PRESIDENT & FOUNDER
Kevin founded Greenrock Research to provide customized investment research to RIAs and Wealth Managers. He manages the growth of the company while laser focused on developing innovative investment solutions.
Kevin has spent his career in investment management and pension consulting. He created and grew the pension consulting group at Paine Webber into one of the premier consulting firms for middle market funds in the country. Kevin then co-founded McBryan, Malone and Russell, an investment management firm specializing in options strategies. He managed portfolios there and at Alliance Capital Management before creating Greenrock in 1996.
Kevin has served in leadership roles on several nonprofit boards including the Loras College Board of Regents, CURE (Citizens United for Research in Epilepsy), and The Epilepsy Foundation. Not one to stand on the sidelines outside of work, he’s an avid cyclist and zealous cook.
RESEARCH & DEVELOPMENT
Dave joined the Greenrock team in 2000 bringing both an analytical and creative approach to developing investment research ideas and systems. When identifying investment opportunities, Dave focuses ﬁrst on long-term growth drivers and their impact on the global economy and then hones in on the more speciﬁc. Dave’s skeptical nature drives him to identify potential weaknesses in any opportunity, mindful of the best interest of our clients’ portfolios.
Prior to joining Greenrock in 2000, Dave spent eleven years at Ellwood Associates, a national institutional and high net worth investment consulting ﬁrm, analyzing and organizing huge amounts of data to make it clear and useful to pension and endowment clients.
Dave is a family man who keeps himself busy on the weekends managing the sports schedules of three active boys and two very energetic dogs. He does, however, manage to escape to the golf course and is a passionate University of Wisconsin sports fan.
Fixed Income Research
Bob brought over four decades of experience in the investment industry to Greenrock when he joined the company in 2010. His primary focus throughout his career has been fixed income and alternative asset classes and he oversees those areas of investment research at Greenrock.
In 1985, Bob co-founded and co-managed the investment holding company, Pacific Asset Management Company, which absorbed PIMCO as a subsidiary and separately created Parametric, Cadence, NFJ, PM Realty, the PIMCO Funds. They also developed the industry’s second multi-period, strategic and tactical, asset-liability asset allocation model. Bob left to transition Driehaus Capital into an institutional momentum equity manager and founded Allegiance Capital to focus on an RIA client base. He and his partners built the company from a zero asset base to $5.5 billion and sold it in 2010.
When he’s not reading or writing about investments, Bob enjoys playing golf and softball.
Sales & Client Service
Mark’s passion for investment knowledge and dedication to serving clients is a natural fit for our firm. Mark has 15 years of investment experience working with Broker/Dealers, RIA’s, Credit Unions, Bank & Trust Departments and Family Offices. He has extensive experience with domestic fixed income, domestic & international long only equities and covered call writing strategies via SMA’s & mutual funds. His investment experience has primarily revolved around risk management with high active share portfolios with an emphasis on risk adjusted returns & downside capture ratio.
Prior to joining Greenrock Research, Mark was Vice President & Regional Director for Madison Investment Advisors, Inc. Mark attended Wharton Business School and has obtained the CIMA designation. Mark is a long-time resident of Madison, Wisconsin.
Outside of work, Mark enjoys spending time with his family and is an avid golfer as well a golf volunteer.