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We recognize that the decision to hire an investment manager is a very important one. We believe our people demonstrate our dedication to excellent performance and service.

Top Management
Portfolio Managers and Investment Analysts
Legal/Operations
Marketing
Top Management
Robert M. Levy , CFA
Partner, Chairman, and Chief Investment Officer
  • BA, Vanderbilt University, 1972
  • MBA, Wharton Business School, University of Pennsylvania, 1974
  • Formerly a Portfolio Manager and Director, Gofen and Glossberg, Inc., 1977-1985
  • 31 years of investment experience
  • Joined Harris Associates in 1985

John R. Raitt , CFA
Partner, President and Chief Executive Officer of Harris Associates L.P., President of The Oakmark Funds
  • BA, Williams College, 1978
  • MBA, Northwestern University, 1980
  • Formerly Director of Research of Harris Associates, 1998-2002; Investment Officer with Northwestern Mutual Life Insurance Co., 1980-1986
  • 27 years investment experience
  • Joined Harris Associates in 1986


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Portfolio Managers and Investment Analysts
James P. Benson , CFA
Partner and Investment Analyst
  • BA, Westminster College, 1979
  • MBA, Northwestern University, 1981
  • Formerly an EVP and Director of Equity Research for Ryan Beck & Co., 1993-1997; VP and Special Assistant to the Chairman of The Dime Savings Bank of New York, 1990-1992; and VP and Senior Equity Analyst for Drexel Burnham Lambert, 1987-1990
  • 26 years of investment experience
  • Joined Harris Associates in 1997

Henry R. Berghoef , CFA
Partner and Director of Research
  • Portfolio Manager of The Oakmark Select Fund
  • BA, Calvin College, 1971
  • MA, Johns Hopkins University, 1974
  • MBA, George Washington University, 1985
  • Formerly an Investment Analyst with Kirr, Marbach & Co., 1990-1993; Investment Analyst with Geico Corporation, 1985-1990; Manager of Investment Insurance with Overseas Private Investment Corporation, 1979-1984; International Economist with the U.S. Department of the Treasury, 1977-1979; and Legislative Aide of the U.S. House of Representatives, 1975-1977
  • 21 years investment experience
  • Joined Harris Associates in 1994

Eric J.  Bokota , CFA
International Investment Analyst
  • BS, Miami University of Ohio, 2000
  • Formerly a Research Associate at Brandes Investment Partners, 2001-2003
  • 6 years investment experience
  • Joined Harris Associates in 2004

Judson H. Brooks , CFA
Investment Analyst
  • BA, Indiana University, 1993
  • MBA, University of Chicago, 1998
  • Formerly a Research Analyst for Ariel Capital Management, 1998-2001
  • 9 years investment experience
  • Joined Harris Associates in 2001

Robert S. Burnstine
Portfolio Manager
  • BBA, The University of Michigan, 1986
  • JD, Harvard Law School, 1989
  • Formerly Managing Director at Talon Asset Management, Inc., 1997-2001; Senior Associate with the Merchant Banking and Media Groups of Chase Manhattan Corporation, 1994-1997; Senior Associate with the law firm of Kirkland & Ellis, 1989-1994
  • 13 years investment experience
  • Joined Harris Associates in 2001

Chad M. Clark , CFA
Partner, Portfolio Manager and International Investment Analyst
  • Portfolio Manager of The Oakmark International Small Cap Fund
  • BS, Carnegie Mellon University, 1994
  • Formerly a Financial Analyst with William Blair & Company in the Corporate Finance Department, 1994-1995
  • 13 years investment experience
  • Joined Harris Associates in 1995

Anthony P. Coniaris , CFA
Investment Analyst
  • BA, Wheaton College, 1999
  • MBA, Northwestern University, 2005
  • Formerly Research Associate with Harris Associates 1999-2003
  • 8 years investment experience
  • Joined Harris Associates in 1999

Jeffrey A. Corbin
Quantitative Analyst
  • BS, Indiana University, 2000
  • Formerly Senior Fund Analyst with Harris Associates L.P, 2001-2005; Loan Specialist with Crowe Chizek LLC, 2001; Credit Analyst with Fifth Third Bank, 2000-2001
  • 6 years investment experience
  • Joined Harris Associates in 2001

Kurt C. Funderburg
Investment Analyst
  • BS, West Virginia University, 1987
  • MBA, Pennsylvania State University, 1992
  • Formerly Senior Vice President-Equity Analyst at Ferris, Baker Watts, Inc., 1993-2000; Investment Officer at Mercantile Safe Deposit & Trust Co., 1992-1993
  • 15 years investment experience
  • Joined Harris Associates in 2000

Andrew M. Gluck , CFA
Portfolio Manager
  • BA, University of California-Santa Barbara, 1995
  • MBA, DePaul University, 2001
  • Formerly Manager of the Shoreline Micro-Cap Fund, 1997-2000; bond trader at D.E. Trading, 1996-1998
  • 12 years investment experience
  • Joined Harris Associates in 2000

Kevin G. Grant , CFA
Partner, Portfolio Manager and Investment Analyst
  • Portfolio Manager of The Oakmark Fund
  • BS, University of Wisconsin-Madison, 1987
  • MBA, Loyola University, 1991
  • 16 years investment experience
  • Joined Harris Associates in 1988

David G. Herro , CFA
Partner and Chief Investment Officer, International Equity
  • Portfolio Manager of The Oakmark International Fund, The Oakmark International Small Cap Fund, and The Oakmark Global Select Fund
  • BS, University of Wisconsin-Platteville, 1983
  • MA, University of Wisconsin-Milwaukee, 1985
  • Formerly a Portfolio Manager with The State of Wisconsin Investment Board, 1989-1992, and The Principal Financial Group, 1986-1989
  • 22 years investment experience
  • Joined Harris Associates in 1992

M. Colin Hudson , CFA
Investment Analyst
  • BA, DePauw University, 1992
  • MS, Indiana University, 1995
  • MBA, Indiana University, 1999
  • Formerly a Vice President and Director of Research at Hilliard, Lyons Asset Management, 1999-2005; Investment Analyst at Wallington Asset Management, 1998-1999
  • 9 years investment experience
  • Joined Harris Associates in 2005

Benjamin J. Kim , CFA, CPA
Investment Analyst
  • BS, Indiana University, 1991
  • MBA, University of Chicago, 2003
  • Formerly a Securities Analyst at Skyline Asset Management, 1998 - 2007
  • 9 years investment experience
  • Joined Harris Associates in 2007

Edward S. Loeb , CFA
Partner and Portfolio Manager
  • BA, Princeton University, 1986
  • MBA, Northwestern University, 1990
  • Formerly a Corporate Finance Analyst with Wertheim Schroder & Co., Inc., 1986-1988
  • 19 years investment experience
  • Joined Harris Associates in 1989

Michael L. Manelli , CFA
International Investment Analyst
  • BBA, University of Iowa, 2000
  • Formerly a Research Associate/Analyst at Morgan Stanley, 2001-2005
  • 7 years investment experience
  • Joined Harris Associates in 2005

Michael J. Mangan , CFA, CPA
Partner and Portfolio Manager
  • BBA, University of Iowa, 1985
  • MBA, Northwestern University, 1992
  • Formerly a Portfolio Manager with Stein Roe & Farnham, 1988-1997; and Senior Auditor with Continental Bank, 1985-1988
  • 19 years investment experience
  • Joined Harris Associates in 1997

Clyde S. McGregor , CFA
Partner and Portfolio Manager
  • Portfolio Manager of The Oakmark Equity and Income Fund and The Oakmark Global Fund
  • BA, Oberlin College, 1974
  • MBA, University of Wisconsin-Madison, 1977
  • Formerly an Investment Officer of the Northern Trust Company, 1977-1981
  • 30 years investment experience
  • Joined Harris Associates in 1981

Win  Murray
Investment Analyst
  • BA, University of North Carolina at Chapel Hill, 1992
  • MBA, Georgia State University, 1996
  • Formerly Equity Analyst at Colonial Management/Fleet Bank, 1999-2003; Sector Portfolio Manager at ASB Capital Management, 1997-1999; Equity Analyst at Federated Investors, 1996-1997
  • 12 years investment experience
  • Joined Harris Associates in 2003

Diane L. Mustain , CFA
Portfolio Manager
  • BS, DePaul University, 1981
  • MBA, DePaul University, 1985
  • Formerly Executive Vice President and Head of Equities with Duff & Phelps Investment Management Co., 1981-2001
  • 26 years investment experience
  • Joined Harris Associates in 2002

William C. Nygren , CFA
Partner and Portfolio Manager
  • Portfolio Manager of The Oakmark Fund, The Oakmark Select Fund, and The Oakmark Global Select Fund
  • BS, University of Minnesota, 1980
  • MS, University of Wisconsin-Madison Applied Security Analysis Program, 1981
  • Formerly Director of Research of Harris Associates, 1990-1998; Investment Analyst with Northwestern Mutual Life Insurance Co., 1981-1983
  • 26 years investment experience
  • Joined Harris Associates in 1983

Matthew C. Pickering , CFA
International Investment Analyst
  • BS, Miami University, 2000
  • Formerly a VP and Associate International Portfolio Manager at Institutional Capital, 2000-2006
  • 7 years investment experience
  • Joined Harris Associates in 2006

Christine J. Pilat
Fixed Income Manager
  • BA, Western Illinois University, 1973
  • Formerly a Portfolio Manager and AVP of LaSalle National Bank, 1976-1989; and Administrative Assistant for Arlington Financial Services, 1973-1976
  • 34 years investment experience
  • Joined Harris Associates in 1989

Pierre O. Py
International Investment Analyst
  • Master in Science of Management, HEC "Grande Ecole" - Paris, France, 1999
  • LLM, University of Pantheon-Assas, Paris II - Paris, France, 1999
  • MBA, Harvard Business School, 2005
  • Formerly a Research Associate at Trust Company of the West (TCW), 2004; Investment Banking Associate at Salomon Smith Barney, 2000-03; and Principal Investment Analyst at Goldman Sachs, 1999-00
  • 7 years investment experience
  • Joined Harris Associates in 2005

Edward A. Studzinski , CFA
Partner, Investment Analyst and Portfolio Manager
  • Portfolio Manager of The Oakmark Equity and Income Fund
  • AB, Boston College, 1971
  • JD, Duke University School of Law, 1974
  • MBA, Northwestern University, 1985
  • Formerly a VP and Investment Officer with Mercantile National Bank of Indiana, 1986-1995; private law practice, 1980-1985; Staff Accountant with Arthur Young & Co., 1978-1980; and Officer on active duty in the U.S. Navy, 1974-1978
  • 22 years investment experience
  • Joined Harris Associates in 1995

Robert A. Taylor , CFA
Partner, Director of International Research and Portfolio Manager
  • Portfolio Manager of The Oakmark Global Fund
  • BBA, University of Wisconsin-Madison, 1994
  • 13 years investment experience
  • Joined Harris Associates in 1994

Edward J. Wojciechowski , CFA
Investment Analyst and Director of Fixed Income
  • BS, Marquette University, 1995
  • Formerly Portfolio Manager, and Equity and Fixed Income Analyst at Strong Capital Management, 1993-2005
  • 12 years investment experience
  • Joined Harris Associates in 2005


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Legal/Operations
John N. Desmond
Chief Operating Officer
  • BS, University of Massachusetts, 1986
  • MS, Bentley College, 1994
  • Formerly Vice President and Director for Nuveen Investments, 2005-2007; Director, Investment Operations and Business Manager for Scudder/Deutsche Asset Management, 1995-2004; Vice President, Group Operations Manager with First Data Investor Service/440 Financial Group, 1991-1995; Project Leader for Putnam Investments, Inc., 1987-1991; various operations and technology roles for Bank of Boston Corporation, 1980-1987
  • 27 years business experience
  • Joined Harris Associates in 2007

Richard J. Gorman
Chief Compliance Officer for The Oakmark Funds
  • BA, Providence College, 1987
  • JD, The University of Detroit, 1991
  • Formerly employed by the U.S. Securities and Exchange Commission in the following positions: Senior Special Counsel to the Chicago Investment Management Examination Staff, 2002-2006; Special Counsel to the Investment Management Staff, 1999-2002; Senior Attorney, Division of Enforcement, 1994-1999
  • 13 years business experience
  • Joined Harris Associates in 2006

John J. Kane
Manager, Mutual Fund and Institutional Services
  • Treasurer of The Oakmark Funds
  • BA, Illinois Benedictine College, 1993
  • MBA, Northwestern University, 2003
  • 14 years business experience
  • Joined Harris Associates in 1993

Colin P. McFarland
Chief Compliance Officer
  • BS, Bridgewater State College, 1985
  • MBA, Northeastern University, 1990
  • Formerly Senior Manager at Deloitte & Touche LLP, 1997-2005; National Bank Examiner for the U.S. Treasury Department, 1991-1997; Assistant Operations Manager for E.F. Hutton & Co., 1985-1989
  • 20 years business experience
  • Joined Harris Associates in 2005

Margaret K. McLaughlin
Assistant General Counsel
  • BBA, Saint Mary's College, 1989
  • JD, Marquette University, 1993
  • Formerly Senior Counsel at Heller Financial, 1998-2000; Law Clerk to the Honorable Jeffrey T. Miller U.S. District Court for the Southern District of California, 1997-1998; Senior Attorney U.S. Securities and Exchange Commission Division of Enforcement, 1993-1997; Special Assistant U.S. Attorney, Northern District of Ohio, 1996-1997
  • 15 years business experience
  • Joined Harris Associates in 2000

Ian J. McPheron
Senior Attorney
  • BA, University of Illinois at Urbana-Champaign, 1993
  • JD, Northern Illinois University, 1997
  • Formerly Associate Counsel/Director of Compliance at Calamos Advisors LLC and Assistant Secretary to the Calamos Funds, 2002-2004; Associate at Gardner, Carton & Douglas, 2002; Vice President, Associate General Counsel and Assistant Secretary at Van Kampen Investments, Inc., 2000-2002; Associate at Wildman Harrold, Allen & Dixon, 1997-2000;
  • 11 years business experience
  • Joined Harris Associates in 2005

Gracie O. Muñoz
Director of Human Resources
  • BS, Roosevelt University, 1999
  • Formerly Manager, Human Resources at Harris Associates L.P., 2001-2008; Manager, Human Resources at First Variable Life Insurance Co., 1998-2001; Human Resources Representative at Warrior Insurance Group, 1994-1998; Agency Sales Representative at Warrior Insurance Group/Insure One Insurance Agency, 1990-1994
  • 18 years business experience
  • Joined Harris in 2001

Michael J. Pietras
Compliance Manager
  • BS, DePaul University, 1995
  • Formerly Compliance Manager/Supervisor at Driehaus Capital Management, 2004-2005 and 2000-2002; Director of Compliance at PMA Financial Network, 2002-2004; Senior Compliance Examiner at NASD Regulation, Inc., 1998-2000; Senior Investigator at The Chicago Board of Trade, 1995-1998; Senior Market Analyst at The Chicago Board Options Exchange, 1989-1993
  • 17 years business experience
  • Joined Harris Associates in 2005

Dermot  Putnam
Chief Information Officer
  • BA, Univeristy of Wisconsin-Madison, 1982
  • MS, University of Wisconsin-Madison, 1983
  • Formerly Director of Technology at Wanger Asset Management L.P. 1995-2002; Senior Technical Specialist at Kemper Financial Services, 1989-1995
  • 17 Years business experience
  • Joined Harris Associates in 2002

Vineeta D.  Raketich
Director, International Operations & Client Relations
  • Vice President, The Oakmark Funds
  • BS, DePaul University, 1993
  • MS-Taxation, DePaul University, 2002
  • Formerly Supervisor, Mutual Fund and Institutional Services with Harris Associates L.P., 1995-2003; an Analyst at The Barnes Alliance, 1993-1995
  • 15 years business experience
  • Joined Harris Associates in 1995

Janet L. Reali
Partner and General Counsel
  • Secretary, The Oakmark Funds
  • BA, Indiana University, 1973
  • JD, Loyola University School of Law, 1977
  • Formerly Senior Executive Vice President, General Counsel and Corporate Secretary for Everen Securities, Inc. and its predecessor Kemper Securities Inc., 1991-1999; Partner with the law firm of Keck, Mahin & Cate, 1988-1991
  • 17 years of business experience
  • Joined Harris Associates in 2001

Kristi L. Rowsell , CPA
Chief Financial Officer
  • Vice President/Principal Financial Officer, The Oakmark Funds
  • BS, Virginia Tech, 1988
  • Master of Accountancy - Taxation, Virginia Tech, 1989
  • Formerly VP and Treasurer at Calamos Asset Management, 1992-1995; and Senior Tax Specialist, KPMG Peat Marwick, 1989-1992
  • 18 years business experience
  • Joined Harris Associates in 1995

Mary A. Wickers , CPA
Senior Director of Operations & Client Service
  • BS, University of Illinois at Chicago, 1979
  • Formerly First VP, Administration & Asset Management with ABN AMRO, 1997-2002; VP of Finance & Administration for Golder, Thoma, Cressey, Rauner, Inc., 1995-1997; Alpha Source Asset Management, 1993-1995; Kemper Financial Services, Inc., 1982-1993; and Arthur Anderson & Co., 1979-1982
  • 23 years business experience
  • Joined Harris Associates in 2003

Christopher P. Wright
Director of Mutual Fund Operations
  • Vice President, The Oakmark Funds
  • BS, Free Will Baptist Bible College, 1995
  • MBA, North Park University, 1997
  • Formerly Credit Analyst-Commercial Lending and Bookkeeper at Park National Bank, 1995-1997
  • 10 years business experience
  • Joined Harris Associates in 1997


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Marketing
Kathleen O. Gerdes
Director, Advisor Relations
  • BA, Oberlin College, 1993
  • MBA, Northwestern University, 2005
  • Formerly a Business Development Officer at Atlantic Trust Stein Roe, 1997-2006; Planning and Development Associate for the Jane Addams Hull House Association, 1994-1997
  • 10 years investment industry experience
  • Joined Harris Associates in 2006

Michael J. Neary , CFA, CFP®
Partner and Managing Director, Marketing & Client Relations
  • BS, Northern Illinois University, 1990
  • 15 years investment industry experience
  • Joined Harris Associates in 1995

Kelly A. O'Kelly
Director, Client Service
  • BS, University of Illinois at Chicago, 1986
  • Formerly a Marketing Associate and Compliance Auditor at Stein Roe & Farnham, 1986-1997
  • 21 years investment industry experience
  • Joined Harris Associates in 1997

Keith D. Watson
Director, Marketing & Client Relations
  • BA, Southern Methodist University, 1989
  • MBA, Thunderbird School of Global Management, 1993
  • Formerly Vice President of Sales at mPower Advisors, LLC, 1998-2000; Senior Associate, Institutional Client Service for Montgomery Asset Management, 1996-1998; Analyst, Private Client Services at Goldman, Sachs & Co., 1994-1996; Assistant Portfolio Manager and Trust Administrator for Continental Bank, 1990-1992
  • 17 years investment industry experience
  • Joined Harris Associates in 2000

Jack  Wildermuth , CFA
Director, Marketing & Client Relations
  • BS, U.S. Military Academy at West Point, 1989
  • MBA, Duke University, 1995
  • Formerly Vice President, Marketing, Research Affiliates, 2006-2008; Partner, Stratford Advisory Group, 1998-2006; Consultant, Wilshire Associates, 1997-1998; Institutional Fixed Income Sales, WR Hough & Co., 1995-1997; U.S. Army Field Artillery Officer, 1989-1993
  • 13 years investment industry experience
  • Joined Harris Associates in 2008


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial PlannerTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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