Torray Investment Partners LLC

James Bailey is a CFA® charterholder and holds the Series 65 designation with 14 years of industry experience. He has been with Torray Investment Partners LLC since 2010 and also maintains a role at Resolute Capital Management dating back to 1999. Torray Investment Partners LLC provides discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs a bottom-up, fundamental stock-selection approach across various equity strategies and serves as adviser to The Torray Equity Income Fund, managing concentrated portfolios with an emphasis on quality businesses and risk control.

Brian Zaczynski is a CFA® charterholder with seven years of industry experience. He has been with Torray Investment Partners LLC since 2016. Torray Investment Partners provides discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm uses a bottom-up, fundamental stock-selection approach across several equity strategies and serves as adviser to The Torray Equity Income Fund while also managing separate accounts and model portfolios.

Jeffrey Lent is a financial advisor at Torray Investment Partners LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Torray since 2010. Torray Investment Partners provides discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs a bottom-up, fundamental stock-selection approach across various equity strategies and serves as adviser to The Torray Equity Income Fund while also managing separate accounts and model portfolios.

Letitia Scalise is a financial advisor at Torray Investment Partners LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Torray since 2014 and Quasar Distributors, LLC since 2024. At Torray, she serves as Director of Client Relations and Marketing, managing client communications and website maintenance. Torray Investment Partners provides discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, pension plans, charitable organizations, and registered investment companies. The firm employs a bottom-up, fundamental stock-selection approach across various equity strategies and manages both a registered open-end fund and separate accounts.

Shawn Hendon is a CFA charterholder with eight years of industry experience. He has been with Torray Investment Partners LLC since 2017 and previously worked at Harewood Partners, LLC. Torray Investment Partners provides discretionary portfolio management to individual and institutional clients, employing a bottom-up, fundamental stock-selection approach across several equity strategies. The firm also serves as adviser to The Torray Equity Income Fund and manages separate accounts, sub-advisory relationships, and model portfolios.