Brien M. O'Brien, Chairman and Chief Executive Officer
Brien M. O’Brien has spent the majority of his 35-year career building and leading investment management firms. Prior to founding Port Capital, Brien served as Chairman and Chief Executive Officer of Advisory Research, Inc., an investment management firm operating across the global markets. Brien co-founded Advisory Research in 1996, and under his leadership it became one of the leading value investment management firms in the country. In 2010, Advisory Research was purchased by Piper Jaffray, Inc. Following this acquisition, Brien served on the Executive Management Committee of Piper Jaffray, where he was responsible for the firm’s global asset management activities.
Brien serves as a Trustee of the University of Chicago Medical Center and Boston College. He is also a Director of the National Parks Foundation and the Sheriffs Meadow Foundation, an accredited land trust based in Martha’s Vineyard, Massachusetts. Brien graduated with honors from Boston College with a B.S. in Finance and Theology.
Brad Schatz, President
Brad Schatz brings more than 19 years of investment experience to the firm. Brad is a fundamental, value-based portfolio manager focused on investing in small- and mid-cap companies. Before joining Port Capital, Brad spent nine years as a portfolio manager and senior analyst with San Francisco-based Snyder Capital Management. Prior to this, he was a portfolio manager at a multi-strategy investment firm and a senior analyst at Rothschild Asset Management. Brad received his M.B.A. from the University of Chicago and both a B.S. in Finance and B.A. in Psychology from the University of Colorado Boulder.
Ed Loeb, Partner
Ed Loeb brings over 28 years of investment experience to Port Capital. He is a member of the Executive Committee and plays a key role in the overall management of the firm. Ed works with both individual and institutional clients to develop and implement investment strategies. Before joining Port Capital, Ed spent 26 years at Harris Associates where he was a Partner and Portfolio Manager, constructing and managing separate account portfolios for individuals and institutions. He began his career as an analyst at investment bank Wertheim Schroder & Co. Ed currently serves on the Executive Committee of Erikson Institute, as well as several other non-profit boards. Ed earned his M.B.A., with honors, from the Kellogg School of Management at Northwestern University, and received a B.A. in Economics, with honors, from Princeton University.
Tracy Rothmeyer, Partner
Tracy Rothmeyer brings more than 23 years of investment experience to the firm, with a focus on client service, account operations and administration. Prior to joining Port Capital, Tracy spent 19 years as a vice president with Chicago-based investment management firm Advisory Research, Inc., where she oversaw and administered client accounts for high net worth individuals, corporate clients, retirement plans, foundations, and endowments. She served as the firm’s liaison with strategic industry partners including custodians, auditors and third party administrators. Tracy received her B.S. in Business Management with a minor in Psychology from Bradley University.
Robert S. Kad, Managing Director
Robert S. Kad joined Port Capital in 2016 as Managing Director and Portfolio Manager of the MLP Energy & Infrastructure Strategy. He brings more than 14 years of investment experience to the firm with a focus on midstream energy infrastructure and MLPs. Prior to joining Port Capital, Robert held positions at Morgan Stanley, Alerian Capital Management and Goldman Sachs serving in a variety of equity research and investment management roles. Robert received his B.S. in Applied Economics from Cornell University.