Michael is CIO and Portfolio Manager for all equity portfolios with Perritt Capital Management and The Perritt Funds. Perritt Capital Management first employed Mr. Corbett in 1990 as a research analyst. He assumed portfolio management responsibilities in 1996. In late 1999, Mr. Corbett became president and lead-manager of the Perritt MicroCap Opportunities Fund (PRCGX). He is an Investment Advisor Representative. Mr. Corbett’s insight regarding small company investing has been sought after by a variety of financial media outlets, including CNBC and The New York Times. He was a member of the Joliet Diocese Endowment Fund Board, the St. Mary Gostyn Finance Committee, and the St. Mary Gostyn School Board.
Kathryn Schutz has more than 30 years of investment experience mostly in the micro-cap and small-cap space and has been working with our clients since she joined the firm in 2018. She spent most of her career at Bard Associates in Chicago. She received her B.A. from Lake Forest College. Kathryn also serves on the Board of Directors for Big Shoulders Fund.
Matthew joined Perritt Capital Management in 2004. As portfolio manager for the Perritt Ultra MicroCap Fund, Matt is actively involved in idea generation and company research. Matt also serves as an equity analyst for the Perritt MicroCap Opportunities Fund. As Director of Institutional Trading, Matt is responsible for overseeing the firm’s trading desk and managing relationships with sell-side brokerage firms. He is an Investment Advisor Representative. He received his B.B.A. in Finance from the University of Iowa in 2004. Matt has been awarded a CFA charter and is a member of the CFA Institute and the CFA Society of Chicago.
Diane joined Perritt Capital Management in 2015. Diane works in all areas of client engagement, including development and service of new and existing relationships. She is also responsible for managing the firm’s marketing and social media efforts. During Diane’s twenty-plus years of experience in the investment industry, she has worked at a variety of investment firms, including Yacktman Asset Management, Kemper Corporation, LPL Financial, and Neuberger Berman. She is also a member of the St. Francis Religious Education Advisory Board.
Lynn Burmeister joined Perritt Capital Management in 2009 and serves as Chief Compliance Officer to the Advisor and the Perritt Funds. As CCO, Mrs. Burmeister oversees all regulatory matters for the firm and funds and acts as liaison to fund council. As Secretary of the Perritt Funds, she coordinates the administration of corporate documents and records. Lynn has been in the financial industry since 1980. Her experience includes work at Harris Associates, Inc., Gofen & Glossberg, and Optimum Investments.
Lynn is an Investment Adviser Certified Compliance Professional (IACCP).
Dianne Click has served on the board of the MicroCap Opportunities Fund since 1995 and on the board of the Ultra MicroCap Fund since inception. Ms. Click is a licensed Real Estate Broker in the State Of Montana. She has been a partner and a principal owner of a real estate sales company, Bozeman Broker Group, since April 2004. She has been licensed in the state of Montana since 1995. Dianne C. Click’s experience as a partner and principal owner of a real estate sales company has provided her with a firm understanding of financial statements and the issues that confront businesses, enabling her to provide the Board of Directors valuable input and oversight.
David Maglich has served on the board of the MicroCap Opportunities Fund since 1989 and on the board of the Ultra MicroCap Fund since inception. Mr. Maglich is a shareholder with the law firm of Fergeson, Skipper et al. in Sarasota, FL. He has been employed with Fergeson, Skipper et. al. since April 1989. As a partner in a law firm, David S. Maglich has extensive experience working with regulated industries, and a deep understanding of financial statements, making him a valuable source of information and insight.
Chartered Financial Analyst (CFA)® is a professional designation given by the CFA® Institute (formerly AIMR) that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis. The CFA® charter is one of the most respected designations in finance, considered by many to be the gold standard in the field of investment analysis.
CFP® and Certified Financial Planner™ marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements. Those wanting to become a CFP® professional must take extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement. Attaining the CFP® designation takes experience and a substantial amount of work. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
Investment Adviser Certified Compliance Professional (IACCP)®, is a designation granted by the NRS Investment Adviser Certified Compliance Professional® (IACCP®) program, co-sponsored by the Investment Adviser Association (IAA). The designation is awarded to individuals who complete a program of study, pass a certifying examination, and meet work experience, ethics and continuing education requirements.