Meg Davidson is an owner/portfolio manager of Borthwick Associates. She is also the Chief Compliance Officer. Meg 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 and her family live in the West Valley of Phoenix and spend summers on their hobby farm near LaCrosse, Wisconsin. Meg may be contacted directly at meg@borthwickassociates.com.
Thomas Flaig, CFA joined Borthwick Associates in April 2000 and moved into the role of President in February 2005. Tom is an owner/portfolio manager. He 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. As a graduate of the University of Wisconsin-Madison, Tom has an MBA in Finance. Married, with two daughters and four grandkids, Tom resides in the Western Suburbs of Chicago. Tom may be contacted directly at tom@borthwickassociates.com.
