Brian H. Weisman, President
Brian has been a professional money manager since 1993. Serving as editor of The Stockboy, a quarterly investment newsletter started in 1990, he has gained a national reputation among fund managers. He holds a Bachelor of Arts in Economics from the University of Michigan, and a Masters of Science in Accounting from Eastern Michigan University.
Brian is a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Public Accountant (CPA), and Certified Management Accountant (CMA).
Brian serves on the Board of directors for a variety of nonprofit local organizations, including Ann Arbor Hospice and the Ann Arbor Homeless Shelter. He served as treasurer for the Ann Arbor Transportation Authority before acting as Chair for two years.
Brian is a MENSA member, a black belt in Karate, a gardener and a golfer, has run marathons, and is an ever-busy Dad.
Peter Uher, Portfolio Manager
Pete holds an MBA in Finance and Real Estate from the University of Michigan, as well as a BS in Finance from The Ohio State University. He is enrolled in the Boston University Certified Financial Planner curriculum. Pete previously held positions as a consultant with PricewaterhouseCoopers and as a financial analyst at Ford Motor Company.
Linda Brown, Portfolio Manager
Linda holds a BA in Economics from the University of Michigan, and was enrolled in an MBA program at Orebro University in Sweden prior to moving back to the United States. She is pursuing her Certified Financial Planner designation.
Sarah Mitchell-Yellin Fitzgibbon, Analyst
Sarah graduated from the University of Michigan and is seeking an MBA from the University of Colorado.
Brian has been a professional money manager since 1993. Serving as editor of The Stockboy, a quarterly investment newsletter started in 1990, he has gained a national reputation among fund managers. He holds a Bachelor of Arts in Economics from the University of Michigan, and a Masters of Science in Accounting from Eastern Michigan University.
Brian is a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Public Accountant (CPA), and Certified Management Accountant (CMA).
Brian serves on the Board of directors for a variety of nonprofit local organizations, including Ann Arbor Hospice and the Ann Arbor Homeless Shelter. He served as treasurer for the Ann Arbor Transportation Authority before acting as Chair for two years.
Brian is a MENSA member, a black belt in Karate, a gardener and a golfer, has run marathons, and is an ever-busy Dad.
Peter Uher, Portfolio Manager
Pete holds an MBA in Finance and Real Estate from the University of Michigan, as well as a BS in Finance from The Ohio State University. He is enrolled in the Boston University Certified Financial Planner curriculum. Pete previously held positions as a consultant with PricewaterhouseCoopers and as a financial analyst at Ford Motor Company.
Linda Brown, Portfolio Manager
Linda holds a BA in Economics from the University of Michigan, and was enrolled in an MBA program at Orebro University in Sweden prior to moving back to the United States. She is pursuing her Certified Financial Planner designation.
Sarah Mitchell-Yellin Fitzgibbon, Analyst
Sarah graduated from the University of Michigan and is seeking an MBA from the University of Colorado.