Financial Personnel
Financial Personnel
J. KENT BLAIR III, CFA
Kent Blair has more than twenty years of institutional buy-side investment experience as both a portfolio manager and an equity research analyst. For most of the past fifteen years Kent was the "TMT" (technology, media, telecom) equities research analyst for The Bank of New York, responsible for the convergence industries, including telecommunication services, media & entertainment, communications equipment, and the internet arena. His recommendations were broadly disseminated and followed across the Bank's asset management division, including institutional, wealth management and the mutual funds. His extensive experience covering these industries and others, has provided him a unique perspective in constructing and actively managing portfolios, using the due diligence and ongoing maintenance that fundamental research provides. Kent is a 1986 graduate of Bucknell University and holds the Chartered Financial Analyst designation.
ELIZABETH B. BLAIR
Beth Blair built her career in financial services as an institutional equity salesperson. From 1990 to 1994, she worked on the international institutional sales desk at Sanford C. Bernstein & Co. Beginning in 1994, Beth spent 8 years at Oppenheimer & Co as an Executive Director in Institutional Equity Sales, primarily responsible for covering mutual funds and pension fund accounts, including Merrill Lynch Asset Management, Morgan Stanley Dean Wittter, TIAA CREF and US Trust in addition to Banc One Investment Advisors, State Teachers Retirement System of Ohio and Public Employees Retirement Fund of Ohio. A registered rep during her employment at both Sanford C. Bernstein & Co and Oppenheimer & Co., she has passed both the series 7 and 63 exams. Beth graduated from the University of Richmond in 1990.


