Industry Experience Start Date: 2002

KAR Start Date: 2004

Education: B.A., Sociology, California State University, Northridge
J.D., Glendale University College of Law

Prior Work Experience:
Presentation Development Coordinator – Capital Guardian Trust Company

What Do You Enjoy Most About Your Job:
What I enjoy most about my job is the constant challenge. There is always something new to learn which creates the opportunity to continuously grow.

What Do You Enjoy Most About Working at KAR:
I truly enjoy the people and culture at KAR. I work with a great group of people and I look forward to coming to work every day.

What Are You Involved in Outside of Work:
Outside of work I love to spend time with my family. I also enjoy traveling, going to concerts and being active.

Industry Experience Start Date: 1995

KAR Start Date: 2022

Education: B.A., Political Science, University of California, Los Angeles (UCLA)

Prior Work Experience:
Senior Investor Relations Specialist – American Realty Advisors, LLC
Client Services Associate – Western Asset Management Company, LLC
Client Services Associate – StatPro, Inc.
Marketing Associate – First Quadrant, L.P.
Portfolio Reporting Analyst – Transamerica Investment Management, LLC

What Do You Enjoy Most About Your Job:
Interacting with clients and investors. No day is the same as the last one, as new curve ball can be hurled every day which allow for new challenges to accomplish.

What Do You Enjoy Most About Working at KAR:
I enjoy working with my colleagues and culture KAR promotes and fosters.

What Are You Involved in Outside of Work:
I enjoy playing golf and being outdoors. I also follow international fútbol, favorite teams: FC Barcelona, “Força Barça” and America de Cali “Dale Rojo, Dale Rojo!”

Industry Experience Start Date: 2003

KAR Start Date: 2021

Education: MBA, Marshall School of Business, University of Southern California
B.A., Business Administration/Finance, California State University, Fullerton

Prior Work Experience:
Product Analytics Specialist – Western Asset Management Company
Vice President – Pacific Investment Management Company
Institutional Marketing Associate – Trust Company of the West

What Do You Enjoy Most About Your Job:
The global financial market has always fascinated Peter since a very young age—there is truly not a more efficient way to deploy capital. The fluidity of the financial market keeps you humbly on your toes and there is always something new to learn. What he enjoys most about his job at KAR is its multi-faceted nature and there is never a dull moment. His role allows him to utilize his creativity and experiences to help the firm better understand it’s competitive positioning within the industry as well as being able to help the firm build, maintain and grow the highest quality relationships with our clients and our future clients, from all across the firm.

What Do You Enjoy Most About Working at KAR:
The people and culture are what attracted Peter to KAR. Everyone is collegial, hardworking and genuine—things you don’t typically find in most organizations. Being around his colleagues, especially during periods of long hours and high stress, makes it all that worthwhile.

What Are You Involved in Outside of Work:
Outside of work, Peter enjoys spending time with  family. He has two young children and keeping tabs on them can literally be a full-time job. Collectively, they enjoy traveling to explore new cities and cuisines. Aside from spending time with family, Peter enjoys cooking, golfing, and cycling on the road bike—usually somewhere along PCH—or taking a class with Alex Toussaint on his Peloton.

Industry Experience Start Date: 1993

KAR Start Date: 1999

Education: B.A., Business Economics, University of California, Santa Barbara

Prior Work Experience:
Senior Communications Specialist – Capital Guardian Trust Company
Marketing Associate – Mercer Global Advisors

What Do You Enjoy Most About Your Job:
What I enjoy most about my job is that each day presents a new opportunity to learn and to grow. On a daily basis, we deal with a wide range of projects and tasks for our clients and prospects and it is very rewarding to come up with solutions that meet all of the required objectives. I am fortunate to be able to offer up creative solutions within my position and that always makes the problem solving more fun.

What Do You Enjoy Most About Working at KAR:
As like most people at KAR, what I enjoy most about working here is the culture and the people. It is such a collegial environment and that really makes it easy to come to work every day. The culture is also very oriented toward balance in our work and personal lives and that is so appreciated as we all try to effectively manage all aspects of our lives.

What Are You Involved in Outside of Work:
Outside of work I love to spend time with my two children. They are very active in sports and extracurricular activities and I like to be able to participate and be there for all of their events. Outside of that, I also love to travel and spend time exploring new cities and cultures.

Industry Experience Start Date: 2003

KAR Start Date: 2021

Education: MBA, Marshall School of Business, University of Southern California
B.A., Business Administration/Finance, California State University, Fullerton

Prior Work Experience:
Product Analytics Specialist – Western Asset Management Company
Vice President – Pacific Investment Management Company
Institutional Marketing Associate – Trust Company of the West

What Do You Enjoy Most About Your Job:
The global financial market has always fascinated Peter since a very young age—there is truly not a more efficient way to deploy capital. The fluidity of the financial market keeps you humbly on your toes and there is always something new to learn. What he enjoys most about his job at KAR is its multi-faceted nature and there is never a dull moment. His role allows him to utilize his creativity and experiences to help the firm better understand it’s competitive positioning within the industry as well as being able to help the firm build, maintain and grow the highest quality relationships with our clients and our future clients, from all across the firm.

What Do You Enjoy Most About Working at KAR:
The people and culture are what attracted Peter to KAR. Everyone is collegial, hardworking and genuine—things you don’t typically find in most organizations. Being around his colleagues, especially during periods of long hours and high stress, makes it all that worthwhile.

What Are You Involved in Outside of Work:
Outside of work, Peter enjoys spending time with  family. He has two young children and keeping tabs on them can literally be a full-time job. Collectively, they enjoy traveling to explore new cities and cuisines. Aside from spending time with family, Peter enjoys cooking, golfing, and cycling on the road bike—usually somewhere along PCH—or taking a class with Alex Toussaint on his Peloton.

Industry Experience Start Date: 1992

KAR Start Date: 2012

Education: MBA, University of Michigan
B.S., Business Administration and Accounting, California State University, Northridge

Prior Work Experience:
Senior Vice President – Trust Company of the West
Senior – Ernst & Young

What Do You Enjoy Most About Working at KAR:
His fellow employees! It’s nice working collaboratively with such talented people.

What Are You Involved in Outside of Work:
Rich is an avid baseball and basketball fan. He enjoys spending time with family and friends and binge watching shows.

Industry Experience Start Date: 2011

KAR Start Date: 2022

Education: B.S., Political Science, Arizona State University

Prior Work Experience:
Associate, Securities Valuations – Nuveen
Marketing Services Specialist – Nuveen
Senior Analyst – Goldman Sachs

What Do You Enjoy Most About Your Job:
Adam’s favorite part of his job is that he gets to work with various individuals and departments from all across the firm.

What Do You Enjoy Most About Working at KAR:
The thing he enjoys most about working at KAR is the collaborative environment.

What Are You Involved in Outside of Work:
In his spare time Adam enjoys spending time with his wife and two dogs as well as staying up to date on his favorite TV shows.