Small Cap Equity

Team Structure

The Select Equity portfolio management team is marked by longevity and consistency.
  • Experienced team with an average 18 years of industry experience
  • Generalist approach where “everyone is an analyst” provides bottom-up coverage of small cap universe
  • Daily/weekly team meetings review macroeconomic outlook, stock price movements, and company news
  • Constant communication regarding portfolio positioning, performance, and risk

Team

James E. Mineman | view bio
Managing Director, Portfolio Manager
Industry Experience: 24 years
M. Jed Ellerbroek Jr., CFA | view bio
Associate Portfolio Manager
Industry Experience: 13 years
Lisa A. Teter | view bio
Senior Analyst
Industry Experience: 24 years
Brian Reynolds, CFA | view bio
Senior Analyst
Industry Experience: 11 years
Chris Stam | view bio
Analyst
Industry Experience: 1 year
Natalie Marvi-Romeo, CFA, CAIA | view bio
Client Portfolio Manager
Industry Experience: 28 years
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James E. Mineman
Managing Director, Portfolio Manager
james.mineman@pnc.com
Industry Experience: 24 years
B.S.B.A., Southern Illinois University
M.A., St. Louis University

James, a managing director, is the lead portfolio manager of the Select Equity investment team that manages the Small Cap Equity strategy. He specializes in managing the team's equity research process. Consistent with the generalist approach, he serves in the capacity of analyst and portfolio manager. James, who joined the firm along with the team in 2004, has been with the core team since its founding in 1994. He earned a Bachelor of Science in Business Administration degree with a specialization in finance from Southern Illinois University and a Master of Finance degree from St. Louis University.

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M. Jed Ellerbroek Jr., CFA
Associate Portfolio Manager
michael.ellerbroek@pnc.com
Industry Experience: 13 years
B.S., University of Northern Iowa

Jed is an associate portfolio manager on the Select Equity investment team that manages the Small Cap Equity strategy. He provides security analysis and idea generation to the portfolio management process. He joined the firm in 2008 from Wachovia Capital Markets, where he was an associate analyst covering leisure and consumer discretionary. Prior to Wachovia, he was an investment analyst at Jeffry Slocum & Associates, an investment consultant. Jed earned a Bachelor of Science degree from the University of Northern Iowa with majors in finance and economics. He is a CFA charterholder.

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Lisa A. Teter
Senior Analyst
lisa.teter@pnc.com
Industry Experience: 24 years
B.S., Southern Illinois University

Lisa is a senior analyst on the Select Equity investment team that manages the Small Cap Equity strategy. Her responsibilities include security analysis and idea generation within the portfolio management process. Lisa, who joined the firm along with the team in 2004, has been with the core team since its founding in 1994. She earned a Bachelor of Science degree in finance and management from Southern Illinois University.

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Brian Reynolds, CFA
Senior Analyst
brian.reynolds@pnc.com
Industry Experience: 11 years
B.S.B.A., University of Missouri-St. Louis

Brian is a senior analyst on the Select Equity investment team that manages the Small Cap Equity strategy. He provides security analysis and idea generation to the portfolio management process. . He joined the team in 2013, after holding an investment position previously with PNC Wealth Management. Brian earned a Bachelor of Science in Business Administration degree from the University of Missouri-St. Louis and is a CFA charterholder.

Chris Stam
Analyst
christopher.stam@pnc.com
Industry Experience: 1 year
B.S., The Pennsylvania State University

Chris is a research analyst on the Select Equity investment team that manages the Small Cap Equity strategy. He provides security analysis and idea generation to the portfolio management process.  He joined the team in October 2018 after spending 18 months with the team while in the PNC Institutional Asset Management Analyst program.  Chris earned a Bachelor of Science in Finance degree from Penn State University. 

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Natalie Marvi-Romeo, CFA, CAIA
Client Portfolio Manager
natalie.marvi-romeo@pnc.com
Industry Experience: 28 years
B.S., Pennsylvania State University

Natalie is the client portfolio manager for the Select Equity and Large Cap Advantage Equity investment teams. She is responsible for communicating all elements of each team's investment philosophy, process, and performance. In addition, she provides in-depth, sophisticated insights into specific portfolio strategy and individual securities and also serves as a key client service representative for the teams. Natalie has more than 25 years of experience in the investment management business. Prior to joining the firm, she served as a managing director on the Global Distribution team at Turner Investments. She was also an executive director at Echo Point Investment Management, as well as the portfolio specialist of that firm's investment team. Previously, Natalie worked at Morgan Stanley Investment Management in New York, Philadelphia, and London. She started in the investment management industry with Miller, Anderson & Sherred, LLP, and began her business career with Deloitte & Touche in Philadelphia. Natalie earned a Bachelor of Science degree in accounting from The Pennsylvania State University. She holds the Chartered Financial Analyst designation, as well as the Chartered Alternative Investment Analyst designation.