Leadership

Karen Firestone

Chairman & CEO

Kari is co-founder of Aureus Asset Management and serves as Chairman and CEO. Previously, she spent 22 years at Fidelity Investments, most recently as a diversified fund manager in the Growth Group with oversight of the Large Cap Fund, Advisor Large Cap Fund, Destiny I Fund, and several institutional non-profit and pension funds. Prior to that, Kari managed several sector funds, including the Leisure and Entertainment Fund, the Media Fund, Air Transportation Fund, Transportation Fund, Biotechnology Fund, Health Care Fund, and Advisor Health Care Fund. Kari’s Fidelity career began in 1983 as an assistant fund manager to Peter Lynch on the Magellan Fund.

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Thaddeus Davis, CFA

President

Thad joined Aureus in 2005 and serves as Director of Research and co-portfolio manager of the Core Equity Strategy at Aureus. He brings 20 years of experience in equity analysis, company valuation, and portfolio management to the firm. Thad joined Aureus from Bear Stearns Asset Management (BSAM) where he was a Vice President responsible for research and management of large-cap value equity portfolios.

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The Team

Michael Kellogg

Partner, Chief Operating Officer

Brennan Jones, CFA

Analyst – Research & Trading

Todd Basnight

Research Analyst

Timothy Reardon, CFA

Portfolio Analyst

David Scudder

Chairman of the Advisory Committee

Darrin Nandhavan

Client Service

Lisa Waters

Executive Assistant to the Principals