Competitive Performance With Lower Risk

Large Cap Team

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Edward J. Calkins, CFA®

Senior Managing Director - Portfolio Manager/Research Analyst

Edward Calkins is a Senior Managing Director at Great Lakes Advisors where he is a Portfolio Manager for the Large Cap Value strategy. In 1990, Ed helped found Great Lakes Advisors and has since played an instrumental role in the development of the firm’s unique approach to equity management. He is one of the Portfolio Managers for the value equity approach, assists in managing client relationships, and participates in business development. He is a member of the Management Committee, Investment Committee, and Board of Directors.

Ed began his career at Continental Bank in 1973 after graduating with an MBA with distinction from the J.L. Kellogg Graduate School of Management at Northwestern University and earning a BS with honors from Saint Louis University. He is a member of the CFA Institute and its Chicago chapter and serves on the DePaul University Finance Advisory Board. Ed has also been a guest speaker at the International Foundation of Employee Benefit Plans.

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Wells L. Frice, CFA®

Portfolio Manager/Research Analyst

Wells Frice is a Portfolio Manager/Research Analyst with more than 30 years of investment experience in various markets with an emphasis in common stocks. Having been at Great Lakes Advisors for over 14 years, he is involved in the management of the firm's equity assets and client relationships.

Previously, Wells served as a Senior Equity Analyst and Deputy Director of Equity Research at First Chicago NBD, and most recently an Equity Portfolio Manager.

Wells is a graduate of Lake Forest College and is a Chartered Financial Analyst. He is a member of the CFA Institute and The Investment Analysts Society of Chicago. He is an elected member of The Board of Education of Mundelein Elementary School District #75, and volunteers as a referee for the American Youth Soccer Organization.

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Huong Le, CFA®

Portfolio Manager/Research Analyst

Huong Le serves as a Portfolio Manager and Research Analyst for equity investments in the Financials, Real Estate, and Pharmaceuticals sectors.

Prior to joining the firm in 2002, Huong was involved in pharmaceutical research at Evanston Hospital, advertising at Foote, Cone & Belding, and retirement plans at Charles Schwab and Wintrust Investments.

Huong holds a BS from Northwestern University in Biology and Psychology and an MBA with concentrations in Analytical Finance and Accounting from the University of Chicago. She is a CFA charter holder and is a member of the Investment Analyst Society of Chicago.

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Benjamin Kim, CFA®, CPA

Senior Portfolio Manager

Benjamin Kim is a Senior Portfolio Manager for the Small Cap strategy and is responsible for equity investments in the Industrial, Technology, and Telecom sectors. He also works with the Large Cap Value team as an Analyst for Technology, Industrials and Telecom sectors. He began his industry career in 1992 with experience in stock analysis and selection across a number of industries.

Prior to joining Great Lakes Advisors in 2011, Ben was an Investment Analyst at Harris Associates and a Securities Analyst for Skyline Asset Management.

Ben holds a BS in Accounting from Indiana University and an MBA with a concentration in Finance and Economics from the University of Chicago. He is a CFA charterholder and a Certified Public Accountant.

Competitive Performance With Lower Risk