Principal's Bio's

STEPHEN M. RICCIO, CFA

SENIOR ANALYST

Over the last 20+ years, Mr. Riccio has specialized in small and mid cap companies as both an analyst and portfolio manager. Prior to forming Buyside in May 2004, Mr. Riccio spent four years as Senior Portfolio Manager of both the small cap core and small cap value products at Bear Stearns Asset Management. At their peak, the products had over $350 million in assets. In addition to portfolio management duties, Mr. Riccio was also responsible for industry and company research in the small cap area. Prior to joining Bear Stearns Asset Management, Mr. Riccio spent five and a half years at Bank of Tokyo Mitsubishi Trust. At the bank, Mr. Riccio was the sole portfolio manager for the Highmark Emerging Growth Fund since June of 1998. Before that he was co-portfolio manager and senior equity analyst for the fund since 1994. Prior to joining the bank, he was an analyst at Rochdale Investment Management and New York Life Insurance Co. He earned both his B.S. and M.B.A. at Syracuse University and completed post-graduate work at the New York Institute of Finance. In addition, he is a Chartered Financial Analyst, a member of The New York Society of Security Analysts, as well as a member of the CFA Institute. Mr. Riccio is married and has four children.

LORI BOLLINGER

SENIOR MARKETING DIRECTOR

Over the last 15+ years, Ms. Bollinger worked in institutional equity sales at both Bankers Trust and Raymond James. During her time at these companies, Lori provided research recommendations and advice to some of the largest, well known financial institutions such as hedge funds, mutual funds and banks.  Her sales force responsibilities included the delivery of crucial investment information pertaining to a focused universe of companies under research coverage and new equity offerings. Her goal was to become an extension of the client’s business, serving their needs through the institutional platform with a dedication to value and service. She earned a B.S. in Economics at West Chester University where she also played tennis.  Ms. Bollinger is married and has two children.