Stephen Bond Nelson is a Co-Portfolio Manager for Oppenheimer Capital. He was previously a portfolio manager at PEA Capital, LLC. Before joining PEA Capital, he spent five years at Prudential Mutual Funds as a Research Analyst/Associate. He earned an M.B.A. from Rutgers University and a B.S. from Lehigh University.

Mr. Corelli is a Portfolio Manager at Oppenheimer Capital. Prior to joining Oppenheimer Capital, he was portfolio manager at PEA Capital, LLC, an affiliate of Oppenheimer Capital, from 1999-2006. Prior to that, he spent six years at Bankers Trust working on the small- and mid-cap growth strategies. Mr. Corelli holds a BA from Bucknell University

Mr. Glinsman is portfolio manager for Oppenheimer Capital’s Large Cap Value strategy. Mr. Glinsman also manages an open-end mutual fund managed in the balanced style for a third-party distributor. He joined Oppenheimer Capital in 1989 and brings over 25 years of investment experience to his current position. From 1984 to 1989 Mr. Glinsman provided merger advice to clients, first with Morgan Grenfell and later with Prudential Securities. From 1980 to 1984 he worked with Coopers & Lybrand, during which time he received the CPA designation. Mr. Glinsman earned a BA in Economics from Yale University and an MS in Accounting from New York University.

Matthew Greenwald is Senior Vice President and a Portfolio Manager/Analyst in Oppenheimer Capital's fixed income group. He currently manages closed-end funds and separately managed client portfolios. Prior to joining Oppenheimer Capital in 1989, Mr. Greenwald was with PaineWebber - Mitchell Hutchins Asset Management, where he was a portfolio manager for various mutual fund portfolios. Mr. Greenwald holds a B.A. from Pennsylvania State University and an M.S. and an M.B.A. from Columbia University.

Mr. Parker is a Managing Director at Oppenheimer Capital. Prior to joining Oppenheimer Capital, he was a portfolio manager at PEA Capital, LLC, an affiliate of Oppenheimer Capital, from 1999-2006. Prior to his tenure at PEA Capital, he was an Assistant Portfolio Manager at Eagle Asset Management. Additionally, he was a Senior Consultant specializing in health care and technology at Andersen Consulting. Mr. Parker is a CFA charterholder. He holds an MBA from Vanderbilt University and a BBA from the University of Miami.

Mr. Sandow is a senior research analyst for Oppenheimer Capital’s Large and Mid Cap Growth strategies, focusing on the health care sector. Prior to joining the firm in 2005, he was a senior health care analyst and portfolio manager at Exis Capital, a multi-strategy hedge fund based in New York. He was also an analyst and co-manager of a health care-focused mutual fund at RCM Capital Management. Mr. Sandow holds an MBA from Indiana University’s Kelley School of Business and a BS in Accounting from Boston College.

Mr. Sartorius is Vice President of Oppenheimer Capital and senior research analyst for Oppenheimer Capital's Small Cap Growth strategy. Prior to joining Oppenheimer Capital, he was portfolio manager at PEA Capital, LLC, an affiliate of Oppenheimer Capital, from 2001-2006. Prior to that he spent two years as research associate covering the technology sector at Fred Alger Management. He is a CFA charterholder and holds a BA from Williams College.

Mr. Urquhart is a Managing Director and Portfolio Manager at Oppenheimer Capital. Prior to joining the firm in 1999, he was a portfolio manager at Pilgrim Baxter & Associates and a portfolio manager and managing director at PNC Equity Advisors. He worked for eight years at RCM Capital Management, where he was a partner, portfolio manager, and senior equity analyst. Mr. Urquhart began his career as a sell-side analyst for Sanford C. Bernstein & Co. Inc. and subsequently worked as an equity analyst at J.P. Morgan Investments. Mr. Urquhart has an MBA from Harvard Graduate School of Business Administration and a BS from the University of Colorado.

As a managing director and the chief investment officer for Nicholas-Applegate, Horacio Valeiras is responsible for overseeing all investment and trading functions within the firm. He is also the portfolio manager for the International Growth portfolios and a member of the Executive Committee. Horacio is also the CIO of AGI Management Partners. Prior to joining Nicholas-Applegate in 2002, he was a managing director of Morgan Stanley Investment Management, London, responsible for developing and overseeing their Global Core Equity and European tactical asset allocation programs. Horacio was previously head of International Equity and asset allocation programs with Philadelphia-based Miller Anderson & Sherrerd. He started in the investment management industry with Credit Suisse First Boston, where he became the director and chief international investment strategist based in their London office. Horacio serves on the Board of Directors of The Bishop’s School and the Virginia Tech Foundation. He earned his M.B.A. with an emphasis on finance from the University of California, Berkeley and his master’s degree from Massachusetts Institute of Technology, where he became an instructor in their graduate school program. He earned a B.S. in chemical engineering from Virginia Tech. He has over twenty years of investment management experience.