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People (click for a printer-friendly page)
Nola Maddox Falcone, CFA
Managing Principal
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- Former 5 Star Mutual Fund Manager, Morningstar
- Former President, Co-CEO and Portfolio Manager of Evergreen Asset Management Corporation
- M.B.A., Wharton School of Finance
- B.A. Duke University
- Board of Visitors, Fuqua School of Business, Duke University
- Member, Clark Advanced Learning Center Management Board Indian River Community College, Stuart, Florida
- Member, Donor Development Advisory Committee for the American Baptist Church USA, Valley Forge, Pennsylvania
- Featured in Money, U.S.A. Today, Financial World, Ladies Home Journal, Morningstar, The NewYork Times, Town & Country, Changing Times, Barron's and Forbes on Fox.
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Brian Yacko
Vice President, Trading
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- 2007 – Present, NMF Asset Management LLC
- 2005 – 2007, Manager, Trading and Operations, Carl Domino, Inc.
- 2000 – 2004, Relationship Officer, JP Morgan Private Bank
- 1999-2000, Financial Associate, The Vanguard Group
- 1997-1999, Operations Assistant, Brandywine Asset Management
- B.S., Southern Illinois University
- Series 7 & 65 licensed
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William J. Gilcher
Portfolio Manager and Research Analyst
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- 2005-Present, NMF Asset Management
- 2004-2005, Research Analyst, Roland George Investments Program
- 2004-2005, Operations Assistant, KCM Asset Management
- Series 7 licensed
- Passed Level I of the CFA Examination in 2007
- BBA, Stetson University School of Business
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Rachel Satterfield
Portfolio Assistant
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- 2005- Present, NMF Asset Management
- 2002-2005, Senior Registered Client Service Representative, Legg Mason
- 2000-2002, Registered Sales Assistant, UBS Financial Services
- 1998-2000, Registered Client Service Representative, Legg Mason
- 1997-1998, Registered Sales Assistant, First Union Brokerage Services
- Series 7 & 63 licensed
- BA, Florida State University
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Advisory Board
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| Charles Falcone, Peter Buffington, Leonard S. Hyman |
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NMF maintains an Advisory Board which, as part of the firm’s
Business Continuity and Disaster Recovery plan, would assume the
role of making business decisions relating to NMF, as part of a
succession plan in the event of the illness or death of Nola M.
Falcone, Managing Principal. In addition, the role of the Advisory
Board includes providing advice concerning certain economic issues,
reviewing the periodic investment letter to clients, providing
guidance with regard to employee hires, helping to build clientele,
assessing the investment risk of the clientele and generally
assisting the firm in implementing changes, when necessary.
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Peter Buffington
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Peter Buffington retired in 2001 after a thirty eight plus
year career with Chase Manhattan Bank primarily in the high
net worth and trust investment advisory units. He was a vice
president and senior portfolio manager. Earlier in his
career, he was a security analyst and junior portfolio
manager in the institutional advisory unit. After
graduating Harvard, (AB 1958) and Columbia Graduate
Business School, (MBA 1962) he joined the New York
Society of Security Analyst and became a CFA.
In the major part of his career he managed individual
taxable accounts for some of Chase Manhattan Bank’s major
client families and some of their related charitable
foundations. Peter also served for most of this period
on the Investment Review Committee overseeing individual
investment advisory accounts, trusts, and estates.
His community and educational service roles have been in fund
raising for Harvard, Columbia University, Phillips Exeter
Academy, and The Professional Children’s School in New
York City. For this last organization, he served on the
Finance Committee and the Board of Directors for almost
30 years. In New York City he served on the Board of
Managers and various committees of the Harvard Club of
New York City, on the board of the English Speaking Union
of the U.S., and on the St. George’s Society Executive
Committee.
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Charles Falcone, D.Eng.
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Dr. Falcone is a retired senior vice president and board
member of American Electric Power Service Corporation,
the management arm of AEP, a large electric utility
holding company headquartered in Columbus, Ohio. After
heading AEP’s wholesale power marketing, system operation
and transmission policy functions for 11 years, from
1986 to 1997, he elected early retirement. He had
previously served as the company’s data processing
executive. He served AEP for 30 years.
Earlier in his career, Dr. Falcone was an economic
consultant with Stanford Research Institute. He was also
a regulator and division manager, Division of Power
Supply and Reliability, Economic Regulatory Administration,
with the US Department of Energy, Washington, DC, in the
late 1970’s.
Since retirement, Dr. Falcone has been an independent
consultant providing expert management and technical
services for a variety of domestic and foreign clients,
including AEP, Duke Energy, Columbia Gas, Commonwealth
Edison Corp, Amtrak Corp, Salomon Smith Barney, and the
New York Power Pool. He has presented numerous speeches
and papers related to electric utility deregulation before
a variety of audiences.
Charles Falcone holds a Doctor of Engineering degree from
Rensselaer Polytechnic Institute, as well as a Masters
degree from the same institution and a Bachelor of
Electrical Engineering degree from Lehigh. From time to
time he has taught graduate courses at universities. He
has a keen interest in energy policy - world energy supply
and use – and studies it carefully.
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Leonard S. Hyman
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Leonard S. Hyman is an economist and financial analyst
specializing in the utility, energy, and telecommunications
sectors. He headed Merrill Lynch's utilities research
group from 1977 to 1994, leaving the firm as a first vice
president. At Merrill, he supervised equity research
coverage for the utilities sector and participated in
numerous privatization efforts in Europe and Latin
America. Afterwards, at Salomon Smith Barney, he served
as a senior industry advisor to the Global Power Group,
specializing in industry restructuring. He presently
heads his own consulting firm and also acts as a Senior
Consultant Associate to R. J. Rudden Associates, a
consulting firm specializing in the utility sector.
Mr. Hyman has served on advisory boards for the U. S.
Congress, Electric Power Research Institute, EnerTech
Capital and the International Foundation for Research
in Experimental Economics. He is author or co-author
of four books on the public utility sector and one on
energy risk management, editor of a book on privatization,
and contributor to numerous other books and periodicals.
Mr. Hyman is a member of the New York Society of
Security Analysts and the Wall Street Utility Group. He
is a Chartered Financial Analyst (CFA), a graduate of
New York University (Phi Beta Kappa), and received a
graduate degree in economics from Cornell University.
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