Sanibel Captiva Investment Advisers' (SCIA)
Management and Manager Affiliates

Pat Dorsey, CFA
President, Sanibel Captiva Investment Advisers

Patrick Dorsey Mr. Dorsey leads the investment team and also helps guide overall capital allocation. Before joining The Trust Company, Pat was Director of Equity Research at Morningstar for over ten years, where he was responsible for the overall direction of Morningstar’s equity research, as well as for communicating Morningstar’s ideas to the media and clients. He led the development of Morningstar’s economic moat ratings as well as the methodology behind Morningstar’s framework for competitive analysis. Pat is the author of two books — The Five Rules for Successful Stock Investing, and The Little Book that Builds Wealth — and has been quoted in publications such as The Wall Street Journal, Fortune, The New York Times, and BusinessWeek. Pat holds a master’s degree in political science from Northwestern University and a bachelor’s degree in government from Wesleyan University. He is a CFA Charterholder.

 

Richard E. Pyle, CFA
Executive Vice President and Chief Investment Officer, Sanibel Captiva Trust Company

Richard E. Pyle Mr. Pyle has, since 2003, overseen the Trust Company’s investment management operations and is a member of the Asset Management Committee. His 40 years of investment research and portfolio management experience has included being co-founder of Winslow Capital Management, Inc. in Minneapolis from 1992 to 2003. From 1982 to 1992, Mr. Pyle served as Managing Director and Research Analyst at Piper Jaffray in Minneapolis as well as a Director of Piper Ventures. He began his investment management career as a Trust Investment Analyst for U.S. Bank in St. Paul before becoming a Portfolio Manager and Senior Research Analyst for Wells Fargo and American Express Financial Advisors from 1973 to 1982. Mr. Pyle earned his Bachelor of Arts degree in economics and political science from Macalester College in 1969 and did graduate work in economics at the University of Minnesota. He was awarded the Chartered Financial Analyst designation in 1976 and was president of CFA Minneapolis-St. Paul. He currently serves as Ex-Officio Board Member and Treasurer of BIG Arts of Sanibel and a member of the Sanibel General Employees Pension Board.

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Craig J. Holston
Senior Vice President and Senior Portfolio Manager, Sanibel Captiva Trust Company

Craig J. Holston line Mr. Holston had a decade-long career in institutional equities trading and order execution on Wall Street. Prior to joining The Sanibel Captiva Trust Company, Mr. Holston was an Associate Trader at Deutsche Bank and then JP Morgan, where he managed the execution of client equity orders on the New York Stock Exchange. From his location on the trading floor, he provided valuable insight and market information to senior traders. From 1996 to 1999, Mr. Holston was an assistant trader at Wagner Stott Bear Specialists in New York. He holds a Bachelor of Arts from Temple University and has completed courses in Portfolio Management at New York University. Craig serves on the boards of The Sanibel Police Officers Retirement Trust Fund, The Sanibel School Fund, and Sanibel Youth Soccer. He also serves as a member of the Asset Management Committee.

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Timothy P. Vick
Senior Portfolio Manager, Sanibel Captiva Investment Advisers

Timothy P. Vick line Mr. Vick is considered one of the leading authorities on value investing and the methods of Benjamin Graham and Warren Buffett. He is the author of three investment books, including the bestseller, How to Pick Stocks Like Warren Buffett. In addition to client portfolio management and securities research, he serves as a member of the Asset Management Committee. Mr. Vick has appeared on CNBC and CNN and has been quoted by The Wall Street Journal, The New York Times, The Los Angeles Times, The Washington Post, Barron’s, and The Chicago Tribune. Mr. Vick holds a master’s degree in management from Purdue University and Bachelor of Arts in history and economics. He previously served as a securities analyst and portfolio manager for buy-side investment firms. Prior to joining the securities industry, he was an award-winning investigative journalist in Chicago. Mr. Vick has served on several non-profit boards, including the Northwest Indiana Symphony Orchestra, Calumet College of St. Joseph, Tradewinds Rehabilitation Services, Westminster Presbyterian Church, and the Jim and Betty Dye Foundation.
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Richard A. Greenwood
Managing Director, The Naples Trust Company

Richard A. Greenwood line Mr. Greenwood has a 40 year career in the investment management business dealing with high net worth individuals and institutional clients. Based in Naples and Chicago, Rick serves as a client advocate, investment professional, and member of the firm's Asset Management Committee. Rick is also president and chairman of Madison Advisory Group, Inc., which he founded in 1977 to provide investment services to institutions, foundations, and high net-worth individuals and families. Formerly, he worked with Advisory Research, Inc., in Chicago as the company’s director of large cap equity investments. He also spent seven years with Merrill Lynch as an account executive in its Chicago office. Greenwood’s philanthropic involvement includes contributions to charities and institutions such as Northwestern University, Northwestern University Medical School, and The American Red Cross of Greater Chicago. He has served as president and board member for The Old Town Triangle Association, a Chicago, community-based, not–for-profit organization. He earned a B.S. degree in 1967 from Northwestern University.
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Donald Jowdy
Senior Vice President and Senior Portfolio Manager, Tampa Bay Trust Company

Donald Jowdy line Mr. Jowdy joined Tampa Bay Trust Company at its enception and also founded Suncoast Equity Management, Inc., an investment management firm serving both individuals and institutions in 1997. Prior to that, Mr. Jowdy was a Portfolio Manager with Polen Capital Management of Tampa, Florida. Both Suncoast Equity and Polen Capital, during his tenure, performed in the top 10% of their peer groups, as measured by several industry consultants including Effron/PSN and Nelson’s Investment Manager Database. Previously, Mr. Jowdy was an equity analyst with 13D Research, Inc., advising institutional clients through an independent investment research organization providing in-depth analysis of domestic as well as global investment opportunities. Mr. Jowdy was also a Senior Associate with Price Waterhouse Coopers (formerly Coopers & Lybrand). He is a graduate of Indiana University with a Bachelor of Science in accounting and serves on the board of Quantum Leap Farm, a nonprofit Therapeutic & Recreational Horseback Riding Program serving veterans, civilian adults, and kids with mental and physical disabilities.
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Amy A. Lord, CFA
Senior Portfolio Manager, Tampa Bay Trust Company

Amy A. Lord line Mrs. Lord joined Tampa Bay Trust Company at its formation in August 2010. She is also the Senior Portfolio Manager at Suncoast Equity Management, Inc., an investment management firm serving both individuals and institutions. She was previously Vice President/Portfolio Manager with Intrepid Capital where she was sole manager of the company’s Large Cap Equity and Investment Grade Fixed Income portfolios. Prior to joining Intrepid in 2001, Ms. Lord was Managing Director, Senior Portfolio Manager of The Investment Counsel Company. During her nine years with the firm, her responsibilities included equity and fixed income portfolio management and analysis; marketing and client servicing; and overseeing GIPS performance compliance. Ms. Lord earned a Bachelor of Science in Advertising, with a minor in Mathematics, from the University of Florida. She is a CFA charter holder and past President of the CFA Society of Orlando, as well as a member of the CFA Institute. Ms. Lord also served on the board of Family Promise of Greater Orlando, which is a nonprofit organization that helps homeless families achieve lasting independence.
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Sanibel Captiva Investment Advisers is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional or attorney before implementing any strategy or recommendation discussed herein.