Bowling enjoys a long-tenured staff with average employee tenure of over 18 years. Our investment professionals and support staff work together as a team to deliver exceptional client service and portfolio management.
Kathy Wayner
President, CEO and Managing Partner
Ms. Wayner is the majority equity owner of Bowling Portfolio Management and has been the President and CEO since 2002. She has over 39 years of industry experience and has been associated with Bowling Portfolio Management since 1986. She began her investment career at The Union Central Life Insurance Company, where she managed a variety of different portfolio across various asset classes. Prior to joining Bowling, Kathy was a Managing Partner at two other RIA’s in Cincinnati. In 1994, she rejoined Bowling Portfolio Management to lead its operations. Kathy is a member of the CFA Institute as well as the Cincinnati Society of Financial Analysts.
Darren Kavesh
CFA, CIO and Managing Partner
Mr. Kavesh joined Bowling in 1994. Darren is the Chief Investment Officer for Bowling, and is responsible for the oversight of all portfolio management activities including research and trading. He began managing Bowling client assets in 1994 and became the firm’s CIO in 2001. He is the architect of Bowling’s Quantitative Model. Mr. Kavesh began his education at UCLA and graduated from the University of Phoenix, earning a B.S. in Business Administration and an M.B.A. in Business Administration. He holds a Chartered Financial Analyst designation and is a member of the Cincinnati Society of Financial Analysts. Darren is a 49% equity owner of Bowling Portfolio Management LLC.
Tricia Powell
Vice President and Chief Compliance Officer
Tricia oversees the firm’s Compliance function, is the Supervisor of Operations, Backup to the Chief Trader and a member of Bowling’s Executive Committee. She has 19 years of industry experience. Prior to joining Bowling, Tricia worked for a large financial services firm. She was named Chief Compliance Officer for Bowling in 2016, became a Vice President in August 2018, and a member of Bowling’s Executive Committee in September 2018. Tricia earned her B.B.A. from the University of Kentucky and has been with Bowling since 2004.
Ed Rountree
CFA, CFP®, Vice President
Ed is a Certified Financial Planner® and works with clients on a variety of financial planning issues. He has 18 years of experience in the financial services industry including time at Legg Mason and Citigroup. Ed earned a B.S. in Paper Science and Engineering from Miami University, and an M.B.A. in Finance from the University of Cincinnati. In 2010 he was awarded the CFA designation and became a member of Bowling’s Investment Committee. Ed became a member of Bowling’s Executive Committee in September 2018. Ed has been with Bowling since 2008.
Ted Lenihan
Assistant Vice President and Chief Trader
Ted is the firm’s Chief Trader. He assists in Bowling’s research efforts and is a member of the Investment Committee. He has 20 years of experience in the financial services industry with a primary focus on trade execution and settlement. Prior to joining Bowling, Ted worked in Operations for a local investment advisory firm. Ted joined the Trading and Research Department of Bowling in 2006, was promoted to Chief Trader in 2009 and became an Assistant Vice President of the firm in 2013. Ted earned his B.A. from Northern Kentucky University and has been with Bowling since 2006.
Linda A. Wallace
Assistant Vice President
Linda has been with Bowling for 30 years and serves as the liaison between clients and the investment team. In addition to serving clients, her depth of knowledge and experience with Bowling permits her to serve as a key resource in a variety of projects firm-wide including operations, client reporting and compliance. Linda has 38 years of industry experience and prior to joining Bowling she spent 8 years with an institutional investment firm as a trader and Portfolio Management assistant. Linda earned her Associate’s Degree from the Miami University and has been with Bowling since 1989.
Karen R. Wienkamp
Senior Account Executive
Karen has been with Bowling for over 25 years and works in all areas of the firm’s Operations. Karen leads the institutional account service team and works closely with the President of the firm on all accounting matters. She has over 30 years of investment experience. Prior to joining Bowling, Karen was the Director of Operations for an institutional fixed income firm. Karen has a comprehensive knowledge of the firm, its clients and its operations. Karen earned her B.A. from the University of Cincinnati and has been with Bowling since 1993.
Grace Jaehnen
Operations Specialist
Grace works in the Operations and Client Service areas at Bowling. Prior to joining Bowling, she began her career in the financial services industry with a full-service bank. She brings over 4 years of experience and a strong background in customer service. Most recently she graduated with her B.A. from the University of Cincinnati and joined Bowling in 2017.