The Wall Street Transcript

General Investing >> Money Manager Interviews >> August 13, 2026 Brian T. Kute, CFA, is Managing Director of Research and Senior Portfolio Manager at Johnson Investment Counsel. Mr. Kute is Senior Portfolio Manager for the Johnson SMID Cap Core Equity Strategy and Johnson Opportunity Fund. He is also Managing Director of Research and has been with the firm since 1994.

General Investing >> Money Manager Interviews >> August 13, 2026 Aaron Schaechterle is a Portfolio Manager on the U.S. Small/Mid-Cap Growth Team at Janus Henderson Investors. Additionally, he serves as a Research Analyst, focused on the Industrials & Materials and Technology sectors. Mr. Schaechterle previously worked with the team from 2014 until 2021.

General Investing >> Money Manager Interviews >> August 13, 2026 Michael S. Cross is a Portfolio Manager and Principal at SouthernSun Asset Management. He joined SouthernSun in 2008. His responsibilities include the research and analysis of investment opportunities, monitoring of existing portfolio companies, and he provides input on portfolio management and construction. Prior to joining SouthernSun, Mr. Cross was an officer of Cummins, Inc.

General Investing >> Money Manager Interviews >> August 13, 2026 Jason White, CFA, is a Managing Director at Artisan Partners and a Portfolio Manager on the Growth team. In this role, he is the lead portfolio manager for the Artisan Global Discovery Strategy, a co-lead portfolio manager for the Artisan U.S. Mid-Cap Growth Strategy, and a portfolio manager for the Artisan Global Opportunities and U.S. Small-Cap Growth Strategies.

General Investing >> Money Manager Interviews >> August 13, 2026 Ian Sexsmith, CFA, is a Portfolio Manager and Senior Analyst at Parnassus Investments. He is responsible for portfolio management of the firm’s Mid Cap and Mid Cap Growth strategies and firmwide investment research. Mr. Sexsmith joined Parnassus in 2011 after serving as a Parnassus research intern. Prior to joining Parnassus, he worked at Scotiabank and TD Bank Financial Group in Toronto.

General Investing >> Money Manager Interviews >> August 13, 2026 Ashley Reed Woodruff, CFA, is the Portfolio Manager for the US Mid-Cap Growth Equity Strategy at T. Rowe Price Investment Management (TRPIM). She is a member of the TRPIM Investment Steering and TRPIM ESG Investing Committees. Ms. Woodruff is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Trust Company. Ms. Woodruff’s investment experience began in 2001. She was with T.

General Investing >> Money Manager Interviews >> August 13, 2026 Sonu Chawla, CFA, is a Partner and Portfolio Manager & Research Analyst on TimesSquare Capital Management’s U.S. Equity Team. She shares responsibility for overseeing all U.S. Mid Cap Growth strategies and for research coverage of Software & Technology Services.

General Investing >> Money Manager Interviews >> August 13, 2026 Christopher C. Faber is a partner at Curi Capital (previously RMB Capital) and is the lead portfolio manager for the Small Cap Core and SMID Cap Core equity strategies. He joined Curi Capital in 2017, when IronBridge Capital Management, which he founded in 1999, combined with RMB.

Technology >> CEO Interviews >> July 30, 2026 David Barrett founded Expensify Inc. and has served as its Chief Executive Officer and as a member of its board of directors since 2009. Prior to Expensify, Mr. Barrett led engineering for Red Swoosh, Inc., a peer-to-peer file sharing company, which was acquired by Akamai Technologies, Inc. in 2007. Mr. Barrett holds a B.S.E. in engineering from the University of Michigan.

Consumer >> Analyst Interviews >> July 30, 2026 Scott Mushkin is the Founder and Managing Partner of R5 Capital. He also serves as the company’s CEO and Director of Research. Prior to founding R5 Capital, Mr. Mushkin was Managing Director and Senior Research Analyst covering retail, e-tail and consumer products at Wolfe Research, and established the company’s consumer research practice.