Peter A. Thompson
Partner/Chief Investment Officer
Prior to forming Coho Partners, Peter spent 10 years with the investment-counseling firm of Cooke & Bieler, where here he had 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. Peter began his investment career with Kidder, Peabody & Company. During his time there, Peter was involved in research and ultimately promoted to a position of oversight on the firm's Stock Selection and Investment Policy Committees.
Peter graduated from Princeton University with a Bachelor of Arts Degree in Economics. He received his MBA from the University of Virginia's Colgate Darden School of Business Administration.
Glenn A. Dever
Partner/President
Glenn joined Coho Partners, Ltd. in 2009. As president, he is responsible for managing the non-investment activities of the firm including: day-to-day operations, legal, compliance, information technology, marketing and sales. He is a partner of the firm and a member of the Board of Directors.Before joining Coho, Glenn spent 12 years with Turner Investment Partners. His responsibilities included head of institutional client service and sales, and eventually as chief marketing officer, he was responsible for global sales, marketing and client service. Previously Glenn was employed by Delaware Investment Advisers, where he worked with institutional clients to keep them abreast of investment results and portfolio changes. He was also a senior consultant with New England Pension Consultants, Inc., working with institutional plan sponsors to establish written investment policies, asset allocation, manager selection, transition plans, and performance measurement. He began his investment career with Ameritech Corporation, one of the largest corporate pension and savings plans in the U.S. at the time.
Glenn graduated from Miami University (Ohio) with a Bachelor of Science degree in Finance and earned an MBA in Finance from Loyola University, Chicago.
Brian L. Kramp, CFA
Partner/Portfolio Manager/Research
Brian joined Coho Partners, Ltd. in 2006. His primary responsibilities include company research and portfolio management. He chairs the weekly investment committee meeting and manages the quantitative screening process which helps define the "Coho 250". He is a partner of the firm and a member of the Board of Directors.Before joining Coho, Brian was employed by Morgan Stanley / Miller, Anderson, and Sherrerd as a research analyst/portfolio manager. He rose to the position of executive director and held significant responsibility for portfolio management, equity research and client service on the large cap core and value equity teams. Prior to this, Brian was an analyst/portfolio manager for Meridian Investment Company, where he managed or co-managed several equity funds along with enjoying client service responsibilities. Brian's initial position with Meridian Bank was in their asset management unit as a personal trust investment officer focusing on managing individual and institutional accounts. He began his investment career as a financial advisor for a regional brokerage firm in Allentown, PA.
Brian graduated from Muhlenberg College with a Bachelor of Arts Degree in Business Administration and Accounting. He earned the right to use the Chartered Financial Analyst designation.
Sheila M. Heenan
Client Sevice Manager
Sheila joined Coho Partners, Ltd. in 2003. She is responsible for client service and administrative support.Her career in finance spans twenty years. She worked at PSFS/Meritor with departmental responsibilities for the administration of escrow accounts. At The Resolution Trust Corporation, Sheila was responsible for designing and maintaining procedures to comply with governmental mandates before rising to the position of Oversight Manager. Sheila was also responsible for all administrative support at the investment firm of Wilmerding & Associates.
Sheila graduated from the Moore College of Art with a Bachelor of Fine Art in Painting. She attended Saint Joseph University and Cabrini College.
Lisa B. Moneymaker
Chief Financial Officer
Lisa joined Coho Partners, Ltd. in 1999. She designed the company's administrative systems, manages client service, oversees client record keeping, updates regulatory and industry databases, administers proxies and as CFO, oversees company finances.Lisa previously worked at Aramark as manager of Cash Operations with the responsibility for centralizing all cash administration for 25 subsidiaries. She also worked at Girard/Mellon Bank where she rose to senior corporate cash management officer.
Lisa is a cum laude graduate of the University of Richmond with a Bachelor of Science Degree in Finance.
Rick S. Wayne, CFA
Partner/Portfolio Manager/Strategy
Rick joined Coho Partners, Ltd. in 2004, 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. He is a partner of the firm and a member of the Board of Directors.Prior to joining Coho, Rick was a senior vice president at PNC Advisors where he specialized in discretionary investment advisory relationships. In addition, he 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. Rick began his investment career at Morgan Stanley Dean Witter, where for 11 years he managed individual client portfolios with primary responsibilities in sales and portfolio management.
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 earned the right to use the Chartered Financial Analyst designation.
