Bill has extensive investment experience, including over 29 years at McDonald & Co. as an analyst and director of research. He is a graduate of Allegheny College (BA) and Western Reserve School of Management (MBA). Mr. Baker serves as a Trustee for the Cleveland Clinic, the Community West Foundation, and Lutheran Hospital. He is a past President and Treasurer of the CFA Society of Cleveland and a former President of the Board of Trustees of Lake Ridge Academy.
Biff has over 20 years of investment experience and 7 years of experience in the health care services industry. He is a graduate of The College of William and Mary (BA) and Weatherhead School of Management, Case Western Reserve University (MBA). Biff is a member of the Board of Directors of the Hattie Larlham Foundation and Chair of the Investment Committee.
Mark has over 15 years of investment experience, including 3 years at Citigroup Smith Barney. He is a graduate of St. Mary’s College of California, Economics (BS). He's been a member of The Estate Planning Council of Cleveland and board member of Playhouse Square Partners.
Christophe joined Winfield in 2012 after graduating from Emory University (BA). He is a CFA Charterholder.
Janet has 10 years of employee benefits experience with Principal Financial Group. She also spent 3 years with AXA Advisors working on individual insurance and investment products. She is a graduate of the University of Northern Iowa. Janet has coached CYO cross country and coordinates meals for the St. Malachi Monday Night Meal Ministry.
Bradley S. Norton, CFA
Director of Endowment Solutions
Brad has 17 years of institutional investment experience with 14 years as an equity research analyst at Victory Capital Management. He is a graduate of Bucknell University (BSBA) and Georgetown University (MBA). Brad is a CFA Charterholder and a CPA(inactive). He has over 20 years of endowment experience and serves as a Trustee and Investment Committee member of the Stocker Foundation.
Tom has over 40 years of investment experience, including 8 years at Morgan Stanley Dean Witter, 7 years at Kidder Peabody, and 8 years at Ohio Citizens Bank. He is a graduate of The University of Toledo cum laude (BBA). He is the past president of Chartered Financial Analysts Society of Toledo.
Paul has over 30 years of investment experience as an equity analyst and portfolio manager. Paul founded Gold Leaf Capital Management in 1998 before joining Winfield in 2019. He is a graduate of the University of Detroit (BA) and Case Western Reserve University (MBA). Paul is a CFA Charterholder. He is active in the Willoughby Western Lake County Chamber of Commerce.