TSG Team
         
James E. Nevels
Founder & Chairman
  Mr. Nevels founded The Swarthmore Group in 1991. He has more than 34 years of experience in the securities and investment industry and is a member of the firm’s Executive Committee. Mr. Nevels presently serves as the Chairman of The Hershey Company, a Member of the Board, Hershey Trust Company and Board Member, Milton Hershey School; Chairman of The Federal Reserve Bank of Philadelphia Board of Directors; Member of the Board, Pro Football Hall of Fame; Member of the Board, Harrisburg University of Science and Technology; and President, The Pennsylvania Society. Mr. Nevels was appointed by the President of the United States to the Advisory Committee to the Pension Benefit Guaranty Corporation and served a three year term and served as Chairman from 2005-2007. In December 2001, Mr. Nevels was appointed by the Governor of Pennsylvania as Chairman of the Philadelphia School Reform Commission and served through September 2007 overseeing the turnaround of the Philadelphia School System, then the ninth largest school district in the United States. Mr. Nevels is an honors (cum laude and Phi Beta Kappa) graduate of Bucknell University and holds an A.B. degree in Political Science and Philosophy, and an M.B.A. degree from the Wharton School, the University of Pennsylvania, and a J.D. degree from the University of Pennsylvania Law School, a Doctor of Public Service degree, honoris causa, from Saint Joseph’s University, and a Doctor of Public Service degree, honoris causa, from Harrisburg University of Science and Technology, an Honorary Degree from Millersville University, and a Doctor of Humane Letters degree, honoris causa, from Allegheny College.  
         
Paula Mandle
Chief Executive Office &
Chief Compliance Officer
  Ms. Mandle joined The Swarthmore Group in 1995. She has more than seventeen years of experience in the investment industry and is a member of the Executive Committee. Prior to joining the firm, Ms. Mandle obtained her management experience with positions within the insurance and consulting industries.  She currently serves as a Director on the Thomas Jefferson University Board of Directors. Ms. Mandle was appointed by the Governor of Pennsylvania to the Public Employees’ Retirement Commission and served from 2002 through 2008.  As a commissioner, she oversaw the administration and adequate funding of Pennsylvania government pensions.  She holds a B.S. degree in Physics from Susquehanna University, and a Chartered Property Casualty Underwriter (CPCU) designation.  
         
Glenn E. Becker
President
  Mr. Becker joined The Swarthmore Group in 2006. He has more than forty-one years of experience in the investment industry and is a member of the Executive Committee. Prior to joining The Swarthmore Group, Mr. Becker was Director of Skippack Investment Advisors. His professional experience also includes Morgan Stanley Investment Management, where he served as Managing Director and Director of Client Services, Miller, Anderson & Sherrerd, where he was a Partner and served as Director of Client Services, and Provident Capital Management, where he was a Senior Vice President and Director of Marketing and Client Relations. In 2001, Mr. Becker co-founded Impact Thrift Stores Inc., a non-profit organization dedicated to raising funds for local charitable organizations. He currently serves as Chairman of the Board for the Pennsylvania State Employees’ Retirement System (SERS), a former Trustee and current member of the Investment Committee for Germantown Academy, and as Member of the Board of Impact Thrift Stores. Mr. Becker holds a B.S. degree in Business Administration and an M.B.A. from Drexel University.  
         
Joseph P. Manheim
Chief Investment Officer
  Mr. Manheim joined The Swarthmore Group in 2011. He has more than fifteen years of experience in the investment industry and oversees the equity and fixed income investment teams. Prior to joining The Swarthmore Group in 2011, Mr. Manheim was a portfolio manager for Resolution Partners where he managed a Liquid High Yield strategy as well as being a portfolio manager for the Resolution Partners Distressed Hedge Fund. Prior to Resolution, Mr. Manheim was the head of ING Bank’s principal investment department in London, England. Mr. Manheim started his career in 1997 at Salomon Brothers London as a research analyst and portfolio manager on their proprietary trading desk, focusing on High Yield and distressed debt investments. Mr. Manheim has a BA degree in Mathematics and Philosophy from St. John’s College, Maryland.  
         
Kurt W. Brunner, CFA
Senior Equity Portfolio Manager
  Mr. Brunner joined The Swarthmore Group in 1998. He has more than twenty-seven years of experience in the investment industry. Prior to joining The Swarthmore Group in 1998, Mr. Brunner was an analyst and assistant portfolio manager for PNC Equity Advisors Company. Mr. Brunner holds a B.B.A. degree in Finance from Temple University, and an M.B.A. degree in Finance from Widener University. He is a member of the Owl Fund Advisory Board for Temple University. Additionally, he served as past President of the Board of Trustees and currently serves on the Investment Committee of Episcopal Community Services. He has earned the right to use the Chartered Financial Analyst (CFA) designation.  
         
Daniel H. Cook
Equity Portfolio Manager
  Mr. Cook joined The Swarthmore Group in 2011. He has more than twenty-nine years of experience in the investment industry. Prior to joining The Swarthmore Group, he was a Managing Director, Portfolio Manager and founding member of StoneRidge Investment Partners, LLC, where he was responsible for the Information Technology and Communication Services sectors for Large and Small Cap securities. Before StoneRidge, Mr. Cook was a member of the equity investment team with Meridian Investment Company where he performed similar duties in addition to periods of management of fixed income portfolios. Mr. Cook holds a B.S. degree in Business Administration with a major in Accounting from West Chester University.  
         
John B. DeLaney, CFA
Senior Fixed Income Portfolio Manager
  Mr. DeLaney joined The Swarthmore Group in 2005. He has over twenty-six years of experience in the investment industry. Prior to joining The Swarthmore Group in 2005, he spent seven years as a Senior Portfolio Manager with Automatic Data Processing, where he was responsible for $7.5 billion in fixed income assets and investing and funding payroll float balances that periodically would exceed $10 billion. Mr. DeLaney’s experience also includes being a member of SEI’s Global Fixed Income Management Unit, and serving as portfolio manager with The Fairfield Group, Independence Capital Management Inc. and Parkway Management Corporation. Types of portfolios managed include: pension, savings bank, insurance company, bond proceeds, money market and mutual fund accounts. Mr. DeLaney holds a B.A. in Economics from Bucknell University. He has earned the right to use the Chartered Financial Analyst (CFA) designation.  
         
Grace X. Schaffer, CFA
Fixed Income Portfolio Manager
  Ms. Schaffer joined The Swarthmore Group in 2010. She has over fifteen years of experience in the investment industry. Prior to joining The Swarthmore Group in 2010, she was a Portfolio Manager at Aberdeen Asset Management/Deutsche Asset Management and a member of the investment team responsible for managing $30 billion in fixed income assets.  She also has previous work experience as a Fixed Income Application Analyst with FNX Limited, now a part of SunGard.  Ms. Schaffer’s investment expertise is in the Corporate asset class.  Types of fixed income products managed include: Core, Core-plus, Global Aggregate, Short Duration, Intermediate Aggregate, Intermediate Government/Credit, Long Government/Credit, Long Credit, and LDI (Liability-driven investments).  Types of portfolios managed include: ERISA 401k, endowments and foundations, pension plans for corporations, state and local government, union pension plans, insurance general accounts, institutional and retail mutual funds.  Ms. Schaffer holds a B.A. in Economics from the University of International Relations and an M.B.A. from the University of Delaware.  She has earned the right to use the Chartered Financial Analyst (CFA) designation.  
         
Young M. Ban, CFA
Portfolio Manager
  Mr. Ban joined The Swarthmore Group in 2012. He has over five years of experience in the investment industry. Prior to joining The Swarthmore Group in 2012, Mr. Ban was an analyst for Pinebank Asset Management focused on High Yield investments. Mr. Ban was also an analyst at Resolution Partners working on a Liquid High Yield strategy as well as the main analyst on the Resolution Partners Distressed Hedge Fund. Mr. Ban holds a B.S. in Economics from Boston College and a JD/MBA from New York University. He has earned the right to use the Chartered Financial Analyst (CFA) designation.  
         
Christina A. Kowalski
Trading and Operations Manager
  Ms. Kowalski joined The Swarthmore Group in 2010. She has over eleven years of experience in the investment industry.  Prior to joining The Swarthmore Group in 2010, Ms. Kowalski served as Senior Equity Trader at StoneRidge Investment Partners and was responsible for all aspects of the trading area.  In addition, she assisted the Chief Equity Strategist with the equity modeling process. Ms. Kowalski received a B.S. degree in Finance from Saint Joseph’s University. She is a member of the Investment Traders Association.  
         
Denise Caruso, CPA
Controller
  Ms. Caruso joined The Swarthmore Group in 2003. She has over 20 years of public accounting experience. Ms. Caruso holds a B.S. in Accounting from Widener University and is a Certified Public Accountant, licensed in Pennsylvania.  
         
Erin H. Lockard
Marketing Manager
  Ms. Lockard joined The Swarthmore Group in 2003.  She has over nine years of client service and marketing experience in the investment industry. Ms. Lockard holds a B.S. degree in Business Management from Wilmington University where she graduated with honors.  
         
Gwenn M. Melcher
Client Service Manager
arrow gold   Ms. Melcher joined The Swarthmore Group in 2003. She has over nine years of client service and marketing experience in the investment industry. Ms. Melcher holds a B.A. degree in Economics and International Relations from the University of Wisconsin-Madison.  
         
Allison L. Becker
Client Service Associate
arrow gold   Ms. Becker joined The Swarthmore Group in 2013. She holds a B.A. degree in Business, Organizations and Society from Franklin & Marshall College.  
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