Investment Team
Alec Perkins | CEO, FOUNDER
Portfolio Manager
Prior to Co-Founding HCM, Alec worked as a Portfolio Manager at Perkins Investment Management where he was responsible for co-managing the Perkins Select Value, All Cap Value and Value Plus Income. He received his Bachelor of Arts from Middlebury College, earned his MA from Stanford, and MBA from the University of California -Berkeley. Alec has over 20 years of financial industry experience.
Tom Perkins | founder
Portfolio Manager
Prior to Co-Founding HCM, Tom served as CEO and Portfolio Manager at Perkins Investment Management. He was a co-founder of PWMCO and its successor firm, Perkins Investment Management, serving as Portfolio Manager of the Perkins Mid Cap Value, the Perkins Large Value Fund and the Perkins Strategic Value Fund. Prior to Perkins Investment Management, Tom worked as a Portfolio Manager at Alliance Capital and Kemper Financial. Tom graduated from Harvard and has over 50 years of investing experience.
Bob Perkins | founder
Portfolio Manager
Prior to Co-Founding HCM, Bob was the founder of PWMCO and its successor firm, Perkins Investment Management. He served as the President of PWMCO, Portfolio Manager of the Perkins Small Cap Value Fund and the Perkins Select Value Fund. Prior to PWMCO, he was a Portfolio Manager at Kemper Financial. Bob graduated from Miami University with a Bachelor of Science, and then served four years in the Navy. Bob has over 50 years of investing experience.
Benjamin Wilson, CHfc | CFO
Head Trader
Prior to HCM, Ben served as President, Treasurer, Director of Operations and Head of Trading at PWMCO for 14 years. He earned a Bachelor of Arts from the University of Illinois –Urbana/Champaign. Ben holds the series 7, 24, 27, 55, 63, and 65 licenses. Ben has over 18 years of financial industry experience.
Richard Rovetto | COO/CCO
Prior to HCM, Rich served as the Chief Compliance Officer for PWMCO. Prior to PWMCO, he worked for Merrill Lynch where he was responsible for managing an 80 person team of financial advisers and support staff. Rich holds the series 4, 7, 24, 53 and 63 licenses. Rich has over 40 years of sales, operations, and compliance experience.
Barry Kneisel | investor relations
Business Development
Prior to HCM, Barry worked for 18 years in institutional equity research sales at Robert W. Baird. Prior to Baird, he was an infantry officer in the U.S. Army. Before his military service, he worked for 5 years at Lehman Brothers. Barry graduated from Miami University with a Bachelor of Science. He holds the series 3, 7, 63 licenses and CMT. He has 30 years of investing experience.
Abhishek Kumar | ANALYST
Prior to HCM, Abhishek worked as an analyst for Blackcrane Capital. He has also worked as an analyst at Oberweis and MSCI. He earned his MBA from the University of North Carolina at Chapel Hill, and a Bachelor of Arts from Bates College. He has a decade of experience at the intersection of fundamental analysis and ESG investing.
Pete Lisnic, CFA | ANALYST
Prior to HCM, Pete worked as a Senior Equity Research Analyst at Robert W. Baird where he covered the building products and industrial sectors. Prior to Baird, he was an Associate Director at Duff & Phelps. Pete earned his MBA from Northwestern and his Bachelor of Science in Accountancy from the University of Illinois – Urbana/Champaign. He is a CFA charter holder and CPA (inactive) with over 25 years of financial industry experience.
AdvisorY BOARD
Tom McDonnell
Tom spent his entire career from 1968 to his retirement with Kansas City Southern (NYSE: KSU) and its subsidiaries. Tom was with DST Systems, a spin-off from KSU in 1995, as CEO from 1973 until his retirement. Tom currently serves on the boards of KSU and Euronet Worldwide (NASDAQ: EEFT). Over his career, he has served on a number of public company boards including Garmin (NYSE: GRMN), Cerner (acquired, NYSE: ORCL), Computer Sciences and Nellcor (acquired, NYSE: MDT). He has served as chairman of a number of civic and charitable organizations including The Greater Kansas City Chamber of Commerce, The Kansas City Civic Council, The Greater Kansas City Community Foundation and the Ewing Marion Kauffman Foundation. Tom has an undergraduate degree in accounting from Rockhurst University and received his MBA from the Wharton School of the University of Pennsylvania.
Alex Pazdan | CEo/ PM | Persistent Capital
Founder and Principal of Persistent Capital Management, Alex has served as Lead Portfolio Manager since the inception of Persistent’s flagship investment product, the Global Diversified Program, and has designed all of the Company’s systematic trading models. Previously, Alex worked for Compass EMP Funds where he served as Portfolio Manager for Victory Capital Management and VictoryShares ETFs with assets of $2.5B under his management. Mr. Pazdan earned a Bachelors of Science degree in Economics and Psychology from Vanderbilt University, and has over 20 years of financial industry experience.
Dan Banaszak, CFA | PM/Analyst | Persistent Capital
Dan is a portfolio manager for Persistent Capital, joining the firm in 2020. Previously, Mr. Banaszak worked as a portfolio manager for Victory Capital where he developed the trading and implementation processes for the firm’s ETF business and helped build systematic quantitative investment strategies for the firm’s mutual fund and managed accounts business. Prior to Victory, he worked as an analyst and portfolio manager for Compass EMP Funds. Mr. Banaszak graduated with a B.S.B.A in finance from Xavier University.
Pleshetta Loftin | compliance
Pleshetta is a principal with expertise in operations and compliance programs. Previously, she was employed by Compass EMP Funds/Victory Capital with responsibilities for overseeing the development of new products. Prior to Compass, Ms. Loftin was the Chief Operating Officer of the Wealth Management department at BBVA. While with BBVA, she oversaw the firm’s investment program comprised of technical and fundamental portfolio development. Ms. Loftin graduated with honors with a Bachelors degrees in Finance and Management from Houston Baptist University and a Masters degree in Global Business Management from the University of Phoenix.