Jeffrey A. Hakala, CFA, CPA
jah@clarkstoncapital.com
Chief Investment Officer
Jeffrey is a founding member of Clarkston Capital Partners and leads the firm's Investment Committee. With over fifteen years experience in portfolio management, investment research, financial reporting and accounting, he brings a wide range of expertise to Clarkston's security analysis and selection activities. Prior to forming Clarkston, he served as a portfolio manager at Seger-Elvekrog and as a member of the Audit and Advisory Services Group at Arthur Andersen, LLP.
Jeffrey earned a Bachelor's degree in Accounting and a Masters degree in Business Administration, focused on Finance and Accounting, both from Michigan State University. He is a licensed Certified Public Accountant, holds the Chartered Financial Analyst (CFA) designation, and is an acting member of the CFA Institute and the AICPA. He is currently engaged with Walsh College, as an associate adjunct professor for studies in financial statement analysis, and as a seminar leader.
Jerry W. Hakala, CFA
jwh@clarkstoncapital.com
Research and Trading
Jerry is a founding member of Clarkston Capital Partners and serves on the firm's Investment Committee. As Director of Research, he is responsible for managing the firm's proprietary research function and for overseeing the execution of the firm's investment philosophy. Jerry brings more than fifteen years experience in portfolio management, investment research, financial analysis and reporting to Clarkston.
Prior to founding Clarkston, Jerry held accounting and finance positions at Ford Motor Company. He received a Bachelor in Business Administration degree from the University of Michigan, a Master of Business Administration degree in Finance and Accounting from Michigan State University, and earned the Chartered Financial Analyst (CFA) designation in 2006. Jerry is a member of the CFA Institute and the Detroit Society of Financial Analysts.
BUSINESS DEVELOPMENT AND CLIENT SERVICE TEAM
Bradley H. Demeter
bhd@clarkstoncapital.com
Business Development and Marketing
Prior to joining Clarkston Capital Partners, Bradley spent his entire career developing and servicing clients in a number of roles with both regional and national companies. Bradley brings extensive experience in defining business and sales plans, developing and maintaining long-term client relationships, and implementing strategies that consistently yield results to the firm. He served as Vice President of Sales for Daptiv, Inc., and was instrumental in driving corporate growth and facilitating the company's return to profitability.
Bradley has a history of success in high growth organizations holding executive and leadership positions at PCCS and Compuware, and helping his teams achieve their goals. Bradley earned a Bachelor's degree in Economics and Management from Albion College, and has completed postgraduate programs with the University of Chicago, Graduate School of Business, the University of Washington, and the Seattle Pacific University.
Salvatore F. Gianino
sfg@clarkstoncapital.com
Strategic Planning and Business Development
Salvatore (Sam) brings a breadth of financial advisory experience in corporate banking, wealth management services, investor real estate, treasury management, and loan operations to Clarkston Capital Partners. Prior to joining the firm, Sam served as President and CEO of National City Bank's SE Michigan and NW Ohio markets. His background includes corporate and retail banking, executive leadership, sales management, and strategic development, and brings to the firm experience with fiscal accountability, relationship management and revenue generation. Sam provides counsel and leadership to the Community Bank industry as a founding director and organizer of the Waterford Bancorp and its subsidiary bank, Waterford Bank, in Toledo, Ohio, and provides independent coaching and counsel to Community Bank CEOs.
Sam earned a Masters degree in Finance and a Bachelors degree in Business Administration from the University of Detroit.
Cheryl A. Kassab
cak@clarkstoncapital.com
Investor Management and Relations
Cheryl joined the firm in early 2009 and manages Clarkston Capital Partners individual and Institutional investment relationships. Cheryl brings more than 10 years of experience in customer relationship managementand business development. Her background and experience in the financial industry includes investment management and commercial lending at a New York money center institution.
Cheryl recently completed her Certified Financial Planner (CFP) coursework and is sitting for the CFP exam in the Fall of 2010 and earned a Bachelor's degree in Finance and Business Administration from the University of Colorado, Leeds School of Business.
OPERATIONS AND PERFORMANCE MEASUREMENT
Philip N. Olsen
pno@clarkstoncapital.com
Operations and Compliance
Phil joined the firm in September 2009 and plays a key role in the Compliance activities, Performance measurement and reporting, and Operations of Clarkston Capital Partners. His responsibilities include tracking portfolio and composite performance, maintaining GIPS standards and GIPS verification, coordinating Clarkson's compliance program, and implementing Clarkston's technology strategy.
Phil graduated from Wabash College in 2002 with a degree in Philosophy, and has gained experience working as a consultant with Volkswagen Credit, in retail bank management with Comerica Bank, and as a surety bond agent and financial underwriter for a large privately owned Michigan insurance agency. He is currently pursuing his MBA at Walsh College and CIPM designation through the CFA Institute.
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