Our Team

Investment Team – Small Cap Value

Lead Portfolio Manager

alex-yaggy-color-headshot_768Alexander E. Yaggy, CFA is Managing Director and Lead Portfolio Manager for the Cortina Small Cap Value Strategy and has been with Cortina Asset Management since 2011. He has 24 years experience in the investment industry. Prior to joining Cortina, Alex was Co-Manager of the Morgan Stanley/Van Kampen Small Cap Value Funds and Morgan Stanley Small-Mid Value Fund. The funds were amongst the top performing funds in their categories with repeated appearances on The Wall Street Journal’s “Category Kings” list. Prior to Morgan Stanley, he was a Senior Equity Analyst following multiple industries at Neuberger Berman. Alex began his Wall Street career at Legg Mason Wood Walker in Baltimore. He is a member of the New York Society of Securities Analysts. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Education: B.A., Drew University

Portfolio Managers

John Clausen is Managing Director and Portfolio Manager for the Cortina Small Cap Value Strategy and has been with Cortina Asset Management since 2011. He has 17 years experience in the investment industry. Prior to joining Cortina, John was a Senior Equity Analyst for the value-oriented Mutual Series Group of Franklin Templeton Investments. Before that he served as an Equity Associate at Friedman Billings Ramsey and as an Equity Analyst with the State of New Jersey, Division of Investments. His financial sector experience began in 1998 as a Bank Examiner with the Federal Reserve Bank of New York. John is a member of the New York Society of Securities Analysts and the CFA Institute.

Education: B.S. and M.B.A., Rutgers University

greg-waterman-color-headshot_768Gregory Waterman, CFA is Director and Portfolio Manager for the Cortina Small Cap Value Strategy. Gregory has 12 years experience in the investment industry. He joined Cortina Asset Management in 2014 as a Senior Equity Analyst supporting the Small Cap Value Strategy, and he currently focuses on covering the Health Care, Energy, and Technology sectors. Prior to Cortina, he was with Goldman Sachs where he worked on the Health Care Team in Global Investment Research as a Vice President and Senior Research Analyst covering Specialty Pharmaceuticals. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the New York Society of Securities Analysts.

Education: B.A. in Economics, Duke University