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Our People

peter

Peter A. Thompson

Partner/Chief Investment Officer

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 the chief investment officer of the firm and chairs the Investment Committee.

 

glenn

Glenn A. Dever

Partner/President

Glenn graduated from Miami University (Ohio) with a Bachelor of Science degree in Finance and an MBA in Finance from Loyola University Chicago. He began his investment career in 1984 with Ameritech Corporation, one of the largest corporate pension and savings plans in the U.S. He joined the investment consulting firm New England Pension Consultants, Inc. in 1990, where he worked with institutional plan sponsors to establish written investment policies, asset allocation, manager selection, transition plans, and performance measurement. Glenn moved to Delaware Investment Advisers in 1994 where he worked with institutional clients to keep them abreast of investment results and portfolio changes. In 1997, he accepted an offer with Turner Investment Partners as Director of Client Service. During his nearly 12 years at Turner, Glenn expanded his responsibility to include institutional sales and eventually, as chief marketing officer, was responsible for global sales, marketing and client service.

Glenn joined Coho in January, 2009 to lead the effort to grow the firm’s institutional presence.

sheila

Sheila M. Heenan

Client Service Manager

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. In 1996, she assumed responsibility for all administrative support at Wilmerding & Associates which merged into Coho Partners in 2007. She continues to offer administrative support and client service in addition to being the compliance officer for Coho Partners Ltd.

brian

Brian L. Kramp, CFA

Partner/Portfolio Manager/Research

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. His primary responsibilities include research and portfolio management, as well as serving on the Investment Committee.
lisa

Lisa B. Moneymaker

Chief Operating Officer

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.
rick

Rick S. Wayne, CFA

Partner/Portfolio Manager/Strategy

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 is the firm's chief strategist.