Skip has over 40 years experience in the investment industry, including the last 25 years as President of Headwaters Investment Counsel, LLC and its predecessor Murfey Asset Management. Skip's previous experience was with Dean Witter as VP and Branch Manager, and Senior Investment Officer of Bank One Cleveland. Skip graduated with his Bachelor in Finance from the University of Colorado and is a Chartered Financial Analyst.
Michael has been in the financial services industry for over 20 years serving high net worth and institutional clients. Prior to his role at Headwaters, Michael worked for Merrill Lynch in private wealth management, managed his own hedge fund and worked in middle market investment banking. For the 20 years prior to working in the financial service industry, Michael managed his family machine company serving as CFO and President. Michael graduated from the University of Akron with a Bachelor of Science in Business Administration
Peter has over 25 years experience in the investment management industry. Peter began his career in London with Morgan Stanley Asset Management to develop multiple international investment products for US pension fund clients. During that time he launched the Turkish Investment Fund on the NYSE. Peter then went on to launch the BCM Emerging Market Funds in London, which was the #1 Lipper Overseas fund. Peter was also the founder and portfolio manager for Applied Income Sciences fund in San Francisco, which bought over $11B in distressed debt from 2003 to 2012. The operation was sold in June 2012 to Credit Corporation of Australia, which is the largest debt buyer in Australia. Peter is a graduate of The Johns Hopkins University and The School for International Training in Berlin and he is an Advisory Council Member of The Buck Institute for Research on Aging and the International Council for the National University of Singapore Medical School.
Kellie has 22 years’ experience in Operations Management. Prior to her career with Headwaters Kellie began her career in sales then moved onto working for the law firm Elk & Elk Co. LPA as a Senior Case Manager and other upper management roles. Kellie was then invited to work for a startup international manufacturing company Dynamic Systems Intl. as the Operations Manager where she specialized in accounts management, logistics, and day to day operations of the multi-million dollar international company.