Brian Chait is the Chief Investment Officer and Portfolio Manager of Rampart Funds and President of Lynx Capital Group, an independent portfolio and wealth management company formed in 1996. Mr. Chait has over 35 years of investment experience and brings a unique global perspective to long-term value investing on behalf of his clients.
Prior to forming Rampart and Lynx, Brian served as Co-CIO and Partner of a regional Cleveland based investment management firm with over $1.5 billion in client assets under management. Brian worked with high net worth individuals and institutional clients to help diversify and risk manage their portfolio for long-term growth and capital preservation.
Mr. Chait was a co-portfolio manager of The Clarion Fund, a hedge fund focusing on small capitalized stocks. Brian was responsible for the short side and hedging the portfolio with derivatives.
Brian served as CFO, and CEO of a number of national middle companies, one of which, while under his direction, was acquired by General Electric.
Mr. Chait is a well-known speaker at numerous conventions and seminars on dividend growth stock investing hedge funds and ETF tactical tilt investing. He has spoken on topics, such as; market overview (including sector recommendations), portfolio construction (product type and allocation), risk management, and reducing volatility by utilizing options as well as identifying alternatives to fixed rate bonds.
Mr. Chait is a three time winner of Forbes Magazine’s Love Only One Stock contest for his short ideas and was invited back 5 years in a row as a runner-up, holding a longevity record during that time among all participants.
He completed a Bachelor of Science in Accounting with honors from the University of South Africa and is a Chartered Accountant (CA)SA.
Bill Rechter CFA™, Managing Director has been in the investments business for nearly 50 years. He began his career as a Securities Analyst at the Value Line Investment Survey covering several industries, including Financial Services, Construction, Real Estate and Energy. Several years later, he became an analyst at Lehman Brothers covering the Energy Industry. In 1980, he joined Sperry Capital Management as President and Senior Portfolio Manager. Following Sperry’s merger with Burroughs in the mid-1980s, he joined Cowen Asset Management as a Managing Director and Senior Portfolio Manager of the Dividend Growth Strategy as well as the Cowen Income + Growth Mutual Fund. In 1998, Cowen was acquired by Societe Generale, a French bank and after several years with them, Bill took a new position as the Chief Investment Officer of Hillview Capital Advisors. Finally, in 2005, he joined Fred Alger Management as a Senior Vice President and member of the Portfolio Management team. Following a brief attempt at retirement, he joined Lynx Capital in November of 2018. Bill also holds a BBA from the University of Massachusetts and a MBA from NYU. He has been a speaker on CNBC several times.
Bill lives in Boca Raton, Florida with his wife Barbara. He is an enthusiastic follower of the stock market, has traveled extensively all over the world and enjoys playing golf in his free time.
Let’s Work Together
We are an independent, private, family owned investment firm. There are no large wall street firms or banks attached to us telling us what to do. Customer service is our number one priority.