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Monogram Mutual Fund Managers 1st Source Corporation Investment Advisors, Inc. has assembled an extremely qualified staff of investment professionals. The team of well-educated and experienced professionals manages approximately $2 billion in assets for clients of 1st Source. These assets include the investments of corporations, individuals, non-profit entities and mutual funds. |
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Home Investment Management Trust Services Retirement Planning Monogram Mutual Funds Certificates of Deposit Calculators Contact 1st Source
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Fund Managers:
Ralph serves as portfolio manager for the Monogram Income Equity Fund and other large value style investment portfolios managed by 1st Source. He has repeatedly received national recognition as as one of the top portfolio managers in the United States by The Wall Street Journal, U.S. News & World Report magazine, Bloomberg Wealth Manager magazine, and USA Today. For two consecutive years, Ralph was recognized by The Wall Street Journal as one of the top ten equity income managers in the United States. From 1996 through 2006 Ralph has maintained a record of near the top of the universe among equity income mutual fund managers in the country. Ralph is a frequent speaker at seminars, conferences and educational events.
Paul serves as portfolio manager for the Monogram Income Fund as well as other fixed income portfolios. Paul led the effort to create 1st Source Corporation Investment Advisors, Inc., the registered investment advisor subsidiary of 1st Source Bank. Paul is a very active fixed income portfolio manager. This active management in a field generally populated with passive investment managers allows Paul to add significant value to holders of fixed income portfolios managed by 1st Source. In addition to medium and long-term fixed income management, Paul manages numerous short-term fixed income portfolios for 1st Source clients.
Bruno serves as portfolio manager for both fixed income and equity portfolios for 1st Source clients. Bruno serves as the lead portfolio manager for client accounts in our East Region and maintains an office in Elkhart and Warsaw as well as South Bend.
Robert W. Nelson, CFA
Rob's responsibilities focus on fixed income investment management for the commingled funds as well as individually-managed portfolios. Scott R. Tapley, CFA
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Please read the prospectus carefully before investing. 1st Source Corporation Investment Advisors, Inc. is a subsidiary of 1st Source Bank and provides investment advisory and other services to the Funds and receives fees for those services. 1st Source Monogram Funds are distributed by Foreside Distribution Services, L.P.
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Ralph has been in the investment management field since 1975 and joined 1st Source in 1989. Prior to joining 1st Source, Ralph managed a private family portfolio in Dallas, Texas. He was graduated by Southern Methodist University in 1975. Ralph holds the designation of Chartered Financial Analyst. The designation is earned after the completion of a three year program of rigorous study and examination in various areas of knowledge, including Ethical and Professional Standards, Asset Valuation, Economics and Portfolio Management. As the Chief Investment Officer of 1st Source Corporation Investment Advisors, Inc., Ralph is responsible for the development of investment philosophy for the firm.
Paul has been in the investment management field since 1988. He was graduated from Mankato State University in 1990. Paul holds the designation of Chartered Financial Analyst. The designation is earned after the completion of a three year program of rigorous study and examination in various areas of knowledge, including Ethical and Professional Standards, Asset Valuation, Economics and Portfolio Management. Prior to joining 1st Source in 2000, Paul served as lead fixed income portfolio manager for a family of mutual funds in Minnesota.
Bruno joined 1st Source in 1999 and has been in the investment management field since 1994. Prior to joining 1st Source, Bruno served in a similar capacity at two large regional banks in the Midwest. Bruno was graduated by the University of Cincinnati in 1991 and received his MBA from the University in 1993.
Jason started the 1st Source Bank Corporate Trainee program in April 1999 and has been with 1st Source Investment Advisors, Inc. since January 2000. He is a graduate of Purdue University with a BS degree in Business Management with an emphasis in Management Information Systems. Jason is a candidate for the designation of Chartered Financial Analyst. Jason serves as portfolio manager for individually managed accounts, and assists with the analysis of stocks held within the Monogram Funds.
Mike has been managing investments since 1994. He joined the 1st Source Corporation Registered Investment Advisors, Inc. in 2003. He is a graduate of the University of Notre Dame with a B.A. in Economics. Prior to joining 1st Source, Mike was a principal and then a partner with a global management consulting firm in Chicago where he worked in their financial services area, advising clients in the insurance, brokerage and mutual fund industries. Prior to that, Mike was an officer with Zurich Financial Services, Inc, in New York, in its Z-Cosm venture group. Mike manages the Monogram 
Rob joined 1st Source in 2005. Prior to this, he worked for Holy Cross Health System and most recently for Mennonite Mutual Aid as Senior Fixed Income Investment Manager. Rob has been in the investment profession since 1990 and received his Chartered Financial Analyst designation in 1993.
Prior to joining 1st Source in 2007 as a portfolio manager, Scott spent sixteen years with Busey Wealth Management in Champaign, Illinois, nine as a financial analyst/portfolio manager. He led the equity analysis process for Busey and managed separate accounts for foundations, high net worth individuals, employee benefit plans and corporations. Scott received his BS/BA from the University of Phoenix in 1998, and earned the right to use the Chartered Financial Analyst designation in 2001.
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