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Pictured Left to Right: Howard A. Trauger (President), Gene J. Kovacs (Head Administrator), Shara D. Howard (Administrator), Peter V. Walker (Vice President), James Gillin (Marketing Consultant)
James W. Lewis – Chairman
[ JLewis@GeometryGroup.com ]
The Chairman of Schuylkill Capital and founder of Geometry Group, Inc. is a former Managing Director of Morgan Stanley, where he held senior management positions in the asset management, equity, and fixed income areas for 17 years and served as Chairman of their Risk Management Committee. Prior to his tenure at Morgan Stanley, he was a bond trader at First Boston. Mr. Lewis, who founded Geometry Group in 1989, received his MBA in Finance from the University of Chicago and is a member of the University's Advisory Council of the Graduate School of Business. He holds a BS in Marketing from Miami University of Ohio and is a member of its business advisory council. Mr. Lewis is also a director of Jazz at Lincoln Center.
Howard A. Trauger – President
[ Howard@SchuylkillCap.com ]
Howard formed Schuylkill Capital Management in 1990 to provide conservative investment management to a select group of private capital clients and brings 30 years of investment management experience in a variety of roles with banking and money management firms, including research analysis and portfolio management. Prior to founding SCM, he was portfolio manager for $120 million of personal trust assets and co-manager of $140 million in Common Trust Fund assets at Provident National Bank in Philadelphia, Howard is a regular member of the CFA Institute and currently serves as President of the Bond Club of Philadelphia. He has served as president of both the Financial Analysts of Philadelphia and the Philadelphia Securities Association. Howard received his undergraduate and M.B.A. degrees in Finance from Pennsylvania State University. Maintaining an active interest in his Alma Mater, he has been a member of the MBA Alumni Board of Advisors and currently sits on the Oversight Committee of The Nittany Lion Foundation, LLC. In recognition of his contribution to Penn State and the Investment Business, Howard was awarded the Penn State MBA Alumni Society Distinguished Achievement Award in 2002.
Peter V. Walker, CFA – Senior Vice President
[ pvwalker@SchuylkillCap.com ]
Peter's career includes more than 30 years in research and portfolio management for major banking institutions in the Philadelphia area. He was the Director of Investment Research for Studley Shupert, a subsidiary of Girard (now Mellon) Bank and later joined the First Pennsylvania Bank as a portfolio manager. Following Corestates acquisition of First Pennsylvania, Peter became Chief Investment Officer for the merged Personal Trust Department. When Corestates was acquired by the First Union, Peter returned to the role of full time portfolio manager where as a Partner in the bank's Evergreen Private Asset Management unit, he was responsible for $600 million of large institutional and sensitive Private Client assets. Peter is a member of the Philadelphia Securities Association, The Bond Club of Philadelphia and The Financial Analysts of Philadelphia, of which he was a past President. He holds an undergraduate degree in Economics from the Wharton school of the University Pennsylvania and an MBA from Temple University.
Michael Fortier – Treasurer
Michael is the Treasurer of Schuylkill Capital joining the firm in 2002 and is also the CFO of Geometry Group which he joined in 1998 and has over 19 years of experience in the investment management industry. Prior to joining Geometry, Mr. Fortier was with Dresdner Kleinwort Benson where he was a Vice President in the Finance Department with responsibility for the firm's U.S. investment management subsidiaries, which managed over $10 billion. Mr. Fortier also had finance responsibility for the firm's private equity fund investments and private banking activities, and had a range of mutual fund administration responsibilities. Mr. Fortier holds an MBA in Finance from New York University and a BA in Economics from Fairfield University.
Marketing and Client Services Team |
J.P. McNichol – Sales and Marketing
[ McNichol@SchuylkillCap.com ]
J.P. is a partner at Ponus Capital Partners LLC, a Geometry Group affiliate company, that provides sales and marketing services to Schuylkill Capital Management. Mr. McNichol has over 12 years of portfolio management and sales and marketing experience with Gridiron Trading Management Co., Schuylkill Capital Management, Addison Capital (Phoenix Investments) and Chase Manhattan Global Advisors. Mr. McNichol holds a BA in Political Science from The Catholic University of America.
James Gillin – Marketing Consultant
Jim brings to SCM his vast consulting experience and marketing expertise. Jim graduated from St. Joseph’s University with a BA in Liberal Arts and a had a long career in the Petroleum Industry of Philadelphia and surrounding areas. He was also involved in labor relations for an extended period of time as chairman of the Transport Employers Association, dealing with Teamsters Unions. Jim later served on the Board of Directors for a number of years for the Pennsylvania State Chamber of Business and Industries. During that time Mr. Gillin was also Chairman of the Pennsylvanians for Effective Government (PEG) and has also been the Chairman of the Philadelphia Parking Authority.
Gene J. Kovacs – Client Services Manager
[ gkovacs@schuylkillcap.com ]
Gene came to SCM as head of administration and client services. He is responsible for all back office operations and SCM client servicing teams. Gene began his career at Logan Capital Management as operations specialist and client relations manager. He graduated from NYU with a BS in Business Administration and presently holds a Series 65 certification. He is also Co-chairman of the Gloria Slack Foundation and also a board member of "Soup's On, NY".
Shara D. Howard – Client Services Team
[ showard@schuylkillcap.com ]
Shara brings to SCM over 8 years of investment experience. Ms. Howard began her career at Logan Capital Management in 1997 and since then has built upon that foundation with respect to management, client service, sales, trading and compliance expertise.
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