Gary W. Wood

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Profil

In 1986, Mr. Wood founded Schaenen Wood & Associates, Inc. and was its President and Chief Investment Officer.
He was Chairman of the Board and Chairman of the Investment Policy Committee of SWA from 1991 until 1993 when the firm was sold to Society Bank of Cleveland.
Mr. Wood was instrumental in the growth of SWA from its inception to the management of $1.3 billion in assets.
He was President of Winrich Schaenen & Wood, the predecessor firm to SWA and was a principal of Estabrook Capital Management, Inc. His other previous associations were with Brown Brothers Harriman & Co., Morgan Stanley and Goldman Sachs & Co. Mr. Wood graduated from San Jose State University with a B.S.
degree in Engineering and from Harvard Business School, M.B.A., Class of 1965.
He is a Trustee of New College Foundation, Inc. and has been appointed by Governor Bush to the State of Florida Retirement System Investment Advisory Council.

Anciens postes connus de Gary W. Wood

Sociétés	Poste	Fin
Wood Asset Management LLC Wood Asset Management LLC Investment ManagersFinance Wood Asset Management's (WAM) Core Equity Strategy focuses on revenue and earnings growth. They invest primarily in mid- and large-cap stocks that are listed in the S&P 500. The portfolio holds both growth and value stocks. Portfolios may be weighted toward either style, depending upon market conditions. The strategy seeks to generate consistent, competitive results relative to the S&P 500. WAM performs a top-down/macro-risk assessment of each market sector to determine broad sector under- and over-weights for the portfolio. They then perform a comprehensive examination of company balance sheets and a review of company fundamentals. WAM's analysis focuses on identifying companies with strong balance sheets and superior revenue/earnings prospects relative to their peers. They focus on investments in companies that are market leaders in their industries. WAM does not sell a stock just because it falls by a certain percentage. They may sell if the position falls 20% from its peak or 15% from the purchase point, there is a change in the original rationale for purchase of the security, there is a change in company management, there are changes in the firm's expectations regarding revenue or earnings, the company experiences a breakdown in technical or sector support or there is deterioration in the company's fundamentals, products or services. WAM's Relative Value Strategy focuses on large-cap value. This portfolio consists of large-cap stocks that offer exposure to all sectors. The firm seeks competitive returns, reduced volatility and a measure of downside protection. They also seek to generate consistent, competitive results relative to the Russell 1000 Value Index, but with lower levels of volatility. WAM employs a top-down macro and sector assessment to identify opportunities on the basis of relevant cycles and trends. They perform a comprehensive examination of balance sheets and a review of company fundamentals. WAM then identifies undervalued companies using fundamental and qualitative criteria that reveal high-quality stocks with strong balance sheets, good prospects for revenue and earnings growth, strong management teams and growing cash dividends. The firm establishes sell-price targets for each individual security. They may sell a stock when they observe loss of management focus or when the inability to execute a business plan is demonstrated. WAM trims over-weighted positions and remains open to more attractive investment opportunities. The firm's Advanced Strategies Group offers a passive asset allocation approach to create flexible portfolios with specified risk and return targets. The Advanced Strategies Group covers equities (by region, sector, size and style), fixed- income, currencies and commodities. Though not limited by sector, the firm tends to invest in the stocks of US mid- and large cap companies in the finance, energy minerals and health technology sectors. WAM maintains a medium turnover rate.	President	01/11/2007
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	01/01/2001
MORGAN STANLEY	Corporate Officer/Principal	01/01/1998
Brown Brothers Harriman & Co. (Investment Management) Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance BBH-IM is a long-term manager which aims to preserve and grow their clients’ capital across economic and market cycles. The firm employs a bottom-up, value-based approach to active management. They focus on identifying durable assets, buying them at attractive valuations, and delivering excellent returns without relying on macroeconomic judgements. BBH-IM seeks to invest primarily in cash generative businesses that are major providers of essential products and services.	Corporate Officer/Principal	01/01/1996
Estabrook Capital Management LLC (Old) Estabrook Capital Management LLC (Old) Investment ManagersFinance Estabrook's team starts with in-depth analysis of economic, political and social trends. They then combine this analysis with multi-factor quantitative valuation methods and rigorous business analysis. This enables the group to discover well-managed, quality companies trading at significant discounts to their intrinsic value. Believing that excessive diversification can dilute the investment process, Estabrook selects a limited number of securities for each of their portfolios. By maintaining a flexible and pragmatic investment approach, each portfolio is separately managed and tailored to specific client objectives and guidelines.	Corporate Officer/Principal	01/01/1994

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Sociétés liées

Entreprise privées	8
Morgan Stanley Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services	Finance
Brown Brothers Harriman & Co. (Investment Management) Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance BBH-IM is a long-term manager which aims to preserve and grow their clients’ capital across economic and market cycles. The firm employs a bottom-up, value-based approach to active management. They focus on identifying durable assets, buying them at attractive valuations, and delivering excellent returns without relying on macroeconomic judgements. BBH-IM seeks to invest primarily in cash generative businesses that are major providers of essential products and services.	Finance
Estabrook Capital Management LLC (Old) Estabrook Capital Management LLC (Old) Investment ManagersFinance Estabrook's team starts with in-depth analysis of economic, political and social trends. They then combine this analysis with multi-factor quantitative valuation methods and rigorous business analysis. This enables the group to discover well-managed, quality companies trading at significant discounts to their intrinsic value. Believing that excessive diversification can dilute the investment process, Estabrook selects a limited number of securities for each of their portfolios. By maintaining a flexible and pragmatic investment approach, each portfolio is separately managed and tailored to specific client objectives and guidelines.	Finance
Wood Asset Management LLC Wood Asset Management LLC Investment ManagersFinance Wood Asset Management's (WAM) Core Equity Strategy focuses on revenue and earnings growth. They invest primarily in mid- and large-cap stocks that are listed in the S&P 500. The portfolio holds both growth and value stocks. Portfolios may be weighted toward either style, depending upon market conditions. The strategy seeks to generate consistent, competitive results relative to the S&P 500. WAM performs a top-down/macro-risk assessment of each market sector to determine broad sector under- and over-weights for the portfolio. They then perform a comprehensive examination of company balance sheets and a review of company fundamentals. WAM's analysis focuses on identifying companies with strong balance sheets and superior revenue/earnings prospects relative to their peers. They focus on investments in companies that are market leaders in their industries. WAM does not sell a stock just because it falls by a certain percentage. They may sell if the position falls 20% from its peak or 15% from the purchase point, there is a change in the original rationale for purchase of the security, there is a change in company management, there are changes in the firm's expectations regarding revenue or earnings, the company experiences a breakdown in technical or sector support or there is deterioration in the company's fundamentals, products or services. WAM's Relative Value Strategy focuses on large-cap value. This portfolio consists of large-cap stocks that offer exposure to all sectors. The firm seeks competitive returns, reduced volatility and a measure of downside protection. They also seek to generate consistent, competitive results relative to the Russell 1000 Value Index, but with lower levels of volatility. WAM employs a top-down macro and sector assessment to identify opportunities on the basis of relevant cycles and trends. They perform a comprehensive examination of balance sheets and a review of company fundamentals. WAM then identifies undervalued companies using fundamental and qualitative criteria that reveal high-quality stocks with strong balance sheets, good prospects for revenue and earnings growth, strong management teams and growing cash dividends. The firm establishes sell-price targets for each individual security. They may sell a stock when they observe loss of management focus or when the inability to execute a business plan is demonstrated. WAM trims over-weighted positions and remains open to more attractive investment opportunities. The firm's Advanced Strategies Group offers a passive asset allocation approach to create flexible portfolios with specified risk and return targets. The Advanced Strategies Group covers equities (by region, sector, size and style), fixed- income, currencies and commodities. Though not limited by sector, the firm tends to invest in the stocks of US mid- and large cap companies in the finance, energy minerals and health technology sectors. WAM maintains a medium turnover rate.	Finance
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Schaenen Wood & Associates, Inc. Schaenen Wood & Associates, Inc. Investment ManagersFinance Investment management firm	Finance
San Jose State University San Jose State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services