We are engaged in the unending pursuit of improving everything we do, from constantly refining our investment process to delivering incredible customer service to our clients.
OUR TEAM
INVESTMENT MANAGEMENT & RESEARCH TEAM
Our portfolio managers have six decades of collective experience weathering the upturns and the downturns of the markets; each holds graduate degrees and CFA charters.
Vitaliy N. Katsenelson, CFA
CEO & Chief Investment Officer
Vitaliy joined IMA in 1997. He received both his BS and MS degrees in finance from the University of Colorado at Denver.
His two books, Active Value Investing and The Little Book of Sideways Markets, were published by John Wiley & Sons and have been translated into eight languages. His articles have appeared in Barron's, Financial Times, Forbes, Business Insider, CNBC, The Globe & Mail, and MarketWatch, among others. Vitaliy has also been a guest on CNBC, Fox Business, BNN, and Yahoo! Finance. more
Max Sirous, CFA
Research Analyst
Max is a research analyst at IMA. Prior to joining the firm, Max was a financial analyst at various investment companies in the UK, the US and Ukraine, where he worked on credit, public equity and venture capital investments. more
Michael L. Conn, CFA
Chairman Emeritus & Founder
Michael earned his BA from the University of Colorado at Boulder and his MBA from the Harvard University Graduate School of Business Administration. Michael has more than 40 years of investment experience.
Prior to Investment Management Associates, Michael was a vice-president and portfolio manager for Founders Capital Management and Founders Mutual Depositor Corporation. Earlier in his career he was a securities analyst with Financial Programs, Inc. and Wellington Management Company. more
INVESTMENT RESEARCH NETWORK
Our clients don’t just benefit from our in-depth stock analysis. We have spent several decades nurturing a wide international network of professional investors who help us find new opportunities and gain insights into our existing holdings.
With each investment decision peer-reviewed, we ensure higher quality and safety for our clients’ portfolios.
We also continue to develop this network through our annual conference, ValueX Vail
SERVICE & SUPPORT TEAM
We are always there for our clients. You can get in touch by phone or email and we’ll get back to you within one business day.
Lisa Martin
Lisa has over 35 years of experience in the investment industry. Most recently she was COO/CFO at Smead Capital Management. She received her bachelor's degree in Communications from Eastern Washington University.
Cyrus Pearo
Cyrus has experience in multiple aspects of financial services, inclusive of financial/tax planning and investment management with Fortune 100 firms. Prior to working in finance, he raced road bicycles in professional circuits internationally.
Cyrus has a BS from the University of Denver, MS in finance from the University of Colorado at Denver and is a Certified Financial Planner and IRS Enrolled Agent.
Barbara Blachowicz
Barbara manages our client and marketing communications. She has been with IMA since 2017, working closely with the marketing and operations teams. She has degrees in Interior Design and Landscape Architecture from INTEGRAL Instituto Superior de Diseño.
Robert Eckart
Robert has a decade of operations experience working in SMB lending. He helps to make sure that the business runs smoothly day to day.
Robert has a BS and MBA from the University of Denver.
Stanley Goldberg
Stanley is a digital marketing and social media marketing expert. Having managed marketing for numerous #1 NYT bestselling authors and other clients. He has a BS from Baruch College – CUNY in Economics and History.
Dragan Gurinovic
Dragan is a web developer and project manager at IMA, responsible for the development and maintenance of internet properties under the IMA organization. He has a degree in Informatics Engineering from Subotica Tech – College of Applied Science.