Investment Team

Sustainable Growth Advisers, a firm wholly owned by its Principals and staff, provides investment advice to institutional and individual clients, private investment companies and mutual funds. The firm's three founding Principals, George Fraise, Gordon Marchand and Robert Rohn, jointly manage all client portfolios and are supported by an experienced staff of investment analysts and operations personnel.

Research Analysts

Alexandra S. Lee, MD

• Experience: 10 years
• Formerly a practicing medical doctor
• Bear Stearns – Associate Director
• Harvard Business School – MBA
• Yonesi University – MD
  

Kishore Rao

• Experience: 15 years
• Founder of Street Events
• Trident Capital – Venture Capitalist
• Harvard Business School – MBA
• Carnegie Mellon University – BA

M. Tucker Brown

• Experience: 15 years
• Goldman Sachs – Investment Banker
• The Wharton School – MBA
• Buckness University – BA

Peter Madej

• Experience: 15 years
• Valenzuela Capital – Vice President
• US Trust Company – Client Associate
• Williams College – BA

Portfolio Managers & Analysts

George P. Fraise

• Experience: 24 years
• Yeager Wood Marshall – Officer, Director
• Scudder Kemper – Portfolio Manager
• NYU, Stern School of Business – MBA
• Trinity College – BA
  

Gordon M. Marchand, CFA CPA

• Experience: 28 Years
• Yeager Wood Marshall – Officer, Director
• University of Massachusetts Amherst – MBA
• Georgetown University – BA
  

Robert L. Rohn

• Experience: 27 years
• WP Steward & Co. – CEO, PM & Analyst
• Yeager Wood Marshall – Investment Committee
• Harvard Business School – MBA
• Dartmouth College – BA