| M.
JAY TREES
Chairman
JACQUELINE
MOSS
President & Chief Operating Officer
SCOTT NEWHALL
Chief Investment Officer TINA
FITZWATER
Vice President of Administration
M.
JAY TREES, Chairman, is the founder of Trees Investment Counsel. He has over 30 years of experience
in providing clients with high quality portfolio management
services. Business Background
- Co-founder and President of Trees
Front Associates Inc., 1994
- Founder and President of Trees Trust
and Investment Counsel, 1982
- Vice President in the Personal Trust
Investment Division of the Northern Trust Company, 1966-1982
Education
- MBA from the University of Chicago
in Finance, 1970
- Honors degree from Princeton University
in Economics, 1966
- Received Chartered Financial Analyst
designation from the
CFA Institute
- Chartered Investment Counselor from
the Investment Counsel Association of America
Charitable and Business Affiliations
- Member of the Board of Managers of
the YMCA of Metropolitan Chicago
- Trustee of the Nature
Conservancy in Illinois
- Member of the City of Lake Forest
Police Pension Board
- Member of the Economics Club of Chicago,
Commonwealth Club of Chicago, the CFA Society
of Chicago and the CFA Institute
JACQUELINE
MOSS
President & Chief
Operating Officer Business Background
- Research Analyst at Thomas Weisel
Partners and Montgomery Securities, San Francisco, 1998-2001
- Research Analyst at Janus Funds, Denver,
Summer 1997
- Financial Analyst in Corporate Finance
at Montgomery Securities, San Francisco, 1994-1996
- Research Associate in Domestic Policy
at The Heritage Foundation, Washington D.C., 1993-1994
Education
- MBA from the J.L. Kellogg Graduate
School of Management in Finance and Accounting, 1998
- Honors degree
from Princeton University in Economics with a concentration
in Politics, 1993
- Received
Chartered Financial Analyst designation from the CFA
Institute
Charitable
and Business Affiliations
- Founding Chairman of
the Board of METROsquash; Current Board Member
-
Member of the Finance Committee for US Squash Association
- Board Member of
The University Club of Chicago
- Member of CFA Society
of Chicago, The Economics Club of Chicago, and CFA Institute
SCOTT NEWHALL
Chief Investment Officer Business Background
- Research Analyst at ABN AMRO Asset Management, Chicago, 2003-2006
- Director of Research for Domestic Equities at Concord Trust Company, Chicago, 2000-2003
- Equity Analyst for the Merrill Lynch Basic Value Fund at Merrill Lynch Asset Management, Princeton, 1994-2000
Education
- Bachelors degree from Pomona College in Mathematical Economics, 1994
- Received Chartered Financial Analyst designation from the CFA Institute
Charitable and Business Affiliations
- Member of CFA Society of Chicago and CFA Institute
TINA
FITZWATER
Vice President of Administration Education
- Masters of Science in Finance degree
from DePaul University’s Charles H. Kellstadt Graduate
School of Business, 2002
- Bachelor
of Science degree from the University of Illinois, Champaign
in Finance with a concentration in Banking, 1994
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