Gary B. Cloud, CFA

Portfolio Manager
Gary B. Cloud
  • 33
    Years of Investing Experience

Gary is a Senior Vice President and Portfolio Manager with Financial Counselors, Inc., a sub-advisor to the Hennessy Equity and Income Fund, and has managed the fixed income portion of the Fund since 2007.

Gary joined Financial Counselors, Inc.in 2003 and serves as a member of the Fixed Income Investment Committee and the Value Equity Committee. Gary began his investment career working in the secondary marketing department of a mortgage banking company and then moved to Bank One Corporation, where he held a variety of consumer lending, asset acquisition, and portfolio management roles.

Gary received a BA from Bowling Green State University and an MBA from the University of Dayton, and he is a CFA charterholder and member of the Kansas City CFA Society and the Chartered Financial Analyst Institute.

Gary B. Cloud

Managed Fund

Fund Documents Fund Facts
Fund Name Manager Commentary Fact Sheet MorningStar Fund Category Inception Date Worked on Fund Since
Equity and Income Fund Allocation--50% to 70% Equity 6/3/97 2007

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