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Staff Profiles

Marilee K. Awe, Principal, earned a Bachelor of Arts degree from James Madison College, Michigan State University and a Master of Business Administration in Finance from Haworth College of Business, Western Michigan University. She has over eight years’ experience in investment management, holding the position of Client Services Representative with First of America Investment Corporation prior to joining AIMC. She is a member of the Association for Investment Management and Research and the Investment Analysts Society of Chicago, Western Michigan Chapter.

L. Edward Knox, CFA, Principal, earned a Bachelor of Arts degree from Wabash College and a Master of Business Administration degree from the University of Wisconsin - Oshkosh. He is a Chartered Financial Analyst and has over 20 years’ experience in investment management, holding positions as Vice President - Manager of Client Services & Portfolio Manager at First of America Investment Corporation (Kalamazoo), Vice President & Portfolio Manager of First of America Investment Corporation (Peoria, Illinois), and Vice President - Manager of Trust Investments at Commercial National Bank (acquired by First of America) in Peoria. He holds membership in the Association for Investment Management and Research and the Investment Analysts Society of Chicago, Western Michigan Chapter.

Jerry B. Love, CPA, CFP, Principal, earned a Bachelor of Business Administration and a Masters of Business Administration from the University of Notre Dame. He is a Certified Public Accountant and Certified Financial Planner and has over 30 years experience in investment management and public accounting, most recently serving as a co-fiduciary to high-net-worth individuals and their families. He holds membership in the American Institute of Certified Public Accountants and the Michigan Association of Certified Public Accountants.

Dorsey M. Martin, CMA, IACCP, Manager of Operations and Chief Compliance Officer, earned a Bachelor of Business Administration degree from Western Michigan University. She is a Certified Management Accountant and Investment Adviser Certified Compliance Professional with over 17 years of experience in the field of investment management. She holds membership in the Institute of Certified Management Accountants.

Michael L. Mueller, CFA, Principal, earned a Bachelor of Arts degree from Kalamazoo College and a Master of Business Administration from Western Michigan University. He is a Chartered Financial Analyst and has over 25 years’ experience in investment management, holding positions as Vice President of Ambs Investment Counsel and Assistant Vice President and Investment Officer of Comerica Bank-Kalamazoo. He serves as an Adjunct Professor of Finance at Western Michigan University and holds membership in the Association for Investment Management and Research, the Investment Analysts Society of Chicago, Western Michigan Chapter, and the International Society of Financial Analysts.

Charles D. Wattles, CFA, Principal, earned a Bachelor of Arts degree from Ripon College and Master of Business Administration and Bachelor of Arts degrees from Grand Valley State University. He is a Chartered Financial Analyst and has over 20 years’ experience in investment management. Prior to joining AIMC he was employed at Fiduciary Counsel, Inc., New York. He is a member of the Association for Investment Management and Research, the New York Society of Security Analysts and the Investment Analyst Society of Chicago.

259 East Michigan Avenue, Suite 308 · Kalamazoo, MI 49007 · Phone: 269.349.0800 · Fax: 269.381.1615