ICAP Investment Team

Investment Team

  • Jerrold K. Senser, CFA
    Co-Chief Investment Officer & Chairman

    Jerry serves as Co-Chief Investment Officer and Chairman of Institutional Capital LLC and also heads the firm's Senior Leadership Committee, which is responsible for day to day operations and setting strategic direction for the firm. The CIOs are responsible for management of all ICAP's strategies. Jerry graduated with a BA from the University of Michigan and an MBA from the University of Chicago. He is a CFA charterholder. Prior to joining ICAP, Jerry spent seven years at Stein Roe & Farnham as an associate involved in economic and fixed-income analysis. He began his career at Data Resources, Inc., an economic consulting firm. Jerry has been featured in publications such as Barron's, The New York Times, and Value Investor Insight, and has been a guest speaker on CNBC and Consuelo Mack's "Wealthtrack" show. Jerry has been with the firm since 1986 and in the industry since 1978.

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  • Thomas M. Cole, CFA
    Senior Executive Vice President, Co-Chief Investment Officer, & Portfolio Manager

    As a Co-Chief Investment Officer and senior member of the ICAP Investment Committee, Tom leads the firm's global research effort. The CIOs are responsible for managing all ICAP strategies. Additionally, Tom is a member of the firm's Senior Leadership Committee. At the University of Wisconsin-Madison, he participated in the applied security analysis and investment management program and earned a BBA and an MBA. He is a CFA charterholder. Tom was with UBS Global Asset Management for 11 years and most recently he held the position of Head of US Equities where he had portfolio management responsibility for all US value portfolios. Prior to UBS Global Asset Management, Tom served as a Senior Equity Analyst and Partner at Brinson Partners for 12 years. He also held various positions at First Chicago Investment Advisors. Tom has been with the firm since 2012 and in the industry since 1985.

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  • Andrew P. Starr, CFA
    Executive Vice President, Director of Research, & Portfolio Manager

    Mr. Starr serves as ICAP’s Director of Research. He is a Portfolio Manager on all strategies and leads ICAP’s Energy and Basic Industries sector research. Prior to joining ICAP, he held analyst positions at Scudder Kemper Investments and Morningstar. He earned a BA from DePauw University and an MBA from the University of Chicago. He is a CFA charterholder. Mr. Starr has been with the firm since 1998 and in the industry since 1994.

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  • Matthew T. Swanson, CFA
    Executive Vice President & Portfolio Manager

    Mr. Swanson is a senior member of ICAP’s Global Research Team and the Investment Committee. He serves as a Portfolio Manager on all strategies and leads ICAP’s research in the Health Care sector. He earned a BA and an MBA from Northwestern University. He is a CFA charterholder. Mr. Swanson has been with the firm and in the industry since 1999.

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  • J. Christian Kirtley, CFA
    Executive Vice President & Portfolio Manager

    Mr. Kirtley returned to ICAP in 2015 and has managed the MainStay ICAP International Fund and MainStay MAP Fund since September 2015. Mr. Kirtley is a member of ICAP’s Investment Committee and a Portfolio Manager for the International (non-U.S.), Global and European strategies. He was previously a member of ICAP’s investment team from 2003-2010 and held the position of Senior Research Analyst. Prior to returning to ICAP, Mr. Kirtley spent nearly 5 years with Perkins Investment Management, LLC where he served as a Senior Research Analyst and ultimately held the position of Portfolio Manager, co-managing global value and international value products. Mr. Kirtley has 12 years of industry experience. He earned a BS from the University of North Carolina at Chapel Hill and is a CFA® charterholder.

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