Robert J. Herman, Co-Portfolio Manager
Rob Herman is Co-Portfolio Manager of Logix and sits on the Executive Committee of parent company Gries Financial. Rob began his investment career as a lead equity analyst for Goldman Sachs Global Investment Research. Rob also previously worked as an engagement leader for strategy consultancy Monitor Company and early in his career as a Congressional Communications Director. He has a B.A. from the University of Michigan and an M.B.A. in Finance and Health Services Management from the Kellogg Graduate School of Management at Northwestern University. Rob is actively involved in the community, sitting on several non-profit boards, advisory boards and investment committees.
Jeffrey H. Palmer, Co-Portfolio Manager
Jeff Palmer is Co-Portfolio Manager of Logix and sits on the Executive Committee of parent company Gries Financial. Jeff was a successful entrepreneur before joining Gries Financial in 1989, and served as an equity analyst and portfolio manager at the firm for several years. In addition, he is the Chief Compliance Officer for Logix. Jeff leverages his technology expertise to ensure that the research and data tools used in conjunction with the Logix model are optimal. Jeff has completed the CIPM Principles exam in Global Investment Performance Measurements and has a degree in computer science. Jeff is actively involved in local educational and community nonprofit boards.
Steve Zimmerman, Research Manager
Steve Zimmerman is Research Manager of Logix. Steve is a seasoned equity analyst, experienced in traditional fundamental analysis as well as quantitative research. He was formerly a research analyst at Touchstone Mutual Funds and later served as Director of Research at Robert Leshner & Associates. He also previously held the role of Managing Director at Quanta Research. Most recently, Steve was Quantitative Sales Director at Zacks Investment Research. He has a B.A. from Miami University and an M.B.A. from the University of Cincinnati.
Shannon Gallagher, Trading and Operations
Shannon Gallagher has been with the firm since 1998. After serving in various roles of increasing responsibility is now Client Service Manager. In this role, she manages our approach to client service and also plays a significant role in the day to day operations of the firm. Shannon has been a member of the Ohio Security Traders Association since 2010 and was elected as the Secretary of the Board of Directors for 2014-15. Shannon is actively engaged in the Cleveland community and served as Co-Chair for the Providence House PHriends Young Professionals Group from 2014-2017. She was also the Membership Director for the Western Reserve Historical Society Young Professionals Group from 2014-2016. Shannon is a Positively Cleveland CLE Ambassador.