Investment Management and Research Team

31 years industry experience

Before joining Lincoln Investment as institutional trading manager in 2012, Brian was with Capital Analysts for more than a decade. Initially, he managed brokerage operations and trading, transitioning to institutional trading manager, as the Capital Analysts Asset Management Services (CAAMS) grew. Currently, Brian serves as director of trading for both brokerage and institutional trading, and as fixed income portfolio manager for CAAMS income strategies.

Brian graduated from the Wharton School of the University of Pennsylvania with a BS in economics. He also holds an MBA from Drexel University’s LeBow College of Business.

28 years industry experience

Chris served as director of research with Capital Analysts for 10 years prior to joining Lincoln Investment in 2012. He now works as manager of the CAAMS portfolios and helps oversee the day-to-day functions of the investment management team with Lincoln Investment. His extensive professional experience is a valuable resource to financial advisors crafting portfolios for high net worth clients and writing proposals for institutions.

Chris earned a degree in economics from Boston College and has worked with Vanguard and Rightime Funds.

28 years industry experience

Jerry joined Lincoln Investment in 1999 as a mutual fund analyst. Currently, Jerry is responsible for the development and management of the Progressive portfolios Dividend Income and Lincoln Strategic portfolios, as well as monitoring of the third- party strategists on the Solutions platform. He is also involved in the management of all Investment Management & Research managed portfolios.

Jerry earned a BS degree from the University of Wisconsin and an MBA from Temple University.

29 years industry experience

Shashi Mehrotra served as chief operating officer and chief investment officer for the Legend Advisory division of the Lincoln Investment Companies. He is an early adopter of the application of using artificial intelligence for investment management and is the chief designer for the Asset Allocation Neural Network, a computer model that uses mathematical algorithms to forecast the relative strengths for different asset classes.

Shashi is a member of the CFA Institute and the South Florida Financial Analyst Society. He has earned a BS in engineering from the University of Osamania, Hyderbad, India, and an MBA from Florida Atlantic University.

36 years industry experience

Steve Mayhew served as senior vice president for Capital Analysts before joining Lincoln Investment, where he was instrumental in setting asset allocation strategy. In 1986, he developed a proprietary strategic analysis program that rates mutual funds for consistency, risk, market cycle and long-term performance. The program is still used today.

Steve is a former chairperson for Financial Products Advisory Council of the Financial Planning Association and has served as an arbitrator for FINRA. He earned a bachelor’s degree from Pennsylvania State University, and an MBA from Drexel University. He is also a graduate of the Securities Industry Institute Program at the Wharton School of the University of Pennsylvania.