Jim is President of Oberweis Asset Management and oversees all
investment research at Oberweis. He has spent his entire career
managing portfolios of high growth, small cap companies. Jim is a
holder of the Chartered Financial Analyst (CFA) designation. Jim
earned an MBA with high honors from the University of Chicago and a BS
in Computer Science from the University of Illinois. He has been a
featured guest on CNBC and Bloomberg television and authors a growth
stock column for Forbes. Jim is a member of the Young Presidents
Organization (YPO), the Economic Club of Chicago, the Investment
Analysts Society of Chicago, and the CFA Institute.
Martin L.
Yokosawa
Senior Vice President and
Portfolio Manager
Martin joined Oberweis Asset Management in 1987 and is a Portfolio
Manager for the firm’s domestic strategies. Martin earned an MBA from
the University of Chicago and a BS in Finance from Northern Illinois
University. He was previously employed at The Chicago Corporation and
Hamilton Investments. Martin has been a guest on CNBC and Bloomberg
television and has provided commentary on various investment issues to
Investor’s Business Daily and The Wall Street Journal.
Kenneth S.
Farsalas, CFA
Vice President and
Portfolio Manager
Ken joined Oberweis Asset Management, Inc. in November 2004 and is a
Portfolio Manager for the firm’s domestic strategies. He has over 14
years of investment industry experience. Previously, he was employed
at Dearborn Partners LLC, where he was a Managing Director and the
Director of Research. Prior to that, Ken worked as a small cap
Research Analyst and Portfolio Manager at Sterling Johnston Capital
Management, and began his career at SEI Capital Resources as an
Investment Consultant. Ken is a holder of the Chartered Financial
Analyst (CFA) designation. He earned an MBA in Finance and Accounting
from the University of Chicago and a BS in Journalism and Economics
from Northwestern University. He is a member of the Investment
Analysts Society of Chicago and the CFA Institute. Ken has been
featured on Forbes.com and has provided commentary on various
investment issues to Investor’s Business Daily, Reuters and Bloomberg.
David I. Covas,
CFA
Vice President and
Portfolio Manager
Dave has spent his career at Oberweis Asset Management, joining the
firm in July 1997. He is currently a Portfolio Manager for the firm’s
domestic strategies. Dave is a holder of the Chartered Financial
Analyst (CFA) designation as well as a CFP® certificant. He earned an
MBA from the University of Chicago and a BS in Finance with honors
from the University of Illinois. He has been a guest of Bloomberg
television and is a member of the Investment Analysts Society of
Chicago and the CFA Institute.
Kevin Cowell
Associate Analyst
Kevin joined Oberweis Asset Management in August 2006 as an
Associate Analyst. Kevin earned a BS in Finance and Accountancy with
high honors from the University of Illinois. He is currently pursuing
the CFA designation and is a CFA Level III candidate.
Jim E. Chartrand
Director of Trading
Jim joined Oberweis Asset Management in June 2005 as the Director of
Trading and has over 15 years of investment industry experience.
Previously, Jim was a Senior Equity Trader at Waddell & Reed
Investment Management Company in Kansas City. He also worked for
Paladin Investment Associates as Director of Trading, where he was
responsible for managing all aspects of the equity trading desk. He
began his career with Investment Advisers, Inc. in 1992, where he held
various positions within the operations and trading departments. Jim
earned a double major in Finance and Economics from the University of
St. Thomas, St. Paul, Minnesota. He is a member of Security Traders
Association of Chicago.
Patrick B. Joyce,
CPA
Executive Vice President
Pat is Executive Vice President, Chief Financial Officer and Chief
Compliance Officer of Oberweis Asset Management, Inc. and is
responsible for administering OAM’s accounting and compliance policies
and procedures. He joined Oberweis Asset Management, Inc. in 1994. Pat
earned a BBA in Accounting from Cleveland State University and has in
excess of 23 years of experience in the financial services industry.
He was previously employed with The Chicago Corporation, Carr Asset
Management, Inc./Indosuez Carr Futures, Inc., and Selected Financial
Services, Inc. a wholly owned subsidiary of Kemper Financial Services.
He is a member of the Illinois CPA Society, the American Institute of
Certified Public Accountants, and the National Society of Compliance
Professionals.
Brian K. Lee
Director of Marketing & Client Service
Brian joined Oberweis Asset Management in April of 2002 to establish
and lead the firm’s institutional marketing and client service
efforts. Brian earned an MBA from Loyola Marymount University and a BA
in Finance from Loyola Marymount University. Previously, he was
employed by Delaware Investments/Lincoln Financial Distributors, where
he served as a Director of Marketing. Prior to that, he worked for
Wilshire Associates in both marketing and client service roles.
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