Investment Advisory Professionals

Professional Portfolio Management

Kathy Wayner, President, CEO and Managing Partner:

Ms. Wayner is the majority owner of Bowling Portfolio Management and is the President and CEO. She has been associated with Bowling Portfolio Management since 1986. Kathy attended the University of Cincinnati. She began her investment career at The Union Central Life Insurance Company, where she managed a variety of different portfolios, including equities, fixed income and convertible securities from 1973-1984. At the time she left Union Central, she held the position of Director of Investment Research. Prior to joining Bowling in 1986, Kathy founded an investment advisory firm in the Cincinnati area. In 1989, Kathy co-founded Cincinnati Asset Management, a specialized fixed income securities firm. In 1994, Kathy rejoined Bowling Portfolio Management to lead its operations. She became President in 2002.

Professional Portfolio Management

Darren Kavesh, CFA, CIO and Managing Partner

Mr. Kavesh joined Bowling in 1994. Darren is the Chief Investment Officer for Bowling, and is responsible for the oversight of all portfolio management activities including research and trading. He began managing Bowling client assets in 1994 and became the firm's CIO in 2001. He is the architect of Bowling's Quantitative Model. Mr. Kavesh began his education at UCLA and graduated from the University of Phoenix, earning a B.S. in Business Administration and an M.B.A. in Business Administration. He holds a Chartered Financial Analyst designation. Darren is a 49% owner of Bowling Portfolio Management LLC.

Professional Portfolio Management

Tricia Powell, Vice President and Chief Compliance Officer

Tricia joined Bowling in 2004. Prior to joining Bowling, Tricia worked for a large, full-service financial services firm in Lexington, KY. She came to Bowling with a wide range of experience across various segments of the investment industry, including a strong background in data systems and compliance. During her time with Bowling, Tricia has worked in a variety of positions including trading and as an assistant to the Portfolio Management Team. She now oversees the Compliance function, is the Supervisor of Operations, Backup to the Chief Trader, and is responsible for the updating and maintenance of consultant databases. Tricia was named Chief Compliance Officer for Bowling in 2016 and became a Vice President in August 2018. Tricia earned her B.B.A. from the University of Kentucky.

Professional Portfolio Management

Ed Rountree, CFA, CFP, Vice President

Ed is the Vice President of Client Relations and Business Development for Bowling. Ed's background includes 10 years of industry experience as a financial advisor with Legg Mason and Citigroup. He earned a B.S. in Paper Science and Engineering from Miami University in 1991, and an M.B.A. in Finance from the University of Cincinnati in 1998. He also holds the designation of Certified Financial Planner. In 2010 he was awarded the CFA designation and was made a member of Bowling's Investment Committee.

Professional Portfolio Management

Ted Lenihan, Assistant Vice President and Chief Trader

Ted joined the Trading and Research Department of Bowling in 2006 and in 2007 was named Associate Trader. Ted assists in Bowling's research efforts and is the firm's primary trader. Prior to joining Bowling, Ted was a Registered Representative of Bartlett & Company. He has over nine years of experience in the financial services industry with a primary focus on trade execution and settlement. In 2009, he was promoted to the position of Head Trader.

Professional Portfolio Management

Linda A. Wallace, Assistant Vice President

Linda joined Bowling in 1989 after spending eight years with an institutional investment firm as a trader and Portfolio Management assistant. As a long standing member of the Bowling team, she has worked closely with the President of the firm for over 20 years in ensuring that client needs are being met. Linda's primary responsibility is to serve as the liaison between clients and the investment team. In addition, her depth of knowledge and experience with Bowling permits her to serve as a key resource in a variety of projects firm wide including operations, client reporting and compliance. Linda earned her Associate's Degree from the Miami University.

Professional Portfolio Management

Karen R. Wienkamp, Senior Account Executive

Karen joined Bowling in 1993. Prior to joining Bowling, Karen was the Director of Operations for an institutional fixed income firm. She has over 24 years of investment experience, 17 of which has been with Bowling. She has held the position of Trader and Account Executive over her tenure with the firm. Karen has a comprehensive knowledge of the firm's investment process, its clients and its operations and has worked closely with both the Investment Team and the President of the firm. Karen earned her B.A. from the University of Cincinnati.

Professional Portfolio Management

Grace Jaehnen, Operations Specilaist

Grace joined Bowling in 2017. She began her career in the financial services industry in 2014 with a full-service bank. She brings over 3 years of experience and a strong background in customer service. Most recently she graduated with her B.A. from the University of Cincinnati.