 | Why invest with us? |
| Our solutions |
| Meet our team |
| News |
| Insurance Management Resources |
| Contact us |
| Home |
 |
Meet our team | |
|
Harleysville Asset Management is backed by a team of
motivated investment professionals, unmatched in their depth of training and ability to help you
achieve your goals.
Our marketing professionals can answer your questions about our services. To learn more, call us at (215) 256-5030, or contact us via e-mail at: assetmanagement@harleysvillegroup.com. | ||
Asset management professionals | ||
 |
Mark R. Cummins, CPA, CFA, CCM
Chief investment officer Mark Cummins directs the investment process and is the lead manager for the common stock portfolios. Cummins joined Harleysville early in 1992 after 10 years at Selective Insurance, where he was vice president of investment and treasury functions. Prior to that, his background was in public accounting. He has 20 years' experience in financial services and investments. He earned a bachelor's degree in accounting from Susquehanna University, and a master of business administration degree in finance from Fairleigh Dickinson University. He became a Certified Public Accountant in 1980 and earned the Chartered Financial Analyst (CFA) designation in 1987 and the Certified Cash Manager (CCM) designation in 1990. | |
 |
J. Gary Morris, CFA
Senior fixed income portfolio manager Gary Morris manages the fixed income portfolios, including U.S. Treasuries and Agencies, Investment Grade Corporates, Mortgage-Backed Securities, Asset-Backed Securities, and Municipal Bonds. Morris is responsible for research, trading and monitoring results of the fixed income portfolios. In addition, he is responsible for asset/liability matching for life and property/casualty investments. Morris joined Harleysville in 1994 after eight years with Royal Insurance, Charlotte, N.C. (the U.S. subsidiary of Royal Sun Alliance U.K., a publicly traded company), where he served most recently as fixed income portfolio manager. Previously, he served as a financial analyst in the property/casualty division of A.M. Best Company, and as an analyst in the treasury department of AT&T. He has over 14 years' experience in financial analysis and investments. Morris earned a bachelor's degree in political science from Bloomsburg University. He was the recipient of a Graduate Business Fellowship and received a master of business administration degree in finance from Fairleigh Dickinson University. He also holds the professional designation Chartered Financial Analyst (CFA), which he earned in 1993. | |
 |
Margaret C. Patton, CFA
Equity portfolio manager Peg Patton is responsible for research, trading and monitoring results of the equity portfolios. Patton joined Harleysville in 1998 after seven years with the University of Delaware, where she was director of investments for the University's Endowment Fund. She has 14 years of investment management and research experience, including four years with Merrill Lynch in New York and Japan, and two years in the investment department of Meiji Mutual Insurance Company. She earned a bachelor's degree in romance languages from Mount Holyoke College and a master's degree from the University of Pennsylvania. She also holds the professional designation Chartered Financial Analyst (CFA). | |
 |
Audrey DeWolf, AIS
Investment analyst Audrey DeWolf supports the senior fixed income and equity portfolio managers in their day-to-day operations. DeWolf is also responsible for tracking performance, coordinating all aspects of securities settlements, and coordinating company relationships with banking institutions for custodian accounts. She participates in research activities, analysis of company holdings and alternative investments, and prepares various investment analysis and reports. DeWolf has been employed with Harleysville since 1991. She joined the investment department in 1994 as an investment secretary and has been in her current position since 1996. She holds an associate degree from Gwynedd Mercy College, and is currently pursuing a bachelor's degree in finance. Audrey has the professional insurance designation Associate in Insurance Services (AIS). | |
 |
James G. Faunce, CFA
Investment analyst Jim Faunce supports the senior fixed income and equity portfolio managers in their day-to-day activities. Jim joined Harleysville in 1999 after five years as a mutual fund analyst with Miller, Anderson & Sherrerd LLP. Previously, he worked for SEI Corporation as an international investment accounting supervisor. He has nine years of experience in financial services and investments. He earned a bachelor's degree in accounting from Ursinus College and he holds the professional designation of Chartered Financial Analyst (CFA). | |
 |
Patrick S. Shunk, CFA
Investment analyst Pat Shunk is responsible for assisting the senior fixed income portfolio manager in the research and analysis of Harleysville's fixed-income investments. Pat recently joined Harleysville from Villanova University where he was a research assistant. He has 10 years of experience in investments. He earned a bachelor's degree in chemical engineering from Cleveland State University and a master's degree from Villanova University. He also holds the professional designation of Chartered Financial Analyst (CFA). | |
Marketing professional | ||
 |
John Slater Jr.
Director of marketing John Slater is responsible for marketing Harleysville Asset Management's investment management services to a variety of investors, including insurance companies, pensions and high net worth individuals. John recently joined Harleysville after three years as managing director of Hampton Asset Advisors, LLC, an institutional marketing firm. Prior to that, he served as a senior marketer to insurance companies for UBS Securities, LLC. He has 17 years of experience in financial services and investments. He earned a bachelor's degree in economics from Hamilton College and a master's degree from Columbia Graduate School of Business. He is a candidate for the professional designation of Chartered Financial Analyst (CFA). | |