Portfolio Management & Research

James R. Boothe, CFA

CIO, Portfolio Manager

Mr. Boothe joined Brentview Investment Management as Chief Investment Officer and Portfolio Manager.  Previously, Mr. Boothe was at Santa Barbara Asset Management where he was the Chief Investment Officer and creator of the flagship Dividend Growth strategy which began in 2004.  Mr. Boothe also served as the sole portfolio manager across the suite of Dividend Growth strategies.  Prior to joining Santa Barbara, Mr. Boothe was a Portfolio Manager and an Industrials Analyst at USAA.  Preceding this, he worked at San Juan Asset Management as a Portfolio Manager and Analyst.  He has also published a series of institutional research papers on dividend stocks.  Mr. Boothe received a B.B.A. from Kent State University and an M.B.A. in Finance from Loyola Marymount University.  Mr. Boothe holds the Chartered Financial Analyst designation.

Hai H. Vu, CFA

Director of Research, Portfolio Manager

Mr. Vu joined Brentview Investment Management as Director of Research and Portfolio Manager.  Previously, Mr. Vu was at Santa Barbara Asset Management where he was the Director of Research and Equity Research Analyst.  Prior to Santa Barbara, Mr. Vu was Vice President and Equity Analyst at Jefferies & Co., following a universe of banks, thrifts, market makers and traders.  Preceding this, he worked as a fixed income Quantitative Analyst at Western Asset Management and Transamerica Asset Management.  Mr. Vu received a B.S. in Mathematics from California State East Bay and his Ph.D. in Applied Mathematics from UCLA.  Mr. Vu holds the CFA Institute Chartered Financial Analyst designation.

Evan L. Bernier

Research Analyst

Mr. Bernier joined Brentview Investment Management as a Research Analyst. Previously, Mr. Bernier was at R.W. Baird where he was an Equities Research Associate. At R.W. Baird Mr. Bernier worked as a generalist on three separate equity strategies which included a dividend growth focused portfolio. Prior to R.W. Baird, Mr. Bernier was a Securities Analyst Intern in the Public Equities Division at the State of Wisconsin Investment Board covering companies in the Consumer Discretionary sector. He started his career as an investment banking analyst at Piper Jaffray in Seattle.  Mr. Bernier received his B.A. in Finance from the University of Washington and his M.B.A. in Applied Securities Analysis from the University of Wisconsin-Madison.

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