Our Associates

Mr. Levin is a Co-Founder and Chairman & Chief Executive Investment Officer of Greystone Investment Management, LLC. Prior to joining Greystone, Mr. Levin served as Partner, Member of the Board of Directors, Senior Portfolio Manager, Head of Equity Research and Chairman of Mutual Funds for Bartlett & Co. over a period of 31 years. Mr. Levin earned a BA from Williams College and an LLB from the University of Michigan Law School. Mr. Levin has earned the Chartered Financial Analyst designation. Mr. Levin was awarded the Chartered Financial Analyst (CFA) designation in 1977.

Ms. Adams, is a Co-Founder, Chief Operating Officer, Secretary and Treasurer of Greystone Investment Management, LLC. Prior to Greystone, Ms. Adams was associated with Mr. Levin at Bartlett & Co. for 20 years. Ms. Adams graduated cum laude with her BS in Business Management from Wilmington College.

Ms. Humphrey is Vice President & Chief Compliance Officer of Greystone Investment Management, LLC. Prior to joining Greystone Investment Management, Ms. Humphrey served as a Research Assistant at Bartlett & Co. working directly with Peter F. Levin. Ms. Humphrey earned a Bachelors of Science from the University of Cincinnati and a Masters in Business Administration from Xavier University.

Mr. Kerstine is a Vice President of Equity Research & Co-Portfolio Manager at Greystone Investment Management. Mr. Kerstine's responsibilities include stock analysis and selection, portfolio management and strategy implementation. Mr. Kerstine is a graduate of UCLA, graduating with a Bachelor of Arts in Business/Economics. Mr. Kerstine was awarded the Chartered Financial Analyst (CFA) designation in 2001.

Mr. Reed is an Equity Analyst at Greystone Investment Management. Prior to joining Greystone, Mr. Reed worked at PNC Bank and Fidelity Investments. Mr. Reed holds a Bachelor of Science in Business Administration from Miami University and a Masters in Business Administration from Xavier University. Mr. Reed was awarded the Chartered Financial Analyst (CFA) designation in 2006.

Mr. Sawyer is the Trader at Greystone Investment Management.  Prior to joining Greystone, Mr. Sawyer was a Research Associate at SAC Capital LLC and  a Trader at Vardon Capital Management and Wachovia Securities.  Mr. Sawyer holds a Bachelor of Science in Business Administration from the University of North Carolina at Greensboro.

Ms. Van De Velde is an Executive Assistant to our CEO and Assistant Manager in the Operations/Compliance Departments at Greystone Investment Management, LLC. Prior to joining Greystone, Ms. Van De Velde held positions as an Office Manager and Sales Assistant. Ms. Van De Velde graduated from Lakota High School and attended Wilmington College.