Richard S. Pzena was appointed our Chairman, Chief Executive Officer and Co-Chief
Investment Officer in May 2007. Prior to forming Pzena Investment Management,
LLC in 1995, Mr. Pzena was the Director of U.S. Equity Investments and Chief Research
Officer for Sanford C. Bernstein & Company. Mr. Pzena joined Sanford C. Bernstein
& Company in 1986 as an oil industry analyst. During 1990 and 1991, Mr. Pzena
served as Chief Investment Officer, Small Cap Equities, and assumed his broader
domestic equity role in 1991. Prior to joining Bernstein, Mr. Pzena worked for
the Amoco Corporation in various financial and planning roles. He earned a B.S.
summa cum laude and an M.B.A. from the Wharton School of the University of Pennsylvania
in 1979 and 1980, respectively.
John P. Goetz was appointed our President, Co-Chief Investment Officer in June
2007, and became a member of our Board of Directors in May 2011. Mr. Goetz joined
us in 1996 as Director of Research and has been Co-Chief Investment Officer
since 2005. Previously, Mr. Goetz held a range of key positions at Amoco Corporation
for over 14 years, most recently as the Global Business Manager for Amoco’s
$1 billion polypropylene business, where he had bottom-line responsibility for
operations and development worldwide. Prior positions at Amoco included strategic
planning, joint venture investments and project financing in various oil and
chemical businesses. Prior to joining Amoco, Mr. Goetz had been employed by
The Northern Trust Company and Bank of America. He earned a B.A. summa cum laude
in Mathematics and Economics from Wheaton College in 1979 and an M.B.A. from
the Kellogg School at Northwestern University in 1982.
William L. Lipsey was appointed our President, and Head of Business Development
and Client Service in June 2007, and became a member of our Board of Directors
in May 2011. Before joining Pzena Investment Management in 1997, Mr. Lipsey
was an Investment Advisory Consultant and a Senior Vice President at Oppenheimer
& Company, Inc. Prior to joining Oppenheimer, Mr. Lipsey’s career
included positions at Morgan Stanley, Kidder Peabody and Hewitt Associates.
At Morgan Stanley and Kidder Peabody, Mr. Lipsey managed assets for institutional
and private clients. He earned a B.S. in Economics from the Wharton School of
the University of Pennsylvania in 1980 and an M.B.A. in Finance from the University
of Chicago in 1986.
Gary J. Bachman was appointed our Chief Financial Officer in September 2012.
Prior to joining Pzena Investment Management, Mr. Bachman served as Executive
Director of the Investment Bank Finance Department at JP Morgan Chase, from
2008 to 2012. Prior to this, Mr. Bachman worked in the Strategic Transaction
and Accounting Policy and External Reporting groups at Lehman Brothers, from
2000 to 2008. Mr. Bachman received his B.S. from Binghamton University in 1990
and an M.B.A. from Fordham University in 1998. Mr. Bachman is a Certified Public
Accountant.
Michael D. Peterson was appointed Executive Vice President in February 2011.
He is also a Portfolio Manager of our Global Focused Value, International (ex-US)
Focused Value, International (ex-US) Expanded Value, Global Expanded Value,
and European Focused Value strategies. Prior to joining Pzena Investment Management
in 1998, Mr. Peterson was an engagement manager at McKinsey & Company. At
McKinsey, he was a member of the Financial Institutions Group, as well as the
Pricing Practice. Prior to joining McKinsey, he was an Assistant Professor at
the Indiana University School of Public and Environmental Affairs, where he
taught operations research and operations management. He holds a PhD in Management
(Operations Research) from the M.I.T. Sloan School of Management, where he was
a National Science Foundation fellow from 1989 to 1992. Prior to that, he received
a M.A. in Mathematics from the University of Cambridge in 1988 and an A.B. summa
cum laude in Economics from Princeton University.
Pzena Investment Management Inc currently has 88 employees.