Geoffrey C. Hauck
Chief Investment Officer & Principal
Geoff Hauck joined Van Cleef in 2008 as portfolio manager and Principal. Prior to joining Van Cleef, Mr. Hauck spent 10 years as a portfolio manager and Senior Vice President with the Large Cap Growth team of AllianceBernstein. Mr. Hauck began his investment career at National City Bank, spending 12 years as a portfolio manager working with families, trusts and estates. Mr. Hauck is a former Trustee of the Cleveland Zoological Society and currently serves as a Director of both the Evans Scholars Foundation and the Western Golf Association. Mr. Hauck received a B.S. in Business Administration from Bowling Green University and earned an M.B.A from Case Western University.
Martin J. Burke, Jr.
Portfolio Manager & Principal
Marty Burke, Jr. joined Van Cleef in 2008 as a portfolio manager and Principal. Prior to joining Van Cleef, Mr. Burke spent seven years with National City as both Portfolio Manager and Client Advisor, leading a team of investment professionals. After starting a business in college, Mr. Burke spent his early career in client relations and sales. Marty has served as a board member and Finance Chair for the Cleveland Chapter of the Alzheimer’s Association. Currently, he serves on the investment committees for The Brentwood Foundation and Beaumont High School. Mr. Burke earned a B.A. in English Literature from Miami University in Oxford, Ohio, an M.B.A. from John Carroll University, and the CFA (Chartered Financial Analyst) designation.
Director of Research & Principal
Lino Sergo is the Director of Research for Van Cleef. Mr. Sergo joined the firm in 2000 after graduating from John Carroll University, and subsequently earned his M.B.A. from the Weatherhead School of Management at Case Western Reserve University. Mr. Sergo started his investment career at John Carroll where he was the President of the Dornam Fund during his senior year. In addition to his research responsibilities, Lino is Co-Chair of the Investment Committee which oversees the management of both the Target and Yield Growth portfolios.
Martin J. Burke
Marty Burke joined Van Cleef in 1993. Mr. Burke specializes in portfolio and relationship management. Mr. Burke’s business career began at Ernst & Ernst (now Ernst & Young) and continued for several years in management positions with two privately-owned manufacturing companies. Prior to joining Van Cleef, Marty spent 17 years with both the Merrill Lynch Capital Markets and Merrill Lynch Private Client Group. Mr. Burke received his B.S. in Business Administration (Accounting) from John Carroll University.
Michelle A. Borelli
Trading Mgr./Chief Compliance Officer
Michelle Borelli joined Van Cleef in 2009 as the Trading Manager and Chief Compliance Officer. Mrs. Borelli spent five years as the Trading Manager and Associate Portfolio Manager for the Large Cap Growth team at AllianceBernstein. Michelle has worked in the investment management field since 2000 and spent the previous 13 years as a Property & Casualty Insurance Agent specializing in Private Aircraft Insurance.
Client Administration Manager
Diane Berry joined Van Cleef in 2007 and maintains oversight of all client administration and day-to-day operations. Ms. Berry joined Van Cleef from Case Western Reserve School of Law where she spent three years in the office of development. Previously, she spent 23 years with Key Bank in a variety of roles, most recently in the Retirement Services division.
Donald D. Lynch
Before joining Van Cleef, Don Lynch spent his entire business career with Merrill Lynch in various marketing and management positions. He recently completed a 40-year-career as Senior Resident Vice President of the Raleigh, North Carolina district. He received his B.S. in Business Administration from John Carroll University and attended the New York Graduate School of Business.