Eugene P. Bolter is the Chief Investment Officer and founder of Bolter & Company. His relationship with many of our clients spans more than 25 years.
Gene has over 40 years of investment experience with a variety of Wall Street firms, including twenty years with The First Boston Corporation where he was a member of its Equity Investment Policy and Employees Profit Sharing Committees.
He received his undergraduate degree in Economics from Bucknell University and completed 34 credits of post graduate studies at New York University. Gene also served on active duty as an officer in the U.S. Army.
Victoria A. McCann is the Chief Operating Officer and Co-Portfolio Manager. She has a wealth of industry experience and knowledge that strengthens all aspects of our company.
Prior to joining Bolter & Company, Vicky was Chief Operating Officer and Chief Compliance Officer at Tanaka Capital Management where she was employed for over 15 years. She also served as Secretary to the TANAKA Growth Fund.
Lori Luchs is the Chief Administrative Officer and Head of Trading. In addition, she is responsible for the day-to-day servicing of our client relationships.
Lori has over twenty five years experience in portfolio administration. Before joining Bolter & Company, she was Trade Specialist for Equinox Capital Management.