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Randy Bateman, CFA
Huntington Situs Fund
Huntington World Income Fund
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Executive Vice President
Chief Investment Officer
President of Huntington Asset Advisors, Inc.
Private Financial Group
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41 South High Street, HC0533
Columbus, Ohio 43215
Phone: (614) 480-4290 |
| randy.bateman@huntington.com |
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| Education Background and Certifications |
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• Bachelor’s Degree from North Carolina State University in Economics
• Obtained his Chartered Financial Analyst designation in 1978 |
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Investment Management Experience
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• Over 25 years of experience in managing fiduciary accounts
• Responsible for $14.5 billion in discretionary assets within the
Huntington Private Financial Group
• Responsible for 26 mutual funds that represent
$3.5 billion in Huntington Funds
• Worked as an analyst and portfolio manager for four major banks |
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Professional Affiliations
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Served as an instructor of investment courses for the ABA, the OBA, the Bank Administration Institute and Austin Community College |
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Recent Industry Appearances
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• Kudlow & Company
• CNBC
• Bloomberg
• The Wall Street Journal
• Forbes
• Dow Jones
• Ranked one of the Nation's top 100 mutual fund managers by Barron's in 2007
• Fox Business News
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Craig Hardy
Huntington Income Equity Fund
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Vice President
Senior Portfolio Manager
Private Financial Group
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917 Euclid Avenue, CM27
Cleveland, Ohio 44115
craig.hardy@huntington.com
Phone: (216) 515-6544
craig.hardy@huntington.com |
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| Education Background and Certifications |
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• Bachelor’s Degree in Economics from Princeton University
• MBA from Case Western Reserve University
• Chartered Financial Analyst |
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Investment Management Experience
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• Member of Huntington’s Investment Policy Committee
• 30 years of investment management experience in portfolio management, equity analysis and financial planning
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Professional Affiliations
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• Member of CFA Institute
• Cleveland Society of Security Analysts
• Southwest Community Chorus Foundation Board of Trustees
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Robert "Chip" Hendon, II
Huntington World Income Fund
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Vice President
Senior Portfolio Manager
Private Financial Group
Rookwood
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3805 Edwards Road, CN03
Cincinnati, OH 45209
chip.hendon@huntington.com
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| Education Background and Certifications |
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• Graduate of The University of Toledo with a Bachelors Degree in Finance.
• Graduate of Xavier University with a Masters Degree in Business with a Finance concentration. |
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Investment Management Experience
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• Over 11 years of Investment Experience
• Senior Financial Consultant with Hilliard Lyons where he worked with High Net Worth and Institutional clients
• Worked on both the Option Strategy and the Real Strategies fund since their inceptions at Huntington.
TOP
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Bill Doughty
Huntington Short Intermediate Fixed Income Secs Fund
Huntington Intermediate Government Income Fund
Huntington Mortgage Securities Fund
Huntington US Treasury Money Market Fund
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Senior Vice President
Senior Portfolio Manager
Private Financial Group
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41 South High Street, HC0520
Columbus, Ohio 43215
bill.doughty@huntington.com
Phone: (614) 480-5205
bill.doughty@huntington.com |
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| Education Background and Certifications |
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• Bachelor’s Degree, Franklin University
• MBA, University of Dayton
• Additional Education from The National School of Bank Investments, The Ohio School of Banking and The American Institute of Banking |
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Investment Management Experience
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• Over 30 years of Portfolio Management experience
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Professional Affiliations
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• Member of the Columbus Stock and Bond Club
• On Board of Trustees for The Huntington Foundation
• Board member of Hickory Hills Golf Club |
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Recent Industry Appearances
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• Huntington Mortgage Securities Fund recognized as a 2006 Lipper Leader
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Andrew Hagedorn
Huntington Macro 100 Fund
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Portfolio Manager
Vice President
Private Financial Group
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3805 Edwards Road, CN03
Cincinnati, Ohio 45209
Phone: (513) 366-3423
andrew.hagedorn@huntington.com |
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| Education Background and Certifications |
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• Bachelor's Degree in Economics and Business Management from the University of Kentucky |
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Investment Management Experience
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• Over 13 years of investment management experience, primarily in portfolio management, equity analysis and financial planning
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Professional Affiliations
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• Chair of Regional Youth Leadership program through the Northern Kentucky Chamber
• Serves on the St. Elizabeth Hospital Foundation
• Serves on the Diocese of Covington's Finance and Investment Policy Committee
• Past Treasurer and current Steering Committee member of Legacy Northern Kentucky
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Kirk Mentzer
Huntington Dividend Capture Fund
Huntington Fixed Income Securities Fund
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Senior Vice President
Regional Manager
Private Financial Group
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3805 Edwards Road, CN03
Cincinnati, Ohio 45209
kirk.mentzer@huntington.com
Phone: (513) 366-3072
kirk.mentzer@huntington.com |
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| Education Background and Certifications |
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• Bachelor’s Degree in Business Administration from the University of Cincinnati
• MBA from Xavier University
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Investment Management Experience
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• 18 years experience in developing and applying forecasting and portfolio analytic systems to improve investment performance and reduce volatility
• Managed U.S. government and strategic income funds, annuity products and institutional bond accounts
• Served for over 11 years as a portfolio manager with Firstar Investment Research and Management |
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Recent Industry Appearances
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• Reuters
• Investor’s Business Daily
• Bloomberg
TOP
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Kathy Stylarek
Huntington Ohio Tax-Free Fund
Huntington Ohio Municipal Money Market Fund
Huntington Tax Free Money Market Fund
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Vice President
Senior Portfolio Manager
Private Financial Group
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6925 N. 56th Street, Ste. 200
Tampa, Florida 33617
kathy.stylarek@huntington.com
Phone: (813) 899-4081
kathy.stylarek@huntington.com |
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| Education Background and Certifications |
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• Bachelor’s Degree in Finance from the University Of South Florida
• Currently a candidate in the CFA program
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| Investment Management Experience |
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• Part of the securities industry since 1991 with a focus on fixed income and tax-free strategies
• Worked for Prudential Securities, Smith Barney-Citigroup, and SunTrust |
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| Professional Affiliations |
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• Sits on the Fiduciary Funds Committee planning strategies for the fixed income side of investments
• Member of the Fixed Income Analysts Society
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Martina Cheung, CFA, CMT
Huntington Technical Opportunities Fund
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Vice President
Senior Portfolio Manager
Private Financial Group
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41 South High Street, HC0520
Columbus, Ohio 43215
martina.cheung@huntington.com
Phone: (614) 480-3711
martina.cheung@huntington.com |
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| Education Background and Certifications |
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• Bachelor's Degree in Finance and Management Information Systems from The Ohio State University
• MBA from Capital University
• Charter Financial Analyst
• Charter Market Technician
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| Investment Management Experience |
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• Over 12 years of experience as a security analyst and a portfolio manager
• Past industry analyst in Consumer Discretion, Healthcare, and Utilities sector, utilizing fundamental, quantitative and technical approach
• Managing Options Portfolios |
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| Professional Affiliations |
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• Member of CFA Institute
• Member of CFA Columbus Society
• Member of Market Technician Association, Inc.
TOP
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Herb Chen
Huntington Growth Fund
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Senior Vice President
Portfolio Manager
Private Financial Group
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41 South High Street, HC0533
Columbus, Ohio 43215
Phone: (614) 480.3296
herb.chen@huntington.com
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| Education Background and Certifications |
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• Bachelor's Degree in Finance and Information Systems from Carnegie Mellon
• MBA from New York University Stern Business School
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| Investment Management Experience |
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• Over 20 years experience in investment management
• Managing Director and Team Leader of Sterling, and Senior Investment Officer of Private Client Group at National City Bank.
• Worked in New York City with Citigroup, JP Morgan, and SG Cowen |
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| Professional Affiliations |
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• Board member of Asian Festival
• Member of Downtown Residents’ Association of Columbus
• Member of Asian American Commerce Group
• Board of trustee member for Columbus Association for Performing Arts (CAPA)
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Peter Sorrentino, CFA
Huntington Real Strategies Fund
Huntington Macro 100 Fund
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Senior Vice President
Senior Portfolio Manager
Private Financial Group
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3805 Edwards Road
Cincinnati, Ohio 45209
peter.sorrentino@huntington.com
Phone: (513) 366-3420
peter.sorrentino@huntington.com |
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| Education Background and Certifications |
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• Bachelor's Degree in Finance and Accounting from University of Cincinnati
• Earned the CFA designation in 1993
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| Investment Management Experience |
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• Worked in the investment arena since 1981, starting as an investment analyst and subsequently moving to investment management in 1987
• Managing Director and Chief Investment Officer for Bartlett & Company
• Director of Research and Portfolio Management at Star Bank in the Capital Management Division |
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| Professional Affiliations |
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• Featured as a guest lecturer for Northern Kentucky University’s College of Business
• Instructor for the Investment Analysis and Portfolio Management section of the CEBS program offered through the University of Dayton |
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Recent Industry Appearances
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• CNBC
• Bloomberg
• Reuters
• MarketMovers
• The Wall Street Journal
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Gustave J. Seasongood
Huntington Mortgage Securities Fund
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Vice President
Senior Portfolio Manager
Private Financial Group
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8889 Pelican Bay Blvd, Suite 100, FL412T
Naples, Florida 34108
Phone: (239) 594-1400
gustave.seasongood@huntington.com |
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| Education Background and Certifications |
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• Bachelor's Degree from Villanova University
• MBA from Temple University
• Certified Financial Analyst |
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| Investment Management Experience |
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• Real Estate Investment Trusts (REITs) Portfolio Team Leader
• Over 25 years of experience in portfolio management
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| Professional Affiliations |
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• Member of the Association for Investment Management and Research
• Naples Society of Financial Analysts.
TOP |
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Christopher M. Rowane, CFA
Huntington Mid Corp America Fund
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Senior Vice President
Regional Investment Manager
Private Financial Group
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3805 Edwards Road, CN03
Cincinnati, Ohio 45209
chris.rowane@huntington.com
Phone: (513) 366-3064
chris.rowane@huntington.com |
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| Education Background and Certifications |
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• Bachelor’s Degree and MBA in Finance from Gannon University in Erie, Pennsylvania
• Graduate from the Central Atlantic School of Trust
• Chartered Financial Analyst from the CFA Institute
• Chartered Wealth Manager from the American Academy of Financial Management |
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| Investment Management Experience |
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• Over 23 years of experience in the areas of high net worth individuals, charitable foundations, pension investments,equity research and brokerage management |
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| Professional Affiliations |
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• CFA Institute
• CFA Society of Cincinnati
• Children's Hospital, Center for Developmental Disorders, Executive Board
• Xavier University's Finance Advisory Board |
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Recent Industry Appearances
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• MarketWatch
• Bloomberg
• The Wall Street Transcript
• Investors Business Daily
• Cincinnati Business Courier
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Paul Koscik
Huntington Rotating Markets Fund
Huntington Technical Opportunities Fund
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Vice President
Senior Portfolio Manager
Private Financial Group
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41 South High Street, HC0520
Columbus, Ohio 43215
paul.koscik@huntington.com
Phone: (614) 480-4886
paul.koscik@huntington.com |
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| Education Background and Certifications |
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• Bachelor’s Degree from University of Akron
• Juris Doctorate from University of Akron
• Certified Financial Planner |
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| Investment Management Experience |
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• Over 20 years of Portfolio Management experience |
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Recent Industry Appearances
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• CNBC
• Bloomberg
• Wallstreet Journal
TOP |
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Madelynn Matlock, CFA
Huntington International Equity Fund
Huntington World Income Fund
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Senior Vice President
Portfolio Manager
Private Financial Group
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3805 Edwards Road, CN03
Cincinnati, Ohio 45209
madelynn.matlock@huntington.com
Phone: (513) 366-3069
madelynn.matlock@huntington.com |
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| Education Background and Certifications |
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• Bachelor’s Degree in Finance from the University of Cincinnati
• MBA in Finance from the University of Cincinnati
• Chartered Financial Analyst
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| Investment Management Experience |
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• 25 years of experience as a portfolio manager, research director, and equity analyst
• International Portfolio Manager at Bartlett & Co., a Cincinnati-based investment advisory firm |
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| Professional Affiliations |
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• Association for Investment Management
and Research
• Cincinnati Society of Financial Analysts |
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Recent Industry Appearances
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• Bloomberg
• The Wall Street Journal
• Cincinnati Business Courier
TOP
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Ronald Weiner
Huntington Money Market Fund
Huntington U.S. Treasury Money Market Fund
Huntington World Income Fund
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Senior Trader
Assistant Vice President
Private Financial Group
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41 South High Street, HC0520
Columbus, Ohio 43215
Phone: (614) 480-4669
ronald.weiner@huntington.com |
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| Education Background and Certifications |
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• Ohio University, Masters of Financial Economics
• Ohio University, Political Science/Pre Law
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| Investment Management Experience |
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• Over eight years of banking experience as a Financial Analyst, Financial Advisor and Trader |
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| Professional Affiliations |
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• Association for Investment Management
and Research
• Cincinnati Society of Financial Analysts |
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Recent Industry Appearances
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• CFA Institute of Columbus
• Columbus Stock and Bond Club
• Carolyn Ann Weiner Scholarship- Member of the Selection Committee
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