Investment Professionals
Michael J. Adams
Senior Vice President
Mr. Adams received his BS and MBA in Finance from LaSalle University. He began his career in Trust & Investment Banking in 1974 with Girard Bank (later Mellon Bank) working his way up to Portfolio Manager on Employee Benefit Plans. He then moved to Bucks County Bank & Trust Company where he subsequently became the Chief Investment Officer of the Trust Department. Mr. Adams was responsible for directing the entire investment process, including all equity and fixed-income management. With the acquisition of Bucks County Bank & Trust by CoreStates Bank, he continued serving as Portfolio Manager for individual and institutional clients with assets under management in excess of $200 million. At CoreStates, Mr. Adams was also Fund Manager of the Core States Value Equity Fund, utilizing a value equity process he helped develop while with Bucks County Bank.
Mr. Adams joined Stratton Management Company
in 1998.
John A. Affleck, CFA
President and Chief Executive Officer
Mr. Affleck received his BA in Pre-Law from Lafayette College and his MBA from Temple University. He earned the right to use the Chartered Financial Analyst designation in 1976 and is currently a member of the CFA Society of Philadelphia and the CFA Institute. Mr. Affleck began his business career in 1968 with the Trust Department of Provident National Bank (Philadelphia) where he served as an Assistant Vice President and Investment Portfolio Manager.
In 1979, Mr. Affleck joined Stratton Management Company.
He currently serves as President and Chief Executive Officer of the Company and Chairman of
the Stratton Mutual Funds.
Mr. Affleck serves on numerous civic boards and is currently an Overseer at William Penn Charter School and a Trustee of the Coriell Institute for Medical Research, Woodmere Art Museum and the Philadelphia Orchestra.
Lynn M. Cannon
Chief Compliance Officer & Chief Operating Officer
Ms. Cannon received her BA from Ohio Wesleyan University. She has obtained the following designations from FINRA (formerly the NASD): General Securities Principal: Series 24, Municipal Securities Principal: Series 53, General Securities Representative: Series 7, State Securities Agent: Series 63, and Investment Advisor Law: Series 65.
Ms. Cannon joined Stratton Management Company from BNY Mellon with more than thirty years of experience in the investment management, broker-dealer and mutual fund industries, with responsibilities in the areas of operations, compliance, accounting, marketing and product development. Over those years, Ms. Cannon has been very active in the Investment Company Institute, the mutual fund trade association serving on the Compliance Advisory Committee, the Operations Committee and the Small Funds Committee for which she was Chairman from 1994 to 1999.
Ms. Cannon is currently Director and VP of The Philadelphia Saddle Club.
Morris Disston, CFA
Senior Vice President
Mr. Disston received a BA in Economics from Trinity College. He earned the right to use the Chartered Financial Analyst designation in 1976 and is currently a member of the CFA Society of Philadelphia and the CFA Institute. In 1968, he joined the investment management department of Drexel Harriman Ripley. In 1984, Mr. Disston left Drexel as a Senior Vice President with primary responsibility for managing Union and Taft Hartley retirement plans. He joined Wood Struthers and Winthrop as Chief Investment Officer and then President until 1990.
In 1990, Mr. Disston joined Stratton Management Company to establish and manage Semper Trust Company as an affiliated company to Stratton Management Company. In 2001, Semper Trust Company and Stratton Management were consolidated into Stratton Holding Company.
Andrew T. DiZio, CFA
Vice President
Mr. DiZio received his BS in Finance, minor in Economics from The Pennsylvania State University in 2003. He earned the right to use the Chartered Financial Analyst designation in 2006 and is a member of the CFA Society of Philadelphia and the CFA Institute
Prior to joining Stratton Management Company, Mr. DiZio was Vice President at Janney Montgomery Scott where he served as a Real Estate Investment Trust sector analyst. He joined Stratton Management Company in 2012 as a Vice President of the Company and President of Stratton Real Estate Fund.
M. Eileen Dougherty, CTFA, CFP®
,AEP® , ChFC®
Chief Executive Officer
Mrs. Dougherty received her BA from St. Joseph’s University in 1976. She is a graduate of the Central Atlantic School of Trust, the National Trust School and the National Graduate Trust School. Prior to joining Semper Trust Company in 1999, Mrs. Dougherty was a Vice President and Regional Trust Office Manager for First Union National Bank. During her 20 years with First Union and predecessor banks, she served as a trust administrator and supervisor and was in charge of the continuing education program. She now serves as the Senior Vice President of Administration for Semper Trust.
Mrs. Dougherty is a member of the Bucks County and the Philadelphia County Estate Planning Councils. She is a member of and past President of the Montgomery County Estate Planning Councils. Mrs. Dougherty is a board member of the National Association of Estate Planners and Councils and serves as the Vice-Chairman of the AEP® Committee. In addition, she is member and past President of the Executive Committee of the Corporate Fiduciaries of Philadelphia.
Shawn Gallagher, CFA
Vice President
Mr. Gallagher received his BS in Finance from The Pennsylvania State University in 2003. He earned the right to use the Chartered Financial Analyst designation in 2007 and is a member of the CFA Society of Philadelphia and the CFA Institute.
Prior to joining Stratton Management Company, Mr. Gallagher served as an Analyst in AT&T's Financial Leadership Program in various roles. He joined Stratton Management Company in June of 2005 as an Equity Analyst supporting the Firm's Small Cap Value equity product. He currently serves as Vice President of the Company and President of Stratton Multi-Cap Fund.
Joanne E. Kuzma
Director of Trading
Mrs. Kuzma received her degree in Applied Economics from Albright College in Reading, Pennsylvania. Prior to joining Stratton Management Company, Mrs. Kuzma spent eleven years in the financial services industry. She served as a Regional Specialist for Kidder, Peabody & Co., Philadelphia. Mrs. Kuzma developed her trading skills while employed at Alex. Brown & Sons, Baltimore.
From 2004 until November 2010, Mrs. Kuzma served as Chief Compliance Officer for the Company and Stratton Mutual Funds, in addition to her role as Trading Director.
Patrick J. McGinnis, Jr.
Senior Vice President
Mr. McGinnis received his BA in Human Resources from Temple University and his MBA from Saint Joseph's University. Mr. McGinnis accumulated seven years of management experience working for a Manufacturers' Representative, H. A. McGinnis Company. In 1991, Mr. McGinnis joined Stratton Management Company and was promoted to Product Manager for the Stratton Multi-Cap Fund (formerly Stratton Growth Fund), in May of 1992. In 1995, he earned the title of Managing Partner and Portfolio Manager and now holds the title of Senior Vice President. In addition, he serves as Chairman of the Investment Committee for Semper Trust Company, an affiliated company.
Mr. McGinnis is an affiliate member of the CFA Institute and the CFA Society of Philadelphia. He serves as an officer and Board member for several civic and charitable organizations.
James Van Dyke Quereau, Jr., CFA
Chief Investment Officer
Mr. Quereau received his BA in Economics from Penn State University and his MBA in Finance from The Wharton School of the University of Pennsylvania. Mr. Quereau has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute. Mr. Quereau's investment management career began at Loomis, Sayles and Company in Boston where he was hired as a security analyst in 1972, primarily responsible for researching companies in aerospace, building materials and finance. In 1979, he became a portfolio manager and was named an institutional managing partner in 1986.
Mr. Quereau joined Stratton Management Company in 1990 as a Portfolio Manager and Managing Partner. He is a member of the investment policy committee and the Director of Qualitative Research for the Firm. Mr. Quereau serves as a trustee for of the Boston based CGM Mutual Funds. He is also a member of the Inglis House Investment Committee.
Amanda Acker Rice
Senior Vice President
Ms. Rice received her BA from Williams College
and her MBA from Duke University’s Fuqua School of Business. She began her portfolio
management career in 1981 with J & W Seligman in New York. Until recently, she served
as the Director of Planned Giving at Abington Health Foundation. Prior to that,
Ms. Rice was Vice President and Senior Portfolio Manager at Glenmede Trust Company.
Before joining Glenmede, Ms. Rice held increasingly senior portfolio manager
positions with Howe & Rusling in Rochester, NY, Mellon Bank and
Wilmington Trust in Philadelphia.
Ms. Rice joined Stratton Management Company in 2011 as Senior Vice President and Portfolio Manager. Ms. Rice is a member of the CFA Institute and the CFA Society of Philadelphia, and is a member of the Philadelphia and Montgomery County Estate Planning Councils. She is a Trustee of Springside Chestnut Hill Academy where she co-chairs the Investment Committee and is a member of their Development Committee. In addition, she serves as a board member for several civic and charitable organizations.
Suzanne K. Royce
Assistant Vice President
Mrs. Royce received her BA in Political Science from
Villanova University in 1976. She attended the Central Atlantic School of Trust and
graduated with honors in 1996. She also attended National Trust School in 1999.
Prior to joining Stratton Management Company in 1990, she was employed by the
YMCA of the USA East Field Office as Assistant to the National Field Executive,
providing administration, training, and consulting services in the areas of
management, fund-raising and endowment, to approximately 400 independently
chartered YMCAs throughout the eastern coast. .
In 1992, Mrs. Royce joined Semper Trust Company as a Portfolio Assistant and in 1996 was named Assistant Vice President of Administration for Semper Trust Company. She is currently a member of the Personal Trust Services Committee of the Corporate Fiduciaries of Philadelphia.
Gerald M. Van Horn, CFA
Senior Vice President
Mr. Van Horn received his BA in Economics from The
College of New Jersey in 1996. He has earned the right to use the Chartered Financial
Analyst designation and is currently a member of the CFA Society of Philadelphia and the CFA Institute.
Prior to joining Stratton Management Company, Mr. Van Horn served as an Economic Research Analyst at Rightime Econometrics. He joined Stratton Management Company as an Equity Research Analyst in April of 1998 and has served as President of Stratton Small-Cap Value Fund since 2000.