Dick A. Havey

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Finance

Consumer Services

Profile

Mr. Dick A. Havey, CFA, is a Managing Director at AT Investment Advisers, Inc. (formerly Atlantic Trust Private Wealth Management).
Mr. Havey joined the AT Investment Advisers in March 2004, from Stein Roe Investment Counsel LLC.
Prior to that, he worked at Norwest Investment Management & Trust, where he was a Senior Portfolio Manager for nearly fifteen years.
He began his career with Marine Bank serving as a Portfolio Manager and Equity Analyst.
He is President of the Denver Society of Security Analysts and a member of the CFA Institute.
He is a past president and director of the CFA Society of Colorado and a member of the CFA Institute.
Mr. Havey earned his BS in Finance at the University of Illinois at Champaign and is a CFA charter holder.

Former positions of Dick A. Havey

Companies	Position	End
Stein Roe Investment Counsel LLC Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments).	Portfolio Manager-Equities	2003-12-30
Wells Fargo Bank West, NA (Denver, Colorado) Wells Fargo Bank West, NA (Denver, Colorado) Major BanksFinance Nationally chartered commercial bank	Corporate Officer/Principal	1998-12-30
Marine Bank & Trust (Illinois) Marine Bank & Trust (Illinois) Regional BanksFinance Operates as a state commercial bank	Corporate Officer/Principal	-

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Private companies	4
Wells Fargo Bank West, NA (Denver, Colorado) Wells Fargo Bank West, NA (Denver, Colorado) Major BanksFinance Nationally chartered commercial bank	Finance
Stein Roe Investment Counsel LLC Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments).	Finance
University of Illinois University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Marine Bank & Trust (Illinois) Marine Bank & Trust (Illinois) Regional BanksFinance Operates as a state commercial bank	Finance