Meet The Small- to Mid-Cap Value Team

For clients who favor a small- to mid-cap value investment approach to achieve long-term financial goals, ICM applies genuine go-out-and-kick-the-tires research to uncover the best buys in undiscovered and out-of-favor stocks. The savvy, experienced Small- to Mid-Cap Value team is constantly on the lookout for the best values and the best results for the firm's clients.

			"My entire career has been focused on uncovering value in out-of-favor stocks. I firmly believe that 30-year hunt has and continues to make a difference for our clients." Jim Simmons, CFA Chief Investment Officer and Chief Executive Officer
	ICM founder Jim Simmons, Chartered Financial Analyst, has over three decades of experience in financial services, and investment and trust management. As the firm's Chief Investment Officer, he also leads portfolio strategy for all small and small- to mid-cap value portfolios. Before founding ICM in 1981, Jim served as the head of Old National Bank's trust investment department, and prior to that was a portfolio manager with the bank now known as Comerica. Jim earned a bachelor's degree in economics from Michigan State University, and is a member of CFA Institute and the CFA Society of Spokane.

			"Value is truly in the eye of the beholder. Our goal is to identify companies that are out of favor today, but have lasting worth, which the market will pay more for tomorrow." Greg Eisen, CFA Vice President and Senior Portfolio Manager
	ICM Portfolio Manager Greg Eisen, CFA, brings an impressive 27 years of experience in the financial services arena to the team at ICM. Prior to joining ICM, Greg was a small-cap value portfolio manager at Safeco Asset Management. In addition to portfolio management, his significant experience also includes equity analysis, credit analysis, and accounting. Greg earned his Bachelor of Arts in accounting from Rutgers University, is a Chartered Financial Analyst, and a member of CFA Institute.

			"This is a fast-paced business with a range of day-to-day challenges. We wouldn’t have it any other way." Kyle T. Knigge, CFA Vice President, Portfolio Manager, and Senior Research Analyst
	Kyle Knigge, CFA, is a member of ICM's Small-Cap and Small-to Mid-Cap Value portfolio management team, and also serves as a Senior Research Analyst. Since joining ICM in 1998, Kyle's responsibilities now include active participation in portfolio construction and in-depth fundamental company analysis. He is a former president and a current board member of the CFA Society of Spokane, and is a member of CFA Institute. He earned a Bachelor of Arts in Business Management, and an M.B.A. with concentrations in Investment Management and Finance from Washington State University.

			"Solid fundamental research underlies every investment decision we make on behalf of clients at ICM." Bryn Harman, CFA Vice President and Director of Research
	Bryn Harman, CFA, has focused on the analysis and due diligence of small and small- to mid-cap companies and equity transactions since 1995. Before joining ICM in 2002, Bryn held several progressive analytical positions in the fields of equity research and corporate finance. As ICM’s Director of Research, Bryn performs bottom-up fundamental research, financial analysis, and company valuations for a variety of sectors, in addition to overseeing all company research activity within the firm. Bryn earned his Bachelor of Commerce in finance from the University of Saskatchewan in 1992, and his Chartered Financial Analyst designation from CFA Institute in 1997.

			"We endeavor to find strong, sound businesses that are undervalued by Wall Street. We believe these companies offer the best opportunities to outperform the market over the long run." Michael R. Brown Senior Research Analyst
	Mike Brown brings more than 16 years of telecommunications and technology industry experience, and five years of equity research experience to ICM. Mike has worked as a senior analyst covering telecommunications equipment and software at RBC Capital Markets. Prior to RBC, he worked as an independent telecommunications consultant to enterprises, OEMs, and telecom service providers. Mike holds a bachelor's degree in electrical engineering from the University of California at Berkeley, a master's degree in mathematical ecology from the University of California at Davis, and an M.B.A. degree from the Tuck School of Business at Dartmouth.

			"The search for value is not always a straightforward endeavor—it often involves looking in unexpected places. Our goal at ICM is to uncover those unexplored pockets of information and reveal the true investment value of companies for our clients' portfolios." Spencer T. Shelman Research Associate
	As a Research Associate for ICM’s Investment team, Spencer Shelman analyzes, performs due diligence, and recommends portfolio investments of small and small- to mid-cap value companies. He also monitors all relevant company and industry developments on existing companies held within the portfolios. Spencer is currently a Level II candidate in CFA Institute’s charter holder program. He earned a Bachelor of Science degree with a double major in finance and economics from Washington State University.

			"Our disciplined investment approach allows us to consistently identify value opportunities. We not only strive to select quality companies, but also to effectively communicate ICM’s strategy to our clients and how it relates to their ongoing investment objectives." Todd M. Cruse Research Analyst and Senior Portfolio Liaison
	Todd Cruse brings over a decade of financial and research experience to ICM’s Investment team. As a Research Analyst, Todd concentrates on individual company analysis and special research projects, primarily focusing on consumer sectors. He interacts regularly with the Portfolio Management and Research teams in order to assist the Marketing and Client Services teams with communicating the firm’s strategy, portfolio valuations and characteristics, and performance to clients in his role as a Senior Portfolio Liaison. Todd earned a Bachelor of Business Administration in finance from Gonzaga University, and is a member of both CFA Institute and the CFA Society of Spokane.

			Timothy Olsen Senior Vice President and Head Trader
	Tim Olsen brings over two decades of buy and sell-side securities industry experience to ICM. Prior to joining ICM in 1998, Tim worked as an account executive at Jefferies & Company for nearly 10 years. Tim has served as ICM’s head equity trader since 2000, and also sits on the firm’s senior management committee, which plans and executes the firm’s strategic and tactical decisions. He is a member of the Pacific Northwest Security Traders Association.

			Richard Mattox Vice President and Equity Trader
	Richard Mattox has been with ICM since 2000 and is a veteran equity trader with over 20 years experience in financial services. His extensive career includes serving as head trader for an institutional money manager, NM Capital Management in Albuquerque, as well as providing institutional and retail sales for various national and regional firms. Richard is a graduate of Texas Tech University with a bachelor’s degree in business management.