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THOMAS W. WEIK Tom Weik founded Weik Investment in 1987 and has supervised the firm's investment work since that time. His responsibilities include equity analysis and portfolio management. Tom has served investors for more than 30 years. After he graduated from Lebanon Valley College in 1964, Tom engaged in graduate work at Roosevelt University and a doctoral program at the Illinois Institute of Technology. His education was interrupted by the Vietnam War when he was called to duty and served for four years as a staff officer at Headquarters Tactical Air Command, United States Air Force. Prior to founding Weik Investment, Tom provided investment advice and related brokerage services for 13 years as a Vice President and registered representative with Butcher & Singer, Inc., and then as Vice President and financial consultant with Shearson Lehman Brothers. In 1985, he joined Connors Investor Services, Inc., serving as Vice President with overall supervisory responsibility for client portfolios and playing a major role in the firm's equity research and portfolio management. Tom is a member of the CFA Society of Philadelphia and the Berks County Estate Planning Council. He has written investment columns for two Pennsylvania newspapers. Tom is a trustee emeritus of Albright College having served the college as a trustee from 1994 through 2007 and as the Chairman of the Investment Committee for more than ten years. Tom chairs the Joint Trust Committee of the Foundation for the Reading Public Museum and serves on the board of directors for the World Affairs Council of Greater Reading. He is a nationally prominent tournament bridge player with an Emerald Life
JAMES F. ATEN Jim recently joined Weik Investment in April 2011 as Vice President. Jim is responsible for the firm's business development and will play a major role in our portfolio management. He brings over twenty four years of investment industry experience in both portfolio management and sales to our team. Prior to joining Weik, Jim served as Vice President Institutional Investments at PNC and as Senior Portfolio Manager for Wachovia Evergreen Investments. His experience also includes acting as Principal and Senior Portfolio Manager for Allied Investment Advisors and Vice President and Manager with Fulton Financial Asset Management. He received his MBA from Lebanon Valley College in 2000 and received his BA in Economics in 1987 from Millersville University. Throughout his investment career, Jim has volunteered his time and talents with many charitable organizations including: the American Red Cross, American Diabetes Association, Arthritis Foundation, Pauls Place and The
SARAH C. SKILLMAN Sarah joined the Weik Investment staff in 2006, having previously been employed as an intern at Weik Investment during the completion of her senior year at Albright College. She plays a major role in our portfolio management. Sarah's responsibilities also include fixed-income trading and serving as Assistant Operations Manager. In May 2006, Sarah graduated cum laude from Albright College where she obtained a Bachelor of Science degree in Business Administration and majored in accounting, economics, and finance. While pursuing her studies as an undergraduate, she served as president of her sorority as well as an Admissions Ambassador. Sarah is the Treasurer of Phi Delta Sigma, an honorary alumnae sorority at Albright. Sarah also serves as the standards advisor for the Alpha Delta Pi chapter
LAURA A. NOVAK Laura Novak joined Weik Investment in 1998 after serving for several years in the financial planning, securities brokerage, and mutual fund industries. In March 2001, she joined the investment team as an Assistant Portfolio Manager, participating in the firm's research and portfolio management process. In 2007, Laura took on the additional role of Chief Compliance Officer of the firm. She is also responsible for the firm's equity trading and daily operations. Laura is a 1990 Phi Beta Kappa graduate of Villanova University. She is a member
ROBERT C. KLINE Bob Kline joined the firm in 1990 bringing a broad base of investment experience. He is currently engaged in fixed-income research on a part-time basis and consults with us regarding the fixed-income sectors of our portfolios. Prior to joining Weik Investment, he served as Senior Vice President and Bank Economist for Meridian Bancorp, Inc., managing the bank's investment and economic departments. During his 14 years at Meridian, his responsibilities included developing and implementing fixed income investment strategies, forecasting interest rates and the economy, strategic planning, supervising customer securities, and serving on key management committees. Prior to joining Meridian, Bob was with Continental Bank from 1965 to 1975, heading the Trust Investment Department. Bob graduated in 1958 from Dickinson College, where he majored in economics. He also completed a two-year executive training program at the Federal Reserve Bank of Philadelphia and various courses at the Wharton Graduate School, University of Pennsylvania. Bob is presently a board member of the Great Valley Nature Center. He has served on the audit committee of the United Way of Berks County and is a past director of the Reading YMCA, the Phoenixville Area YMCA, and Historic Yellow
WARREN W. WEIK Warren joined Weik Investment in August, 2010 after having been previously employed by Penske Truck Leasing where he was responsible for the handling of national rental and lease accounts. Warren assists the investment team with monitoring the prices of financial securities as well as reviewing breaking news on companies and markets of interest to our investment team. He also assists with special projects involving fundamental investment research. Warren is presently pursuing his bachelor's degree in Business Administration through
ABHISHEK AMATYA Abhi first joined Weik Investment as an intern while completing his undergraduate degree at Albright College. After graduating cum laude with a Bachelor of Science degree in Finance and Management in December, 2008, he continued to work at our firm until returning to his home in Kathmandu, Nepal. He has since returned to PA to pursue his MBA at Kutztown University and returned to our firm on a part-time basis in 2011. He supports the firm’s equity analysis and portfolio management efforts. Abhi is also a CFA Level 1 candidate of the CFA Institute’s program
KENNETH W. WEIK Ken joined Weik Investment in 2007 and presently assists the investment team with its research effort on a part-time basis. He is responsible for our information technology platform and the continuous improvement of our information system. Ken is presently pursuing an undergraduate degree through Albright College, having previously attended Embry Riddle Aeronautical University in Arizona, where he earned his Private
DEAN B. MESSINGER Dean joined our office staff in 1996. He is responsible for the financial administration of Weik Investment. Dean is in charge of our corporate accounting and human resource administration. He attended Shippensburg University and has over twenty-five years of
BELINDA E. RUFFNER Billie joined Weik Investment in 2005 after graduating magna cum laude with an A.A.S. degree in Accounting from Reading Area Community College. Her responsibilities include maintaining portfolio records and performance files for our client accounts. Billie has over twenty years of experience in the insurance industry where she served most recently as a senior benefit specialist for Aetna, Inc. She is a member of Phi Theta Kappa National Honor Society for two
KRISTINA PRISLIN-SCHAEFFER Kristina joined Weik Investment in June, 2011 and is responsible for account administration and client services, as well as office administrative support. She graduated in 2000 from Secondary Economic school in Croatia where she majored in economics and accounting. Prior to joining Weik Investment, Kristina worked for Paul R. Ober & Associates where she held a position as a Legal Assistant. She is currently a
THOMAS JOHNSON, JR. Tom joined our staff in 1995 and consults with us on business practices on a part-time basis. Previously, he was co-founder and President of Physician Support Systems, a medical billing organization for hospital-based physicians. Tom has served as Executive Director of the Pennsylvania Radiological Society and the American College of Nuclear Medicine. He holds a Bachelor's Degree in Mathematics from Gettysburg College and a Master's Degree in Physics from Franklin and
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