Peter F. Levin, CFA, LLB

Chairman, Co-Chief Investment Officer and Member
plevin@greystoneinvestment.com

Mr. Levin is a Co-Founder of Greystone Investment Management, LLC and is currently the Co-Chief Investment Officer. Previous roles at Greystone include Chief Executive Officer (2003-2016) and Chief Investment Officer (2001-2017).   Prior to founding Greystone and for a period of 31 years, 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. Mr. Levin earned a Bachelor of Arts degree from Williams College and a Bachelor of Laws degree from the University of Michigan School of Law. Mr. Levin was awarded the Chartered Financial Analyst (“CFA”) designation in 1977.

Ruth W. Adams

Treasurer, Chief Operating Officer and Member
radams@greystoneinvestment.com

Ms. Adams is a Co-Founder of Greystone Investment Management, LLC. Prior to joining Greystone and for a period of 20 years, Ms. Adams was associated with Mr. Levin at Bartlett & Co. Ms. Adams graduated cum laude with her Bachelor of Science degree in Business Management from Wilmington College.

Sally A. Humphrey

Chief Executive Officer, Chief Compliance Officer and Member
shumphrey@greystoneinvestment.com

Ms. Humphrey has been with Greystone Investment Management, LLC since its inception in 2001. She has served as Greystone’s Chief Executive Officer since 2016. She served as Greystone’s Vice President from 2003-2016 and Assistant Vice President from 2001-2003. Ms. Humphrey has served as Chief Compliance Officer since 2006. Prior to joining Greystone, Ms. Humphrey worked as a Research Assistant at Bartlett & Co. working directly with Mr. Levin from 1994-2001. Ms. Humphrey earned a Bachelor of Science degree in Chemistry from the University of Cincinnati and a Master of Business Administration degree from Xavier University.

Michael R. Reed, CFA

Co-Chief Investment Officer, Director of Equity Research and Trading and Member
mreed@greystoneinvestment.com

Mr. Reed has been with Greystone Investment Management since 2005 and is the Co-Chief Investment Officer. In addition, he has served as Greystone’s Director of Equity Research and Trading since 2014. Mr. Reed served as Greystone’s Equity Analyst from 2005-2014. Prior to joining Greystone, Mr. Reed was a Credit Analyst at PNC Bank from 2003-2005 and was a registered representative of Fidelity Investments from 1995-2001. Mr. Reed earned a Bachelor of Science degree in Business Administration from Miami University and a Master of Business Administration degree from Xavier University. Mr. Reed was awarded the Chartered Financial Analyst (“CFA”) designation in 2006.

Stephanie A. Van De Velde

Corporate Secretary, Director of Operations and Member
svandevelde@greystoneinvestment.com

Ms. Van De Velde has been with Greystone Investment Management since 2006. She has served as Greystone’s Director of Operations since 2013. Ms. Van De Velde served as Greystone’s Executive Assistant to the CEO and Assistant Manager of Operations and Compliance from 2010 -2013. 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.

Melissa C. Anderson

Compliance Officer and HR Assistant
manderson@greystoneinvestment.com

Ms. Anderson has been with Greystone Investment Management since 2011. She has served as Greystone’s Compliance Officer and HR Assistant since 2012. Ms. Anderson served as Greystone’s Compliance Officer from 2011-2012. Prior to joining Greystone, Ms. Anderson was a Paralegal at Keating Muething & Klekamp PLL for over 10 years. Ms. Anderson earned a Bachelor of Arts degree in History and Legal Assisting Certificate from the University of Cincinnati.

Sheila S. Adika

Trader and Portfolio Reporting Associate
sadika@greystoneinvestment.com

Ms. Adika joined Greystone Investment Management, LLC in 2015 as a Trader and Portfolio Reporting Associate. Prior to joining Greystone, Ms. Adika was a Senior Operations Associate at Johnson Investment Counsel, Inc. Ms. Adika earned a Bachelor of Science in Business Administration degree in International Business from the Bowling Green State University and a Master of Business Administration degree in Finance from Cleveland State University.