The Muhlenkamp Support Teams

Support Team
FROM LEFT: Diann Hofmann, Anthony Muhlenkamp, Barbara Fuchs, Brian Yates, Susen Friday, Steve Bierker, Linda Lukitsch,
Monica Leister

Client/Shareholder Services
Muhlenkamp & Company, Inc. employs a full-time, dedicated service team, ready to assist with your investment needs -- whether you have a privately managed account, are a shareholder of the Company’s no-load mutual fund, or are researching investment management options.

Fluent in the Muhlenkamp investment philosophy, this team answers questions about our investment objective, investment process, and performance. Additionally, they are a resource for sorting through the various types of accounts that are available and related tax implications, understanding the benefits of dollar cost averaging, and easing the path for IRA rollovers.


Support Team
FROM LEFT: Michelle Orphall, Monica Leister, Adrienne Caracciolo, Jean Leister, James Head, Judi Krysa, Celeste Zingarelli

Business Management
Responsible for the day-to-day administration of the business, this team handles all internal and external reporting, marketing initiatives, and compliance-related issues.

The Business Management Team also manages trade verification and reconcilement, serves as liaison to the transfer agency to ensure timely settlement, and interfaces with the broker-dealer community.

 

 

 

Investment Team
Management Team
Support Teams
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