Team

Prior experience of each principal of D. F. Dent and Company is varied by type of organization and employer, investment style and investment philosophy.

Daniel F. Dent, CFA,  founded D.F. Dent and Company in 1976. Prior to that, Mr. Dent was a Vice President in the investment counseling division T. Rowe Price Associates.  He began his investment career as a securities analyst at Butcher Sherred in Philadelphia.  Mr. Dent graduated cum laude from Princeton University in 1963, served as a Naval Officer for 3 years, and later received an MBA in finance and investments from the Wharton School of Finance.  He is a CFA Charterholder and a past president of the Baltimore Security Analysts Society, an origanization of approximately 615 practicing investment professionals in Baltimore.  Mr. Dent has served as a trustee and director of various non-profit organizations.  In addition to being Chairman of D.F. Dent and Company, Mr. Dent serves as a portfolio manager and analyst, spending the majority of his time analyzing public companies and managing client portfolios.

Thomas F. O'Neil, Jr., CFA,  joined the firm in the summer of 1985 with 15 years of experience in the field of investment management. For the previous 6 years, he served in the position of financial adviser to a Maryland family with philanthropic interests where his responsibilities included management of the family’s investments. Prior to that position, for nine years he was responsible for the investment of insurance companies’ funds in the equity and fixed-income markets for a large Maryland based corporation called Commercial Credit Corp. Mr. O’Neil is a graduate of Georgetown University, Columbia University Graduate School of Business where he received an MBA in finance and banking. He is also a CFA Charterholder. He has served on the boards of various non-profit organizations. Mr. O’Neil is a Vice President at D.F. Dent and Company and serves as a portfolio manager and analyst.

Linda W. McCleary  joined the firm in the beginning of 1999. Prior to joining D.F. Dent and Company, she served over twenty years as a Principal and Chief Financial Officer of Investment Counselors of Maryland, a Baltimore-based investment advisory firm. In that capacity, she managed institutional equity and fixed-income portfolios. Mrs. McCleary graduated cum laude from Smith College and later received an MBA degree in finance and accounting from Loyola College. She is a Vice President of D.F. Dent and Company and serves as a portfolio manager and analyst. In addition, she serves as the firm’s fixed-income specialist for all balanced accounts.

Matthew F. Dent, CFA,  joined the firm in the summer of 2001 with four years of investment experience. Prior to joining D.F. Dent and Company, Mr. Dent served as a research associate at Stafford Capital in San Francisco, a research associate at Robertson Stephens in San Francisco, and as an investment banking analyst at DB Alex Brown in Baltimore. Mr. Dent is a graduate of Brown University, where he received a B.A. in both Economics and Organizational Behavior and Management. Mr. Dent is a CFA Charterholder and is currently a member of the CFA Institute and the Baltimore Security Analysts Society. He serves on the board of a local non-profit organization and is an active member of the Young Presidents Organization (YPO).  Mr. Dent is President of D.F. Dent and Company and serves as a portfolio manager and analyst.

Michael N. Morrill  joined the firm in the spring of 2005 with eight years of experience in the investment industry. Prior to joining D.F. Dent and Company, he served as a Vice President in the Institutional Sales departments at DB Alex Brown and Wachovia Securities, two investment banks in Baltimore. He has a series 7 and series 63 license (http://brokercheck.finra.org) that enable him to discuss the DF Dent Premier Growth Fund and DF Dent Midcap Growth Fund with interested parties. Mr. Morrill is a graduate of Johns Hopkins University, where he received a B.A. in Social and Behavioral Sciences. Mr. Morrill is a Vice President at D.F. Dent and Company and serves as a portfolio manager, analyst, Director of Business Development and Chief Operating Officer.   

Gary D. Mitchell, J.D.  joined the firm in the summer of 2005 with 13 years of experience practicing law. Prior to joining D.F. Dent and Company, Mr. Mitchell was a corporate attorney for C.R. Bard and Lucent Technologies, two S&P 500 companies in New Jersey. Prior to his corporate experience, Mr. Mitchell was an attorney in the New York office of Sidley & Austin. His experience includes corporate, securities and regulatory law, as well as mergers and acquisitions and corporate governance. Mr. Mitchell received an A.B. from Harvard College summa cum laude in Economics and received a J.D. from Harvard Law School cum laude. Mr. Mitchell is a Vice President of D.F. Dent and Company and serves as a portfolio manager, analyst and Chief Compliance Officer.

Bruce L. Kennedy, II, CFA,  joined the firm in the summer of 2007 with four years of investment experience. Prior to joining D.F. Dent and Company, he served as a summer analyst at Wasatch Advisors in Salt Lake City, an associate analyst at T. Rowe Price in Baltimore, and an investment banking analyst at Goldman, Sachs & Co. in New York. Mr. Kennedy received an A.B. from Dartmouth College cum laude in Economics and History and an MBA from Stanford Graduate School of Business. Mr. Kennedy is a Vice President of D.F. Dent and Company and a CFA Charterholder. Mr. Kennedy currently serves as a portfolio manager, analyst and Director of Research.

Gary Wu, Ph.D., CFA,   joined the firm in the summer of 2012 with eight years of experience in the investment industry.  Prior to joining D.F. Dent and Company, he served as a Senior Vice President at BDT Capital Partners, a Securities Analyst and Co-Portfolio Manager at Legg Mason Capital Management, healthcare investment banker at Legg Mason Wood Walker (now Stifel Nicolaus), and a management consultant at Mars & Company.  Dr. Wu earned a Ph.D. in Molecular and Cellular Biology from Columbia University, and he holds a Bachelor of Medicine degree from Peking University Medical School.  Dr. Wu is a Vice President of D. F. Dent and Company and a Charted Financial Analyst.  Dr. Wu currently serves as a portfolio manager, analyst and Chief Risk Officer.

Austin G. Root   joined the firm in the fall of 2013 with over twelve years of investment experience.  Prior to joining D. F. Dent and Company, Mr. Root served for five years as managing partner and portfolio manager for North Oak Capital Advisors, a New York based investment management firm he co-founded.  Prior to that, Mr. Root held investment positions at DLH Capital Management, CR Intrinsic Investors, and Soros Fund Management and has experience investing in a broad set of assets, including public equities, derivatives, private equity, and fixed-income securities.  He began his career at the Blackstone Group as an analyst in the Restructurings & Reorganizations group.  Mr. Root received a B.S. in Commerce from University of Virginia's McIntire School of Commerce and an MBA from Stanford Graduate School of Business.  Mr. Root is a Vice President of D.F. Dent and Company and currently serves as a portfolio manager and analyst.

Pete Watson, CFA,  joined the firm in the spring of 2016 with five years of experience in the investment industry. Prior to joining D.F. Dent and Company, he served as a Senior Research Associate at Raymond James and as an Associate at Morgan Keegan.  Mr. Watson is a graduate of Washington and Lee Univeristy, where he received a B.S. in Accounting. Mr. Watson is a CFA Charterholder and serves as an associate analyst.

Timothy O. McGurkin, CFA,  joined the firm in the spring of 2016 with twenty-five years of investment experience. Prior to joining D.F. Dent and Company, he served as Director of Equity Research Services at Stifel Financial, Institutional Portfolio Manager at Legg Mason Capital Management, Director of Equity Capital Markets at Deutsche Bank and  Research Analyst at Alex. Brown and Sons. Mr. McGurkin received a B.S. from the University of Vermont in Business Adminstration and an MBA from Johnson Graduate School of Management, Cornell University. Mr. McGurkin is a CFA Charterholder and currently serves as a senior relationship manager.