Portfolio Managers

Richard Snow RICHARD A. SNOW
CHIEF INVESTMENT OFFICER & PRESIDENT
Richard Snow is the founder, President and Chief Investment Officer of Snow Capital. In his 30+ years of experience as a research analyst and portfolio manager, Richard has developed a unique investment process which serves as the core of the firm's investment philosophy. Richard’s investment experience dates back to 1980 when he formed R.A.S. Capital Management, managing private family assets. His success in growing these assets became well known in high net worth circles, leading advisors of wealthy individuals to solicit Richard to manage their clients' assets. In 2001, Richard restructured R.A.S. as Snow Capital Management L.P. to attract and retain other quality investment professionals and to grow the firm’s account base. Over time, he has assembled and developed a strong investment team who continue to apply his fundamental, bottom-up stock picking process of value investing. Richard holds a B.A. from Duquesne University and an MBA in finance from the University of Pittsburgh.
Mutual Fund Portfolio Manager on Focused Value Fund, Opportunity Fund
 
Joshua Schachter JOSHUA R. SCHACHTER, CFA
SENIOR PORTFOLIO MANAGER
Joshua Schachter is a Senior Portfolio Manager of the Snow Capital Small Cap Value, All Cap Value, and SMID Cap Value strategies. He joined Snow Capital at the firm's inception in 2001. Joshua received his B.S. degree from Allegheny College and his MBA in finance from the University of Pittsburgh. Joshua is a Chartered Financial Analyst and member of the CFA Institute.
Mutual Fund Portfolio Manager on Focused Value Fund, Small Cap Value Fund
 
Anne Wickland ANNE S. WICKLAND, CFA
PORTFOLIO MANAGER
Anne Wickland joined Snow Capital in 2006 as a Senior Analyst. In 2010, she was appointed a Portfolio Manager of the Small Cap Value strategy. She is also a Portfolio Manager of the Opportunity Fund, Dividend Plus, and SMID Cap Value strategies. Prior to joining the firm, she worked at Prudential Equity Group, Credit Suisse and J.P. Morgan where she was responsible for research coverage in the specialty hardlines retail, household and personal care sectors. Anne received her B.A. degree from Davidson College and her MBA from the NYU Stern School of Business. She is a Chartered Financial Analyst and member of the CFA Institute.
Mutual Fund Portfolio Manager on Dividend Plus Fund, Focused Value Fund, Opportunity Fund, Small Cap Value Fund
 
Anne Wickland JESSICA W. BEMER, CFA
PORTFOLIO MANAGER
Jessica Bemer joined Snow Capital in 2006 as a Senior Analyst. In 2014, she was appointed a Portfolio Manager of the Snow Capital Investment Partners L.P Private Fund, and the Snow Capital Opportunity Fund. She is also a Portfolio Manager of the Large Cap Value strategy. Prior to joining the firm, she worked at Jennison Associates, an institutional asset management firm based in New York, where she served as a member of the equity research team. Jessica was responsible for research coverage of the companies in the consumer discretionary and consumer staples sectors. Jessica is a graduate of Georgetown University. She is a Chartered Financial Analyst and member of the CFA Institute.
Mutual Fund Portfolio Manager on Focused Value Fund, Opportunity Fund
 
Anne Wickland SIMON C. ROSENBERG, CFA, CPA
PORTFOLIO MANAGER
Simon Rosenberg joined Snow Capital in 2007 as a Senior Analyst. In 2014, he was appointed a Portfolio Manager of the All Cap Value strategy. He is also a Portfolio Manager of the Large Cap Value and Dividend Plus strategies. Prior to joining the firm, he worked as the Controller of a privately held firm and as an Assurance Associate at KPMG LLP. Simon received his B.S. degree in accounting and finance from Florida State University and his MBA from the Tepper School of Business at Carnegie Mellon University. Simon is a Chartered Financial Analyst, a member of the CFA Institute and is also a Certified Public Accountant.
Mutual Fund Portfolio Manager on Dividend Plus Fund, Focused Value Fund
 
Anne Wickland JOSEPH F. ARTUSO, CFA
PORTFOLIO MANAGER
Joseph Artuso joined Snow Capital in 2005. He is an Analyst and in 2016 was appointed a Portfolio Manager of the Dividend Plus strategy. Prior to assuming his current position, Joseph worked as an Intern, a Marketing Associate, a Reporting Analyst and an Analyst with the Firm. Joseph received his B.S. degree in Economics from Carnegie Mellon University and his MBA from CMU's Tepper School of Business. He is a Chartered Financial Analyst and member of the CFA Institute.
Mutual Fund Portfolio Manager on Dividend Plus Fund, Focused Value Fund
 
Anne Wickland JOSEPH D. FAMOSO, CFA
PORTFOLIO MANAGER
Joseph Famoso joined Snow Capital in 2012 as a Senior Analyst. Prior to joining the firm, he worked at Allegiant Asset Management Group and Strong Capital Management, where he served as a member of the equity research teams with coverage of the Financial, Industrial and Materials sectors with primary focus on large/mid-capitalization companies. Joseph received his B.S. degree in Chemistry from the University of Pittsburgh and his MBA from the University of Connecticut. He is a Chartered Financial Analyst and member of the CFA Institute.
Mutual Fund Portfolio Manager on Focused Value Fund



Mutual fund investing involves risk; principal loss is possible. Investments in smaller companies involve additional risks such as limited liquidity and greater volatility. Investments in foreign securities involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks are greater in emerging markets. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. The fund may invest in lower-rated and non-rated securities which present a greater risk of loss to principal and interest than higher-rated securities. The fund may invest in other investment companies, and the cost of investing in the Fund will generally be higher than the cost of investing directly in the shares of the mutual funds in which it invests. By investing in the Fund, you will indirectly bear your share of any fees and expenses charged by the underlying funds, in addition to indirectly bearing the principal risks of the funds. The fund also invests in ETFs. They are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of an ETF's shares may trade at a discount to its net asset value ("NAV"), an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact the Fund's ability to sell its shares. The Fund may use options and futures contracts which have the risks of unlimited losses of the underlying holdings due to unanticipated market movements and failure to correctly predict the direction of the securities prices, interest rates and currency exchange rates. This investment may not be suitable for all investors. Small- and Medium-capitalization companies tend to have limited liquidity and greater price volatility than large-capitalization companies. If a fund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fund. The fund is more exposed to individual stock volatility than a diversified fund.

Before you invest in the Snow Capital Funds, please refer to the Prospectus for important information about the investment company, including investment objectives, risks, charges and expenses. You may also obtain a prospectus by calling 1-877-766-9363. The prospectus should be read carefully before you invest or send money.

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P.O. Box 701 . Milwaukee, WI 53201-0701 . Phone (877) 766-9363