120 South LaSalle Street Suite 1440 Chicago, Illinois 60603
PH: (312) 630-0180 Fax (312) 630-0182
Our Investment Products
     

Meg E. Davidson is majority owner of Borthwick Associates, Inc. and Earlwick, Inc., General Partner to Borthwick Partners Fund. She graduated from Valparaiso University with a B.S. in Business Administration - Finance in 1983. After spending two years working in compliance for the commodities industry (Best Commodities located in Chicago, Illinois), she joined Borthwick Associates  in 1985. Meg employs a combination fundamental/technical approach to stock selection with an emphasis on the PE to growth valuation model. She credits her passion for growth investing to her 20 year career working under the guidance of Earl B. Hagberg, founder of Borthwick Associates. Together Meg and Earl developed Borthwick Partners Fund Limited Partnership. Borthwick Partners Fund allows clients with smaller amounts of capital to experience the benefits of professional management through a shared growth portfolio. Meg is the portfolio manager of Borthwick Partners Fund as well as several separately managed accounts. She lives in the city of Chicago and is actively involved in the Chicago Park District Tennis Association.  Meg may be contacted directly at megdavidson@ameritech.net .

Thomas R. Flaig, CFA joined Borthwick Associates in April 2000 and moved into the role of President in February 2005. Tom oversees many of the firm's individually managed accounts and handles client relations. Tom has extensive investment experience, having served as a portfolio manager and analyst at Legacy Asset Management and Sears Investment Management Company. In addition, Tom was a Vice-President for Goldman Sachs Chicago office where he was involved in institutional research sales for the Midwest region. Tom is a Chartered Financial Analyst and an active member of the CFA Institute of Chicago (CFASC). As a graduate of the University of Wisconsin-Madison, Tom has an MBA in Finance. Married, with two daughters, Tom resides in the Western Suburbs of Chicago. Tom may be contacted directly at tflaig@ameritech.net.

Jorie L. Pitt, CFP(R) joined the Borthwick team in May of 2005 and is our resident Certified Financial Planner.  Jorie is a 2003 graduate of the University of Illinois where she earned a B.S. in Communications and was a Chick Evans Scholarship Recipient.  Jorie is an active member of the Financial Planning Association (FPA) as well as the Professional Women's Club of Chicago (PWCC).   Before joining Borthwick, Jorie worked as an Account Executive at Axiom Advertising where she co-managed a major automotive industry account. Additionally, Jorie worked as an Executive Assistant at Elegant Edge Distinctive Catering where she was able to apply her marketing and event planning skills.  Jorie may be contacted directly at joriepitt@ameritech.net.

Lisa K. Forrester was welcomed to the Borthwick team in February of 2007 as the Operations Manager. Lisa brings to Borthwick both strong project management and organizational skills. She spent the past 13 years with Procter & Gamble as a manager for their Retail Services Group. There she hired, trained and managed a group of sales and merchandising professionals. She also did extensive work on special team projects that fostered stronger partnerships with area retailers that resulted in building both their business and organizational capacity. Prior to that, Lisa was a sales representative for Western Publishing, Inc. Lisa resides in Chicago’s southwest suburbs. She is married with 2 children and 1 grandchild.  Lisa may be contacted at lforrester@ameritech.net.

Independent Marketing Consultant, Joseph J. Kadleckcame on board in late 1996. Prior to joining Borthwick he was employed for over 37 years with the Thomas A. Schutz Co., an international point of purchase display firm in Morton Grove, IL. At Schutz he served as Director of Purchasing, General Manager, Vice President of Production and Treasurer before assuming the title of Executive Vice President and Chief Financial Officer. In this capacity his main duties included overseeing all financial matters as well as administering all benefit plans for the company. In 1989, the company was purchased by the Omnicom Group, now the world's largest advertising agency. As an Evans Scholar recipient, he attended Marquette University and obtained a B.S. in Accounting. Continuing to support the Evans Program he and his wife reside in Lake Forest and are very active in church and community activities. Outside interests are golf in the summer and curling in the winter.
.

Independent marketing consultant, Mark W. Davidson, RFC was welcomed to the Borthwick team in February 2003.  A 1981 graduate of Purdue University, Mark is a 767 captain with American Airlines.  Mark is also a Registered Financial Consultant, with a long-term interest in the financial markets. His personal investing experience at Borthwick allows him a unique perspective to those interested in partnering with a private money manager. Mark is an avid golfer and a long-time member of Valparaiso Country Club.

.

Independent Marketing Consultant, Jeffrey W. Butterfield, joined Borthwick Associates in June 2004. Jeff brings extensive sales and marketing experience to our team. During his past affiliations with such prestigious firms as Edward Jones, Eaton Vance and Goldman Sachs, Jeff held a variety of client development and national sales management positions. His connection to the financial markets remains strong, even though his rewarding career has offered him the opportunity of enjoying an early retirement since 2001. Though currently making their home in Valparaiso, Indiana, Jeff and his family retain strong ties to the Columbus, Indiana community. Jeff proudly serves on the board of the Boys and Girls Clubs of America.