Meet Our Team

Colin Higgins – President

Colin has conducted investment analysis, equity research and portfolio management since 1996.  As the president of Golub Group, he directs all business and investment activities of the firm.  Prior to joining the firm in 2003, Colin served as a research analyst and portfolio manager with regional investment firms Hoefer & Arnett, Inc.  from 1998 to 2003, and Branch, Cabell & Co. from 1996 to 1998.  He is a 1994 graduate of Washington and Lee University.

Kurt Hoefer, CFA – Partner

Kurt has conducted investment analysis and related work since 1987.  Prior to joining the Golub Group in 2004, he founded and built Hoefer Capital Management, LLC to counsel families and individuals on investment and financial matters. He served as that firm’s President from 2002 to 2004. He served as an Investment Banker with Thomas Weisel Partners, LLC from 2000 to 2002, and with Bank of America Securities, LLC from 1995 to 2000. Mr. Hoefer received his MBA from the UCLA Anderson School of Management in 1994 and his Bachelor of Arts in Economics from Stanford University in 1987. In addition, he achieved the Chartered Financial Analyst designation in 1991.

John Dowling, CFA – Chief Investment Officer

John serves as Golub Group’s Chief Investment Officer. In this position, he sets the agenda for both the formal and ad hoc meetings of the research team, prioritizes the firm’s inventory of investment opportunities, and assigns research responsibilities to members of the team. In addition, John is Chairman of the firm’s three-person Investment Committee. As Chairman, John works with his fellow committee members in constructing and actively managing all client portfolios.

John has been conducting securities and financial analysis since 1998. Prior to joining the Golub Group in 2007, John was a generalist analyst covering North American markets for Peters MacGregor Capital Management, a value investment firm headquartered in Australia. He has previously held positions as a Senior Valuation Associate at Standard & Poor’s and PricewaterhouseCoopers and as Credit Analyst at Wells Fargo Bank. John graduated with high honors in Business Economics from the University of California at Santa Barbara in 1998 and is a CFA charterholder as of 2003.

Michael Kon, CFA – Portfolio Manager and Senior Equity Analyst

Michael has conducted investment analysis and equity research since 2002. As a Senior Equity Analyst at the Golub Group, Michael evaluates companies across a wide variety of industries in search of investments for client portfolios. Prior to joining the firm in 2013, Michael served as a senior equity analyst with Morningstar, a leading provider of independent investment research, from 2006 to 2013. He has previously held positions as an Equity Research Associate at CIBC World Markets in Toronto from 2005 to 2006 and as an M&A Attorney at Rotman Co in Israel from 1998 to 2002. Michael received his MBA from McGill University in 2004 and achieved the Chartered Financial Analyst designation in 2006.

Matt Gordon, CFA – Senior Equity Analyst

Matt searches for new investment opportunities and closely monitors existing holdings for Golub Group client portfolios. His research focuses on good businesses that generate strong and growing free cash flow, across a wide variety of industries.  Matt began his investing career in 2003. Prior to re-joining the Golub Group, Matt founded Grouse Rock Partners, where he managed a concentrated equity portfolio for select clients. He began his career at Putnam Investments in Boston, focusing on the healthcare sector. Matt earned his BA in Computer Science from Amherst College and his MBA from Columbia Business School, where he studied Applied Value Investing at the Heilbrunn Center for Graham & Dodd Investing. Matt is also a CFA charterholder.

Jennifer Rouse – Director of Operations, CCO

Jennifer has been in the financial services industry since 1997. Jennifer is responsible for developing and monitoring the fund and the advisor’s compliance program, ensuring that all activities meet the requirements of legal and regulatory agencies and acts as the Director of Operations for the advisor. Prior to joining Golub Group in 2005, Jennifer worked at Stafford Capital Management from 1997 as a portfolio administrator. She graduated summa cum laude with a Bachelor’s of Science in Business from Western International University in 2010.

Disclosure

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing.  The Fund’s Prospectus contains this and other information about the Fund, and should be read carefully before investing.  You may obtain a current copy of the Fund’s prospectus by calling 1-866-954-6682. Past performance is no guarantee of future results.  The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.  Diversification does not ensure a profit or guarantee against loss. 

Distributed by Unified Financial Securities, LLC (Member FINRA)