Our People

Peter A. Thompson

Partner & Director

Peter graduated from Princeton University, with a Bachelor of Arts Degree in Economics and received his MBA from the University of Virginia's Colgate Darden School of Business Administration. He joined Kidder, Peabody & Company in 1983. His career moved from sales to research and ultimately to a position of oversight on the Stock Selection Committee and Investment Policy Committee for the firm. In 1989, Peter joined the investment-counseling firm of Cooke & Bieler where he oversaw a wide range of research and portfolio responsibilities. In addition to managing stand-alone portfolios, he played an integral role in the development of three of the firm's mutual funds for which he was also the portfolio manager. In 1999, Peter formed Coho Partners, LTD. He is president of the firm and chairs the Investment Committee.

Rick S. Wayne, CFA

Director- High Net Worth

Rick graduated from the Wharton School of the University of Pennsylvania with a Bachelor of Science Degree in Economics. At Wharton, Rick pursued a major in Marketing with a minor in Finance. He has earned the right to use the Charter Financial Analyst designation. Rick joined Morgan Stanley Dean Witter where for eleven years he managed individual client portfolios with primary responsibilities in sales and portfolio management.

He joined PNC Advisors in 1995. While at PNC, Rick specialized in discretionary investment advisory relationships, rising to the position of senior vice president. In addition, Rick played an integral role in the design of the bank’s portfolio management system and analytic software. Rick was also a member of the PNC Stock Selection Committee and various strategic committees. Additional responsibilities included portfolio manager training.

In October 2004, Rick joined Coho Partners with the responsibility to lead the High Net Worth Group. In addition to his portfolio management responsibilities, Rick is a member of the Investment Committee and has accountability for software applications and marketing.

Brian L. Kramp, CFA

Director - Institutional Services

Brian graduated from Muhlenberg College with a Bachelor of Arts Degree in Business Administration and Accounting. He began his investment career as a financial advisor for a regional brokerage firm in Allentown, PA in 1983. Brian joined Meridian Bank as a personal trust investment officer in 1985 where he focused on managing individual and institutional accounts. In 1987, he progressed to analyst/portfolio manager for Meridian Investment Company, managing or co-managing several equity funds along with his client account responsibilities. Brian joined Miller, Anderson, and Sherrerd/Morgan Stanley in 1997 in the role of analyst/portfolio manager. He rose to executive director and enjoyed significant responsibilities at senior levels of portfolio management, equity research and client service on the large cap core and value equity teams.

Brian joined Coho Partners in June, 2006 to lead the Institutional Group. His responsibilities include research, portfolio management, client service, as well as serving on the Investment Committee.

Timothy M. Mitchell

Research Analyst

Timothy graduated from Wheaton College, with a Bachelor of Arts Degree in Economics. He has earned his Series 6 and 63 licenses. In 2002, Timothy joined Delaware Investments, a member of the Lincoln Financial Group. There he provided technical assistance, research, and client service to retirement plan participants in both English and Spanish. In 2003, he joined Coho Partners as a research analyst. In addition to his research responsibilities, Timothy manages the firm's information systems, evaluates client portfolios and is a member of the Investment Committee.

Lisa B. Moneymaker

Principal

Lisa is a cum laude graduate of the University of Richmond with a Bachelor of Science Degree in Finance. Following her graduation, she joined Girard/Mellon Bank where she rose to senior corporate cash management officer. She worked at Aramark as manager of Cash Operations with the responsibility for centralizing all cash administration for 25 subsidiaries. In 1999, Lisa joined Coho Partners as a founding employee. She designed the company's administrative systems, manages client service, oversees client record keeping, updates regulatory and industry databases, administers proxies and oversees company finances.

Sheila M. Heenan

Principal

Sheila graduated from the Moore College of Art with a Bachelor of Fine Art in Painting. She attended Saint Joseph University and Cabrini College. Her career in finance spans twenty years. For six years she worked at PSFS/Meritor with departmental responsibilities for the administration of escrow accounts. At The Resolution Trust, where she worked for six years, Sheila was responsible for designing and maintaining procedures to comply with governmental mandates before rising to the position of Oversight Manager. Since 1996, she has been responsible for all administrative support at Wilmerding & Associates, a wholly owned subsidiary of Coho Partners. She is the compliance officer for Coho Partners Ltd.